Succession of Blythe

519 So. 2d 284, 1988 La. App. LEXIS 70, 1988 WL 2726
CourtLouisiana Court of Appeal
DecidedJanuary 11, 1988
DocketNo. 87-CA-565
StatusPublished
Cited by2 cases

This text of 519 So. 2d 284 (Succession of Blythe) 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 Blythe, 519 So. 2d 284, 1988 La. App. LEXIS 70, 1988 WL 2726 (La. Ct. App. 1988).

Opinion

CHEHARDY, Chief Judge.

This is an appeal in a much-litigated succession contest between the decedent’s daughter, born of his first marriage, and his widow, who was his second wife. At issue on this appeal is a judgment rendered on September 16, 1986 that declared the widow to be owner of the entire disposable portion of the decedent’s estate.

Donald F. Blythe died on February 22, 1982, leaving an olographic will dated November 12, 1978, in which he established testamentary trusts for both his widow (Carol Sicard Blythe) and his daughter (Diana Dawson Blythe). The value of his estate exceeded $235,000, more than two-thirds of which was separate property. The ultimate result of the testament was to make the widow the usufructuary .of the [285]*285entire estate and the daughter the naked owner, with both interests placed in trust.

The will contained the following relevant provisions:

First, the testator established a trust, comprising all his community property and one-half his separate property (as well as, in the testator’s words, “all of the forced portion of my estate to which my daughter, Diana D. Blythe, is entitled”), with his daughter as beneficiary.

Second, he established a trust, comprising the usufruct of one-half of his separate property, with his wife as income beneficiary until her death or remarriage, giving the trustee “sole and absolute discretion ... to dispose of the principal of the trust in any manner he deems it necessary or desirable for the benefit of my wife, Carol Sicard Blythe.” Upon the death or remarriage of his wife, the remaining principal was to be paid either to his daughter’s trust or directly to his daughter, if she had reached age 25.

Third, he stated that, despite any other provisions in the will, he desired his wife to have the usufruct of all his property until her death or remarriage, subject to the trust.

Fourth, he stated that when his daughter attained the age of 25, all the principal of her trust would be paid to her, subject to the usufruct in favor of his wife; he granted the trustee “sole and absolute discretion” to terminate any part or all of the trust at any time prior to his daughter’s 25th birthday.

Fifth, he gave the trustee “sole and absolute discretion ... to dispose of the principal, if that is not at variance with the laws of the State.”

The will also contained other provisions not at issue on this appeal, as well as a codicil. (See Appendix for complete text of will.)

A few months after the succession proceedings were begun, -the daughter filed a suit in which she attacked the will on several grounds. The only ground pertinent to the matter now before us is her assertion that the usufruct granted to the widow impinged on the daughter’s legitime, in violation of LSA-C.C. art. 890.

On January 12, 1984, the district court ruled, among other things, that the usu-fruct did not violate C.C. art. 890. On the daughter’s motion, however, the district court granted a new trial. On June 21, 1984, judgment on the motion for new trial was rendered. That judgment reversed the court’s earlier ruling regarding the usu-fruct, ordering that “there be no usufruct given to the defendant, Carol Sicard Blythe, over that portion of decedent’s estate inherited by plaintiff, Diana Dawson Blythe.”

The widow filed a motion for new trial, which ultimately was denied. She then filed an appeal with this court, but her appeal was dismissed as untimely. Succession of Donald F. Blythe, 466 So.2d 500 (1985). The Supreme Court denied writs. Succession of Donald F. Blythe, 469 So.2d 985 (1985).

The widow subsequently filed a motion for reconsideration of the usufruct ruling, which the district court denied summarily. She again appealed to this court; we again dismissed her appeal, stating, “[T]he motion labeled ‘Motion for Reconsideration’ was nothing more than a motion for a new trial which has twice been denied by the trial court. There is no appeal of right from a motion for a new trial.” Succession of Donald F. Blythe, No. 86-CA-136, April 1, 1986. The Supreme Court again denied writs. Succession of Donald F. Blythe, 489 So.2d 921 (1986).

Thereafter, the widow filed a pleading entitled “Rule to Show Cause,” in which she asserted that, by seeking to have the usufruct declared invalid, the daughter had made an election to receive her forced portion in full ownership and to abandon the disposable portion, as provided by LSA-C. C. art. 1499. The widow requested “a companion judgment to the judgment of June 21, 1984, declaring [the widow] to be the owner of the disposable portion of this estate, being ¾ of same.”

By judgment rendered on September 16, 1986, the district court ruled, among other [286]*286things, that the widow “be and is declared to be the owner of the disposable portion of decedant’s estate.” From that ruling, the daughter has appealed.

The daughter’s specifications of error may be condensed into two major objections: first, that the issue is made res judicata by the June 21, 1984 judgment; alternatively, that C.C. art. 1499 is not applicable because the widow failed to prove that the value of the usufruct exceeds the value of the disposable portion.

Civil Code art. 1499 provides,

“If the disposition made by donation inter vivos or mortis causa, be of a usufruct, or of an annuity, the value of which exceeds the disposable portion, the forced heirs have the option, either to execute the disposition or to abandon to the donee the ownership of such portion of the estate as the donor had a right to dispose of.”

There has been little jurisprudence interpreting this article. The primary case is Succession of Hyde, 292 So.2d 693 (La. 1974). In that case the testator granted his second wife a usufruct of all his property. His forced heirs, the product of his first marriage, sought a declaratory judgment reducing the bequest to a usufruct of one-third of the estate. Finding C.C. art. 1499 applicable, the Supreme Court stated, at 697,

“A special rule has been placed in the Code to allow the forced heir his legitime when it has been burdened by a usufruct. Under article 1499, the forced heir has the option ‘either to execute the disposition or to abandon to the donee the ownership of such portion of the estate as the donor had a right to dispose of.’ This article has been in the Codes of Louisiana since 1808 and does no violence to the institution of forced heirship as it preserves to the forced heir his legitime free of the offending usufruct. However, it is preserved for him at no small cost, i.e., the abandonment of the disposable portion in full ownership. It is clear beyond any doubt that the redactors of the Code intended to allow a usufruct to burden a legitime, but at the same time they gave effect to the right of the forced heir to receive his legitime free of the usufruct. Of all the charges and conditions a testator could devise to place on the legitime, only the usufruct is sanctioned. And then it is sanctioned at the option of the forced heir for he can always take his legitime free of the usu-fruct by abandoning to the donee the disposable portion in full ownership. Such is the price which must be paid for frustration of the testator’s will in this regard.”

We find no merit to the daughter’s contention that the June 21,1984 judgment is res judicata on this issue.

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Related

Succession of Blythe
521 So. 2d 1139 (Supreme Court of Louisiana, 1988)

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Bluebook (online)
519 So. 2d 284, 1988 La. App. LEXIS 70, 1988 WL 2726, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-blythe-lactapp-1988.