Succession of Harz

181 So. 2d 272, 1965 La. App. LEXIS 3908
CourtLouisiana Court of Appeal
DecidedDecember 6, 1965
DocketNo. 1965
StatusPublished
Cited by7 cases

This text of 181 So. 2d 272 (Succession of Harz) 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 Harz, 181 So. 2d 272, 1965 La. App. LEXIS 3908 (La. Ct. App. 1965).

Opinion

BARNETTE, Judge.

Dr. John George Harz died on March 3, 1959, survived by his widow, Mrs. Mary Celina Sawaya Monsour Plarz; his sister, Mrs. Leonie Harz Rousseau; and various collateral heirs, decendants of predeceased brothers and sisters.

Mrs. Rousseau caused the succession to be judicially opened on March 12, 1959, by presenting for probate an olographic will, dated May 19, 1955. The will was duly probated, and Mrs. Rousseau was appointed dative testamentary executrix.

After much delay, and while the succession proceedings were still open, Mrs. Harz filed a petition on June 1, 1964, to probate another olographic will which bore the date April 19, 1954. Mrs. Harz’s position was that the will of the earlier date was valid, that it complied with the formalities required by law, that it was not revoked by the later will already admitted to probate, and that the two wills could and should be construed together.

Mrs. Rousseau and the collateral heirs filed exceptions of prescription based on LSA-C.C.P. art. 2893. They also filed exceptions of vagueness, improper service, improper use of summary proceedings, and non-joinder of necessary parties, all based on the theory that the petition for probate of the earlier will constituted an attack on the will already probated which attack was barred by LSA-C.C. art. 3542. They further contended that the later will revoked the earlier one. After a trial on the issues on November 25, 1964, the court ordered the earlier will probated, but only insofar as it did not contradict any of the terms of the later will.

[274]*274Mrs. Rousseau and the collateral heirs have appealed suspensively from the judgment of the lower court which admitted the will to probate, reasserting their plea of prescription. For the reasons given below we find it unnecessary to consider any issue except that raised by the plea of prescription. This issue results from the fact that the Code of Civil Procedure and LSA-R.S. 9:5643 became effective January 1, 1961, after this succession had been judicially opened and while proceedings herein were pending.

A consideration of the jurisprudence of this State leaves no doubt that a statute which sets out a prescriptive period is remedial legislation and is to he applied retrospectively unless specifically provided otherwise. General Motors Acceptance Corp. v. Anzelmo, 222 La. 1019, 64 So.2d 417 (1953); Oil Well Supply Co. v. Red Iron Drilling Co., 210 La. 222, 26 So.2d 726 (1946); State v. Alden Mills, 202 La. 416, 12 So.2d 204 (1943); Shreveport Long Leaf Lumber Co. v. Wilson, 195 La. 814, 197 So. 566 (1940); Cassard v. Tracy, 52 La.Ann. 835, 27 So. 368, 49 L.R.A. 272 (1899); De Armas v. De Armas, 3 La.Ann. 526 (1848); State v. Bermudez, 12 La. 352 (1838); Dean v. Carnahan, 7 Mart., N.S., 258 (La.1828).

State v. Alden Mills, supra, involved the effect of a constitutional amendment which set a three year prescription on certain taxes. The amendment became effective on December 10, 1938, and on December 8, 1941, the State filed its action for taxes alleged to be owed by the defendant for the years 1933 through 1938 inclusive. The State argued that any prescription of its right to collect back taxes could not, constitutionally, begin to run until the effective date of the amendment. The Supreme Court ruled to the contrary;

“When we consider that this constitutional amendment, adopted in pursuance of Act 35 of 1938, could not possibly impair the obligation of a contract, or affect any vested right except rights of the State herself, there is no reason why we should not apply the general rule of construction announced in De Armas v. De Armas, 3 La.Ann. 526, in 1848, — and affirmed only two years ago in Shreveport Long Leaf Lumber Co. v. Wilson, 195 La. 814, 197 So. 566—thus:
“ ‘Laws of prescription, and those limiting the time within which actions may be brought, are retrospective in their operation.’ ” 202 La. at 426, 12 So.2d at 207.

In Shreveport Long Leaf Lumber Co. v. Wilson, supra, plaintiff had inscribed a ma-terialman’s lien on defendant’s property and was attempting to bring an action to foreclose the lien. After the lien was inscribed, an Act of the Legislature was passed altering the method of interrupting prescription on the enforcement of the lien. The Supreme Court, in upholding application of the modified statute on the ground that it was remedial, said:

“ * * * Such statutes operate retrospectively and do not fall within the general rule that statutes must be construed as prospective in their operation unless the language used plainly shows a contrary intent. * * * ” 195 La. at 826, 197 So. at 570.

Having concluded that laws of prescription are remedial and may be applied retrospectively, we now address ourselves to the argument that an exception has been provided by the Code of Civil Procedure Enabling Act, which takes LSA-C.C.P. art. 2893 out of this general rule.

Prior to the enactment of the Louisiana Code of Civil Procedure and the contemporaneous enactment of Act 31 of 1960, amending Title 9 of the Louisiana Revised Statutes of 1950, both of which became effective January 1, 1961, there was no prescriptive period or time limitation in which a testament could be offered for probate. [275]*275Article 2893 of the Code of Civil Procedure provides as follows:

“No testament shall be admitted to probate unless a petition therefor has been filed in a court of competent jurisdiction within five years of the judicial opening of the succession of the deceased.”

Act 31 of 1960, amending Title 9 of the Revised Statutes of 1950, added a new section (now LSA-R.S. 9:5643 [being § 6 of Act 31 of I960]) providing as follows:

“A proceeding to probate the purported testament of a deceased person is prescribed by five years, reckoning from the date of the judicial opening of the succession of the deceased.”

An explanatory note following the foregoing LSA-R.S. 9:5643 is as follows:

“Adopted on the recommendation of the Louisiana State Law Institute to preclude any attack on the constitutionality of Art. 2893, LSA-Code of Civil Procedure, on the ground that it is substantive rather than procedural.”

Thus it was recognized by the Louisiana Law Institute, which prepared the Projet of the Louisiana Code of Civil Procedure, that the foregoing Article 2893 might be subject to a question of constitutionality and it took the precaution of having its substance enacted simultaneously in LSA-R.S. 9:5643. We assume the basis of its doubt or fear of constitutional attack stems from the question of whether Article 2893 is substantive rather than procedural law and therefore beyond the scope of the title and object of the Act (15 of 1960) by which the Code of Civil Procedure was enacted.

We think this question would better have been resolved by drafting Article 2893 to read as follows: “No testament shall be admitted to probate unless a petition therefor has been filed in a court of competent jurisdiction as provided by law.” This then would relate directly to LSA-R.S. 9:5643 and would be consistent with the numerous other procedural articles of the Code which relate to other laws providing the prescriptive limitation for numerous other actions. It is doubtful that the prescriptive limitation for instituting the proceeding for probate of a will should have been included in the Code of Civil Procedure.

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Succession of Harz
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181 So. 2d 272, 1965 La. App. LEXIS 3908, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-harz-lactapp-1965.