Succession of Bertaut

572 So. 2d 142, 1990 WL 180079
CourtLouisiana Court of Appeal
DecidedNovember 14, 1990
DocketCA 89 1047
StatusPublished
Cited by12 cases

This text of 572 So. 2d 142 (Succession of Bertaut) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Bertaut, 572 So. 2d 142, 1990 WL 180079 (La. Ct. App. 1990).

Opinion

572 So.2d 142 (1990)

In the Matter of the SUCCESSION OF Shelly Atkins BERTAUT.

No. CA 89 1047.

Court of Appeal of Louisiana, First Circuit.

November 14, 1990.
Writ Denied January 11, 1991.

*143 Karen L. Eddlemon, Baton Rouge, for plaintiff-appellee Etta Chemin Bertaut.

Mary Olive Pierson, Baton Rouge, for defendants-appellants Shelly Morris Barto, Peter Joseph Barto.

Before COVINGTON, C.J., LANIER, J., and VIAL LEMMON[*], J. Pro. Tem.

LANIER, Judge.

This action is a suit by a testamentary executrix seeking to enforce the provisions of a last will and testament which disinherited two forced heirs. A rule to show cause was filed by Etta Bertaut, the surviving spouse and testamentary executrix of Shelly Atkins Bertaut, against Shelly Morris Barto[1] and Peter Joseph Barto[2] (hereinafter collectively referred to as the Bartos), sons and forced heirs of Mr. Bertaut, seeking to have them disinherited for failure to communicate with him without just cause for a period in excess of six years. The Bartos filed a peremptory exception raising the objection of no cause of action which was overruled. After a contradictory hearing, the trial court found that the Bartos had failed to prove their failure to communicate with Mr. Bertaut was with just cause and rendered a judgment approving the disinherison. The Bartos took this suspensive appeal.

FACTS

Mr. Bertaut was born on September 27, 1915. Prior to May of 1935, he married Antoinette Lalumia (Mrs. Barto).[3] On May 17, 1935, Shelly M. Barto was born of this union. Two years later another son, Peter J. Barto, was born.

Shortly before the birth of Peter, Mr. Bertaut left his family for unknown reasons. He met and began seeing Etta Chemin in April of 1940. On June 7, 1940, at approximately 2:00 p.m., Mr. Bertaut and Mrs. Barto were divorced. At 5:00 p.m. on the same day, Mr. Bertaut and Etta Chemin (Mrs. Bertaut) were married. Mr. and Mrs. Bertaut resided in Baker, Louisiana, for most of their married years. They had two daughters during their marriage.

In the middle of 1942, Mr. Bertaut was arrested for failure to support his two sons. As a result of his arrest, Mr. Bertaut began paying $25 a month in child support. Prior to his arrest, Mr. Bertaut had not paid any support for his sons.

Shelly Barto saw his father twice during his father's lifetime. He saw Mr. Bertaut once for an hour when he was ten years old. This visit took place at Mrs. Barto's home in Slidell, Louisiana. He also saw Mr. Bertaut when he was eighteen years old and a freshman at Louisiana State University in Baton Rouge, Louisiana. This visit lasted about an hour.

Peter Barto saw his father approximately seven times during Mr. Bertaut's lifetime. *144 He last saw his father in 1979 after his father had suffered a stroke.

Mr. Bertaut died on October 28, 1987, in Mandeville, St. Tammany Parish, Louisiana. He left a will dated April 3, 1986.

OBJECTION OF NO CAUSE OF ACTION

(Assignment of error number 1)

The Bartos contend the trial court erred in overruling their peremptory exception raising the objection of no cause of action. They contend the disinherison provision is defective because it states that Mr. Bertaut desires to disinherit them under the provisions of La.C.C. art. 1623(12) which does not exist and it fails to state that their failure to communicate with Mr. Bertaut was without just cause.

The peremptory exception raising the objection of no cause of action tests the legal sufficiency of the petition and is triable on the face of the pleadings. For the purpose of determining the validity of the exception, all well-pleaded allegations of fact are accepted as true, and if the allegations set forth a cause of action as to any part of the demand, the exception must be overruled. Ledet v. Hogue, 540 So.2d 422 (La.App. 1st Cir.1989). Doubts are resolved in favor of the sufficiency of the petition. Reeder v. Laks Corporation, 555 So.2d 7 (La.App. 1st Cir.1989), writs denied, 559 So.2d 142 (La.1990). These rules apply to the determination of whether a provision in a will states a cause for disinherison.

The disinherison provision of Mr. Bertaut's will reads as follows:

I specifically disinherit my two (2) sons, Shelly Morris Bertaut, and Peter Joseph Bertaut, under the provisions of Article 1623(12) inasmuch as they have failed to make any effort to communicate with me for a period in excess of six (6) years even though they have known of my whereabouts and they have not been in the military forces of any kind.

For a disinherison to be valid, it must be made in one of the forms prescribed for testaments. La.C.C. art. 1618. The disinherison must be made by name and expressly, and for just cause, otherwise it is null. La.C.C. art. 1619. There are no just causes for disinherison except those expressly recognized by law. La.C.C. art. 1620.

The causes for disinherison of a child by a parent are found in La.C.C. art. 1621. The causes for disinherison of a parent by a child are found in La.C.C. art. 1623. La.C.C. art. 1621(12) provides the following:

If the child has known how to contact the parent, but has failed without just cause to communicate with the parent for a period of two years after attaining the age of majority, except when the child is on active duty in any of the military forces of the United States. (Emphasis added)

It is apparent that the disinherison provision of Mr. Bertaut's will contains a typographical error when it refers to La.C.C. art. 1623, instead of La.C.C. art. 1621. This error does not make the provision defective because it clearly states the substance of a cause for disinherison under La.C.C. art. 1621(12). See Ambrose Succession v. Ambrose, 548 So.2d 37 (La.App. 2nd Cir.1989).

The sufficiency of a disinherison provision to state a cause of action must be decided on a case by case basis. The disinherison provision is not defective because it fails to state that the Bartos' lack of communication for six years is without just cause.[4] The facts recited in the disinherison provision adequately state the cause for which Mr. Bertaut is attempting to disinherit his sons. The requirement of expressly stating the cause of disinherison is fully accomplished when the statement is made that the child has failed to communicate *145 with the parent for a period of two years when the child has known how to contact the parent.[5]See Stephens v. Duckett, 111 La. 979, 36 So. 89 (1904).

The trial court found that the disinherison provision in Mr. Bertaut's will sufficiently stated a cause for disinherison against the Bartos and overruled their peremptory exception raising the objection of no cause of action. For the reasons stated above, we find that the trial court was correct.

This assignment of error is without merit.

VALIDITY OF THE CAUSE FOR DISINHERISON

(Assignment of error number 2)

The Bartos contend the trial court erred in finding that they failed to meet their burden of proving that the cause stated for disinherison was not sufficient to disinherit them. They contend that they sufficiently proved that their failure to communicate with Mr. Bertaut was with just cause.

La.C.C. art. 1624 requires the testator to express in his will the reasons for disinherison of a forced heir. La.C.C. art. 1621 provides for a rebuttable presumption that the facts set out in the act of disinherison are correct.

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Cite This Page — Counsel Stack

Bluebook (online)
572 So. 2d 142, 1990 WL 180079, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bertaut-lactapp-1990.