Succession of Feitel

146 So. 145, 176 La. 543, 1933 La. LEXIS 1572
CourtSupreme Court of Louisiana
DecidedJanuary 30, 1933
DocketNo. 32041.
StatusPublished
Cited by13 cases

This text of 146 So. 145 (Succession of Feitel) 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 Feitel, 146 So. 145, 176 La. 543, 1933 La. LEXIS 1572 (La. 1933).

Opinion

ODOM, J.

Jasmin Eeitel, a resident of New Orleans, died on January 12, 1931, leaving a last will and testament in olographic form, which was probated and the executors named therein qualified.

A number of special bequests were made, among them being the following:

“1 will to Hannah Levy Bodenheimer my Darling Sister in Law for kindness and love shown me & her departed sister during our life time and Love and tender care to me during my illness, all Land & Improvements owned by me in Sq. 408 this City Corner So. Claiborne & Washington Ave., sq. Fourth and Derbigny Sts:, for the use of herself & her son, Carrol L. B. and having made Payable to the Whitney Trust & Sav Bank Insurance Policies & accrued dividends to the Amt. of about $25,000.00 be applied to any amount I owe them (Bank) or any part of this amount that may be required. The Beal Estate described above in sq. 408 shall not be sold nor Mortgaged further for a period of Ten years after my death.”

Some time after the will was probated, Mrs. Bodenheimer made demand on the executors, making the residuary legatees parties, to deliver to her the property described in the above bequest “free from the illegal restriction against the property’s being sold for a period of ten years.” She alleged and now contends that according to the terms of the will, she was given full ownership of the property described and that the stipulation in the will that the legacy was “for the use of herself and her son, Carrol L. B.” was merely precatory in its nature and should not interfere with the delivery to her of the property “in her own right free from any restrictions.”

She further averred that the stipulation in the will that the property bequeathed should not be “sold nor mortgaged further for a period of ten years after my death” was contrary to law and public policy and therefore void and should be considered as not written.

The executor, Nathan I-I. Eeitel, and Benjamin F. and Daniel W. Eeitel, the residuary legatees, resisted Mrs. Bodenheimer’s demand on three grounds which are pleaded in the alternative, these grounds being:

1. That the disposition in favor of Mrs. Bodenheimer is a prohibited substitution and void under the law.

2. That it is a bequest in trust for ten years, of a use of the particular estate and to exact therefrom such portions of the fruit it produces as is necessary for the personal wants of herself and her son and their respective families. And

3. A bequest in trust for ten years, of a usufruct, in favor of Mrs. Bodenheimer and her son, with Mrs. Bodenheimer as trustee.

There was judgment in favor of the plaintiff recognizing and maintaining the validity of the bequest in her favor and ordering the *547 property described delivered to her “without restriction and particularly without the null and void restriction contained in the will, seeking to prohibit the selling or mortgaging said property for a period of ten years after the death of-the decedent.” Other provisions of the judgment are not contested and need not be referred to here. Nathan H. Feitel, the executor, and Benjamin F. Feitel, one of the residuary legatees, appealed.

Counsel for defendants say in their brief that in view of the holdings of this court in Succession of Hunter, 159 La. 492, 105 So. 596, and Succession of Williams, 169 La. 696, 125 So. 858, they have abandoned their alternative defense No. 3, to wit, that the disposition here involved was “a bequest in trust, for ten years, of a usufruct, in favor of Mrs. Bodenheimer and her son, with Mrs. Bodenheimer as trustee.”

1. The only two questions, then, for us to decide are: First, whether the disposition in favor of Mrs. Bodenheimer is a prohibited substitution; and, second, whether it was a bequest for ten years, of a use, with her as trustee, “to make a gratuitous use of the particular estate and to exact therefrom such portions of the fruit it produces as is necessary for the personal wants of herself and son and their respective families.”

We have copied in full the bequest in controversy. Eliminating certain words which are not pertinent to the issue here involved, it will be noted the will recites:

“I will to Hannah Levy Bodenheimer * * * all land & improvements owned by me in Sq. 408 this city Corner So. Claiborne & Washington Ave. Sq. Fourth & Derbigny Sts., for the use of herself and son, Carrol L. B. (B. being the initial for Bodenheimer) * * *. The real estate described above in Sq. 408 shall not be sold nor mortgaged further for a period of 10 years after my death.”

We have experienced no difficulty whatever is reaching the conclusion that this is not a substitution prohibited by article 1520 of our Civil Code. That article of the Code, which is found under the general heading “Of Dispositions” and the subheading “Of Dispositions Reprobated by Law in Donations Inter Yivos and Mortis Causa,” provides that:

“Every disposition by which the donee, the heir or legatee is charged to preserve for or 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, page 363, 67 So. 27, 32, we 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.”

In Marshall v. Pearce, 34 La. Ann. 557, Justice Fenner, speaking for the court, said:

“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.” Succession of Heft, 163 La. 467, 112 So. 301; Succession of Hunter, 159 La. *549 492, 105 So. 596; Succession of Ledbetter, 147 La. 771, 85 So. 908.

Tbe definitions or “tests” of tbe prohibited substitution laid down by this court in the cited cases is in exact accord with article 1520 of the Civil Code.

Applying these definitions or tests to the disposition here in controversy, it is readily seen that it lacks the essential elements of a substitution. The testator said, “I will to Hannah Levy Bodenheimer * * * all land & improvements owned by me in Sq. 408.” That, in very simple terms, is a bequest, a disposition. Mrs. Bodenheimer was the donee of the property. As to it, she was the heir, the legatee. But she was not charged to preserve it for or to return it to a third person. Civ. Code, art. 1520. The will vested the property in her at the death of the donor, but it did not also “vest 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.” Fenner, J., Marshall v. Pearce, 34 La. Ann. 557. Mrs.

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Bluebook (online)
146 So. 145, 176 La. 543, 1933 La. LEXIS 1572, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-feitel-la-1933.