Succession of Hemenway

83 So. 2d 377, 228 La. 572, 1955 La. LEXIS 1390
CourtSupreme Court of Louisiana
DecidedJune 30, 1955
Docket41694
StatusPublished
Cited by23 cases

This text of 83 So. 2d 377 (Succession of Hemenway) 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 Hemenway, 83 So. 2d 377, 228 La. 572, 1955 La. LEXIS 1390 (La. 1955).

Opinion

HAMITER, Justice.

Mrs. Vivian P. Hemenway, surviving widow in community of Warren J. Hemenway, Sr. (referred to hereinafter often as decedent), is appealing from a judgment which decreed, among other things, that some of the property of which decedent died possessed belonged to the community and the remainder thereof to his separate estate. In a “Specification of Alleged Errors” she complains that the district court erred in allocating to decedent’s separate estate the following items:

1.The sum of $7,578.02 in the possession or under the control of Mrs. Hemenway.

2. All of the stocks and bonds appearing as Items 1 to 29 (both inclusive) on pages 1, 2, 3 and 4 of the original inventory and valued in the sum of $29,112.79.

3. A receipt from Waters &.Alcus, dated April 9, 1952, representing 50 shares of American Basic Fixed Trust Shares, appearing on page 8 of the original inventory and valued at $787.50.

4. The entire immovable property described on pages 8 and 9 of the Original inventory, valued at $13,500.

Answering the appeal Mrs. Beverly Hemenway Gumpert and Mrs. Madge Hemenway McRae, who are children of the decedent and his surviving widow, request that the judgment be amended by appointing Mrs. Gumpert administratrix of the succession, in the place of Mrs. Hemenway whom the court confirmed as testamentary executrix; by decreeing the community to be indebted unto decedent’s separate estate to the extent that separate funds inured to the benefit of the community; and by ordering the surviving widow to account for all funds and other property of the succession.

A curator ad hoc, appointed to represent Mrs. Gloria Hemenway"Kfe'ése who is an' absentee, also answered the appeal, ' he asking recognition of the claim of the separate estate for reimbursement of separate funds expended for the benefit of the community.

After briefly relating the background of this litigation and announcing the princi *579 pies of law applicable here we shall consider the above mentioned several complaints and requests in the order listed.

Warren J. Hemenway, Sr., died at his domicile in the City of New Orleans on May 4, 1952, leaving a last will and testament in olographic form and being survived by his widow, Mrs. Vivian P. Hemenway (to whom he was married in 1919), and by four children (all majors), three of whom are named above and the fourth is Warren J. Hemenway, Jr. Decedent, in the will, bequeathed all of his property to his widow, and he appointed her executrix of the estate. On May 29, 1952 the court ordered that the will be probated, that an inventory be taken, and that the widow be confirmed as testamentary executrix upon her furnishing the necessary security and taking the required oath.

Following the taking and recording of the inventory, in which the notary attempted to separate the succession effects and to list them as either community or separate property, the widow filed a petition challenging its correctness.

Several months later Mrs. Beverly Hemenway Gumpert, a daughter as aforestated, attacked the will as being defective as to form and containing a fidei commissum. In her petition she prayed for judgment declaring the succession intestate or, alternatively, recognizing the children as forced heirs, entitled to their legitime, and reducing the disposition of said will accordingly. Further, Mrs. Gumpert prayed, among other things, that she be appointed administratrix of the succession and that decedent’s property be declared either separate or community in accordance with the listings in the inventory.

Although cited in connection with both petitions, Mrs. McRae and Warren J. Hemenway, Jr. (two of the children) made no appearances in the district court. Mrs. Gloria Hemenway Keese, the remaining child and an absentee, was cited through a curator ad hoc (as before shown) who has actively contested the widow’s demands, both in the district court and here, notwithstanding Mrs. Keese’s letter to him regarding the litigation in which she said: “* * * I have no wish to take part in this affair over my father’s estate.

“You asked me to advise my position in this matter, and I am advising that I am taking no sides whatsoever. I feel that this is between my mother and my sister, Mrs. Beverly Gumpert, and wish to remain strictly out of it.”

Before trial, by a stipulation of counsel, it was agreed with respect to decedent’s will that: (1) It is valid as to form, (2) the legacy to the widow shall be reduced to the disposable portion and (3) any fidei commissum found therein shall be considered as not written.

As a result of this agreement there principally remained for determination issues respecting the status or character of decedent’s property (whether community or separate), the importance of which is that the childrens’ interests will be greater and *581 the widow’s share less if separate, and vice versa if community. And, after a lengthy hearing, such issues were resolved by the judgment from which this' appeal was taken.

Property acquired by either the husband or wife during the existence' of the community of acquets and gains is presumed to belong to the community. Anyone claiming and alleging that it does not so belong must prove his claim clearly and with legal certainty. LSA-C.C. Articles 2402 and 2405; Succession of Manning, 150 La. 1008, 91 So. 435; Montgomery v. Bouanchaud, 179 La. 312, 154 So. 8; Succession of Land, 212 La. 103, 31 So.2d 609; Cameron v. Rowland, 215 La. 177, 40 So.2d 1; and Succession of Schnitter, 220 La. 323, 56 So.2d 563.

Here, it is admitted that everything possessed by Warren J. Hemenway, Sr., at' the time of his death had been acquired while he was living in community with his surviving wife. Hence, to overcome the presumption that all succession effects belonged to the community, appellees carry the burden of preponderated showing that the assets which they assert to be separate property were obtained by decedent through inheritance, gifts, or purchases with separate funds.

Referring now to the above mentioned sum of $7,578.02 in the possession or under the control of Mrs. Hemenway, concluded by the district court to be separate property and about which appellant complains, she ■ acquired such funds from the checking account of decedent in the Hibernia National Bank of New Orleans several days before his death (it represented the entire balance thereof). The widow withdrew this money under a written power of attorney executed by her husband in the presence of Mrs. Gumpert, Mrs. McRae, Mrs. Warren Hemenway, Jr., and Irwin W. Rosenthal (decedent’s attorney), all of whom signed as witnesses.

This checking account had been opened by decedent on July 27, 1946, and until immediately prior to his death numerous deposits therein and withdrawals therefrom were made. During that entire period of almost six years he was employed by. the New Orleans Public Service Company, receiving salaries averaging approximately $3,500 per annum. From the record it appears that he and his wife enjoyed what may be described as a comfortable living; that is, they were neither rich nor poor.

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Bluebook (online)
83 So. 2d 377, 228 La. 572, 1955 La. LEXIS 1390, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-hemenway-la-1955.