Succession of Dielman

99 So. 416, 155 La. 496, 1924 La. LEXIS 1833
CourtSupreme Court of Louisiana
DecidedJanuary 21, 1924
DocketNo. 25515
StatusPublished
Cited by4 cases

This text of 99 So. 416 (Succession of Dielman) 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 Dielman, 99 So. 416, 155 La. 496, 1924 La. LEXIS 1833 (La. 1924).

Opinion

DAWKINS, j.

William H. Dielman died testate, and in his will, after making certain specific bequests, left the residue of his estate to his wife and an adopted daughter. There were no children of the blood but deceased left a mother and sister. The will was duly probated, and Mrs. Mary M. Dielman, mother of deceased, intervened in the succession, claiming to be a forced heir, and asked that the will be annulled in so far as it affected her légitime of one-third of the entire estate.

The wife and adopted daughter took the position that, first, the mother was not a forced heir because of the existence of a child, to wit, the adopted daughter; and, secondly, in the alternative; that the légitime consisted of only one-fourth.

There was judgment below in favor of the mother, sustaining her claim to the extent of one-fourth, and both sides have appealed.

Opinion.

Only' questions of law are involved, and they are:

First. Did the adoption of a child have the effect of eliminating the mother as a forced heir? and,

Second. If not, is the légitime of the mother one-fourth or one-third?

Adoption.

Article 214 of R. C. C. provides:

“Any person may adopt another as his child, except those illegitimate children whom the law prohibits him from acknowledging; but such adoption shall ’not interfere with the rights of forced heirs. * * *
“The person adopted shall have all the rights of a legitimate child * * * except as above stated. * * * ”

(Italics by the writer of this opinion).

Counsel for defendants argue that only “forced heirs” in the descending line are contemplated or included among those whose rights cannot be infringed upon by the adoption of another child or children, and that this construction is necessary to harmonize other .provisions of the Code. In brief, it is said:

“That the lawmakers, in framing article 214 of the Code, had only in mind forced heirs in the descending line is strikingly illustrated by examples of the absurdities to which a contrary conclusion will lead! For illustration:
“If the court were to hold that article 1493 et seq. reserved to the mother a portion of the estate, where an adopted child existed, it would have to do so on ope of two theories: Either that article 1494 of the Code itself reserves one-third to the mother; irrespective of any other provisions of the Code, or that, because of the provisions of article 214 of the Code, an adopted child was not assimilated to a legitimate child for the purpose of inheritance.
“If the first suggestion was adopted it would be in direct conflict with the decision in the Greenlaw Case, which is unquestionably sound. If the second theory were adopted we would have no law of distribution for the remaining two-thirds or three-fourths, as the case may be, of the estate.
“If the mother inherits one-third interest by article 1494, where is the provision whereunder the--adopted child inherits the remaining two-thirds ?
“If, as in the Greenlaw Case, the mother’s right of inheritance, if such exists, is limited to the one-fourth because of the existence of a sister of deceased, wherein is the law of distribution as between the sister and the adopt[500]*500ed child? The adopted child either excludes the other heirs under different lines in to to, or not at all, because the only provision of distribution in favor of the adopted child are those which distribute in favor of the legitimate child. Article 902 et seq.
“Inasmuch as article 1493 et seq. provides that the disposable portion cannot exceed two-thirds of the estate, if the donor have a child or a parent, and inasmuch as the disposition of the two-thirds can be made to an utter stranger, we will suppose that decedent made a will disposing of two-thirds of his estate to a stranger, leaving, at the time, an adopted child and a mother. What disposition is to be made of the remaining one-third? If the theory proposed, that article 1493 et seq. reserves the one-third to the 'mother as a forced heir, then the child is completely excluded from participating in the estate, notwithstanding the fact that by uniform jurisprudence the child is a ‘forced heir,’ as against strangers and col-laterals. If, as in the aforesaid case, on the other hand, the adopted child is assimilated to a legitimate child and given the one-third remaining, the mother is completely excluded from participating in the succession, and as a consequence the entire jurisprudence of the state and all of the articles of the Code are harmonized; the words of article 214, assimilating an adopted child to the legitimate child, is given full force and effect, and the qualifition thereof ‘providing that his right will- not interfere with the rights of the forced heirs,’ is completely harmonized by a limitation of ‘forced heirs’ to descendants, to which, by virtue of the said article, the adopted child is assimilated.
“Again, let us consider the disposition under chapter 3 of the Code (Irregular Successions).
“Under article 915 as it originally stood, a surviving spouse acquired the usufruct over all community property of decedent where there were neither ascendants nor descendants.
“Under article 916 of the Code a surviving spouse acquired the usufruct over the share of the issue of said marriage; in both instances however, subject to the proviso.that decedent did not dispose of the community interest to the prejudice of the surviving spouse.
“In Succession of Teller, 49 An. 282 [21 South. 265], the adopted child is assimilated to the legitimate children, and the surviving spouse given the usufruct, and the share inherited by it as a forced heir. In the Succession of Moore, 40 An. 57 [40 La. Ann. 531, 4 South. 460], it was held that a disposition in the Will confirmatory of the disposition of these articles is not a disposition destroying their efficacy.
“Suppose decedent left two children, legitimate issue of his marriage, and one adopted child, and also a parent, and left no will. Could it be held, under this and other articles of the Code and the jurisprudence, that the surviving spouse did not acquire the usufruct, and the share accruing to the adopted child, as well as the legitimate children? What, then, becomes of the ascendants? Surely the mere coincidence that the legitimate children inherited in conjunction with an adopted child cannot alter the law of distribution.
“Since‘the amendments to article 915 by Act 57 of 1910 (fully discussed) in the Greenlaw Case, the right of the parent to the share of the children in the community property is continued, but, in dealing with the interest that the parent of decedent has, the law is completely changed. Under this amendment, should the decedent leave no descendant, or should the adopted child not be considered as a descendant, and decedent leave a father or mother, or both, the mother or father would inherit only one-half of the community property. This creates an entire new distribution as far as the community is concerned.

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Bluebook (online)
99 So. 416, 155 La. 496, 1924 La. LEXIS 1833, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-dielman-la-1924.