Succession of Gomez

78 So. 2d 411, 226 La. 1092, 1955 La. LEXIS 1207
CourtSupreme Court of Louisiana
DecidedJanuary 10, 1955
Docket42023
StatusPublished
Cited by11 cases

This text of 78 So. 2d 411 (Succession of Gomez) 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 Gomez, 78 So. 2d 411, 226 La. 1092, 1955 La. LEXIS 1207 (La. 1955).

Opinion

HAWTHORNE, Justice.

Mrs. William Gomez died on June 14, 1949, and was survived by the following forced heirs:

1. One daughter, Mrs. Amelie Gomez Salatich (formerly Mrs. Oriol) ;

2. Three daughters of a predeceased son, Ernest Gomez: Miss Evangeline Gomez, Mrs. Juanita Gomez Boudreaux, and Mrs. Elrita Gomez Glockner, whom we shall hereafter designate as the “Gomez heirs”; and

3. Two daughters of a predeceased daughter, Mrs. Louise Gomez Barba: Mrs. Alice Barba Andressen and Mrs. Amelie Barba Lundin, whom we shall hereafter designate as the “Barba heirs”.

During her life Mrs. Gomez donated $18,-625 to Mrs. Salatich and $7,700 to the mother of the Barba heirs, or a total of $26,325 in donations inter vivos to forced heirs. At her death Mrs. Gomez left a last will and . testament, reading as follows:

“March 24, 1946
“This is my last will. I revoke all previous wills.
“I leave my home 1140 City Park Ave and all its contents to my granddaughter Claire *1095 Oriol and appoint her executrice [executrix] without bond.
' “The balance of my disposable portion I leave to my three grandchildren Harold, Claire and Ethel Oriol in equal portions.
“I appoint Clarence Dowling attorney for my executrice.
(signed) “Mrs. Wm. Gomez”

Shortly after the death of Mrs. Gomez the executrix named in the will qualified, and this succession has been under administration ever since. During the course of its administration accounts were filed by the executrix from time to time in which the forced heirs and the legatees were paid large sums of money from this estate, and which were approved and homologated. In due course the testamentary executrix filed her final account, in which she proposed to pay to Clarence Dowling in full settlement of his attorney’s fees the sum of $5,000, and also proposed to distribute the $60,104.12 remaining in her hands. 1

The Barba and Gomez heirs opposed the proposed payment by the executrix to Clarence Dowling of a further fee of $5,000 on the ground that he had already been paid from this succession, which had an inventoried value of slightly less than $270,000, the sum of $20,500, and that this additional payment would cause him to receive excessive

and unwarranted attorney’s fees for serv- ' ices rendered to the succession.

These heirs also opposed the final account on the ground that included in the amount to-be distributed was the sum of $26,325 which was the total amount collated by two of the forced heirs. See Succession of Gomez, 223 La. 859, 67 So.2d 156. Opponents argue that, since collation takes place exclusively among forced heirs according to Article 1235 of the Louisiana Civil Code, the legatees are not legally entitled to any portion of the $26,325, and that this amount should be distributed among the forced heirs only, one-third to each branch.

The lower court dismissed this opposition to the final account and ordered it homologated and the funds distributed in accordance therewith. From this judgment the opponents have appealed to this court.

It is important and essential to bear in mind that, in the sum remaining in the executrix’ hands for distribution, not one cent of the amount of the donations to Mrs. Salatich and the Barba branch is included. Opponents would make it appear that the donees have actually returned the total amount of these donations to the succession, and that the executrix purposes to distribute two-thirds of this sum to the heirs and one-third to the legatees. This is not true, since the total amount of these dona *1097 tions forms and constitutes no part of the fund remaining in her hands.

Since none of the forced heirs was named in the will, they come to the succession of the testatrix as claimants of their legitime only. The legatees named in the will are the children of Mrs. Salatich, the living daughter of the testatrix, and according to the plain provisions of the will these legatees are to receive the disposable portion of the testatrix’ estate including the special legacy to Claire Oriol. Under the provisions of this will it is evident that it was the intention of the testatrix to give to three of her grandchildren all of the property of which she could legally dispose. In other words, it was her clear intention that her forced heirs were to receive only their legitime, no more and no less.

Under the provisions of Article 1493 of the Civil Code, donations inter vivos or mortis causa cannot exceed one-third of the property of the disposer if he leaves three or more children or their descendants, as is the case here. In order to ascertain what the legatees are to receive under the provisions of this will, we must first determine the legitime of the forced heirs.

Article 1505 of the Civil Code provides:

“To determine the reduction to which the donations, either inter vivos or mortis causa are liable, an aggregate is formed of all the property belonging to the donor or testator' at the time of his decease; to that is fictitiously added the property disposed of by donation inter vivos, according to its value at the time of the donor’s decease, in the state in which it was at the period of the donation.
“The sums due by the estate are deducted from this aggregate amount, and the disposable quantum is calculated on the balance, taking into consideration the number of heirs and their qualities of ascendant or descendant, so as to regulate their legitimate portion by the rules above established.”

The executrix in computing the legitime of the three forced heirs and the disposable portion which had been bequeathed to the legatees complied 'with the provisions of this article, as follows:

The aggregate amount of the estate after the payment of all debts was $221,601.65. To this aggregate amount of the estate the executrix fictitiously added the amount of the donations to Mrs. Salatich and the Barba heirs amounting to $26,325, and thus determined that the active mass of this estate amounted to $247,926.65. Since there were three branches of forced heirs, she then concluded that the legitime of the three branches of the forced heirs was two-thirds of this active mass under Article 1493 of the Code, or the sum of $165,284.43, of which they had already received $26,325 in donations inter vivos which were held by this court to be advances on their hereditary share. See Succession of Gomez, supra. Since there *1099 were three branches of forced heirs, each heir’s share of the legitime was one-third of $165,284.43, or $55,094.81. The executrix then deducted the amount of the legitime from the active mass of the estate and found the disposable portion to be $82,642.22.

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Bluebook (online)
78 So. 2d 411, 226 La. 1092, 1955 La. LEXIS 1207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-gomez-la-1955.