Succession of Baumgarden

36 La. Ann. 46
CourtSupreme Court of Louisiana
DecidedJanuary 15, 1884
DocketNo. 8959
StatusPublished
Cited by5 cases

This text of 36 La. Ann. 46 (Succession of Baumgarden) 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 Baumgarden, 36 La. Ann. 46 (La. 1884).

Opinion

The opinion of tho Court was delivered by

Beiímudez, C. J.

The heirs of age of Theresa Banmgarden appeal from four judgments rendered in the morinaría-. They sa.y that those judgments are erroneous and operate to their injury.

The judgments are:

1.One which directs the delivery to tho executors of their mother, of a tin box containing valuables belonging, in part, to the succession of N. A. Banmgarden, their father, whose heirs they are.

2.A second judgment which orders t-lieni to pay over to the executors tho rents, etc./collected by them as heirs of their mother, under a decree recognizing them as such, but subsequently reversed.

3.A third judgment forbidding them from collecting such rents in future.

4.A fourth.and last judgment, refusing to recognize and put them in possession of their mother’s succession.

I.

We think it is preferable to consider first, the questions presented by the last judgment.

It does not seem to be disputed, nor can it be, that the appellants are the three legitimate children of age of Mrs. Banmgarden, the fourth and last child being a minor, represented by one of her executors, as dative tutor.-

Tho judgment appealed from, rendered in tho petition of the heirs of age, recognizes them, contradictorily with the executors, as such • heirs, but rejects their demand to be put in possession, accordingly, of their mother’s succession.

The appellees have not asked an amendment of the first part of the judgment. In that respect, it must, therefore, remain undisturbed.

The appellants contend that they are entitled to be put in possession of their mother’s succession, to the extent of their interest therein, concurrently with their minor co-heir.

[48]*48The executors resist tlieir demand on no definite, ground going to the merit and merely pray for judgment in their favor and against the plaintiff.

They do not aver the existence of any money legacies, or of debts, and do not ask that the heirs should advance the funds wherewith to discharge the same.

There being no formal issue on that question, it is possible that, strictly speaking, there may exist no necessity of passing upon the obligation of the heirs to give security, but as, under the tenor of certain articles of the code, it is possible that the. question should bo passed upon, we deem it is better that it be done.

The record shows that Mrs. Baumgarden left a will, by which she made two legacies of property which were delivered, and that the assets of her succession were inventoried and valued at $36,461. It does not appear that she was indebted, unless possibly for some $600, claimed by one of her executors; but, it is insisted that her estate, including that debt, has, since her death, become involved to the, extent of some $8000, as is shown by an exhibit found in the, transcript.

It makes no difference, as far as the executors are, concerned, whether the succession of Mrs. Baumgarden be, or not, indebted. It is a matter which in no way concerns the executors of the. deceased. Tt is of interest to her creditors, if any exist,- and to her heirs. No creditor is heard here to oppose the demand of the heirs for possession and no one can be allowed vicariously, in the absence of any plea filed for their benefit, to champion their rights. The, heirs of age have considered the condition of the succession and have determined, at their risk, that it was to their advantage to accept it unconditionally. They have done so and now ask to be put in possession.

The law, on this subject, is explicit.

The heirs, says the article of the code, 1671, can, any time, take the seizin from the testamentary executor, on offering him a sum sufficient to pay the, movable legacies and on complying with the requirements of Article 1012.”

That last named article reads :

“ In obtaining possession of the, effects of a succession, the heirs shall not be permitted, under any pretense whatsoever, to have an actual delivery of the property of any such succession, which may be in suit, or to receive any money of the succession, where there shall be claims thereon pending in Court, unless they previously give- bond with good and sufficient security, if the. plaintiffs’ in such suits require it, which surety shall be one-fourth over and above,-” etc.

[49]*49It does not appear in tills case, that there is any property in suit, or money on which there is any claim pending in Court, of which the heirs of age aslc to be. put in possession; nor does it appear that anyone demands such security.

If it be true, as it is, that heirs cannot be put in possession where security is asked, without giving it, it is equally so, that they can be put in such possession without security, where none is demanded.

So much; therefore, for the question of obligation to furnish security.

The real contention seems to arise touching the right of the three heirs 'of age to be put in possession of their mother’s estate, there being a fourth heir, who is a minor and who cannot accept the succession unconditionally.

The law governing such a case is found in Article 1047, R. C. C., which is to the effect that:

“If there be several heirs to a succession some of whom have accepted unconditionally and others claim the benefit of the term for deliberating, the judge of the place * * * shall cause an inventory to be made *' * * and shall appoint an administrator to manage until partition of the same be made among the heirs.”

This article refers to heirs of age who have accepted and to those who claim time to deliberate and who may, after deliberation, accept, also, unconditionally.

It has been construed as authorizing the taking of possession jointly by heirs of age concurrently with minors. Soye vs. Price, 30 A., 93; and as justifying an administration where one of the heirs of age demands one and there is a minor, for whom the law accepts under benefit of inventory. Blake vs. Minors, Kearney and Lake, 30 A. 389.

It applies more particularly to cases in which there are heirs of age and a minor, where there is no necessity for an administration, where the' debts, if any, compared to the bulk of the estate, are of no significance and where the heirs of age, representing three-fourths of the estate, declare themselves to be ready and willing to furnish security.

The Code of Practice, Article 1003, declares that, in such cases, if, from the examination of the testimony produced, the judge discovers that the petitioners are entitled to the succession, he shall put them in possession of it, and shall direct the curator or executor to render a,n account within a reasonable time, etc.

If such was not the intent and meaning of the article, then heirs of age in successions in which there would be minor co-heirs, and in charge of executors, could never obtain possession of and enjoy their [50]*50inheritance, unless by a suit in partition and the deplorable condition revealed by the record in this case, would be one of constant and irrepressible occurrence.

Such was not the object of the law. Heirs of age can own, possess and enjoy their inheritance in common with their minor co-heirs.

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Bluebook (online)
36 La. Ann. 46, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-baumgarden-la-1884.