Succession of Lichtentag

363 So. 2d 706
CourtSupreme Court of Louisiana
DecidedOctober 9, 1978
Docket62002
StatusPublished
Cited by8 cases

This text of 363 So. 2d 706 (Succession of Lichtentag) 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 Lichtentag, 363 So. 2d 706 (La. 1978).

Opinion

363 So.2d 706 (1978)

Succession of Alvin P. LICHTENTAG.
Interdiction of Mrs. Nolia E. Langenbecker, widow of Alvin P. Lichtentag.

No. 62002.

Supreme Court of Louisiana.

October 9, 1978.
Rehearing Denied November 9, 1978.

*707 Barry F. Viosca, New Orleans, for plaintiff-applicant, Robert Alexander Katz.

James S. Quinlivan, Jr., Jefferson, Gerard R. Kehoe, River Ridge, for Mrs. Edwin Dupuy, Curatrix of the Interdict.

MARCUS, Justice.

Alvin P. Lichtentag died testate on December 14, 1975, leaving neither descendants nor ascendants and was survived by his wife, Nolia E. Langenbecker. Prior to marriage, decedent and his wife entered into a marriage contract (duly recorded) in which they agreed that there would be no community of acquets and gains existing between them. Succession proceedings were opened in the district court. Decedent's olographic will dated August 1, 1968, and codicils dated November 9, 1968, and April 6, 1975, were duly probated, and Robert A. Katz was confirmed as testamentary executor. According to sworn descriptive list filed in succession proceedings, the net value of decedent's estate is approximately $1,400,000.

Under the terms of his testament, decedent left his wife the usufruct of the family home for the remainder of her life, or until remarriage, or failure to occupy the property as her home. In addition, decedent left his wife all of the contents, appurtenances, and personal property located in the home, together with his automobile and jewelry. The balance of his estate was placed in a usufructuary trust and the usufruct of the income of the trust was bequeathed to his wife. The testamentary executor, Katz, was named trustee and directed to distribute funds out of the usufructuary trust account to Mrs. Lichtentag in a sum not to exceed $1,300 per month, unless an emergency arises or as the trustee in his discretion deems necessary.

Mrs. Lichtentag filed a petition in the succession proceedings alleging that her husband died "rich" and that she, as surviving spouse, was entitled to the marital portion authorized by La. Civil Code art. 2382.[1]*708 As decedent left no children, Mrs. Lichtentag contended that she was entitled to a fourth of the succession in full property. Subsequent to the filing of this petition, Mrs. Lichtentag was interdicted and her sister, Mrs. Edwina Dupuy, was named curatrix. On motion of Mrs. Dupuy, she was substituted as party plaintiff in Mrs. Lichtentag's suit. By supplemental and amended petition, the curatrix reiterated the original demand for the marital portion and also alleged that Mrs. Lichtentag was left in necessitous circumstances (an inventory of Mrs. Lichtentag's estate revealed that she owned property valued at approximately $40,000 at the time of her interdiction).

Meanwhile, in the interdiction proceedings, the curatrix filed a petition for authority to renounce the succession of decedent, reserving all rights to the marital portion under article 2382 of the civil code. This proceeding was conducted contradictorily with a special curator appointed for the interdict. The trial court granted the relief sought by the curatrix. Pursuant thereto, the curatrix made a formal renunciation of the succession in which she specifically reserved a right to claim the marital portion. The special curator appealed.

Thereafter, in the succession proceedings, the testamentary executor filed a petition for declaratory judgment to determine the effect of the wife's renunciation and reservation of the right to claim the marital portion. The curatrix filed an answer and reconventional demand contending that the renunciation was valid and that the interdict was entitled to the marital portion without the value of the renounced legacy or the value of the property owned by the wife at the time of the husband's death being included in or reducing the marital portion. The trial court found that the renunciation filed on behalf of the surviving spouse was a valid renunciation of the legacy and that this renunciation was not a renunciation of her right, if any, to the marital portion. In addition, the court held that the marital portion was reduced by the amount of separate property owned by the wife as of the date of her husband's death, but not reduced by the amount of the legacy that was renounced. The testamentary executor appealed.

The appeals taken by the special curator and testamentary executor were consolidated in the court of appeal. Since the curatrix did not appeal from the declaratory judgment nor answer the appeal taken by the executor, the issue of the reduction of the marital portion by the amount of the surviving spouse's separate property, decided in the executor's favor in the trial court, was not before the court of appeal.

The court of appeal first concluded that the renunciation of the legacy, with a reservation of the right to claim the marital portion, was not a conditional renunciation or partial acceptance of the decedent's succession in violation of La. Civil Code arts. 986 and 1016.[2] The appellate court agreed with the trial court that the marital portion was not an inheritance. Thus, the court reasoned that the marital portion is not a legacy which must be accepted or renounced with the succession. The court further found that the language of article 2382, providing that the survivor is bound to include in the marital portion what has been left to him as a legacy by the husband or wife who died first, does not apply to the situation where the legacy is renounced because, under La. Civil Code art. 946,[3] a *709 legatee who renounces is considered as never having received the legacy.[4] On the executor's application, we granted a writ to review the correctness of this decision.[5]

Two issues are presented for our resolution: (1) whether a surviving spouse can renounce the legacy of the decedent spouse and retain the right to the marital portion under article 2382 of the civil code; and (2) if so, whether the value of the renounced legacy must be included in determining the value of the marital portion.

We first address the issue as to whether the surviving spouse can renounce the legacy and still retain the right to claim the marital portion.

The position of an article in the civil code is an important consideration in its interpretation and application. Reymond v. State, Dept. of Highways, 255 La. 425, 231 So.2d 375 (1970). Article 2382, the codal source of the surviving spouse's right to claim the marital portion, is located in the civil code in Title VI of Book III under the heading, "Of the Marriage Contract, and of the Respective Rights of the Parties in Relation to their Property." Title I of Book III is that section of our code which relates to successions: testamentary, legal, and irregular. We consider that the placement of article 2382 in the section of our code dealing with the marital relationship to be persuasive evidence of the fact that the redactors of the code did not consider the marital portion as an inheritance devolving upon the surviving spouse.[6] Our jurisprudence reinforces this view.

The right to claim the marital portion derives from the mutual marital obligations enunciated in La. Civil Code arts. 119 and 120,[7] and particularly those of fidelity, support, and assistance. Malore v. Cannon, 215 La. 939, 41 So.2d 837 (1949). Our courts have referred to the marital portion as a bounty bestowed by law and as one of the civil effects flowing from the marriage. Succession of Justus, 44 La.Ann. 721, 11 So. 95 (1892);

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Bluebook (online)
363 So. 2d 706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-lichtentag-la-1978.