Succession of Jenkins

481 So. 2d 607
CourtSupreme Court of Louisiana
DecidedJanuary 28, 1986
Docket85-CC-1368
StatusPublished
Cited by15 cases

This text of 481 So. 2d 607 (Succession of Jenkins) 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 Jenkins, 481 So. 2d 607 (La. 1986).

Opinion

481 So.2d 607 (1986)

SUCCESSION OF Ado JENKINS.

No. 85-CC-1368.

Supreme Court of Louisiana.

January 13, 1986.
Concurring Opinion January 28, 1986.
Rehearing Denied February 21, 1986.

Sondra A. Cheek, Breland & Cheek, John N. Gallaspy, Gallaspy & Paduda, Bogalusa, for applicant.

Rykert Toledano, Jr., Covington, for respondent.

WATSON, Justice.

ISSUE

The issue is whether a testator's appointment of an attorney in his will is binding on the heirs.

*608 FACTS

Ado Jenkins' attorney, Louis E. Pauratore, prepared a statutory last will and testament for his client which appointed Pauratore as attorney for the estate and Jenkins' wife as executrix. After Ado Jenkins died, his widow, Carrie Mae Cammatte Jenkins, allegedly failed to cooperate with attorney Pauratore, and he ruled her into court, demanding repayment of court costs advanced, a list of the estate's assets and liabilities and an interim attorney's fee of $2,500. The widow, in a "petition for rule nisi," countered with allegations that: the attorney had been disrespectful; demanded $2,500 as a retainer; refused to surrender Ado Jenkins' last will and testament; instituted probate proceedings without her consent; and, became attorney for the estate on his own inititative, without explanation to her and her husband.

The couple had two children, Dickie Louis Jenkins and Patty Sue Jenkins. Patty Sue Jenkins filed a petition to annul the will for lack of compliance with procedural formalities in its confection. In answer to the petition, her mother and brother admitted the will was invalid. Pauratore then intervened to resist the action to annul the will and the heirs opposed his intervention.

The trial court held that the designation of an attorney in a will is binding on the heirs and the Court of Appeal denied a writ, relying on Rivet v. Battistella, 167 La. 766, 120 So. 289 (1929). On the question of attorney Pauratore's right to intervene in the nullity proceeding, the trial court decided that a designated attorney in a will has a real interest which entitles him to intervene in a suit to annul the will. The Court of Appeal denied a writ on this issue, relying on LSA-C.C.P. art. 1091.[1] This writ then issued to the trial court. 475 So.2d 347 (La.,1985).

LAW

Rivet v. Battistella, 167 La. 766, 120 So. 289 (1929) held that the designation of an attorney in a will is valid and binding on those taking under the will, and Rivet was followed in subsequent cases.[2] Although there is no codal authority for a designated attorney, Rivet relied on C.C. arts. 1519[3] and 1527,[4] which allow conditional donations.

A student comment in 51 Tulane Law Review at 334 (1977) states:

"Louisiana is the only state that enforces the testator's appointment of an attorney to handle his succession and provides a right of action to the designated attorney whose services have been refused by the executor. In other states, this designation is considered the testator's advice or preference and the appointment, like other precatory statements, is not binding."[5]*609 In effect, the designated attorney acts as a "quasi executor".[6] The attorney has a "real interest" in the succession. Succession of Pope, 230 La. 1049 at 1057, 89 So.2d 894 at 897 (1956).

As a general principle, an inter vivos donor can dispose of his property under conditions which are not contrary to law or immoral. LSA-C.C. art. 1527. Except as implied in LSA-C.C. art. 1519, which nullifies impossible, illegal and immoral conditions, there is no express codal authority for conditional donations mortis causa. Generally, testators are free to make conditional donations mortis causa, but there are restrictions on this testamentary power.[7] Donations to doctors and ministers who have attended a person during the last illness are limited. LSA-C.C. art. 1489.[8]

The Louisiana Civil Code authorizes a testator to appoint one or more executors for his estate.[9] "The testamentary executor is bound to see the testament faithfully executed." LSA-C.C. art. 1672.

In the case of a fidei commissum, only the illegal condition is void. Succession of Reilly, 136 La. 347, 67 So. 27 (1914). The balance of the will is valid. Succession of Walters, 261 La. 59, 259 So.2d 12 (1972).[10]

CONCLUSION

It can be inferred that the testamentary executor's duty to see the testament faithfully executed includes the power to engage an attorney for this purpose.[11] Although there is no express prohibtion against appointing an attorney as a quasi executor, that office infringes on the codal authority of the executor.[12]

The same public policy considerations which limit donations to doctors and ministers militate against making an attorney designation a binding condition in a will. An attorney drafting a will has an advantage over the lay person who has entrusted him with the job. Generally, an attorney's suggestion, direct or indirect, that he should be named in a will would be accepted by the trusting client. For the attorney drafting a will to be named as attorney for the succession has at least a *610 suggestion of impropriety. If a person sincerely desires an attorney to handle his estate, that person can be named as executor.[13] This is in accord with the codal scheme.[14] The executor and/or heirs should have the prerogative of accepting a named attorney or selecting another.[15]

Absent some specific legal authorization for an attorney to be named in a will, there is no reason to encourage the practice by making it a binding condition. On the contrary, enforcing such a nomination encourages disputes such as this and interferes with a normal, i.e., selective, attorney-client relationship. Naming an attorney in a will must be regarded as an expression of the testator's desire. Generally, the executor and/or the heirs will have sufficient knowledge to decide whether to accede to that suggestion.

It runs counter to civilian principles for a testator to maintain control of his estate after death. The heirs have immediate seizen of the succession; le mort saisit le vif.[16] The idea of a testator being able to dispose of his property through a series of beneficiaries, substituting one for the other, is reprobated by the civil law.[17]

Thus, designation of an attorney by a testator in a will is merely precatory. It is not binding because: it infringes on the codal authority of the executor; it is not specifically authorized by law; it encourages solicitation and the appearance of impropriety on the part of attorneys; and it is contrary to general civilian principles. However, a precatory designation of an attorney does not nullify the balance of a will. Succession of Walters, 261 La. 59, 259 So.2d 12 (1972).

For the foregoing reasons, the judgment of the trial court is reversed. Rivet v. Battistella, 167 La. 766, 120 So. 289 (1929) and other cases holding that the designation of an attorney in a will is binding are overruled. The matter is remanded for further proceedings according to law.[18]

REVERSED AND REMANDED.

CALOGERO, J., dissents.

DENNIS, J., concurs and assigns reasons.

DENNIS, Judge, concurring.

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Bluebook (online)
481 So. 2d 607, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-jenkins-la-1986.