Succession of Lannes

174 So. 94, 187 La. 17, 1936 La. LEXIS 1285
CourtSupreme Court of Louisiana
DecidedDecember 21, 1936
DocketNo. 34039.
StatusPublished
Cited by17 cases

This text of 174 So. 94 (Succession of Lannes) 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 Lannes, 174 So. 94, 187 La. 17, 1936 La. LEXIS 1285 (La. 1936).

Opinions

HIGGINS, Justice.

This is an action by a residuary legatee and an intervention by collateral heirs filed for the purpose of having reduced a testamentary disposition in favor of Emma Stevens, on the grounds that she had lived in open concubinage with the testator and, therefore, under the provisions of article 1481 of the Revised Civil Code, was not entitled to receive more than “one-tenth part of the whole value” of his estate, from the movable property. The plaintiff, as residuary legatee, also claimed that the legacy in his and Emma Stevens’ favor was a conjoint one, and that under the law of accretion found in article 1706 et seq., he was entitled to 40 per cent, of the legacy which the testator was legally incapable of bequeathing to her.

The interveners, as collateral heirs of the deceased, i. e., nephews and nieces, children of a predeceased sister of the testator, also claimed the alleged ineffective portion of the bequest to Emma Stevens, denying that the law of accretion was applicable in plaintiffs favor.

The defense of Emma Stevens was that the concubinage was not “open” or public, but closed or secret.

The trial judge held that the plaintiff had successfully proved that the concubinage was “open” and, also, that under the law of accretion, the' plaintiff, as conjoint residuary legatee, was entitled to the portion of the estate the testator had illegally attempted to give to Emma Stevens.

The defendant, Emma Stevens, and the interveners appealed.

All of the evidence in this case was introduced by the plaintiff without any objection by the defendant and it shows that during the year 1900 Emile J. Lannes and Emma Stevens, without being married, began to live together as man and wife; that, at that time, she had a son of a previous marriage, who was eight years of age; that Emile J. Lannes was single; that both parties were of the Caucasian race; that she was introduced and known as Mrs. Emile J. Lannes; that they lived in eleven separafe and distinct residences in this city, in respectable white neighborhoods, and were always known and regarded as husband and wife, or Mr. and Mrs. Emile J. Lannes; that the charge accounts, the rent, the gas, light, and water bills were paid by Mrs. Emile J. Lannes, and in each and every instance she was considered and respected by the merchants with whom she dealt as the wife of the deceased; that there *21 were no rumors, intimations, or suggestions of wrongdoing or illicit relations between them during his lifetime; that the deceased’s younger brother, William S. Lannes, Sr., plaintiff herein, was employed by the testator in his cigar business in a confidential capacity and he and his immediate family were the only ones who knew that the couple was not married; that they never divulged this information until after his death; that Emma Stevens was as faithful, loyal, and attentive to the deceased as if she were his wife; and that her son, Leslie Ludlow, who, with his wife, resided with the couple, and who at the date of the death of the deceased, September 22, 1935, was forty-three years of age, was surprised and astounded when he was apprised by William -S. Lannes, Sr., and William S. Lannes, Jr., that his mother was not married to the testator, this information being brought to light in connection with the death and funeral notices of Emile J. Lannes.

It is undisputed that the estate consists of movable property.

The pertinent part of the olographic will dated August 21, 1933, reads as follows:

“I hereby nominate Leslie Ludlow [son of Emma Stevens] and William Lannes, ■ Jr., to be executors of this my will and they shall be exempt from giving bond. They shall receive Seventy-five dollars each for their services. All the rest of my estate to be divided equally between William S. Lannes, Sr., my brother, and Emma Stevens, my life long friend.” (Brackets ours.)

Article 1481 of the Revised Civil Code reads:

“Those who have lived together in open concubinage are respectively incapable of making to each other, whether inter vivos or mortis causa, any donation of immovables; and if they make a donation of movables, it can not exceed one-tenth part of the whole value of their estate.
"Those who afterwards marry are excepted from this rule.” (Italics ours.)

Counsel for defendant concede that the plaintiff has successfully shown that the deceased and Emma Stevens lived in concubinage. But they strenuously urge that the proof is not only inadequate or insufficient to show that the relation was open or public, but, on the contrary, that it clearly appears that the concubinage was disguised and concealed.

The controversy on the first issue hinges upon the proper interpretation of the words “open concubinage,” found in the article of the Code. The subject is one with considerable historical background which must be considered in arriving at the proper construction of the article of the Code and the application of' the authorities pertinent thereto.

In Biblical times, no odium or reproach was attached to the concubine, as clearly shown by the following extract from the Jewish Encyclopedia, Vol. 10, page 35:

“Pilegesh (Biblical data) : A concubine recognized among the ancient Hebrews. She enjoyed the same rights in the house as the legitimate wife. Since it was regarded as the highest blessing to have *23 many children, while the greatest curse was childlessness, legitimate wives themselves gave their maids to their husbands to atone, at least in part, for their own barrenness, as in the cases of Sarah and Hagar, Leah and Xilpah, Rachel and Bilhah. The concubine commanded the same respect and inviolability as the wife; and it was regarded as the deepest dishonor for the man to whom she belonged if hands were laid upon her. Thus Jacob never forgave his eldest son for violating Bilhah. (Gen. xxxv: 22, xlix, 4). According to the story of Gibeah, related in Judges XIX, 25,000 warriors of the tribe of Benjamin lost their lives on account of the maltreatment and death of a concubine. Abner, Saul’s first general, deserted Ishbo'sheth, Saul’s son, who had reproached his leader with having had intercourse with Rizpah, the daughter of his royal father’s concubine, Aiah (II Sam. iii: 7); Absalom brought the greatest dishonor upon David by open intercourse with his father’s concubines (lb. xvi: 21 et seq). The children of the concubine had equal rights with those of the legitimate wife. * * *
“According to the Babylonian Talmud, the difference between a concubine and a legitimate wife was that the latter received a Ketubah, and her marriage was preceded by a form of bethrothal.”

In the case of Badillo et al. v. Francisco Tio, 6 La.Ann. 129, at page 132, the court concisely stated the progressive steps which brought about the legal recognition of concubinage, as follows:

“It is a matter of history, that under the Roman Empire marriage fell gradually into disuse.

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Bluebook (online)
174 So. 94, 187 La. 17, 1936 La. LEXIS 1285, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-lannes-la-1936.