Succession of Carbajal

98 So. 666, 154 La. 1060, 30 A.L.R. 1231, 1923 La. LEXIS 2084
CourtSupreme Court of Louisiana
DecidedOctober 29, 1923
DocketNo. 25150
StatusPublished
Cited by15 cases

This text of 98 So. 666 (Succession of Carbajal) 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 Carbajal, 98 So. 666, 154 La. 1060, 30 A.L.R. 1231, 1923 La. LEXIS 2084 (La. 1923).

Opinions

DAWKINS, J.

This is an action to annul the will of the deceased, Nicholas G. Carbajal, brought by the undercurator of an interdicted son, Oscar Carbajal, against his mother and colegatee under said will; the said mother being the curator, and the petitioner having been ordered to bring the suit by one of the judges of the court below.

The trial court sustained an exception of no cause of action, and plaintiff appealed.

Opinion.

The plaintiff (the interdict) is alleged to be one of six children living at the death of the testator, which occurred on August 21, 1901. It is further alleged that the Will was made two days before, August 19th, and that on October 11th following á seventh child, Dolores, was born, which had the effect of annulling the said will by the express terms of article 1705 of the Revised Civil Code, which reads:

“The testament falls by the birth of legitimate children..”

In the alternative, petitioner averred that if the will was not held void, the defendant had forfeited the ownership of the movables given her by the deceased as well as the usufruct of his half of community immovables.

.Defendant pleaded vagueness, prematurity as to the alternative demand, nonjoinder of parties defendant, and finally that the petition disclosed “no valid or legal cause or right of action.”

Inasmuch as the exception of no cause of action, if sustained, will, as stated by the lower court, dispose of the ease, we shall take it up first and forego consideration of the other pleas.

Exception of No Cause or Right of Action.

It is the contention of plaintiff that we should construe and apply literally the language of article 1705 of the Code; that is, that the will of a married man or woman falls by the subsequent birth of a child, regardless of any provision made in its favor.

This is the first time, so far as the exhaustive search of the attorneys for the respective parties and our own investigation has developed, that this court has been presented with this particular question; i. e., as to the effect of the subsequent birth of a legitimate child upon a will, where full provision is expressly made for it therein. It is res nova in our jurisprudence.

We are fortunate, however, in having the advantage of most exhaustive and able briefs from both sides, citing and reviewing the laws, jurisprudence, and commentators of other jurisdictions, including those of Spain, France, and other continental countries, as well as of England, and our sister' states. It has been found that in practically all of these some similar provision exists, carrying this wholesome principle to protect and prevent discrimination against the unborn. The language varies, but the general import and purppse is the same. It is also true, practically without exception, that the basic reason for the law as recognized in those forums is that it shall not be assumed a testator intended to exclude his unborn offspring from participation in his estate because of a will made before its birth. Thus, the sovereign, recognizing the frailties of the human mind and the uncertainty of life, seeks to compensate therefor by .creating, in such circumstances, the same condition of equality which would otherwise exist if no testament had been made.

[1064]*1064Statutes, like principles of jurisprudence, have for their foundation causes or reasons affecting human activities or welfare, which find concrete expression in the particular language used by the legislating authority. Familiar rules of interpretation require as a primary duty that courts ascertain and expound those purposes commonly called the legislative intent. Yet we are not compelled to give literal effect to words of a law, when the result would be to deny a particular class a fundamental right enjoyed by all other citizens, when the reason or underlying cause for the distinction has ceased to exist.

Under our law, as well as in most other civilized countries, a person may, subject to certain well-known limitations, dispose by last will of his property as he sees fit. But if the contention of the appellant in this case be correct, then every married man and woman in this state, from the moment of conception and during the pregnancy of the wife, is totally incapacitated to make a will, provided the child be born alive, no matter what provision be made for it, or how just or laudable may be the dispositions which they may wish to make of their property. We do not believe that the lawmaker ever contemplated or intended any such harsh result in attempting to accomplish the wholesome purpose for which article 1705 of the Code was enacted.

It would not in our opinion aid materially in deciding this case to analyze and compare at length the able arguments of counsel on either side as to whether this article was or was not taken from the Partidas; though we are convinced the principle had its origin in the civil law, whether it came direct to us from Spanish sources or otherwise. Its counterpart in the English common law also came from the same source. 4 Kent, p. 523. It is a well-known fact in our state’s history that the Code of 1825 (in which this article 1705 first appeared, then numbered 1698) was prepared by those distinguished civilians, Derbigny, Livingston, and Moreau-Lislet, and it would seem natural that their great knowledge of and familiarity with the principles of the' civil law should have had their influence in choosing the language of the Code; and that when so chosen, it would be done in the light of its meaning under that system. Aside from these considerations, we are bound to assume, even granting such influences were not present, that those who conceived this particular provision were at least familiar with the interpretation which it had received in 'jurisprudence throughout most of the civilized world. What justification would there be for saying that some particular legislator conceived the idea, uninfluenced by any of the considerations mentioned, when the 'corresponding provisions of the Partidas was already, at that time, a part of the law of this state, whether it was included in the compilations by Moreau-Lislet and Henry Carleton, or in the projet of 1823, or not? These gentlemen were not authorized to enact any law, but merely to compile or codify that which already existed.

Again, as said by the lower judge, the construction contended for by appellant “would make it possible for courts to negative many articles with other articles,” and would ignore the rule of article 17 that laws in pari materia should be, construed with reference to each other. Article 1482 declares that — ■

“In order to be capable of receiving by donation inter vivos, it suffices to be conceived at the time of the donation.
“In order to be capable of receiving by last will, it suffices to be conceived at the time of the decease.”

Article 29:

“Children in the mother’s womb are considered, in whatever relates to themselves, as if they were already born; thus the inheritances which, devolve to them before their birth, and which may belong to them, are kept for them, [1065]*1065and curators are assigned to take care of their estates for their benefit.”

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Bluebook (online)
98 So. 666, 154 La. 1060, 30 A.L.R. 1231, 1923 La. LEXIS 2084, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-carbajal-la-1923.