Succession of Beauregard

22 So. 348, 49 La. Ann. 1176, 1897 La. LEXIS 414
CourtSupreme Court of Louisiana
DecidedApril 26, 1897
DocketNo. 12,403
StatusPublished
Cited by10 cases

This text of 22 So. 348 (Succession of Beauregard) 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 Beauregard, 22 So. 348, 49 La. Ann. 1176, 1897 La. LEXIS 414 (La. 1897).

Opinion

[1177]*1177The opinion of the court was delivered by

Miller, J.

This controversy arises on the will of the deceased, directing that the one-third of his property, given to his granddaughter, shall be administered during her minority by his two sons constituted his executors, the proceeds to be invested by them and the property and accrued revenues to be delivered to her when she attains her majority, the administration and control of the executors to be “ to the exclusion of all others.” This portion of the will is attacked by the father and tutor of the granddaughter on the grounds, substantially, that the testator could not appoint the executor to fulfil the functions of the tutor, and that the disposition assailed is within the scope of the articles of the Gode forbidding substitutions and fidei commissa. The answer maintained the validity of the disposition, and from the Judgment annulling the dispositions this appeal is taken.

This will displace the tutor of the minor in respect to the administration of the property given her by the will. In seeking to accomplish that object the will substitutes the control and administration of the executors. Under our law the minor in person and property is placed under the authority of the tutor, who administers the minor’s property and represents him “ in all civil acts.” Civil Code, Arts. 327 et seq. In all the cases in our reports involving the attempt of the testator to supersede the tutor’s administration there has been experienced the difficulty of avoiding the sweeping prohibition in our Oode of all trusts attempted to be created by the testator. In this case as in others the will seeks to combine with the executors’ functions those of the tutor. The question whether the testator can direct this blending of duties and the administration of minor’s property in a mode not known to our law has been the subject of previous decisions of this court. In the Succession of Foucher, 30 An. 1020, the decision was against the power of the testator to supersede the tutorship of the law for that devised by him. But the validity of this will is not restricted to this feature of the exclusion of the tutor. The broader ground is, whether the will has not undertaken to provide as a substitute for the tutorship of the minor the prohibited fidei eommissum sought to be supplied in previous cases. Gonzales vs. Gonzales, 13 La. 106; Partee vs. Succession of Hill, 12 An. 767; Succession of Foucher, 30 An. 1020; Succession of Will Steven, 36 An. 764; Succession of McCan, 48 An. 145.

[1178]*1178Our law prohibits substitutions and fidei eommissa. The giving of property to one who, after the period of his enjoyment, is to be succeeded by another to whom the legatee first in order is to deliver, is the substitution. The naked trust, that is, of property simply to be held for and delivered to another, is the fidei eommissum. Our law prohibits both. Civil Code, Arts. 1519, 1520. The substitution annuls the entire disposition. The fidei eommissum leaving untouched other parts of the disposition, is reputed not written. Ducloslange vs. Ross, 3 An. 432; Beaulieu vs. Ternoir, 5 An. 480; Succession of Franklin, 7 An. 412; Partee vs. Succession of Hill, 12 An. 767. The question in this case is whether the disposition that one-third of the estate of the deceased is to be held by those he names as executors until the majority of the minor legatee, and then delivered to her, is not a fidei eommissum.

The defendant’s argument insists that our Code abolishes only a class of fidei eommissa and excepts lawful trusts. It is claimed that the disposition in this will for the benefit of minors is for a proper purpose, and hence not within the prohibition of trusts. The dissent of Judge Preston in the Eranklin case is relied upon on this branch of defendant’s argument. This phase received careful consideration in the leading cases decided more than forty years ago. In the Eranklin case the trust was in favor of an institution of learning to bear the testator’s name. It was a case peculiarly fit for an exception if our law permitted trusts in testamentary dispositions. The decision was against the bequest. The result of all the discussion, then, was the delineation of our jurisprudence, if not distinctly marked before, that our Code abolished not only the substitution, but all forms of fidei eommissa. The simplicity of our system of titles it was declared must be maintained; that property at the testator’s death must vest in an owner, with the right of the testator to give the usufruct to one, the property to another, and that any disposition by which the heir or legatee was excluded from possession by the instrumentality of trustees or of others to hold for the legatee, equally with the disposition he was to hold and enjoy for life, or other period designated by the testator and then deliver to another, were prohibited. The substitution carrying an interest in the legatee, but to cease when he handed over; the trust to hold and deliver unaccompanied with any interest in the legatee first named; i. e., the naked trust, were both placed under [1179]*1179the reprobation of the law. It would be useless to repeat the reasoning of these decisions. Ducloslange vs. Ross, 3 An. 432; Beaulieu vs. Ternoir, 5 An. 480; Succession of Franklin, 7 An. 412; Partee vs. Hill, 12 An. 767, and others of like type.

It is insisted by the defendants that it is competent for a testator to direct the payment of a legacy at a certain period after his death, and that such a legacy would continue the seizin Of the executor until the period for payment. Hence, it is argued that the disposition in the will directing the property to be held until the majority of the minor is a lawful charge put on the executors. A bequest by a testator of a sum of money, payable at a stipulated period after the testator’s death would transgress no public policy or provision of law. In the case cited by defendant’s counsel from 13 An. (Pena vs. New Orleans, 13 An. 86) such a bequest was maintained. When the paper in that case was presented for payment, the executors were in office. If their administration had ended the bequest would have been a charge on the heir. The paper tied up no property. It did not undertake to place the property in the hands of executors or others to be held and delivered to the legatee at the period designated. It did not undertake to disturb the possession of the heir bydesignat-ing trustees to hold the property. Legacies of this character create no fidei commissum. They are simply charges on the heir or the executor. Here is the attempt not to charge the heir with payment of a sum of money, but to exclude the heir from possession, the property, in the meantime, to be held by others under the mandate or trusts to deliver to the legatee when she attains majority.

It is claimed that the disposition is not a fidei commissum because the custodians of the property are the executors, whose term of office is now by law prolonged until the succession is wound up. Bevised Statutes, Sec. 3698. If this disposition has all the elements of the fidei commissum it is not easy to appreciate that it íb less so because the trust is given to executors. Our law defines their duties. But they are not clothed with the functions of a tutor this will seeks to impose on them, nor are they trustees for the benefit of those designated by the testator. In this case the record shows the succession debts have been paid, the heirs recognized and the partition of the property completed.

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Cite This Page — Counsel Stack

Bluebook (online)
22 So. 348, 49 La. Ann. 1176, 1897 La. LEXIS 414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-beauregard-la-1897.