Succession of Braswell

77 So. 886, 142 La. 948, 1918 La. LEXIS 1466
CourtSupreme Court of Louisiana
DecidedJanuary 28, 1918
DocketNo. 21114
StatusPublished
Cited by4 cases

This text of 77 So. 886 (Succession of Braswell) 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 Braswell, 77 So. 886, 142 La. 948, 1918 La. LEXIS 1466 (La. 1918).

Opinion

EROYOSTX, J.

The decedent by his testament gave to his second wife and surviving widow the usufruct of his entire estate, and to his six children, issue of his first marriage, the naked ownership. The children ask that the bequest to their stepmother be reduced to the usufruct of one-third of the estate, in conformity with article 1752 of the Code, which, as amended by Act 14, p. 10, of 18S2, reads:

“A man or woman, who contracts a second or subsequent marriage, having children by a former one, can give to his wife, or she to her husband, either by donation or by last will and testament, in full property, or in usufruct, not exceeding one-third of his or her property.”

The widow contends that the case is governed by article 1499 of the Code, which reads:

“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.”

These articles come verbatim from the Code Napoleon, where the latter bears No. 917, and is found, as in our Code, under the rubric, “Of the Disposable Portion,” and also, as in our Code, it is a companion article to an article (913 in C. N.; 1493 in ours) which regulates the disposable portion in general, or as between persons in general, and which reads:

“Donations inter vivos or mortis causa cannot exceed two-thirds of the property of the disposer, if he leaves, at his decease, a legitimate child; one-half, if he leaves,two children; and one-third, if he leaves three or a greater number.”

This article, in fixing the disposable quota, speaks of full ownership only, saying nothing of usufruct or annuity, so that it furnishes no rule or means for determining whether the disposable quota has been exceeded or not when the bequest consists not of the full ownership, but of the usufruct only, or of an annuity; and therefore, if this article stood alone, the question of excess vel non in the case of a donation of usufruct or annuity would have to be determined by means of an estimation of the value of the usufruct or annuity as compared with that of the full ownership. Usufruct ends with the life of the usufructuary; hence, in making such an estimation, the age, the constitution, the sex, the health, and incidentally the past life and habits and present life and habits, of the usufructuary or annuitant, would have to be taken into consideration. How unreliable, unsatisfactory, and disagreeably inquisitorial would be an estimation based upon elements so personal and difficult of appreciation as these it is easy to understand; and it is therefore easy to understand how the advisability of providing some rule for avoiding the necessity of having recourse to such an estimation would at once suggest itself. Out of that necessity was born said article 1499, which provides such a rule.

But differently from said article 1493, which fixes the disposable quota as between persons in general, article 1752, which fixes the disposable puota as between spouses, does within itself, by its own text, furnish a rule, or the means, for determining whether the disposable portion has been exceeded in the case of a bequest of usufruct; hence an estimation such as that which would have been necessary for the practical operation of article 1493 would not be necessary for the practical operation of article 1752; and, [951]*951as a consequence, the rule provided by article 1499 ior supplementing article 1493 could, not have been designed to operate in connection with article 1752. In connection with article 1752, there was no necessity or reason for it. “Ratione cessante, cessat ipsa lex.”

[1, 2] The learned counsel for the widow would interpret this article 1752 as reading that a usufruct may be given equal in value to one-third of the estate in full ownership. But the proper reading evidently is that one-third may be given, and that this third may be given either in full ownership or in usufruct. It can be given in no other form; not in the form of an annuity. As originally adopted, the article (Oiv. Code 1808, art. 226) read:

“A man who contracts a second or subsequent marriage, having children by a former one, can give to his wife, or she to her husband, only the least child’s portion, and that only as a usufruct; and in no case shall the portion, of which the donee is to have the usufruct, exceed the fifth part of the donor’s estate.”

The least child’s portion, not to exceed one-fifth of the estate, may be given, and in usufruct only. In its amended form, as hereinabove transcribed, the article is not quite so explicit as this; but nevertheless it is explicit enough.

In like manner article 1094 of the Code Napoléon fixes the quota that may be given in usufruct and the quota that may be given in full ownership. It reads:

“One of the married couple may, either by marriage contract or during the marriage, in case of his or her leaving no children nor legitimate descendants, give to the other in full property, all that he or she might give to a stranger.
“And in case the donor leaves children or legitimate descendants, he can give to the other spouse either a fourth part in full property and a fourth in usufruct, or one-half of all his property in usufruct only.”

[3] Under this article the same question precisely arose in France which is presented in this case, namely, whether the children are limited to the option provided for in article 1499 (917, C. N.), or may require the usufruct to be reduced to the quota specified in the article fixing the disposable quota as between spouses; and every word that is found in the decisions of the French courts and in the' books of the French commentators on that question is applicable here.

From Troplong, Com. on article 1094, Nos. 2569-2571, we translate, as follows:

“May the spouse to whom the usufruct of the entire estate has been given, but to whom only the usufruct of one-half could be given, require that the amount by which the bequest is reduced be made good to him out of the full ownership? Not getting all that his spouse wanted to give him shall he at any rate receive all that which his spouse might have given him under another form? The testatrix might have given more than the usufruct of the half, since the law allowed her to give that much in full ownership plus one-fourth in usufruct only. Now, she has shown that she desired to give more than the usufruct of one-half of the estate, for she bequeathed the usufruct of the whole. Would it not then be to frustrate her will, would it not be to fail to carry out her intention, if the bequest to her spouse were reduced to simply the usufruct of one-half? Should not the spouse be allowed an indemnity in full ownership, keeping, however, within the limits fixed by the article? In other words, would not the legatee or donee of the usufruct of the whole be well founded in asking that the donation be changed into one of one-fourth in full ownership and one-fourth in usufruct?”

The author goes on to give reasons why this cannot be done, and proceeds:

“It is true that according to article 917 of the Code Napoléon [La. C. C.

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Bluebook (online)
77 So. 886, 142 La. 948, 1918 La. LEXIS 1466, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-braswell-la-1918.