Succession of Bartie

472 So. 2d 578
CourtSupreme Court of Louisiana
DecidedJune 28, 1985
Docket85-CA-0521
StatusPublished
Cited by35 cases

This text of 472 So. 2d 578 (Succession of Bartie) 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
Succession of Bartie, 472 So. 2d 578 (La. 1985).

Opinion

472 So.2d 578 (1985)

SUCCESSION OF Henry Crawford BARTIE.

No. 85-CA-0521.

Supreme Court of Louisiana.

June 28, 1985.

*579 David J. Williams, Lake Charles, for plaintiff-appellee.

C.A. Miller, Jr., Richard Savoy, Lake Charles, Isaac E. Henderson, Baton Rouge, for defendant-appellant.

CALOGERO, Justice.

This civil appeal is from a trial court judgment in plaintiffs' favor which held that La.C.C. art. 1493, prior to its amendment in 1981, was unconstitutional insofar as it treated illegitimate children differently from legitimate children, granting only the latter the right of forced heirship.

Henry Crawford Bartie died testate on August 4, 1977. He had never married. In his statutory will, dated October 23, 1974, Bartie named a nephew, Roland Mouton, a particular legatee and bequeathed to him certain immovable property. He named another nephew, Bryant Bartie, Jr., residuary legatee, and bequeathed to him the remainder of his property. The will was probated, and on April 17, 1978, a judgment of possession was signed in favor of Mr. Bartie's two nephews, Roland Mouton and Bryant Bartie, Jr., in accordance with the provisions of the will.

On November 13, 1980, August Bartie, Olivia Bartie Fontenot, and Robert Lee Bartie filed a petition for reduction of excessive donations. They claimed to be the acknowledged illegitimate children of Henry Crawford Bartie and entitled, as forced heirs, to two-thirds of his property. They argued that La.C.C. art. 1493 as then applicable (prior to its amendment in 1981)[1] was unconstitutional in that it gave legitimate children the right to forced heirship but denied that same right to illegitimate children.

After trial on the merits,[2] the trial court, relying on this Court's decisions in Succession of Brown, 388 So.2d 1151 (La.1980) and Succession of Clivens, On Rehearing, 426 So.2d 585 (La.1982), ruled that La.C.C. art. 1493 was unconstitutional insofar as it excluded illegitimate children from the right of forced heirship. The trial court went on to find that the plaintiffs had not been formally acknowledged (which is what was pleaded), but that they had been informally acknowledged by Henry Crawford Bartie, and thus were entitled to be recognized as his legal heirs and to recover two-thirds of the property he owned at his death.

On appeal, defendants present essentially two arguments. First it is argued that the trial court erred in holding La.C.C., art. 1493, prior to its amendment in 1981, unconstitutional. Alternatively, defendants contest the sufficiency of the evidence plaintiffs presented to establish their filiation to Henry Bartie, as well as the standard under which the trial judge assessed *580 that evidence. We find no merit in defendants' arguments and affirm the trial court judgment.

With respect to La.C.C. art. 1493, prior to its amendment in 1981,[3] that article, which the trial judge declared unconstitutional, had provided:

Donations inter vivos or mortis causa can not exceed two-thirds of the property of the disposer, if he leaves, at his decease, a legitimate child; one-half, if he leave two children; and one-third if he leaves three or a greater number.
Under the name of children are included descendants of whatever degree they be, it being understood that they are only counted for the child they represent. (emphasis provided).

Essentially, the article extended the benefits of forced heirship to legitimate children of the deceased but not to his illegitimate children.

It is now well settled that Article I, Section 3 of the 1974 Louisiana Constitution prohibits arbitrary discrimination against a person because of birth, which, of course, includes illegitimacy. Succession of Clivens, supra; Succession of Brown, supra; Succession of Thompson, 367 So.2d 796 (La.1979); Succession of Robins, 349 So.2d 276 (La. 1977). After reviewing the proceedings of the 1973 constitutional convention at which the meaning of Art. I, Sec. 3 of the 1974 La. Constitution was debated, we determined that "the entire range of discriminatory practices based on illegitimacy was encompassed by the section." Succession of Clivens, supra; Succession of Thompson, supra.

Article XII, § 5 of the 1974 Louisiana Constitution provides:

No law shall abolish forced heirship. The determination of forced heirs, the amount of the forced portion, and the grounds for disinherison shall be provided by law. Trusts may be authorized by law, and a forced portion may be placed in trust.
We noted in Succession of Clivens that (b)ecause of the unique nature of Louisiana succession law, which constitutionally requires forced heirship (La. Const. art. XII, § 5), a testator is not free to bequeath all his property to whomever he pleases if he leaves descendants. Descendants have a constitutional, as well as a statutory, right to a forced portion. To deny an illegitimate descendant a forced portion in a testate succession, while affording a legitimate descendant such a right, is as constitutionally impermissible as denying an illegitimate child his right in an intestate succession. There is no basis for making such a distinction and such a holding fosters rather than remedies discrimination against illegitimates. Succession of Clivens, supra at p. 598.

Defendants are correct that Succession of Clivens, supra, and Succession of Brown, supra, dealt with intestate inheritance rights and the discrimination between legitimates and illegitimates (C.C. 919), while the case under consideration involves the differing treatment of legitimates and illegitimates as regards forced heirship in the testate succession (C.C. 1493). Nonetheless, the controlling reasons in Clivens and Brown dictate the same result here.

Arbitrary discrimination against a person based on illegitimacy is prohibited by our 1974 Constitution. The 1974 Constitution, particularly Art. I, Sec. 3, became effective on January 1, 1975. Succession of Clivens, supra. Forced heirship is provided *581 for in our Constitution. There is no basis for allowing a legitimate descendant a forced portion in a testate succession and denying that same right to an illegitimate descendant. Accordingly, the trial court was correct in holding that La.C.C. art. 1493 was unconstitutional insofar as it denied illegitimate descendants a right to a forced portion in their ascendant's estate while granting such right to legitimate descendants.

Defendants' second argument is more persuasive; although not convincing. Plaintiffs filed their petition on November 3, 1980. If they are to recover at all, they must first establish their filiation to Henry Crawford Bartie. In that regard, La.C.C. art. 209, as written in 1980 when the suit was filed, provided in pertinent part:

Art. 209. Methods of proving filiation.
4. A child of a man may prove filiation by any means which establish, by a preponderance of the evidence, including acknowledgment in a testament, that he is the child of that man. Evidence that the mother and alleged father were known as living in a state of concubinage and resided as such at the time when the child was conceived creates a rebuttable presumption of filiation between the child and the alleged father.

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472 So. 2d 578, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bartie-la-1985.