Succession of Dinwiddie

263 So. 2d 739
CourtLouisiana Court of Appeal
DecidedMay 16, 1972
Docket4999
StatusPublished
Cited by5 cases

This text of 263 So. 2d 739 (Succession of Dinwiddie) 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 Dinwiddie, 263 So. 2d 739 (La. Ct. App. 1972).

Opinion

263 So.2d 739 (1972)

Succession of George Sumney DINWIDDIE.

No. 4999.

Court of Appeal of Louisiana, Fourth Circuit.

May 16, 1972.

*740 Milling, Saal, Benson, Woodward & Hillyer, Lawrence K. Benson, Jr., New Orleans, for plaintiff-appellant, Ainslie Dinwiddie.

Sidney L. Shushan, William M. Barnett, New Orleans, for defendants-appellees, Canal Street Presbyterian Church and United Fund for The Greater New Orleans Area.

Jones, Walker, Waechter, Poitevent, Carrere & Denegre, Thomas G. Rapier, Lucius F. Suthon, and Edward F. Martin, New Orleans, for defendants-appellees, Robert W. Elasasser, Mrs. Ruth Larsen Dinwiddie, Louis J. Darrah, and J. Mort Walker, Jr.

Before SAMUEL, LEMMON and GULOTTA, JJ.

GULOTTA, Judge.

This is an appeal from a summary judgment rejecting a petition to annul an olographic will on the ground that it contained a prohibited substitution. George S. Dinwiddie died on July 11, 1968, survived by his second wife, Ruth Dinwiddie, and by his two children, Ainslie and Bruce, born of a prior marriage. The decedent left a will in olographic form dated October 5, 1962, which was probated in Civil District Court on August 1, 1968. The decedent's daughter, Ainslie Dinwiddie, petitioned the court to annul the probate on the ground that the will contained prohibited substitutions. A partial summary judgment filed by defendants[1] was granted, thereby having the effect *741 of decreeing that the will[2] did not contain a prohibited substitution.

The narrow issue before us is whether the bequest in favor of Ruth Dinwiddie's heirs is a prohibited substitution.

The law is clear that in interpreting wills, the intention of the testator is paramount. LSA-C.C. art. 1712 provides:

"In the interpretation of acts of last will, the intention of the testator must principally be endeavored to be ascertained, without departing, however, from the proper signification of the terms of the testament" (emphasis ours)

Therefore, the testator's intention is his will, and the intention must be enforced as far as it can be done legally. See: Succession of McCarron, 247 La. 419, 172 So.2d 63 (1965); Succession of Fertel, 208 La. 614, 23 So.2d 234 (1945).

The position of Louisiana Courts has been to construe wills in a sense which gives them effect rather than render them invalid. An interpretation which will save the decedent from intestacy should be adopted. Succession of Kamlade, 232 La. 275, 94 So.2d 257 (1957); Succession of Mulqueeny, 248 La. 659, 181 So.2d 384, 387 (1966). This position is consistent with the Civil Code which states unequivocally in art. 1713:

"A disposition must be understood in the sense in which it can have effect, rather than that in which it can have none." (emphasis ours)

In reference to the rules laid down by LSA-C.C. arts. 1712 and 1713, the court in Succession of Fertel, supra, at page 238 explained the strict application of these rules in interpreting wills:

"These rules have been strictly adhered to by this Court in numerous cases involving the interpretation of wills. Typical of these cases is the Succession of McBurney, 165 La. 357, 115 So. 618, holding that the first and cardinal rule among the general rules for the interpretation of wills is that the intention of the testator must be ascertained, and all other rules are only means to that end. And Succession of Wilcox, 165 La. 803, 116 So. 192, holding that the only function of the Court is to determine and carry out the intention of the testator if it can be ascertained from the language of the will.
"It is evident from a reading of the will that it was written by the testatrix without the aid of counsel. The law is indulgent *742 in all such cases. It exempts language from technical restraint and obeys the clear intention however informally conveyed. If obscured by conflicting expressions, it seeks the intention in a purpose, consistent and rational, rather than the reverse; and, of two interpretations, it selects that which saves from total intestacy. The testator's intention is his will. This is the first rule of interpretation, to which all others are reduced. The intention must be enforced as far as it can be done legally. Succession of Blakemore, 43 La.Ann. 845, 9 So. 496.
"When a will is executed, a reasonable and natural presumption is that the testator intends to dispose of his entire estate. There is no presumption that he intends to die intestate as to any part of his estate when the language he uses will clearly carry the whole." (emphasis ours)

A complete reading of the testator's will reveals a consistent series of bequests which should be construed in their entirety.[3] In the paragraph marked I, the decedent bequeathed $31,500.00 to two separate charities out of the disposable portion of his share of the community. In the paragraph marked II, the decedent bequeathed the "remainder" of the disposable portion of his half of the community to Ruth Dinwiddie, his wife, and the usufruct for life of his half of the community, and in paragraph III, he bequeathed to Ruth all of the disposable portion of his separate property, as well as the usufruct subject to a trust. The paragraph marked IV states that on her (Ruth's) death, all of decedent's disposable portion (both community and separate) shall be paid to her heirs. It becomes apparent that Mr. Dinwiddie was referring to "all" of the remainder of his disposable portion in paragraph IV, having at the beginning of his will made specific legacies to two charities. Thus, beginning with paragraph II, the decedent was dealing with his "remaining estate", in that he was no longer referring to the amount previously bequeathed to the charities. The reference to "all" the disposable portion of George Dinwiddie's share of the community should be construed as referring only to the portion of the disposable portion bequeathed to Ruth. Accordingly, the disposition to Ruth's heirs refers only to property bequeathed to Ruth.

Appellant attacks specifically the disposition to Ruth's heirs, paragraph IV as a prohibited substitution. LSA-C.C. 1520 defines substitutions:

"Substitutions are and remain prohibited, except as permitted by the laws relating to trusts.
"Every disposition not in trust by which the donee, the heir, or legatee is charged to preserve for and to return a thing to a third person is null, even with regard to the donee, the instituted heir or the legatee."

In Succession of Reilly, 136 La. 347, 363, 67 So. 27, 32, (1915), the Supreme Court said:

"* * * The essential elements of the prohibited substitution are that the immediate donee is obliged to keep the title of the legacy inalienable during his lifetime, to be transmitted at his death to a third person designated by the original donor or testator." (emphasis ours)

The prohibited substitution was further described in Marshall v. Pearce, 34 La.Ann. 557 (1882):

"The simplest test of the substitution prohibited by our law, is that it vests the property in one person, at the death of the donor, (in case of testaments) and, at the death of such person, vests the same property in another person, who takes the same directly from the testator, but by a title which only springs into existence on the death of the first donee." (emphasis ours) We note the language in Succession of Feitel, 176 La. 543, 146 So.

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Bluebook (online)
263 So. 2d 739, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-dinwiddie-lactapp-1972.