Succession of Kretzer

174 So. 345, 187 La. 247, 1937 La. LEXIS 1164
CourtSupreme Court of Louisiana
DecidedApril 26, 1937
DocketNo. 34257.
StatusPublished
Cited by4 cases

This text of 174 So. 345 (Succession of Kretzer) 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 Kretzer, 174 So. 345, 187 La. 247, 1937 La. LEXIS 1164 (La. 1937).

Opinion

HIGGINS, Justice.

Relator opposed the provisional account filed by the testamentary executor of the Succession of Mrs. Rosa Felix Kretzer, claiming to be a creditor of the estate in-the sum of $1,000.

Mrs. Kretzer’s first husband, Sam Felix, died in 1923, leaving a last will and tes *249 -tament which contained the following provision: “Upon the death of my wife, I further direct my executors to pay unto Dr. Tolivar [relator herein] of New Orleans, Louisiana, the sum of One Thou■sand Dollars.” (Brackets ours.) While the succession was in the course of administration by the executors of the late Sam Felix, a compromise agreement and •settlement was entered into between the -executors, the heirs, and the widow in ■community of the deceased, under the terms of which certain property and effects of her late husbafid were delivered ~to her by the executors. The agreement -dated February 21, 1923, contained the following provision, to wit:

“Third: That, as an additional consideration, said Mrs. Rosa Felix assumes and obligates herself to pay and discharge, personally, out of the amount received by her as her share as herein provided, the legacy of one thousand dollars ($1,-■000.00) to Dr. Tolliver * * * and to •provide for such discharge in such manner as to hold forever harmless the executors named;”

The executor of the Succession of Mrs. Rosa Felix, widow by first marriage of Sam Felix, and wife by second marriage of Gus Kretzer, filed exceptions of no right or cause of action to the opposition and a plea of prescription of ten years.

The trial judge sustained the exceptions and dismissed the opposition, and the opponent, now the relator, appealed.

The Court of Appeal, without passing on the exceptions of no right or cause of action, sustained the plea of prescription of ten years and affirmed the judgment of the lower court. 170 So. 906. We granted a writ of certiorari and the case is here for the purpose of review.

Counsel for the respondent in connection with his exceptions argues that plaintiff’s suit should have been directed against the executors of the will of Sam Felix and not against the estate of Mrs. Rosa Kretzer; that the notarial agreement of February 21, 1923, in which the widow obligated herself to discharge the legacy in favor of the relator for the sum of $1,000, was without a valid consideration, since the deceased, Sam Felix, in his will, attempted to set up a trust estate in the form of a fidei commissa, which is contrary to the statutory law and the public policy of this state.

Relator replies by stating that the opposition is based upon the agreement and not upon the will, and that the widow, Mrs. Rosa Felix, construed the controversial part of the will as granting a usufruct in her favor during the remainder of her natural life. He also invokes the doctrine of estoppel, pointing out that since the widow, under the compromise agreement with the heirs and the executors, who were also appointed as trustees of the trust estate under the will, received certain property and assets, and particularly the cash out of which relator was to be paid, and enjoyed it for the remainder of her life, neither she nor her executors or heirs could now attack the validity of the relevant part of the will and the compromise agreement.

The record shows that Sam Felix died leaving certain forced heirs and a widow *251 who claimed as a surviving spouse in community. He left a will in which he named two executors, who were also designated as trustees of a trust which he attempted to establish in his will. A controversy arose, and in order to settle the matter, a notarial agreement between the widow and the testamentary executors and the attorney for the absent heirs was entered into. This agreement was also approved by the heirs. In addition to the third paragraph of the agreement, which we have already quoted, the purpose of the compromise is stated in the first paragraph as follows:

“That, whereas it is the desire of the said widow and the said executors in their respective capacity, and the said Attorney for absent heirs on behalf of the said heirs, to compromise, compose and settle this Succession and all differences, disputes and controversies regarding the rights of the respective parties, under the law and under the will filed in the mortuary proceedings of said Sam Felix, number 145,816 of the Civil District Court for the Parish of Orleans, therefore, it is agreed that:”

It was also stipulated that the property would be sold at public or private sale and that the widow would have the right to purchase the one-half interest of the heirs in the household effects and the family residence No. 126 So. Claiborne avenue at certain designated prices.

In paragraph 5 of the agreement, it is stated:

“That after said division shall have been effected the said executors shall have the right to apply for and obtain their full acquittance and discharge from any trust or obligation imposed upon them by law or under the last will and testament of the deceased.”

On May 21, 1925, Mrs. Sam Felix, styling herself as the widow in community, in a petition, alleged that all of the property left by the deceased belonged to the community of acquets and gains; that she approved the final account of the executors; that all of the assets and property inventoried should be distributed according to the notarial agreement and compromise which had the approval of all of the heirs; and that she be sent in possession under the agreement which she fully approved.

In the petition, she prayed that, as widow in community, she be sent in possession in her own right of all of the community property left by her husband “and cash in the hands of the executor with usufruct thereof.” The same day there was judgment recognizing her as the widow in community of all of the property left by decedent, placing her in possession of an undivided one-half thereof and the usufruct of the other one-half.

It is to be noted that the executor of the Succession of Mrs. Rosa Kretzer does not offer to make any restitution or return of any of the advantages or assets which she obtained and enjoyed as a result of the compromise agreement and .that she has retained those advantages since May 21, 1925, when she was formally placed in possession thereof.

The Court of Appeal pointed out that the opposition to the account is predicated upon a contract containing a stip *253 ulation pour autrui, which is recognized under the provisions of articles 1890 and 1902, Revised Civil Code, and article 35 of the Code of Practice. Therefore, the argument that relator should have sued the executors of the Estate of Sam Felix, who were discharged many years ago, is without merit.

In the case of King v. King, 155 La. 19, 98 So. 742, 744, a similar case arose and in connection with the plea of estoppel, this court said:

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Bluebook (online)
174 So. 345, 187 La. 247, 1937 La. LEXIS 1164, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-kretzer-la-1937.