Pugh v. Scott

505 So. 2d 1170, 1987 La. App. LEXIS 9307
CourtLouisiana Court of Appeal
DecidedApril 13, 1987
DocketNos. 86-CA-608, 86-CA-609
StatusPublished

This text of 505 So. 2d 1170 (Pugh v. Scott) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pugh v. Scott, 505 So. 2d 1170, 1987 La. App. LEXIS 9307 (La. Ct. App. 1987).

Opinion

WICKER, Judge.

The plaintiff-in-rule, Lea Victoria Proven-sal Pugh (Vicky), petitioned to have her half brother, the defendant, Richard Michael Scott (Rick), declared unworthy to inherit in his mother’s succession. Vicky’s motion for summary judgment was granted and Rick appealed. We affirm.

The decedent, Jacqueline Hauler Proven-sal, had three children. Her son, Rick, was born of her first marriage. Her two daughters, Vicky and her sister, Michelle Provensal (Michelle), were born of her second marriage. Mrs. Provensal was a widow at the time of her death.

Mrs. Provensal died either during or immediately after an altercation with Rick. Rick claims his mother was in a drunken state at the time of her death, that he struck her in the face only to try to sober her up, and that she fell during her attack on him. Nevertheless, Rick was indicted for second degree murder and ultimately pleaded guilty to manslaughter. He received a sentence of five years at hard labor.

Mrs. Provensal left a will naming Michelle as her executrix. However, Michelle had been an absentee from the State of Louisiana for some time; and apparently her place of residence was unknown at the time of her mother’s death. Vicky petitioned the court for probate of her mother’s will, and she was ultimately appointed dative testamentary executrix by the trial court.

Vicky petitioned the court to have Rick declared unworthy to inherit, based upon his manslaughter conviction. L.S.A.-C.C. art. 966. Rick challenged the sufficiency of the bond posted by Vicky and her actions in handling this succession. Both Vicky’s motion for summary judgment on the unworthiness claim and Rick’s motion to remove succession representative and test surety were set for hearing at the same time. In addition, Vicky’s exception of no right of action, which was based upon Rick’s alleged unworthiness and consequent lack of standing to challenge her, was also heard.

The trial judge granted the motion for summary judgment, holding that the minute entries of Rick’s guilty plea and sentencing, in the criminal case of State of Louisiana v. Richard Michael Scott, No. 84-2154, 24th Judicial District Court for the Parish of Jefferson, were a sufficient showing of unworthiness. He held that these entries showed that there was no genuine issue of material fact. He refused to allow testimony or evidence on behalf of Rick to show motive, intent, or circumstances. He further found that, because of his unworthiness, Rick had no right of action or standing to bring his motion; and the trial judge denied the motion to remove succession representative and test surety.

The important issue, and it is res nova in Louisiana, is whether, for purposes of finding unworthiness, the “killing” referred to in L.S.A.-C.C. art. 966 must be an intentional killing. Rick raises other issues: whether Michelle as well as Vicky must [1172]*1172join in any petition to disqualify Rick; whether Rick’s immediate seizin requires the trial judge to rule on his motions prior to disqualifying him; and whether the trial judge must first rule on Vicky’s qualifications as dative testamentary executrix pri- or to allowing her to have Rick declared unworthy.

We hold that Vicky is the proper plaintiff in this action, since she has been named dative testamentary executrix. L.S. A.-C.C.P. art. 685.

Art. 685. Succession

Except as otherwise provided by law, the succession representative appointed by a court of this state is the proper plaintiff to sue to enforce a right of the deceased or of his succession, while the latter is under administration. The heirs or legatees of the deceased, whether present or represented in the state or not, need not be joined as parties, whether the action is personal, real, or mixed.

Estate of Richard v. Richard, 321 So.2d 375 (La.App. 3rd Cir.1975). Furthermore, Michelle, even if she were either an indispensable or a necessary party, has been joined as a defendant and has a curator ad hoc to represent her interests.

