Succession of Hall

75 So. 802, 141 La. 860, 1917 La. LEXIS 1575
CourtSupreme Court of Louisiana
DecidedMay 14, 1917
DocketNo. 22285
StatusPublished
Cited by19 cases

This text of 75 So. 802 (Succession of Hall) 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 Hall, 75 So. 802, 141 La. 860, 1917 La. LEXIS 1575 (La. 1917).

Opinion

O’NIELL, J.

Mrs. Nanette Lattier Hall, the wife of Albert J. Hall, died in the parish of Bossier, La., on the 3d of March, 1916. She left neither descendant nor ascendant heirs, her only surviving relations being two brothers, Adolph and Bailey Lattier, and the children of her deceased sister, Mrs.'.Josephine Lattier Childers. Her estate consisted of her half interest in certain property belonging to the community of acquits and gains that had existed between her and her surviving husband, and of other property belonging to her separate estate. She left an olographic will, of which the following is a copy, viz:

“Curtis, La., Jan. 24th, 1898.”
“Conscious of the uncertainty of life, I, Mrs. Nannette Hall, born Lattier, wife of Albert J. Hall, of Bossier parish, Louisiana, now in the full possession of all my faculties and in good health, do make this my last will and testament.
“To my beloved husband, Albert J. Hall, I give and bequeath all of the property, real and personal and mixed, of which I die possessed, save that certain forty acres of land, more or less, situated on Stumpy Lake, in the parish of Bossier, being the southeast quarter of the southeast quarter of section seventeen (17), township seventeen, range twelve, called lot twelve in the act of partition between the heirs of Adolph I^attier, which said forty acres I will and bequeath unto my brother Adolph Lattier; with this one exception, I will, devise and bequeath unto my said husband, Albert J. Hall, all of my property as aforesaid. And I here name, nominate and appoint my said husband, Albert J. Hall, to be executor of this my last will and testament without bond and with seizin of my estate.
“Thus wholly written, dated and signed by me, on this the 24th day of January, 1898, at Curtis, Louisiana.
“[Signed] Nanette Lattier Hall.
“But it is my wish and earnest request of my husband, Albert J. Hall, that at his death he must will and return back all of my property left to him by me, to my brothers, Adolph Lat-tier and Bailey Lattier, and my sister’s children (Josephine Lattier Childers) now deceased, to be equally divided among the three.
“[Signed] Nanette Lattier Hall.”

The surviving husband, Albert J. Hall, presented the will for probate. One of the heirs at law, Adolph Lattier, brother of the deceased, filed an opposition to the probate of the will, with a demand that it be decreed null, alleging that the disposition in favor of the surviving husband contained a prohibited substitution, in that the legatee was charged to preserve the estate for, and return it to, the heirs at law named in the will. Judgment was rendered in favor of the executor, dismissing the demand of the opponent, decreeing the will valid and admitting it to probate. The opponent, Adolph Lattier, having obtained an appeal from the judgment, died, and his [863]*863brother Bailey Lattier, and. the children of his deceased sister, Mrs. Josephine Childers, being the nearest relations and heirs at law of the deceased appellant, became parties hereto as appellants, and are prosecuting this appeal.

[1, 2] The appellee, Albert J. Hall, concedes that it must be presumed that the request written after the first signature of the testatrix, “But it is my wish and earnest request,” etc., was written on the same day on which the will itself was written. His contention is that that condition of the will was merely a precatory suggestion or request of the testatrix, addressed to his conscience, and that it is not binding in law and cannot affect the validity of the bequest of the estate to him.

In the alternative, that is, hi the event the court should hold that the estate was not given to him in full and absolute ownership, that appellee, Albert J. Hall, contends that he should at least have the usufruct of the estate. The appellants contend, in the other alternative, that is, in the event thel court should hold that the will is valid, that the bequest in favor of Albert J. Hall should be held to be a bequest of only the usufruct of the estate. In other words, each party to this appeal, the appellants on the one hand and the appellee on the other, is willing to accept half a loaf rather than that the other should have the whole. They refer to the doctrine announced in a majority opinion of this court in Rice v. Key, 138 La. 483, 70 South. 483, and affirmed in a majority opinion in Succession of McDuffie, 139 La. 910, 72 South. 450, that a bequest of property for life is a donation of the usufruct. All parties to the appeal, however, insist, primarily, that the doctrine stated in the cases cited has no application to the will in contest here; and we agree with them.

This will is either a legal disposition of the entire estate to the surviving husband, in full ownership, with the mere request that he, in turn will the property to the other parties named in the will, or it contains a prohibited substitution or fidei eommissum, and is therefore null and void.

Article 1520 of the Civil Code provides:

“Substitutions and fidei commissa are and remain prohibited. 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.”

Article 1519 of the Civil Code provides that illegal conditions in a disposition, either inter vivos or mortis causa, are reputed or considered as not written.

Although no distinction is made between substitutions and fidei commissa, in the article of the Code prohibiting them, a distinction has been recognized in the jurisprudence of this court. It has been held that, if the donor or testator has conferred upon the do-nee or legatee full and absolute ownership of the property and has directed him, the do-nee or legatee, to transfer the title to another person named in the will, the disposition embodies a fidei eommissum, in which only the direction or charge to the donee or legatee, to convey the title to the third party, is null and is considered or reputed not written ; but that the illegal part of the disposition, being considered or reputed not written, does not render invalid the disposition of the property in full ownership to the original donee or legatee. (Many decisions on that subject, showing that the doctrine has been adhered to quite consistently in our jurisprudence, were reviewed in a recent decision, in the Succession of Reilly, 136 La. 347, 67 South. 27; and the doctrine was affirmed in Succession of Percival, 137 La. 203, 68 South. 409.

The principle stated in those decisions might be expressed as accurately, without departing from the text of article 1520 of the Civil Code, by saying that a disposition that conveys full and absolute ownership of prop[865]*865erty to the donee or legatee, with a mere request to the donee or legatee to convey it to a third party named in the act of donation or will, is neither a prohibited substitution nor a fidei eonimissum; and that, in that case, the request addressed to the donee or legatee, being reputed or regarded as not written, does not destroy the title conveyed to the original donee or legatee.

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Bluebook (online)
75 So. 802, 141 La. 860, 1917 La. LEXIS 1575, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-hall-la-1917.