Succession of Lambert

28 So. 2d 1, 210 La. 636, 1946 La. LEXIS 822
CourtSupreme Court of Louisiana
DecidedJune 14, 1946
DocketNo. 37997.
StatusPublished
Cited by35 cases

This text of 28 So. 2d 1 (Succession of Lambert) 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 Lambert, 28 So. 2d 1, 210 La. 636, 1946 La. LEXIS 822 (La. 1946).

Opinions

HAMITER, Justice.

Frederick Lambert, who was never married, died in the City of New Orleans on June 25, 1942, leaving a nun-cupative will • by public act of date July 18, 1927. His estate, consisting principally of cash and real estate, was inventoried and valued at $186,765.11.

In the testament the testator made numerous specific bequests to relatives (principally nephews and nieces, but also his brother William Lambert to whom he bequeathed $10,000) and to friends; and he appointed his other brothers Robert Lambert and Albert Lambert executors without bond. The instrument further pro- - vided: “After all my debts and obligations are paid I leave the residue of my estate to my brothers Robert Vincent Lambert and Albert Lambert -share and share alike.” Albert Lambert predeceased the testator.

After the will was probated, the executor confirmed, and the specific cash legacies and debts paid, Robert V. Lambert, the surviving residuary legatee, was sent and put into possession, by an ex parte judgment, of the residue of the estate, it having a value of $142,293.71.

Subsequently, William L. Lambert and Albert E. Lambert, brother and nephew respectively of the testator, instituted this suit attacking the judgment that placed Robert Vincent Lambert in possession of the residuum. In the petition they alleged:

“That by the terms of the nuncupative will by public act * * * the decedent Fred Lambert disposed of the residue of his property, in the proportion of one-half •to each of his two brothers, namely, Robert Vincent Lambert and Albert Lambert.

*640 “That Albert Lambert having died before the death of the testator, that that portion of the testator’s estate bequeathed to Albert Lambert, was therefore not disposed of by last will and testament, and should .devolve upon the legal heirs in accordance with the provisions of Article 1709 of the Revised Civil Code.

“Petitioners further aver that they together with Robert V. Lambert, and the children of Christopher Lambert, are the sole and only heirs at law of said decedent, and, as such, they are entitled to inherit all of the property of the decedent which had not been disposed of by last will and testament.”

To this petition the defendant, Robert V. Lambert, tendered exceptions of no cause and no right of action. The district court, accepting the allegations of the petition as being true and correct (a copy of the will was not attached), overruled the exceptions.

At the commencement of the trial on the merits (after the filing of an answer and the introduction in evidence of the will) defendant reurged his exceptions and objected to plaintiffs’ making proof of the petition’s allegations, he contending that the disposition in question was a conjoint legacy and, hence, he had acquired Albert Lambert’s portion of the residue by accretion.

The judge ruled “that the exception of no legal right or cause of action be maintained, that further evidence in this suit be held inadmissible, and that the plaintiffs’ petition be dismissed.” In making this ruling, a's his written reasons for judgment disclose, the judge gave expression to a feeling of duty to follow the last decision of this court on the subject, notwithstanding he entertained the individual opinion that the intention of the testator, under the provisions of the will, was to leave the residue in the proportion of one-half to Robert V. Lambert and one-half to Albert Lambert (a distributive, not a conjoint, legacy).

Plaintiffs are prosecuting this appeal.

As is above indicated, this controversy presents for our determination the question of what the testator intended when he stated: “After all my debts and obligations are paid I leave the residue of my estate to my brothers Robert Vincent Lambert and Albert Lambert share and share alike.” In other words, did the testator intend, by that statement, to bequeath the residue to those two brothers conjointly so that should the share of one lapse, either because of death (as did occur here) or otherwise, all of it would accrue or accrete to the survivor? Or did he intend to invest each with a definite part without anticipating a lapsing of either share?

Revised Civil Code, Article 17.12, provides: “In the interpretation of acts of last will, the intention of the testator must principally be endeavored to be ascertained, without departing, however, from the *642 proper signification of the terms of the testament.”

To ascertain the intention of the testator here with reference to the controverted clause we are compelled to consider only that clause and to interpret it in the light of those articles of the Revised Civil Code which provide for accretion relative to testamentary dispositions; no other portion of the will furnishes any assistance in determining such intention. The referred to codal provisions are:

Art. 1706 (A similar provision in Code of 1808 as Article 194 and in Code of 1825 as Article 1699, hut none in Code Napoleon). “The right of accretion relative to testamentary dispositions, shall no longer subsist, except in the cases provided for in the two following articles.”

Art. 1707 (Similar provisions in Codes of 1808 and 1825 and in Code Napoleon, being numbered Articles 195, 1700, and 1044, respectively). “Accretion shall take place for the benefit of the legatees, in case of the legacy being made to the several conjointly.

“The legacy shall be reputed to be made conjointly when it is made by one and the same disposition without the testator’s having assigned the part of such [each] colegatee in the thing bequeathed.” (Brackets ours).

Art. 1708. “It shall also he reputed to be made conjointly when a thing, not susceptible of being divided without deterioration, has been given by the same act to several persons, even separately.” (This article is inapplicable to the instant case.)

Art. 1709 (Similar provision in Code of 1808 as Article 197 and in Code of 1825 as Article 1702, but none in Code Napoleon). “Except in the cases prescribed in the two preceding articles, every portion of the succession remaining undisposed of, either because the testator has not bequeathed it either to a legatee or to an instituted heir, or because the heir or the legatee has not been able, or has not been willing to accept it, shall devolve upon the legitimate heirs.”

These codal provisions have been considered by this court in numerous cases, and also by two of the federal appellate tribunals. The earliest of these was Parkinson v. McDonough, 1826, 4 Mart., N.S., 246, an often cited decision and one that has influenced greatly our subsequent jurisprudence. The will in contest therein declared that, “I will and bequeath to the orphan children of my old friend Godfrey Duher, and which we now under my charge, and are named Mary, Nancy, James, and Eliza, one share, or one-eighth part of all my property, to be equally divided among them.” The plaintiffs (appellants) contended that the doctrine of accretion was applicable to that clause, one of the orphan legatees having died. Prefacing its remarks concerning the disposition the court observed:

*644

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Bluebook (online)
28 So. 2d 1, 210 La. 636, 1946 La. LEXIS 822, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-lambert-la-1946.