Succession of Grice

462 So. 2d 131
CourtSupreme Court of Louisiana
DecidedFebruary 20, 1985
Docket84-CA-1761
StatusPublished
Cited by24 cases

This text of 462 So. 2d 131 (Succession of Grice) 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 Grice, 462 So. 2d 131 (La. 1985).

Opinion

462 So.2d 131 (1985)

SUCCESSION OF Charles Haskel GRICE.

No. 84-CA-1761.

Supreme Court of Louisiana.

January 14, 1985.
Rehearing Denied February 21, 1985.
Dissenting Opinion February 20, 1985.

*132 H. Sanders O'Neal, Houma, for appellant.

Sam J. D'Amico, Ashton S. Stewart, Baton Rouge, Keith Whipple, Ernest Kelly, Houma, for appellee.

MARCUS, Justice.

This case presents a challenge to the constitutionality of La.Civ.Code art. 209 which requires illegitimate children who would inherit from their fathers by intestate succession to institute filiation proceedings within certain time limitations. Legitimate children are not subject to the same requirement.

Susan Marie Boudreaux was born Susan Marie Breaux on June 27, 1951, to Velma Vivian Breaux. The father's name was left blank on her birth certificate. Charles Haskell Grice was married but once and then to Agnes Boutte Grice on November 17, 1953. No children were born of the marriage. Mr. Grice died intestate on March 8, 1983. He was predeceased by his parents and survived by his wife and brothers and sisters. Less than one month later, Susan Marie Boudreaux, then thirty-one years of age, filed a petition claiming that Charles Haskell Grice was her father and she was his sole surviving heir and asking to be appointed provisional administratrix of his estate. She was duly appointed provisional administratrix and, after complying with law, letters of administration were issued to her. Mr. Grice's widow, Agnes Boutte Grice, thereupon filed a rule against Susan Marie Boudreaux to show cause why she should not be barred by the time limitations of La.Civ.Code art. 209 from establishing filiation to Charles Haskell Grice and why she should not be disqualified from serving as administratrix. Susan Marie Boudreaux countered that art. 209 was unconstitutional on equal protection grounds insofar as it requires that proceedings to establish filiation be brought within nineteen years of birth and furthermore that lack of legitimacy was not one of the grounds enumerated in La.Code Civ.P. art. 3097 for disqualification of an administratrix. After considering the pleadings and *133 memoranda submitted by both parties,[1] the trial judge held art. 209 unconstitutional and dismissed the rule to bar Susan Marie Boudreaux from establishing proof of filiation and to disqualify her as administratrix. Mrs. Grice applied to this court for writs. Her application was granted and docketed as an appeal.[2]

La.Civ.Code art. 209 provides:

A. A child not entitled to legitimate filiation nor filiated by the initiative of the parent by legitimation or by acknowledgment under Article 203 must prove filiation as to an alleged living parent by a preponderance of the evidence in a civil proceeding instituted by the child or on his behalf within the time limit provided in this Article.
B. A child not entitled to legitimate filiation nor filiated by the initiative of the parent by legitimation or by acknowledgment under Article 203 must prove filiation as to an alleged deceased parent by clear and convincing evidence in a civil proceeding instituted by the child or on his behalf within the time limit provided in this Article.
C. The proceeding required by this Article must be brought within one year of the death of the alleged parent or within nineteen years of the child's birth, whichever first occurs. This time limitation shall run against all persons, including minors and interdicts. If the proceeding is not timely instituted, the child may not thereafter establish his filiation, except for the sole purpose of establishing the right to recover damages under Article 2315. A proceeding for that purpose may be brought within one year of the death of the alleged parent and may be cumulated with the action to recover damages.
D. The right to bring this proceeding is heritable. (Emphasis added.)[[3]]

The equal protection clause of the fourteenth amendment of the federal constitution and article 1 § 3 of our state constitution provide that no person shall be denied equal protection of the laws. Although classifications based on illegitimacy are not "suspect" or subject to "strict scrutiny" under equal protection analysis, the scrutiny applied to them "is not a toothless one...." Trimble v. Gordon, 430 U.S. 762 (1977); Mathews v. Lucas, 427 U.S. 495, 96 S.Ct. 2755, 49 L.Ed.2d 651 (1976). Such classifications are unconstitutional unless they are substantially related to permissible state interests. Pickett v. Brown, 462 U.S. 1, 103 S.Ct. 2199, 76 L.Ed.2d 372 (1983); Lalli v. Lalli, 439 U.S. 259, 99 S.Ct. 518, 58 L.Ed.2d 503 (1978).

Our inquiry is focused narrowly. We are asked to decide whether the requirement of art. 209 that filiation proceedings be brought "within nineteen years of the child's birth" is substantially related to permissible state interests when the illegitimate child is seeking paternal inheritance by intestate succession.[4]

*134 The decisions of the United States Supreme Court in Trimble v. Gordon, supra, and Lalli v. Lalli, supra, are particularly relevant to our determination. In Trimble, the Court reviewed an Illinois statute which provided that a child born out of wedlock could inherit from his intestate father only if the father had "acknowledged" him and the child had been legitimated by the intermarriage of the parents. The Court recognized that the state has an interest in "the orderly disposition of property at death" and that devising an appropriate legal framework in furtherance of that interest "is a matter particularly within the competence of the individual States." An important aspect of that framework, the Court recognized, is a response to the often difficult problem of proving paternity and the related danger of spurious claims. These difficulties, the Court said, "might justify a more demanding standard for illegitimate children claiming under their fathers' estates than that required either for illegitimate children claiming under their mothers' estates or for legitimate children generally." However, the Court found that the Illinois statute was constitutionally flawed because its reach "extended well beyond [these] asserted purposes." By insisting upon not only an acknowledgment by the father but also the intermarriage of the parents, the statute excluded "at least some significant categories of illegitimate children of intestate men" whose inheritance rights could be recognized without jeopardizing the state's interest.

In Lalli, the Court upheld a New York statute which allows an illegitimate to inherit from his intestate father, but only if a court of competent jurisdiction has, during the lifetime of the father, made an order of filiation declaring paternity.

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462 So. 2d 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-grice-la-1985.