Vicky relies upon L.S.A.-C.C. art. 966(1): Persons unworthy of inheriting, and, as such, deprived of the successions to which they are called, are the following:
1. Those who are convicted of having killed, or attempted to kill, the deceased; and in this respect they will not be the less unworthy, though they may have been pardoned after their conviction.

L.S.A.-C.C. art. 966 comes from the Code Napoleon of 1804. Article 727 deemed as unworthy “Celui qui serait condamné pour avoir donné ou tenté de donner la mort au défunt.” (“He who shall be convicted of killing or attempting to kill the deceased.”) In his commentary on this code article, Marcel Planiol writes that unworthiness is a penalty for serious offenses against the person of the deceased. It is not an interpretation of the deceased’s presumed wish but is invoked in the name of public morality. Treatise on the Civil Law, Vol. 3, Part 1, by Marcel Planiol, Sections 1731, 1736, 1739 and 1740, (Eleventh Edition, 1938), translated by the Louisiana Law Institute (Copyright 1959).

The equivalent of L.S.A.-C.C. art. 966(1) appeared in the 1808 Civil Code as Art. 66 and referred to “Celles qui sont convain-cues d’avoir tué ou essayé de tuer le défunt, hors des cas ou l'homicide peut s’exeuser ou se justifier.” (“Those who are convicted of having killed, or attempted to kill the deceased, — unless the case should be one of excusable or justifiable homicide.”)

The 1825 Civil Code and Projet continued the same provision numbering it as Art. 960. “Celles qui sont condamnées pour avoir tué ou essayé de tuer le défunt, et á cet égard elles n’auront pas moins encouru l’indignité quoiqu’aprés la condamnation elles aient obtenu leur grace ou leur pardon.” (The English translation of this portion of Art. 960 is the same as today’s Art. 966(1), supra.)

No Louisiana jurisprudence sheds light on the issue of intent, since no conviction was ever obtained in the reported unworthiness cases. Sharp v. Sharp, 228 La. 89, 81 So.2d 820 (1955); Succ’n of Medica, 163 So.2d 425 (La.App. 2d Cir.1964), writ denied 246 La. 379, 164 So.2d 362 (1964).

The present Louisiana Criminal Code lists five grades of homicide: first degree murder, second degree murder, manslaughter, negligent homicide, and vehicular homicide. L.S.A.-R.S. 14:29. Manslaughter, L.S.A.-R.S. 14:31, is a “killing.”1

Manslaughter is:

(1) A homicide which would be murder under either Article 30 (first degree murder) or Article 30.1 (second degree murder), but the offense is committed in sudden passion or heat of blood immediately caused by provocation sufficient to deprive an average person of his self control and cool reflection. Provocation [1173]*1173shall not reduce a homicide to manslaughter if the jury finds that the offender’s blood had actually cooled, or that an average person’s blood would have cooled, at the time the offense was committed; or
(2) A homicide committed, without any intent to cause death or great bodily harm.
(a) When the offender is engaged in the perpetration or attempted perpetration of any felony not enumerated in Articles 30 or 30.1, or of any intentional misdemean- or directly affecting the person; or

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Related

Estate of Richard v. Richard
321 So. 2d 375 (Louisiana Court of Appeal, 1975)
Sharp v. Sharp
81 So. 2d 820 (Supreme Court of Louisiana, 1955)
Succession of Medica
163 So. 2d 425 (Louisiana Court of Appeal, 1964)
In Re Hamilton
446 So. 2d 463 (Louisiana Court of Appeal, 1984)
Kravitz Estate
211 A.2d 443 (Supreme Court of Pennsylvania, 1965)
Conner v. Holbert
354 S.W.2d 809 (Court of Appeals of Tennessee, 1961)
Hamblin v. Marchant
175 P. 678 (Supreme Court of Kansas, 1918)

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Bluebook (online)
505 So. 2d 1170, 1987 La. App. LEXIS 9307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pugh-v-scott-lactapp-1987.