Succession of Blaum

110 So. 2d 95, 236 La. 1046, 1959 La. LEXIS 972
CourtSupreme Court of Louisiana
DecidedMarch 23, 1959
DocketNo. 43778
StatusPublished
Cited by3 cases

This text of 110 So. 2d 95 (Succession of Blaum) 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 Blaum, 110 So. 2d 95, 236 La. 1046, 1959 La. LEXIS 972 (La. 1959).

Opinion

HAWTHORNE, Justice.

Charles Blaum died in March of 1956 leaving no ascendants or descendants. He was survived by two brothers, Frank Blaum and Louis Blaum; two sisters, Mrs. Annie-Blaum Frantz and Mrs. Caroline Blaum. Schiefenhovel; a nephew and a niece, George T. Foerster and Mrs. Catherine-Foerster Keneker, children of a deceased" sister, Mrs. Clara Blaum Foerster; four nephews and a niece, Valentine A. Blaum,. August J. Blaum, Jr., Alvin G. Blaum,. Harold S. Blaum, and Mrs. Bertha Blaum Winstell, children of a deceased brother,. August J. Blaum. In short, he was survived by two brothers, two sisters, the two-children of a predeceased sister, and the five-children of a predeceased brother.

Charles Blaum left a last will and testament in nuncupative form by public act. This will provides for numerous particular legacies and then provides: “ * * * and the balance of my estate to be divided equally between my brothers Frank B. Blaum Louis Blaum and my sister Mrs. Annie Frantz, and the children of my deceased [96]*96brother, August Blaum, and the children of my deceased sister Mrs. Clara Foerster.”1

This will was ordered registered and executed, and the executor named in the will qualified. In due course the executor filed his final account and proposed tableau of distribution showing that the balance of the estate amounted to more than $42,000.00. In the tableau the executor proposed to distribute this balance in five equal parts — 1/5 each to the brothers Frank and Louis Blaum; 1/5 to the sister Mrs. Annie Frantz; 1/5 (or Vio each) to the two children of the deceased sister Mrs. Clara Foerster, and 1/5 (or %5 each) to the five children of the deceased brother August J. Blaum.

Opposition to this distribution was filed by the five children of the deceased brother August J. Blaum. They contended that under the above quoted clause of the will the balance of the estate should be divided into 10 equal parts and distributed Vio each to the two brothers, the sister, and the seven nephews and nieces. If this opposition were sustained, the two brothers and the sister would receive Vio each instead of Vs, the two Foerster children would still receive Vio each, and the five opponents would receive V10 each instead of V25.

The lower court dismissed the opposition and ordered the final account and tableau of distribution approved and homologated and the funds distributed in accordance therewith. From this judgment the opponents have appealed.

The controversy before the court involves only an interpretation of the clause of the will which we have quoted above. Under the executor’s interpretation the division of the residuum of the estate would be made by roots into five equal parts. Under the opponents’ theory the division would be by heads into 10 equal parts, for they contend that it was the intention of the .testator that each of the nephews and nieces should receive the same amount from the residuum of his estate as each of his surviving brothers and his sister.

Under Article 1712 of the Civil Code it is a cardinal rule for the interpretation of wills that “ * * * the intention of the testator must principally be endeavored to be ascertained, without departing, however, from the proper signification of the terms of the testament”.

The controversial clause in the will which we are called upon to interpret does not seem to us ambiguous, and we are convinced that the testator’s intention can be ascertained without departing from the terms of the testament. It provides that the balance of the testator’s estate is to be divided equally between two named brothers, a named sister, the unnamed children of a named predeceased brother, and the unnamed children of a named predeceased sister. The fact that the brothers and the sister are named and the children of the deceased brother and sister are not named is very significant to us, and shows clearly that the testator intended to treat the unnamed children of his deceased brother and sister as two classes or groups and not as individual persons. This view is further borne out by the fact that the testator used the names of five persons, all of whom were his brothers and sisters, in framing the bequest. Thus it is clear that the testator intended the equal division of the residuum of his estate to be made by roots and not by heads.

This was our first impression on reading the will and as such is entitled to weight. Under the jurisprudence of this state, “In the interpretation of wills, the first and natural impression conveyed to the mind on reading the clause involved is entitled to great weight. The testator is not supposed to be propounding riddles, but rather to be trying to convey his idea in the simplest manner so as to be correctly [97]*97understood at first view”. Succession of Le Barre, 179 La. 45, 153 So. 15, 16.

In the case of Burthe v. Denis, 31 La.Ann. 568, decided in 1879, this court had occasion to discuss some of the fundamental rules for the interpretation of wills pertinent to the decision of that case. First, the intention of the testator should be sought, and this should be deduced primarily, if possible, from the will itself without resort to extrinsic circumstances. Second, if from the terms of the will the intention of the testator cannot be ascertained, recourse must be had to all circumstances which may aid in the discovery of his intention. Both of these rules are provided by the articles of our Code. See C.C. Arts. 1712, 1715. The court then pointed out that there is a third important rule, that is: “ * * * in case of doubt, that interpretation should be preferred which will approximate closest to the legal order of distribution. This rule flows from the general principle that the law favors the distribution which it itself provides, and gives effect to the will of man only when that will is clearly expressed or fairly deducible.” (Italics ours.) In support of this third important rule the court in the Burthe case quoted from a number of cases, saying in part :

“In Lyon vs. Acker, 33 Connect. [222], p. 229, the court says: ‘It is a sound rule when a devise or legacy is given to heirs or their representatives for courts to apply the general principles governing the descent of estates, unless a contrary intention appears. The statute of distribution governs in all cases where there is no will; and where there is one, and the testator’s intention is in doubt, the statute is a safe guide.’

“In Minter’s appeal, 4 Wright Pa. Ill, the court says: ‘When we find a man distributing his estate in whole or in part among his next of kin, and he leaves the proportions in which they are to take in doubt, it is quite natural for us to suppose that he had that statutory or customary form of distribution in his mind, and to interpret his will accordingly.’ ”

See also Succession of Stewart, 51 La.Ann. 1553, 26 So. 460; Succession of Williams, 132 La. 865, 61 So. 852; Succession of Montegut, 217 La. 1023, 47 So.2d 898.

We are convinced that we have found the intention of the testator in the instant case without departing from the terms of the testament. If, however, we should concede that the testator’s intention cannot be ascertained from the will itself, we would then avail ourselves of the other two rules for interpretation of testaments set out in Burthe v. Denis, supra.

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110 So. 2d 95, 236 La. 1046, 1959 La. LEXIS 972, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-blaum-la-1959.