Succession of Ledbetter

85 So. 908, 147 La. 771, 1920 La. LEXIS 1600
CourtSupreme Court of Louisiana
DecidedJune 30, 1920
DocketNo. 23893
StatusPublished
Cited by26 cases

This text of 85 So. 908 (Succession of Ledbetter) 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 Ledbetter, 85 So. 908, 147 La. 771, 1920 La. LEXIS 1600 (La. 1920).

Opinion

O’NIELL, J.

Dr. Wiltz M. Ledbetter appeals from a judgment dismissing his suit to annul certain provisions in the will of his deceased father, Dr. J. M. Ledbetter, as constituting a prohibited substitution. The will is as follows, viz:

“Know all men by these presents, that I, Dr. J. M. Ledbetter of the city of Shreveport, in the parish of Caddo, and state of Louisiana (retired physician), considering the uncertainty of this life and being of sound mind and memory do make and declare this my last will and testament.
“First, I give and bequeath to my beloved wife, Martha, the use of my dwelling house, [773]*7731918 Jacobs street, situated in Shreveport, Louisiana, with all the contents therein or income derived therefrom, to have and to hold the same to her during her natural life, so long as she may remain single or unmarried. In addition to the above, and eight thousand dollars life insurance made payable to her at my death, I bequeath to her, or wish paid to her two hundred dollars per month to be paid out of the revenues or income of my estate.
“Second. After complying with the above provisions, I wish my son, Dr. Wiltz M. Led-better, to have the half of remaining part of my estate or the half of the revenues therefrom during his lifetime. But should he die without an heir or child I wish his part of my estate to be paid or go to my present grandchildren, viz.: Wiltz M. Ledbetter, William Y. Ledbetter and Joanna Ledbetter (children of Dr. Marion Ledbetter) and equally with these any other grandchildren that may yet be born.
“Third. Out of the remaining half of my estate, after complying with the first bequest, I wish five thousand dollars to be paid to each of my present grandchildren, viz.: Wiltz M. Ledbetter, William V. Ledbetter and Joanna Ledbetter, and the above amounts to be put in trust for them until they complete their high school education, then enough given them each year to enable them to procure a collegiate education and profession if they so desire, then the balance to be paid to them after the completion of their education and professions.
“Pourth. The remaining part of this half of my estate, after providing the fifteen thousand dollars for his three children, I wish paid to or the revenues therefrom to go to my son Marion A. Ledbetter.
“Pifth. Should any other children be born to either of my sons I wish five thousand dollars to be set aside for them as above provided for the ones mentioned, said five thousand to be taken from the half of the one to whom the child is born.
“This done and signed February 26, 1916.
“J. M. Ledbetter.”

The suit was brought in the form of an ■opposition to the probate of the will, when Dr. Marion A. Ledbetter petitioned the court to admit it to probate.

■ The only heirs at law of the testator are his two sons, Dr. Wiltz M. Ledbetter, plaintiff in this suit, and Dr. Marion A. Ledbetter, defendant. Dr. Wiltz M. Ledbetter has had no children. Dr. Marion A. Ledbetter has only the three children named in the will, who are represented as defendants herein by a tutor ad hoc. The widow of the testator, Mrs. Martha Ledbetter, who is not the mother of his sons, has been settled with, and has no interest in the suit.

Plaintiff contends that the second paragraph in the will is a prohibited substitution, which, under article 1520 of the Civil Code, is null, viz: '

“After complying with the above condition, I wish my son, Dr. Wiltz M. Ledbetter, to have the half of the remaining part of my estate or the half of the revenues therefrom during his lifetime, but should he die without an heir or child, I wish his part of my estate to be paid or go to my present grandchildren, viz.: Wiltz M. Ledbetter, William Y. Ledbetter and Joanna Ledbetter.”

Plaintiff contends that, if the foregoing bequest should be carried out, as a bequest of a life estate to him and full ownership,' at his death, to the three children of his brother, it would deprive him (plaintiff) of his legitimate portion of the estate, as a forced heir; that is, one-half in full ownership of the remainder of the estate after paying the special legacies to the legatees other than his brother, not exceeding the disposable portion.

Defendant’s counsel rely upon the proposition, as stated in their brief, that a testamentary disposition by which property is given to one legatee during his life and at his death to another must be regarded as vesting a life usufruct in the one and the naked ownership in the other legatee.

Article 1522 of the Code permits the giving of the usufruct of property to one legatee and the naked ownership of the same property to another. But, if every substitution, by which property is given to one legatee during his life and at his death to another, is to be regarded as vesting a life usufruct in the one and the naked ownership in the other legatee, article 1520, which prohibits such substitutions, must have lost [775]*775its meaning. Why should the Code make a distinction, and why should this court have been so long recognizing the distinction— if there is no difference — -between (1) the giving of the same property to one legatee for life and \to another at the first legatee’s death, and (2) the giving of a life usufruct to one legatee and the naked ownership to another?

Defendants’ counsel cite, in support of their proposition, an expression of this court in the Succession of McDuffie, 139 La. 910, 72 South. 450, viz.;

“No useful purpose would be subserved by discussing, as res nova, the question whether a bequest of property for the! life of the donee is the donation of a usufruct, or of a life estate. The 'jurisprudence on this subject was reviewed by this court in the recent case of Rice et al. v. Key et al., 138 La. 483, 70 South. 483; and the court, referring to the cases of Roy v. Latiolas, 5 La. Ann. 552, Succession of Weller, 107 La. 466, 31 South. 883, and Succession of Verneuille, 120 La. 605, 45 South. 520, said:
“Moreover, the doctrine that a bequest of property for life is, in this state, a donation of the usufruct has been thrice held by this court. The rule of stare decisis is applicable.”'

The ruling in the Succession of McDuffie was therefore nothing more than a repetition or quotation of the doctrine stated in Rice v. Key. And the statement of the doctrine in Rice v. Key was based upon the citation of three decisions, not one of which sustains the ruling, viz. Roy v. Latiolas, 5 La. Ann. 552, Succession of Weller, 107 La. 468, 31 South. 883, and Succession of Verneuille, 120 La. 605, 45 South. 520. The first of the three decisions referred to was emphatically overruled in Marshall v. Pearce, 34 La. Ann. 561, and in the two other cases cited there was no question of prohibited substitution.

Here is what was said in Marshall v. Pearce, overruling Roy v. Latiolas, viz.:

“The case of Roy v. Latiolas, 5 A. 552, is the only one in which a bequest for life, without words expressly tending to qualify it as an usufruct, was held to import such. That decision was rendered at Opelousas, when but three judges were in Itheir seats, Ohief Justice Eustis being absent. Judge Preston was the organ of the court.

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Bluebook (online)
85 So. 908, 147 La. 771, 1920 La. LEXIS 1600, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-ledbetter-la-1920.