Succession of Brown

379 So. 2d 1172, 1980 La. App. LEXIS 4150
CourtLouisiana Court of Appeal
DecidedJanuary 22, 1980
Docket14034
StatusPublished
Cited by10 cases

This text of 379 So. 2d 1172 (Succession of Brown) 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 Brown, 379 So. 2d 1172, 1980 La. App. LEXIS 4150 (La. Ct. App. 1980).

Opinion

379 So.2d 1172 (1980)

SUCCESSION OF Sidney BROWN, Jr.

No. 14034.

Court of Appeal of Louisiana, Second Circuit.

January 22, 1980.
Rehearing Denied February 29, 1980.

*1173 Weiner, Weiss, Madison & Howell by John M. Madison, Jr. and James R. Madison, Shreveport, for plaintiffs-appellants.

S. P. Davis, Shreveport, for defendant-appellee.

Before MARVIN, JONES and McCLENDON, JJ.

En Banc. Rehearing Denied February 29, 1980.

JONES, Judge.

Plaintiffs, Ruby Atkins, Betty Jean Lee, Nathaniel Brown, and Eugene Brown, sue to annul a judgment of possession recognizing defendant, Effie Brown, as the sole heir of Sidney Brown, Jr. From a judgment rejecting their demands plaintiffs appeal. At issue is the constitutionality of Article 919 of the Louisiana Civil Code under the Equal Protection Clause of the Fourteenth Amendment to the U.S. Constitution and under Article 1, § 3 of the Louisiana Constitution. We reverse, finding Article 919 to be invalid under both of these constitutional provisions.

All parties at trial stipulated that plaintiffs are the acknowledged illegitimate children of Sidney Brown, Jr., who died on January 1, 1978 in Caddo Parish with no children having been born of his two marriages. He had, however, in 1965 adopted defendant, Effie Brown, who was formerly another illegitimate child. On February 20, *1174 1979 plaintiffs filed this suit seeking a rescission of the judgment of possession.

As amended by Act 607 of 1979's regular session, Article 919[1] provides as follows:

"Illegitimate children are called to the inheritance of their father, who has duly acknowledged them, when he has left no descendants nor ascendants, nor collateral relations, nor surviving wife, and to the exclusion only of the state ..."

Article 919 excludes acknowledged illegitimates from participating in the succession of their father when he is survived by legitimate descendants, ascendants, collateral relatives, or surviving spouse. Plaintiffs challenge this article as infringing upon their constitutional guarantee of equal protection of the law because Article 919 discriminates against acknowledged illegitimates in a constitutionally impermissible manner. Plaintiffs contend that on the basis of Trimble v. Gordon, 430 U.S. 762, 97 S.Ct. 1459, 52 L.Ed.2d 31 (1977); and Lalli v. Lalli, 439 U.S. 259, 99 S.Ct. 518, 58 L.Ed.2d 503 (1978), Article 919 is no longer constitutionally valid.

Article 919 was previously challenged in Labine v. Vincent, 401 U.S. 532, 91 S.Ct. 1017, 28 L.Ed.2d 288 (1971). The U.S. Supreme Court there found Article 919 not to be a violation of the rights of the acknowledged illegitimate. The court held that because the State of Louisiana has the power to regulate the disposition of property left in Louisiana by a man dying there, because Louisiana has the authority to make rules designed to strengthen family life, and because there was no insurmountable barrier created by Louisiana to prevent this illegitimate from inheriting, Article 919 was free from any constitutional infirmities. The scrutiny given Article 919 was quite cursory and was comparable to the minimal equal protection analysis given legislation in the sphere of police power and economic regulation. See City of New Orleans v. Dukes, 427 U.S. 297, 96 S.Ct. 2513, 49 L.Ed.2d 511 (1976), in which it was stated:

"Unless a classification trammels fundamental personal rights or is drawn upon inherently suspect distinctions such as race, religion, or alienage, our decisions presume the constitutionality of the statutory discriminations and require only that the classification challenged be rationally related to a legitimate state interest." Id. 427 U.S. at 303, 96 S.Ct. at 2516-17, 49 L.Ed.2d at 516-517.

However, this minimal scrutiny has been rejected as the proper test of a statute discriminating against persons on account of the illegitimacy of their birth [Trimble and Lalli, supra.] The two-tier approach discussed in Dukes, supra, (strict scrutiny for all statutes trammeling fundamental personal rights or drawn upon the suspect classes of race, religion, or alienage and minimal scrutiny for all other statutes) has been augmented by a middle level of analysis for statutes grounded upon such categories as sex [Orr v. Orr, 440 U.S. 268, 99 S.Ct. 1102, 59 L.Ed.2d 306 (1979)] and, more importantly for our purposes, birth [Mathews v. Lucas, 427 U.S. 495, 96 S.Ct. 2755, 49 L.Ed.2d 651 (1976)]. The test to be applied is not the minimal protection one used in Labine in 1971 but is now this middle level of much more scrutinizing inquiry:

"... classifications based on illegitimacy are not subject to `strict scrutiny', they nevertheless are invalid under the Fourteenth Amendment if they are not Substantially related to permissible state interests." Lalli 99 S.Ct. at 523. [emphasis ours]

Under this level of equal protection analysis the Illinois statute in Trimble, which permitted an illegitimate to inherit from his or her father only if the father had both acknowledged the child and married the mother, was held to be constitutionally infirm. The court in Trimble, in addition to affirming Mathews' rejection of the minimal scrutiny used in Labine, also repudiated two of the "rational" bases upon which *1175 Labine was grounded. Trimble rejected as proper justification for a statute discriminating against illegitimates the promotion of legitimate family relationships accepted in Labine by "only the most perfunctory analysis". Trimble 97 S.Ct. at 1464. The court found the Illinois statute to bear "only the most attenuated relationship to the asserted goal", Trimble at 1464, that is, the promotion of legitimate families." [We] have expressly... rejected the argument that a State may attempt to influence the actions of men and women by imposing sanctions on the children born of their illegitimate relationships." Trimble at 1464-65. This ground upon which Article 919 was held constitutional is therefore now invalid.

The court also rejected the presence or absence of an insurmountable barrier to the illegitimate's right to inherit as being "an analytical anomaly" [Trimble at 1467) and unacceptable as a rational basis to support the discrimination. Here, as in Trimble, the issue is the constitutionality of a state intestate succession law that treats illegitimate children differently from legitimate children. The law is to be analyzed as to whether this legislative distinction is justified by the achievement of recognized state objectives. Trimble makes clear that Labine's postulations as to how the illegitimate could have succeeded to her father's estate (e. g., if the father had left a will, if the father had legitimated her) are mere hypotheses which will not clear the statute of its underlying invalidity. "Hard questions cannot be avoided by a hypothetical reshuffling of the facts." Trimble at 1467.

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379 So. 2d 1172, 1980 La. App. LEXIS 4150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-brown-lactapp-1980.