Succession of Brunies

25 So. 2d 287, 209 La. 629, 1946 La. LEXIS 719
CourtSupreme Court of Louisiana
DecidedFebruary 11, 1946
DocketNo. 37690.
StatusPublished
Cited by10 cases

This text of 25 So. 2d 287 (Succession of Brunies) 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 Brunies, 25 So. 2d 287, 209 La. 629, 1946 La. LEXIS 719 (La. 1946).

Opinion

HAWTHORNE, Justice.

Mrs. Mary Frances McNamara Brunies, widow of Richard O. Brunies, named as testamentary executrix of the said Richard O. Brunies in his last will and testament with seizin and without bond, having qualified as such and having caused an inventory to be made, is appealing to this court from a judgment of the district court maintaining the opposition filed to her final account by Mrs. Milton Jones, Mrs. John H. Adolph, and Mrs. William Mc-Conville, daughters of the deceased, ordering that certain items, namely, insurance, taxes, interest, and mortgage loan installments, amounting to a total of $7,133.09, be stricken from said final account, and further ordering that said testamentary executrix pay to the separate estate of the decedent rent on a dwelling occupied by her, situated on property belonging to decedent’s separate estate, at the rate of $30 per month beginning on April 1, 1944, and continuing until she, the said executrix, surrenders possession thereof.

In the final account filed by the executrix, the following amounts were claimed as due to the community of decedent and his wife for advances made by said community to pay the debts of decedent’s separate estate, to-wit:

Insurance premiums paid on property belonging to decedent’s separate estate.................-. $ 768.32
City and state taxes paid on property belonging to decedent’s separate estate ................. 3008.80
Interest paid on homestead loans secured by mortgages on property belonging to decedent’s separate estate............... 701.11
Principal paid on homestead loans secured by mortgages on property belonging to decedent’s separate estate............... 2654.86
$7133.09

The trial judge maintained the opposition of opponents to the above named items and ordered them stricken from said final account.

Richard O. Brunies died on December 17, 1943, leaving three daughters by a prior marriage, the opponents herein, and his widow, Mrs. Mary Frances McNam'ara Brunies, to whom he was married on March 3, 1936. By last will and testament he bequeathed to his wife certain real estate in the- City of New Orleans on which there is situated a double house bearing Municipal Nos. 316-318 Joseph Street, the contents of this house, his automobile, and his jewelry, and to each of his daughters, Mrs. Milton Jones, Mrs. John H. Adolph, and Mrs. William McConville, he bequeathed a double house- on Annunciation Street. The residue of his estate he be-' *633 queathed to his widow, whom he named and appointed testamentary executrix of his estate with seizin and without bond.

All of the real estate described in the last will and testament of Richard O. Brunies belonged to his separate estate, having been acquired prior to his marriage to Mrs. Mary Frances McNamara Brunies on March 3, 1936. However, the property on which the three double houses were situated, bearing Municipal Nos. 5614-5616, 5608-5610, and 5620-5622 Annunciation Street, the property bequeathed to his daughters, was sold for the sum of $15,700 on June 16, 1943, a few months prior to the testator’s death.

Evidence adduced at the trial on the opposition in the lower court discloses that the deceased was in bad health during his marriage to appellant, and, since he was unemployed during all this time with the exception of two short periods in 1943, his earnings were practically negligible. During this same period of time, appellant operated a beauty parlor from which she realized a net income of $500 or $600 annually, which she testified was used to defray general household expenses. She testified also that she had no money or property when she and deceased were married.

The principal source of income during the marriage between appellant and the deceased was the rent from real estate belonging to the separate estate, situated on Annunciation and Joseph streets, which revenues amounted to $169 per month, or in excess of $15,000 from March 3, 1936, the date of the marriage, to December 17, 1943, the date of the testator’s death.

Due to Mr. Brunies’ illness, their combined earnings were not sufficient to pay their living expenses and his medical bills. It therefore became necessary from time to time to borrow sums of money and secure such loans by mortgages on property belonging to his separate estate. The principal and interest on these loans were paid in installments, and the balance due thereon was paid in full from the proceeds of the sale of his separate property on Annunciation Street, which he sold, as stated hereinabove, on June 16, 1943, for the sum of $15,700.

It is clear that the revenues received from decedent’s separate estate, including the rent and the sale price of a portion of said property, were more than sufficient and greatly exceeded the amounts due thereon for loans, interest, insurance, and taxes, which items the executrix has set up on her final account as constituting a debt due the community by the separate estate.

Counsel for the executrix contends in this court that the revenues from property belonging to decedent’s separate estate belonged to the community, under Revised Civil Code, Article 2402, and that necessary expenses for the maintenance and preservation of the property belonging to said separate estate, paid from these revenues, created a debt of the separate estate in favor of the community.

That part of Article 2402 of the Revised Civil Code relied on by counsel reads as follows: “This partnership or community *635 ■consists of the profits of all the effects of which the husband has the administration and enjoyment, either of right or in fact, •of the produce of the reciprocal industry and labor of both husband and wife * *

We do not think that this article is authority for, or supports, counsel’s contention, which has been fully answered by the case of Succession of Ernest R. Ratcliff, 209 La. 224, 24 So.2d 456, 460, and other decisions of this court analyzed and discussed therein.

In that case, the husband had entered into a contract dissolving the community ■of a second marriage, in which he agreed to pay to the wife $120,000 for her interest in the community estate. Being without funds to consummate a cash transaction, he agreed to pay an annuity or interest or rent ■charge for the privilege of deferring payment of the stipuláted purchase price to an indefinite date. After his death, upon settlement of his estate his executors listed all the revenue from his separate property as community property of a third marriage, which revenue greatly exceeded the total disbursements made during the existence of the community with his third wife for the contracted annuity, and they debited the community for these annuity payments. The widow contended that it was improper to take these payments out of the community inasmuch as the debt, contracted prior to the marriage, should be satisfied from the corpus of the separate estate. We said: “* * * Had that agreement not been confected, or if after its confection the described interest or annuity or rent had not been paid, decedent’s separate estate would have been denied assets from which there was derived a great portion of the income listed by the executors on their annual account as receipts of the community.

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Bluebook (online)
25 So. 2d 287, 209 La. 629, 1946 La. LEXIS 719, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-brunies-la-1946.