Succession of Cure

633 So. 2d 590, 1993 WL 539561
CourtLouisiana Court of Appeal
DecidedDecember 29, 1993
Docket93 CA 0718
StatusPublished
Cited by5 cases

This text of 633 So. 2d 590 (Succession of Cure) 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 Cure, 633 So. 2d 590, 1993 WL 539561 (La. Ct. App. 1993).

Opinion

633 So.2d 590 (1993)

SUCCESSION OF Gillis E. CURE, Sr.

No. 93 CA 0718.

Court of Appeal of Louisiana, First Circuit.

December 29, 1993.

*591 Anthony L. Glorioso, New Orleans, for appellants Gillis Paul Cure, Richard Cure, Gillis Cure, Jr., Ricky Cure, Ronnie Cure, & Roland Cure.

Marian M. Livaudais and Pierre F. Livaudais, Mandeville, for appellee Peggy Starks Cure.

Before LOTTINGER, C.J., and PITCHER and PARRO, JJ.

LOTTINGER, Chief Judge.

This appeal arises from a judgment upholding the disinherison provision of a will. The testator died survived by six sons and a spouse. In his will, the testator disinherited all but one of his sons for their failure to communicate with him for a period of at least two years. Furthermore, after attempting to dispatch with the forced portion of his estate, the testator bequeathed his entire estate to his surviving spouse, in full ownership, and named her as the testamentary executrix. At trial, all of the testator's sons were joined as plaintiffs against the surviving spouse and sought to have the testator's will, particularly the disinherison provision it contained, declared null. However, the trial court upheld the will, particularly the disinherison provision, and dismissed the plaintiffs' claim. Plaintiffs appeal.

FACTS

On January 26, 1991, the testator, Gillis Ernest Cure, Sr., died survived by six sons and a spouse. The testator's sons are Gillis Paul Cure, Roland Cure, Richard Cure, Gillis Ernest Cure, Jr., Ronnie Cure and Ricky Cure, appellants. The testator's surviving spouse is Peggy Starks Cure, appellee. All of the sons are children of the testator's prior marriages.

On January 14, 1991, twelve days before his death, the testator executed a last will and testament in statutory form. At trial, the parties stipulated that the will was valid as to form. In the will, the testator disinherited all of his sons except Roland Cure, pursuant to La.Civ.Code art. 1621(12), which allows a parent to disinherit a child if the child fails to communicate with the parent, without just cause, for two years after attaining the age of majority, when the child knows how to contact the parent. Accordingly, the testator asserted that, except for Roland Cure and Gillis Paul Cure, he had no contact with his children for ten years. Furthermore, the testator asserted that he had no contact with Gillis Paul Cure for more than two years. However, the testator did not stipulate in the disinherison provision that his sons' failure to communicate with him was "without just cause."

At trial, the appellants were joined as plaintiffs against the surviving spouse and attacked the testator's will on the grounds that it was null because of ambiguity and because the testator lacked the mental capacity to confect and execute a will. Furthermore, the appellants claimed that the testator did not properly disinherit five of his six sons. However, in dismissing appellants' claim, the trial court concluded that the will was not ambiguous and that the testator had the capacity to make a will. Moreover, the trial court concluded that the disinherison provision of the will properly disinherited the five sons in that it was not necessary for the provision to specifically state that their failure to communicate with the testator was *592 "without just cause." In addition, the trial court concluded that the appellants failed to overcome the presumption that the cause for the disinherison existed.

ASSIGNMENT OF ERROR

Appellants submit that the trial court erred by determining that the testator properly disinherited five of his children for cause pursuant to La.Civ.Code art. 1621(12).

ISSUES

Appellants' assignment of error raises the following three questions for review: First, is it incumbent upon a parent who desires to disinherit a child pursuant to La.Civ.Code art. 1621(12) to stipulate in the disinherison provision of the testament that the child's failure to communicate with the parent for two years is "without just cause?" Second, assuming that the disinherison provision of a testator's will does not have to contain the "without just cause" phraseology, did appellants show by a preponderance of the evidence that the testator's cause for the disinherison did not exist? Finally, did the disinherited sons have "just cause" for failing to communicate with the testator?

I

Appellants contend that the testator did not satisfy the requirements provided in the Louisiana Civil Code to properly disinherit his children. Specifically, appellants argue that because the testator did not state in his will that the failure to communicate was "without just cause," the testator failed to express the cause for disinherison. Furthermore, appellant's attempt to buttress their position with the proposition that respect between parent and child is a mutual obligation. Hence, appellants claim that because the blame for any failure to communicate between parent and child rests with both, it is incumbent upon the parent to specifically express that the failure to communicate is "without just cause."

The Louisiana Civil Code provides that "[a] disinherison, to be valid, must be made in one of the forms prescribed for testaments." La.Civ.Code art. 1618. Furthermore, "[t]he disinherison must be made by name and expressly, and for a just cause, otherwise it is null." La.Civ.Code art. 1619. Additionally, "[t]here are no just causes for disinherison but those expressly recognized by law, in the following articles." La.Civ. Code art. 1620.

In pertinent part, La.Civ.Code art. 1621 provides:

The just causes for which parents may disinherit their children are twelve in number. There shall be a rebuttable presumption as to the facts set out in the act of disinherison to support these causes. These causes are, to wit:
....
12. If the child has known how to contact the parent, but has failed without just cause to communicate with the parent for a period of two years after attaining the age of majority, except when the child is on active duty in any of the military forces of the United States. (Emphasis added.)

Moreover, La.Civ.Code art. 1624, in pertinent part, mandates:

The testator shall express in the will for what reasons he disinherited his forced heirs or any of them, and the forced heir so disinherited is obliged to prove that the cause stipulated for disinherison did not exist or that he was reconciled with the testator after the act or circumstance alleged to constitute the cause for disinherison.

(Emphasis added.)

In Succession of Bertaut, 572 So.2d 142 (La.App. 1st Cir.1990), writ denied,

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Bluebook (online)
633 So. 2d 590, 1993 WL 539561, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-cure-lactapp-1993.