Succession of Herber

54 So. 579, 128 La. 111, 1911 La. LEXIS 530
CourtSupreme Court of Louisiana
DecidedJanuary 30, 1911
DocketNos. 18,172 and 18,609
StatusPublished
Cited by11 cases

This text of 54 So. 579 (Succession of Herber) 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 Herber, 54 So. 579, 128 La. 111, 1911 La. LEXIS 530 (La. 1911).

Opinion

Statement of the Case.

MONROE, J.

The decedent died in Missis-

sippi, where she had been residing, and left a will, reading, in part, as follows:

“I direct that my property, on St. Thomas street, between Josephine and St. Andrew, in the city of New Orleans, Louisiana, be sold by my executor and proceeds thereof deposited in the Germania Savings Bank, of New Orleans, Louisiana, and the interest on said deposit be used, under the supervision of my executor, for the purpose of keeping in condition my tomb in First Washington Cemetery, in said city of New Orleans, Louisiana..
* * ^ * *if ^ * * “I direct that the property situated on Exchange Alley and Custom House, or Iberville, street, in the city of New Orleans, state of Louisiana, be rented by my said executor during the lifetime of my friend Henry Lienhard, of Biloxi, Mississippi, and, out of the proceeds of said rent, after paying all expenses incident to said property, my executors shall pay to the said Henry Lienhard the sum of $75 per month, and, at the death of said Henry Lienhard, I desire that the said property be sold, and, out of the proceeds of said sale, my executor shall pay to the Charity Hospital of New Orleans, the sum of $1,000, and shall use the further sum of $1,000 for the building of a memorial, in Biloxi, Mississippi, in memory of my deeeased brother, William Creppel, Jr.
*$$**$$
“All the residue of my estate, both real and personal, after complying with all requests herein, I bequeath unto Rev. J. S. Moore. I appoint the said J. S. Moore executor of my last will and testament, without bond.”

Abraham Creppel, as the uncle and heir at law of the testatrix, brought suit to annul the will, on the grounds that the dispositions of real estate which have been quoted are void as substitutions, fidei commissa, and-trusts, and that the disposition in favor of the Reverend J. S. Moore is void, because he is a minister of the gospel who attended the testatrix during her last illness, and is therefore incapable of taking under the will. It was held that the petition disclosed no cause of action for the nullity of the universal legacy, because it failed to allege that there was no tie of consanguinity between the testatrix and the universal legatee, and that, as the plaintiff had no interest in the particular legacies, which, if annulled, would fall into the residuum, the exception of no cause of action was properly maintained. Succession of Herber, 117 La. 239, 41 South. 559. The original plaintiff having died, another suit was brought by the present plaintiffs — a number of collateral relatives — and it was met by the exceptions of no cause of action, and res judicata, which were maintained by the district court, whose judgment was, however, reversed on appeal, and the case was remanded for further proceedings according to law. Succession of Herber, 119 La. 1064, 44 South. 888.

The further proceedings were had and resulted in a judgment in favor of plaintiffs, annulling the will and recognizing them as owners, entitled to possession, of (1) a piece of real estate in square bounded by Exchange Alley, Iberville, Royal, and Canal streets, (2) two lots in square bounded by Fulton, or St. Thomas, Josephine, St. Andrew, and Chippewa streets, ordering the executor to account for rents and revenues received, if any, during his administration, and reserving plaintiffs’ right to contest the validity of the inventory.

Rev. J. 'S. Moore, individually and as executor, appealed suspensively, and the Charity Hospital, separately and devolutively; the two appeals (Nos. 18,172 and 18,609) having, however, been consolidated by order of court and consent of parties.

[115]*115Opinion.

1. The direction that the St. Thomas street property be sold by the executor and the proceeds deposited in the Germania Savings Bank of New Orleans, and that “the interest on the said deposit be used, under the supervision of the (my) executor,” for the purpose of keeping in condition the tomb of the testatrix, contemplates a perpetual trust, and a perpetual executor, whose seizin it undertakes to extend for the term of his life. The Germania Savings Bank, it may be remarked, en passant, is admitted to have passed out of existence, and though it is to be hoped that he will enjoy many years of life, the present executor may be called away from this world to-morrow, so that, if the court should attempt to give effect to the expressed wish of the testatrix, the property in question, for which no owner has been provided, now or hereafter, will, sooner or lat•er, be left without even a trustee.

2. The next clause of the will is open to the same criticism as the first, in that the title to the property there referred to is left in nubibus, and the property itself is to be held by the executor, as trustee, during the life of Lienhard (though no disposition whatever is made of the revenues in excess of $75 per month), after which, and only then, it is to be sold, and the proceeds (less $1,000, to be paid to the Charity Hospital, and $1,000, to be expended on a memorial) paid to the universal legatee. Those dispositions would introduce a tenure of property obnoxious to the spirit and policy, if not the text, of our law. Mr. Justice Slidell, as the organ of this court, more than 60 years ago, referred to somewhat similar provisions in the will of Stephen Henderson as follows:

“It is said that the provisions of the will do not amount, in law, to a substitution or fidei commissum, and, consequently, are not reprobated_ by law. Conceding that they do not fall, technically, under either of these denominations, still they are clearly opposed to the policy of our laws and jurisprudence, which resist the perpetuation of estates. Their spirit is to prevent property from being tied up for a length of time in the hands of individuals, and placed out of the reach of commerce.” Heirs of Henderson v. Rost, 5 La. Ann. 461.

Mr. Justice Rost, speaking for the majority of the court in another case, said:

“I do not see the possibility of recognizing trust estates here without letting in all the law which regulates that peculiar tenure of property. Counsel have referred us to no precedent that would authorize or justify the enforcement of such a title, and it is a self-evident proposition that the constitutional inhibition to the Legislature to adopt any system of foreign laws, by general reference, would be rendered nugatory, if courts of justice assumed the power to introduce those systems, piecemeal, in this insiduous manner.” Succession of Franklin, 7 La. Ann. 412, 413.

Eustis, O. J., concurring, in the same case, said:

“I have no knowledge of any trust estate created under the laws of this state, nor of any case in which the legality of such an estate has ever been recognized by our courts. * * * I am under the conviction that the right which a man has to dispose of his property, by will, to take effect after his death, is derived exclusively from the law of the land, which has established this right as an incident to the right of the property. The law has * * * ordained certain forms and imposed certain conditions on this species of alienation which are essential to its validity. * * * A man has no more power to create new or prohibited modes of property, in the exercise of his right to make a will, than he has in a sale or a donation inter vivos.

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Bluebook (online)
54 So. 579, 128 La. 111, 1911 La. LEXIS 530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-herber-la-1911.