Samuels v. Brownlee

36 La. Ann. 228
CourtSupreme Court of Louisiana
DecidedMarch 15, 1884
DocketNo. 9028
StatusPublished
Cited by2 cases

This text of 36 La. Ann. 228 (Samuels v. Brownlee) 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
Samuels v. Brownlee, 36 La. Ann. 228 (La. 1884).

Opinion

The opinion of the Court was delivered by

Bermudez, C. J.

This is an action sounding in damages for upwards of $15,000.

It is brought by the legatees of the naked ownership of one-half of the estate of a testator, against the executors of the latter and the representatives of the usufructuaries of that and of the other half.

The complaint is, that the executors in violation of their trust and of the law, have voluntarily placed the usufructuaries in the undivided possession of all the effects of the succession; that they have permitted those usufructuaries to waste and squander the movables and to dilapidate the real estate; that the usufructuaries, or their representatives, having frilled to return the misused property and to repair the damage done, the executors and such representatives are responsible for the denounced wrongful acts, unlawful conduct and neglect of duty which have occasioned the injury and should be held liable in solido.

Prom a judgment on an exception of no canse of action, filed by the executors, sustaining the defense and dismissing the suit, the plaintiffs liave appealed.

Pox the purpose of the exception all the facts sot forth must be taken as true.

Prom that standpoint the question to he determined is simply:

Whether the plaintiffs are entitled to recover from the executors.

The following is a substantial statement of the averments of the petition.

George Heation died in 1873, leaving a will, by which, after making-several particular legacies, he gave the usufruct of one-half of his estate to his sister, Mrs. Samuels, and the usufruct of the remaining [230]*230lialf to another sister, Anne Head on, dispensing both from furnishing security.

The naked ownership of the first half lie bequeathed to the plaintiffs, subject to administration from the beginning until after the usufructu-ary’s death and until the youngest of them would become of age.

A like ownership of the other half he gave to his two nieces.

The testator also appointed a number of executors, dispensing them from security; but two only of them accepted the trust and qualified accordingly, Stringer and Middlemiss, who are made defendants herein.

They caused the property left by the testator to be inventoried, took possession of it, satisfied the charges against the succession, delivered the residue to the usufructuaries, that residue consisting in real estate, stock, securities, ready money, etc. They next presented an account which was homologated in 1874, the court discharging them from responsibility up to then and retaining them conditionally in office, in case events provided for in the will would require them to resume the administration of the succession property. Those events never arose, the first named usufructuary, Mrs. Samuels, dying in April, 1882, and the youngest, child, joint legatee of the naked ownership of the half subjected to Mrs. Samuels’ usufruct, attaining Ms majority in March, previous to her death.

The claim is, that, under the terms of the will, which the executors had accepted, they were bound to take and continue in possession of the entire estate, and administer the same, from the moment of the death of the testator to the putting in possession of the naked owners, which was to be, as concerned the plaintiff, when the youngest of them would have attained the age of majority, if the usufructuary, Mrs. Samuels, was then dead; and that as the executors have without authority delivered undivided possession to the usufructuaries, and injury has in consequence resulted, they must be held responsible.

The defense is that, under the terms of the will and the law, the executors were enjoined and bound to put the usufructuaries in possession, as they have done, that when they did so, their administration and responsibility ended, subject to resumption in the event that Mrs. Samuels would die before the youngest of the plaintiffs became of age, a circumstance which did not occur, as that youngest legatee attained his majority before his grandmother, Mrs. Samuels, had departed this life.

In order to determine that issue, it is necessary to consider the terms used by the testator, in order to ascertain his intention and test the construction put upon it by the plaintiffs.

[231]*231The particular clauses relied upon, read as follows :

“ I give and bequeath to my sister, Elizabeth Iieatiou Samuels, the usufruct and enjoyment, for and during the term of her natural life, of the one-half part of the remainder of all my estate, and dispense her from security therefor.”
“Igive and bequeath, in full ownership, the one-half of the residue of all my estate (the usufruct of which half is hereinbefore bequeathed to iny sister, Elizabeth Heation Samuels) to Elizabeth Heation Samuels, aged about 1G years, George H. Samuels, aged 14 years, Sarah Jane Samuels, aged 12 years, Wilhelmine Samuels, aged 10 years, all the children of my late nephew, William Samuels,” * * (these legatees being the plaintiffs herein) * * * “to be divided between them by roots, and to be enjoyed by them from and after the, time the youngest of them shall have attained the age of majority and after the death of my said sister, Elizabeth Heation Samuels. And I hereby empower my testamentary executors to administer the said half of my estate, as they may deem proper, until the youngest of the surviving of the above named minors arrives at the age of majority, free from all or any control, or interference on the part of the tutor of said minors, or of such of them, as^shall have become of age, previous to the happening of the majority of the youngest of them.”
“ I give and bequeath to my two nieces, Isabella Brownlee and Carolina Gale, in full ownership, to be enjoyed by them, from and after the death of my above named sister, Anne Heation, the other half of the remainder of my estate, be the same what it may (the usufruct of which is hereinbefore bequeathed to my said sister, Anne Heation).”
1 hereby nominate and appoint for my testamentary executors and detainers of my estate, Messrs. Frederick Stringer,” * * “Peter B. Middlemiss,” * * * (and others named, who did not qualify) * * * “to act jointly and severally, and 1 hereby request and empower them to fully and finally carry out the provision of this will, and I hereby dispense them with furnishing security as such testamentary executors.”

Tt is manifest that the intentions of the testator were:

1. To provide for his two sisters during their life. To that end he gave them the usufruct, each of half of his estate, dispensing both from a security which otherwise could have been exacted from them by the naked owners.

2. To provide for the grandchildren of one of those sisters, Mrs. Samuels, the plaintiff herein, who were at the time minors. For that [232]*232purpose, he bequeathed to them the naked ownership of the half subjected to their grandmother's usufruct, with the condition that it should not be under the control of their tutor.

3. To provide for his two nieces named. To accomplish that object, he bequeathed to them the naked ownership of the half subjected to the usufruct of his second sister.

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Related

Succession of Geer
209 So. 2d 303 (Louisiana Court of Appeal, 1968)
Succession of Fournet
195 So. 2d 333 (Louisiana Court of Appeal, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
36 La. Ann. 228, Counsel Stack Legal Research, https://law.counselstack.com/opinion/samuels-v-brownlee-la-1884.