Succession of Benoit

199 So. 625, 196 La. 509, 1940 La. LEXIS 1193
CourtSupreme Court of Louisiana
DecidedDecember 2, 1940
DocketNo. 35843.
StatusPublished
Cited by2 cases

This text of 199 So. 625 (Succession of Benoit) 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 Benoit, 199 So. 625, 196 La. 509, 1940 La. LEXIS 1193 (La. 1940).

Opinion

HIGGINS, Justice.

This matter comes before us on a general opposition, which was filed by the heirs, to the testamentary executor’s final account covering sixteen years of administration of the succession. The district judge, after a hearing, rejected the opponents’ demand for reservation of the right to sue the executor for damages for maladministration and sustained their opposition to the executor’s claims for $105 for insurance premiums, interest on money advanced, and $1,500 for attorneys’ fees for filing the final account and representing the executor in connection therewith, and, as thus amended, the final account of the executor was approved and homologated and the executor discharged. The heirs have appealed and the executor has answered the appeal, asking that the judgment be amended so as to allow the attorneys’ fees, the other claims having been abandoned.

*513 Henry T. Benoit died testate on May 17, 1919, while domiciled in Ouachita Parish, Louisiana. He was survived by two sons, Harvey H. Benoit and Albert C. Benoit, issue of a previous marriage, and by Mrs. Mattie A. Benoit, widow by second marriage. He left an estate consisting principally of seventy houses in Shreveport, Caddp Parish, and twelve in the City of Monroe, Ouachita Parish, all of which belonged to the community of acquets and gains which existed between the deceased and his first wife. The pertinent parts of his olographic will, dated May 29, 1919, read as follows:

“Subject to the payment of my honest debts I hereby leave and bequeath to my wife, Mattie Benoit, all of my personal property, including notes due me, and such stocks or bonds as I may own at the time of my death and I further leave and bequeath to my wife, Mattie Benoit, usufruct of all lots, lands houses & c situated in the City of Shreveport and Monroe La and all revenues therefrom. The expenses of collection, repairs, insurance and taxes & c to be paid from the revenues derived from the properties.
“I leave and bequeath to my friend Walter T. Cheeks, the lands bought from Tarbutton and from the state containing about 178 acres and being at the Cheniere station on V S & P Ry and whatever other lands I may have not in the City of Shreveport and Monroe La I bequeath to my sons Harvey H and Albert C Benoit, share and share alike, and at the death of my wife Mattie Benoit, at this event the property left for her use and benefit during the rest of her life I want my sons Harvey and Albert to share equally of it. And I hereby appoint my son Albert C. Benoit, now residing in Shreveport, La. as my executor of this will, and without bond, and further in the event of my son Albert being from any cause unable to serve as executor, then and in that event -I wish the Central Savings Bank & Trust Company of Monroe La to handle the estate as above outlined.”

In compliance with the provisions of the will, Mrs. Mattie A. Benoit was recognized as the usufructuary of the deceased’s estate until her death.

On June 6, 1919, Albert C. Benoit, one of the deceased’s sons and an attorney-at-law, filed a petition in the Sixth Judicial District Court in and for the Parish of Ouachita, requesting his confirmation as the testamentary executor of the estate of his father and in due course letters of executorship were properly issued to him. The property in Caddo Parish was inventoried and appraised at $16,700, but, apparently no inventory was made of the property in Ouachita Parish. On March 15, 1920, he, as executor, was authorized by the court to deliver, in accordance with the bequest contained in the will, a partic-ular legacy to Walter T. Cheeks. The record shows that, with the exception of the fulfillment of this' bequest, no other judicial action whatsoever was taken by the executor. Upon the death of Albert C. Benoit, the executor, on February 13, 1923, the heirs did not ask for an accounting of the three and one-half years of his administration of the estate, but called upon *515 the Central Savings Bank and Trust Company, a banking corporation incorporated under the laws of this State and domiciled in the City of Monroe, to continue the administration under the will, and thereupon delivered all of the records and assets that had been in the possession of Albert C. Benoit.to the bank. From February 13, 1923 until'January 1, 1927, the bank administered the affairs of the succession, although it had not formally qualified as the executor of the estate. On January 1, 1927, it petitioned the court to be recognized as executor and letters of executorship were regularly issued to it. An inventory of the Monroe (Ouachita Parish) properties was made, which aggregated $10,900.

Albert C. Benoit, who had died on February 13, 1923, left a testament in olographic form, which was filed for probate in the First Judicial District Court of Cad-do Parish on March 2, 1923. By the terms of his will, he bequeathed his entire state, including that which he had inherited from his father, Henry T. Benoit, to his widow, Mrs. Mary Tigner Benoit, in the proportion of an undivided one-half, and to his sons, Albert C. Benoit, Jr., and Harvey T. Benoit, an undivided one-fourth interest each. Mrs. Mary Tigner Benoit qualified as natural tutrix of her two minor sons, and Glen M. Walker was named as their undertutor.

On January 11, 1939, Mrs. Mattie A. Benoit, the usufructuary, died.

On June 5, 1939, Harvey H. Benoit, a resident of Monroe, La., and Mrs. Mary Tigner Benoit, Albert C. Benoit, Jr., (of lawful age) and Harvey T. Benoit (an emancipated minor), residents of Caddo Parish, filed a petition and obtained an order directing the bank, as testamentary executor, to "file an account of its administration, which had not been done during the sixteen years it had acted as testamentary executor of the estate. On June 8,1939, the bank promptly filed its final account, which covered in full and detail the entire period of its administration, and asked ■ for its homologation. The account was divided into three divisions, the first part covering the period from August 1, 1923, to December 31, 1926, or at the time the bank administered the property without having been officially qualified as executor. The second section covers the period from January 1, 1927, to January 12, 1939, or at the time the bank was acting as the officially recognized executor, during the lifetime of the usufructuary, Mrs. Mattie A. Benoit. The third part of the account covered the period from January 12, 1939, to June 6, 1939, after the death of the usufructuary, and during which time the bank was still the official testamentary executor.

On June 12, 1939, all of the heirs filed a petition to be recognized and sent into possession of the estate of Henry T. Benoit, in the respective proportions fixed in the testaments of the deceaseds. On the same date, they asked for time to file an opposition to the final account, and on June 15, 1939, the executor answered the petition of the heirs, agreeing that they should be recognized as such and sent into possession of the estate, and also prayed for an attorney’s fee of $300 for preparing the final account. There was judgment recognizing *517 and sending the heirs in possession of the estate.

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Bluebook (online)
199 So. 625, 196 La. 509, 1940 La. LEXIS 1193, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-benoit-la-1940.