Succession of Maltry

109 So. 827, 161 La. 1032, 1926 La. LEXIS 2174
CourtSupreme Court of Louisiana
DecidedJune 28, 1926
DocketNo. 27546.
StatusPublished
Cited by7 cases

This text of 109 So. 827 (Succession of Maltry) 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 Maltry, 109 So. 827, 161 La. 1032, 1926 La. LEXIS 2174 (La. 1926).

Opinion

BRUNOT, J.

Simon Maltry, Jr., died testate, leaving a widow in community and three children. His will is in nuncupative form by public act, and is as follows:

“My name is Simon Maltry, Jr. I have been married twice. My first wife was Sarah Jennings, who is now' dead. Of that marriage there is one child, Frank Maltry. My second marriage was to Widow Mary Desbon, who is now alive. There are two children issue of my second marriage named Gertrude Maltry and Dorris Maltry, wife of Marcel Ray. I have a stepdaughter named Emma Desbon, the child of my second wife. All the property that I own belongs to the community which exists between my second wife and myself. I desire that my wife shall have, and give to her, the usufruct of my estate so long as she may live. I give to my stepdaughter, Emma Desbon, one-half of the disposable portion of my estate. The other half of the disposable portion of my estate I give to my daughters, or to the survivor of them. Should my stepdaughter die before me, I give my entire disposable portion to my daughters or to the survivor of them. Should both of my daughters die without issue, I give the disposable portion of my estate to my stepdaughter. The balance of my estate I desire divided equally among my children. I desire that my wife shall be appointed executrix of my estate with full seizin and without bond.”

The foregoing will was filed, approved, and registered and ordered executed. The testamentary executrix named therein was confirmed. She took the required oath, letters testamentary issued to her, and she caused an inventory of the property and effects of the succession to be made. These proceedings were had during the months of May and June, 1920. Sometime thereafter, neither the date nor the year of which is disclosed by this record, Mrs. Mary Maltry, the usufructuary and surviving widow, in community, of the deceased, and .the executrix of his will, died, and. Gertrude Maltry was appointed and qualified as dative testamentary executrix.

Thereupon Frank Maltry filed this suit, in which he attacks the provision of the will bequeathing to decedent’s two daughters one-half of the disposable portion, of his estate. The relief prayed for in the petition is that — ■

“The legacy of one-half of the disposable portion of decedent’s estate, bequeathed by him to said Dorris Maltry, wife of Marcel Ray, and Gertrude Maltry, in his will aforesaid may be annulled and set aside and held to be of no effect, and in the alternative, and in the event said bequest is held to be valid, then that said legatees may be required to return the same to the succession of Simon Maltry, Jr., by way of collation or otherwise to equalize petitioner in the partition thereof. That petitioner’s rights to claim a partition, judicial or otherwise, of the succession of the estate of his late father, Simon Maltry, Jr., be reserved to him.”

Although the petition makes Gertrude Maltry, as dative testamentary executrix, and individually, and Dorris Maltry, wife of Marcel Ray, and Emma Desbon, parties .to the suit, there is no attack upon the legacy of one-half of the disposable portion of decedent’s estate to Emma Desbon. All of the' defendants were cited, and each filed an exception of no legal right or cause of action. The exceptions were heard, sustained, and plaintiff’s suit was dismissed. From that judgment he appealed.

*1035 For the reasons stated we are concerned only with the legacy of the one-half of the disposable portion of decedent’s estate to his daughters, Gertrude Maltry and Dorris Maltry, wife of Marcel Ray.

In our statement of thq case we quoted the will in full. By reference thereto it will be seen that the will divides the disposable portion of the estate, which is one-third thereof, into two equal parts. One part is given to decedent’s stepdaughter and the other part to his two daughters. The will then provides that the balance, or two-thirds of the estate, is to be divided equally among decedent’s son and two daughters. The exact words of the testator are:'

“The balance of my estate I desire divided equally among my children.”

The plaintiff and his two half sisters are the sole forced heirs of the deceased. The law of Louisiana undoubtedly favors the equality of forced heirs, and this is the rule, unless the donor has expressed the contrary in terms which indicate in unequivocal manner that such was his will.

“The declaration that the gift or legacy is intended as an advantage or extra portion, may be made in other equivalent terms, provided they indicate, in an unequivocal manner, that such was the will of the donor.” C. 0. art. 1233.

In the interpretation of wills it is the duty of the court to ascertain the intention of the testator and to give effect to it when ascertained. In the Succession of Burnside, 35 La. Ann. 715, Justice Manning, the organ of the court, said:

“The cardinal rule for the interpretation of wills is to ascertain the intention of the testator, and it is a rule of universal jurisprudence. It has been called ‘the law’ of the instrument, the ‘sovereign guide’ to those who seek the meaning of the will, the ‘pole star’ whither all must look who would find that meaning, and, as Coin-Delisle has it, the trail which the judge should follow in all its turns and windings. And yet, this rule has been so cumbered by glosses, so abraded and fettered by conditions superimposed by judicial construction, and so perverted by narrow pedantry, that in some courts it has come to mean, not that the intention of the testator must be sought, but whether he had expressed that intention in technical language. And this is exemplified by the candor of Lord Ellenborough when he said, ‘If I were asked my private opinion as to what the testator meant when he used the words “effects,” I must suppose he meant to convey all his property for the maintenance of his- family,’ but nevertheless he would not give effect to that meaning by his judgment.
“The common law has a vocabulary, of which certain words are used to designate various kinds of estates, tenures, etc., the meaning of which has been fixed for a time whereof the memory of man runneth not to the contrary. But to hold that a layman is supposed to know them, and do violence to his intention by construing them in their technical sense in an instrument whereof the admitted rule of construction is to ascertain his intention, and thus to make them mean what he could sot have meant and what the judge does not believe he meant, is not to follow that rule which all admit is the sovereign guide for interpreting a will.”

In Succession of'Theurer, 38 La. Ann. 514, the court expresses itself as follows:

“Modern jurisprudence has long imperatively demanded that the intent of a testator must be extracted from his language however obscure, if it be possible, and that effect must be given to that intent unless the law reprobates it,” etc.

In the Succession of Good, 45 La. Ann. 1392, 14 So. 252, the court used this language:

“We are first to ascertain the testator’s intention, and then to determine whether that intention clashes with any provision of law.”

There is no ambiguity in the words used, and there can be but little doubt of the intention of a testator who says:

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Bluebook (online)
109 So. 827, 161 La. 1032, 1926 La. LEXIS 2174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-maltry-la-1926.