Succession of Formby

127 So. 2d 352, 1961 La. App. LEXIS 1809
CourtLouisiana Court of Appeal
DecidedFebruary 2, 1961
DocketNo. 9410
StatusPublished
Cited by3 cases

This text of 127 So. 2d 352 (Succession of Formby) 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 Formby, 127 So. 2d 352, 1961 La. App. LEXIS 1809 (La. Ct. App. 1961).

Opinion

AYRES, Judge.

This action was instituted by John Dixie Formby praying for the probate and ex[354]*354ecution of a will and testament of his mother, the decedent, Mrs. Mintie Formby. By petition in the probate proceeding, four of the remaining five children and heirs of decedent prayed that the purported will be declared null, void, and of no effect; and, alternatively, that the interest of John Dixie Formby, to whom the testator bequeathed all of the property of which she died possessed, be reduced to the disposable portion of of the testator’s property.

The property involved in this action consists of the fee title to an undivided interest in and to a described 80 acres of land situated in Webster Parish, Louisiana, together with an undivided J4 interest of the oil, gas, and other minerals thereto (20 mineral acres). The property is unitized and the two 40-acre tracts thereof participate in production from units underlying two producing wells.

Opponents’ attack upon the will is predicated upon the contentions: (1) that the bequest constituted an onerous donation which was not burdened with any charges imposed upon the donee; (2) that, if any charges were imposed upon the donee, they were not fulfilled; and (3) that the value of the property did not manifestly exceed that of the charges imposed on the donee as required under the provisions of LSA-C.C. Art. 1524.

After trial, the court sustained the validity of the will. The court construed the term “onerous donation” as a minor error intended to be a “remunerative donation,” and found that the value of the services rendered to the donor by the donee was sufficient to warrant and justify the legacy without reduction. In accordance with these findings, the demands of the opponents were rejected and the will decreed valid. From a judgment thus rendered and signed, opponents appealed.

The will, containing the aforesaid disposition, which is in question here, was executed in nuncupative form by public act January 31, 1925. Testator’s husband, John S. Formby, had died April 24, 1924. The testator died December 3, 1957, at the age of 95 years, eight months, and one day. The writing of the will thus preceded the testator’s death by almost 33 years. That portion of the will under attack reads as follows:

* * j 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.” (Emphasis supplied.)

The emphasized portion of the above quotation is the basis for opponents’ first contention, that the bequest, designated an onerous donation, was invalid because no charges or obligations were imposed upon the donee as required by the provisions of LSA-C.C. Art. 1523. As pointed out, the trial court construed the bequest as a remunerative donation, made to recompense the son for services rendered his mother, the testator, during her lifetime.

The characterization of a donation as an onerous one is not to be determined so much by the designation given by the testator but rather by her intent as may be determined from the language of the entire instrument. The first and cardinal rule among the “General Rules For The Interpretation Of Legacies,” in Section 7, Chapter 6, Title 2, Book 3 of the Revised Civil Code, is that the intention of the testator must be ascertained. LSA-C.C. Art. 1712. All other rules are only means to that end. Succession of Burnside, 35 La.Ann. 708; Kiper v. Kiper, 214 La. 733, 38 So.2d 507; Succession of Price, 202 La. 842, 13 So.2d 240; Succession of McBurney, 165 La. 357, 115 So. 618. To ascertain the intention of the testator, the language of a will is generally to be understood in its popular meaning and without attending so much to the niceties of the rules of grammar. And, as was stated i» [355]*355Succession of Price, supra [202 La. 842, 13 So.2d 244],

“To determine the intention of the testator the whole will is to be taken into consideration. Every word must be given effect if that can be done without defeating the general purpose of the will which is to be made effective in every reasonable method. Succession of Allen, 48 La.Ann. 1036, 20 So. 193, 55 Am.St.Rep. 295; Gueydan v. Montagne, 109 La. 38, 33 So. 61; Succession of Fath, 144 La. 463, 80 So. 659. No part of the testament should be rejected, except that which the law makes it necessary to reject. Succession of La Barre, 179 La. 45, 46, 153 So. 15.”

In this regard, LSA-C.C. Art. 1713 provides that

“A disposition must be understood in the sense in which it can have effect, rather than that in which it can have none.”

Whether the error in the confection of the will is attributable to the language characterizing the bequest as an onerous donation or in expressing, in the past tense, the purpose for which the bequest was made, is a matter of no significance or importance in view of the obvious intent of the testator. It clearly appears to have been established by the record that the mother relied upon her son, and she knew she must rely upon him for care, provision, and support during her lifetime. And, it would appear that it was of no material importance to her whether the bequest was made accompanied by charges upon the donee or whether the bequest was in the nature of a remunerative donation, as the services contemplated by her and the care which was assumed and discharged by the donee during her lifetime constituted the subject matter of prime importance to her.

Opponents contend, however, inasmuch as a remunerative donation has, for its object and purpose, “to recompense for services rendered,” the services contemplated in the instant will were only such as were rendered preceding its date and subsequent to the death of the testator’s husband some seven months previously. In this regard, it is submitted that when a disposition is silent as to time, it refers to the time of the making of the will. Thus, LSA-C.C. Art. 1722 provides:

“A disposition, the terms of which express no time, neither past nor future, refers to the time of making the will. ^ ^ ^ 33

However, it has been held that that rule is controlling only when that fact cannot be determined from the language of the will itself or from the circumstances of the case. The rule is available only in aid of the fundamental purpose of ascertaining and carrying out the intention of the testator or when it cannot otherwise be determined what was the intention of the testator in that respect. However, the rule stated in LSA-C.C. Art. 1722 is never applicable to a universal or residuary legacy. Succession of Blakemore, 43 La.Ann. 845, 9 So. 496; Succession of Burnside, 35 La.Ann. 708; Succession of Marks, 35 La.Ann. 1054; Shaw v. York, 5 La.Ann. 146; Thomas v. Blair, 111 La. 678, 684, 35 So. 811; Shane & Withers v. Withers’ Legatees, 8 La. 489, 497. And, the pronouncement was made in Succession of Sauvage, 140 La. 619, 73 So. 702, 706, L.R.A.1917D, 426, that

“The general rule is that a testament speaks as of the date of the death of the testator. * *

See, also, Succession of McBurney, supra.

Therefore, construing the provisions of the aforesaid will and, in giving consideration to the obvious intent and purpose of the testator, the conclusion can only be reached that the testator intended, by the expression

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Bluebook (online)
127 So. 2d 352, 1961 La. App. LEXIS 1809, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-formby-lactapp-1961.