Succession of Formby

142 So. 2d 157, 243 La. 120
CourtSupreme Court of Louisiana
DecidedNovember 6, 1961
DocketNo. 45571
StatusPublished
Cited by2 cases

This text of 142 So. 2d 157 (Succession of Formby) 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 Formby, 142 So. 2d 157, 243 La. 120 (La. 1961).

Opinions

McCALEB, Justice.

This litigation involves the validity of a disposition contained in a nuncupative will by public act dated January 21, 1925, executed by Mrs. Mintie Formby, who died on December 2, 1957, at the age of 95, leaving as sole heirs at law her six children (one son and five daughters), the issue of her marriage with John S. Formby, who died on April 24,1924. The will recites:

“I give and bequeath all my property, both real and personal, and wherever situated to my son, John Dixie Formby, this being an onerous donation, he having provided for me during my lifetime, giving and granting him seizin, and making him executor, without bond.”

When the testatrix’s son, John Dixie Formby, offered the will for registry and probate in the succession proceedings, four of his sisters appeared and challenged the validity of the bequest contending (1) that it constituted an onerous donation but im[158]*158posed no charges upon the donee; (2) that, if charges were imposed, they were not fulfilled by the donee and (3) that, in any event, the value of the property donated did not manifestly exceed the value of the charges imposed upon the donee, as prescribed by Article 1524 of our Civil Code. In the alternative, the opponents prayed for a reduction of the bequest, since it exceeded the testatrix’s disposable portion.

After a trial in the district court on these issues, the disposition of Mrs. Formby to her son was upheld as a remunerative donation and her daughters’ opposition was accordingly dismissed. An appeal was taken to the Court of Appeal, Second Circuit, where the ruling of the trial court was affirmed. See Succession of Formby, 127 So. 2d 352, 353. We granted certiorari.

Mrs. Formby’s estate consists solely of an undivided interest in 80 acres of land and a mineral interest in twenty acres, on which there are two producing oil wells. While the evidence is conflicting as to the total value of these interests, we think a conservative estimate of their worth is about $10,000.

It also clearly appears from the record that Mrs. Formby’s relations with the four daughters, who are contesting her will, were strained and incompatible during all the 30-odd years of her widowhood. Although they lived within close proximity of their mother, these daughters had virtually no contact with her during this period; indeed, it is shown that they deliberately avoided her though the reason for the animus which existed does not appear. On the other hand, Mrs. Formby had long entertained a deep-seated affection and admiration for her only son, who gave mutual response to her warmth with acts of kindness and attention. During the last 15 years of her life, Mrs. Formby shared the home she had purchased in Shongaloo, Louisiana with her other daughter, Mrs. Jewel Formby Crabtree, who had come to live with her during her old age. Shortly before her death, Mrs. Formby sold this property to Mrs. Crabtree for $1,000, or for one-half the price for which she acquired it. Mrs. Formby’s son lived nearby and made frequent visits to his mother. In addition, he ran errands for her, took her on shopping trips in his car, deposited her monthly oil royalty checks in the bank when he collected and deposited his own and made occasional gifts of homegrown vegetables, clothes and medicines.1 This type of con[159]*159tact and attention given by the son to his mother began upon the death of his father and continued throughout her lifetime.

An examination of the will, the pertinent recitals of which we have quoted above, convinces us that the district judge and the Court of Appeal were correct in holding that the designation “this being an onerous donation” was an error chargeable to the attorney and notary to whom the will was dictated, as the other language used by Mrs. Formby makes it manifest that she did not intend to impose any charges on her donation of all of her property to her son. Indeed, when consideration is given to the fact of Mrs. Formby’s strained relation with her four daughters and her close affection for her son, the conclusion is inescapable that she wished to give him everything and exclude all her daughters from their legitimate portions. This she sought to accomplish by a remunerative donation, as found by the district court and Court of Appeal, for the will states that the testatrix’s reason for disposition of her entire estate to her son was because he had provided for her during her lifetime, the actual phraseology being “ * * * he having provided for me during my lifetime”.

In the district court, counsel for the opponents of the will, when confronted with. Dixie Formby’s claim that the disposition was a remunerative donation, objected to the admissibility of any testimony tending +o establish the value of services allegedly rendered by Formby to his mother after the date of the will. It was and is counsel’s position that, since a remunerative donation is a giving in payment for services rendered, no evidence of services furnished subsequent to the confection of the will should be considered in determining whether their value is substantially equal to the gift. This objection, similar to the one sustained by the district judge in Successions of Gilbert, 222 La. 840, 64 So.2d 192, was overruled and evidence heard and considered of alleged services extending from the death of Mrs. Formby’s husband in 1924 until the testatrix’s death in 1957, or for a period of over 33 years.

In the Court of Appeal, counsel for opponents reurged this point but it was rejected on the ground that the disposition was to be interpreted as of the date of the death of the testatrix in order to give prospective effect, as well as retrospective effect, to her intention, which was to compensate the donee for all services rendered to her during her lifetime.

This was error. A remunerative donation, as stated in Article 1523 of the Civil Code, is one having for its object the recompense of services rendered. It does not and cannot compensate for services to be rendered in futuro; in essence, it is a dation en paiement. See Succession of Henry, 158 La. 516, 104 So. 310.

The Articles dealing with remunerative donations (Articles 1523, 1525 and 1526) appear in a section of the Civil Code that is concerned, with inter vivos [160]*160donations only, but it is well settled in the jurisprudence that a remunerative donation can be made by testament, as well. Succession of Henry, supra; Kiper v. Kiper, 214 La. 733, 38 So.2d 507 and Successions of Gilbert, supra. However, when such a donation is made in a will, the intent of the testator is to be ascertained as of the date of the will, just as in the case of a donation inter vivos, and not when delivery is made to the donee.

Article 1525 of the Civil Code states that the remunerative donation is not a real donation when (as claimed in this case) the value of the services to be recompensed are but * * * little inferior to that of the gift”. Accordingly, in determining whether a disposition mortis causa is gratuitous, onerous or remunerative, it is essential to examine the intent of the donor at the time the bequest is made.

Article 1712 of the Code, while stating in substance that, in the interpretation of acts of last will, the principal function of the court is to endeavor to ascertain the intention of the testator, adds that this shall be done “ * * * without departing, however, from the proper signification of the terms of the testament”.

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Related

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435 So. 2d 496 (Louisiana Court of Appeal, 1983)
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