Roach v. Roach

35 So. 2d 597, 213 La. 746, 1948 La. LEXIS 887
CourtSupreme Court of Louisiana
DecidedApril 26, 1948
DocketNo. 38002.
StatusPublished
Cited by16 cases

This text of 35 So. 2d 597 (Roach v. Roach) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roach v. Roach, 35 So. 2d 597, 213 La. 746, 1948 La. LEXIS 887 (La. 1948).

Opinion

HAWTHORNE, Justice.

Mrs. Mary H. Pugh Roach, widow of Benjamin H. Roach, died on July 29, 1943, leaving an estate valued in the inventory at $9250. She was survived by eight children born of her marriage with Benjamin H. Roach. Mrs. Roach left a last will and testament in nuncupative form by public act dated November 20, 1914, in which she bequeathed all of her property to certain of her children who were named as legatees therein.

Two of her children who received no bequest under her will, John B. Roach and Mrs. Annie Caroline Roach Nicholson, hereinafter referred to as plaintiffs (together with Mrs. lone V. Roach as assignee of John B. Roach), instituted this suit on July 6, 1944, seeking to have the last will and testament of Mrs. Roach decreed to be null and void because she did not expressly declare in the will that the property bequeathed to the legatees named therein was being bequeathed as an advantage or extra portion, and urging that the bequest of all of the property to the legatees must fall under the obligation to collate and become a part of the estate. They pray that each of them be recognized as the -owner of an undivided one-eighth interest in all the property left by the deceased.

In the alternative, these plaintiffs pray that, in the event the will should be held to be valid, the bequests therein made to the other children be reduced to one- *751 third of the property of the testatrix, and that they be recognized as owners of an undivided one-eighth interest each in the remaining two-thirds, or one-twelfth to each. Stated somewhat differently, the alternative demand is simply for a reduction of the legacies insofar as they encroach on the legitime of each of these plaintiffs.

The testatrix stated in the will that she considered that the plaintiffs had already had all that was due them, and no bequest was made in the will to these plaintiffs of any property left by the deceased. Plaintiffs contend that, because of this fact, the will as written had the effect of disinheriting them.

The other children of the testatrix or their heirs are defendants in this suit. In their answer they admit that plaintiffs are the forced heirs of the testatrix, but deny generally all other allegations of the petition. By way of special defense they set out that each plaintiff had received more than his or her share of their mother’s estate during the lifetime of their father and mother by donations of community property.

As to plaintiff John B. Roach, defendants allege that he was donated a tract of land comprising five acres by virtue of a simulated sale from his father dated December 16, 1901, and that the property so donated had a value in excess of $3500 at the time of the death of the donor. They allege also that he was donated and given without consideration by his mother in December, 1914, 39 head of dairy cattle of the value of $1750. The total value of these alleged donations to John B. Roach is therefore $5250.

As to plaintiff Mrs. Annie Roach Nicholson, defendants allege that by act of donation dated December 4, 1891, she was given by her father 5.22 acres of land belonging to the community existing between her father and mother. They allege that on December 16, 1914, the same property described in the act of donation was purportedly sold by their father to Mrs. Nicholson (the consideration named in the act of sale being $1000); that this purported sale was a simulation pure and simple, and that the consideration named in the deed was not paid; that the property was worth in excess of $15,000 at the time of the death of the donor.

Defendants pray that the demands of plaintiffs be rejected, and, in the alternative, that “John B. Roach and Mrs. Annie C. Nicholson be ordered to collate the sums of $5250.00 and $15,000.00 respectively, before being allowed to share in this estate, and on their failure to do so that they be required to collate by taking less and thereupon their demands be rejected and their suit dismissed * * Defendants pray further in the alternative that, if plaintiffs are entitled to anything' from their mother’s estate, they are entitled to receive only one-eighth of two-thirds of this estate, and that the judgment *753 in such event provide that the value of the special gifts made to John B. Roach and Mrs. Nicholson, as set out herein-above, be deducted from said one-eighth of two-thirds.

Although the answer avers that the property alleged to have been donated to Mrs. Nicholson was valued at $15,000 at the time of the death of the donor, her father, counsel for all parties have stipulated that this tract of land was worth at the death of the testatrix as much as $5000.

Prior to trial on the merits, plaintiffs filed a plea of prescription of five years against all of defendants’ demands for collation, and plaintiff John B. Roach filed a plea of prescription of three years against their demand for collation as to the 39 head of cattle. These pleas were referred to the merits by the trial judge.

After trial on the merits, the district judge overruled both pleas of prescription and was of the opinion, as shown by his reasons for judgment, that the will was not null and void, but that the bequests made therein were reducible to the disposable portion, there being no obligation to collate donations or bequests mortis causa; that defendant had not sustained the burden of proving that the sale of the five-acre tract by their father to plaintiff John B. Roach was a simulation, and that the defendants had likewise failed to prove to the satisfaction of the judge that the 39 head of cattle were donated to John B. Roach by his mother; that the tract of 5.22 acres was donated to Mrs. Annie Roach Nicholson, and that the defendants had sustained the burden of proving that it was a donation and that the deed was a simulation, and that Mrs. Nicholson had received more than her legitime.

Accordingly judgment was rendered in favor of plaintiff John B. Roach, recognizing him as one of the heirs of his deceased mother and entitled to the ownership and possession of an undivided one-eighth of two-thirds, or one-twelfth, of all the property belonging to her succession, and judgment was rendered against plaintiff Mrs. Nicholson, rejecting her demand and dismissing her suit.

From this judgment Mrs. Nicholson appealed, and from the judgment insofar as it was in favor of John B. Roach the defendants appealed. Plaintiff John B. Roach and his assignee, Mrs. lone V. Roach, have answered the appeal of defendants, calling our attention to the fact that in the proceedings in the lower court a deed was filed in which plaintiff John B. Roach conveyed to Mrs. lone V. Roach all of his right, title, and interest in the successions of Benjamin H. Roach and Mrs. Mary H. Pugh Roach, and that John B. Roach was made a party plaintiff in these proceedings as warrantor under the deed and as one of the heirs of his mother, and that Mrs. lone V. Roach was made a party plaintiff as assignee named in said deed, and that for these reasons the judgment of the district court should be amended and revised so “as to recognize *755 the said Mrs. lone V. Roach as vendee and assignee of the said John B. Roach, and that, in any event, the said parties be recognized as entitled to 1/12 of said estate, as their interests might appear.”

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Bluebook (online)
35 So. 2d 597, 213 La. 746, 1948 La. LEXIS 887, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roach-v-roach-la-1948.