Succession of McCan

19 So. 220, 48 La. Ann. 145, 1895 La. LEXIS 562
Supreme Court of Louisiana·Decided May 10, 1895·No. No. 11,793·Published·Cited by 17 cases

Opinions

The opinion of the court was delivered by

Miller, J.

This appeal is by Mary Tobin Stempel, guardian of her minor children, from the judgment of the lower court against her in the suit to annul the will of Hester MeOan, the grandmother of the children, the issue of the marriage of Mary Tobin Stempel with Oharles P. MeOan, the son of the testatrix.

The will assailed is as follows:

“I give all I may die possessed of to my grandchildren, Kate Elizabeth MeOan, Fanny Tobin MeOan, David Ohambers MeOan, Hester Margaret MeOan and Oharles Patters on MeOan, the children of my. deceased son, Oharles P. MeOan and Mary Tobin, the giving to them to be conditioned on their attaining the age of majority.

In case either of them dies be ore attaining the age of majority, then the part or portion given as above conditioned to accrue to the survivors, likewise conditioned on such survivors attaining the age [156] of majority, the true intent being to make my said grandchildren my universal legatees upon condition that they reach majority.

“I desire that during the minority of my said grandchildren, the money, property and values above given them conditionally be administered by my friend, Harry H. Hall, of this -city, and my husband, David 0. McOan, of this city, without security.

“The foregoing person or persons who may act are to invest said amount in good securities or properties and to apply the revenues, so much thereof as may be necessary,.to the education and support of my said grandchildren. They are to administer the same for the benefit of said grandchildren and to pay over the same to them on the happening of the condition on which my gift to them is based.

“I expressly exact as a condition that none of the property or values given by me to my grandchildren be ever in any way administered during their minority by their mother or by her husband.

“ In the event of my said grandchildren all dying before the happening of the condition by me above mentioned, that is they or any of them reaching the age of majority, then I institute as my universal legatee my husband, David 0. McOan.

“ I institute and appoint my husband, David O. McOan, and Harry H. Hall my testamentary executors with seizin and without security.”

The husband of the testatrix died before her.

The grounds on which the will is assailed are that its conditions are contrary to law and public policy, and that it contains substitutions and fidei eommissa, prohibited by law. The argument against the will is directed to the institution of the five grandchildren as legatees, conditioned they attain majority, in the event of the death of any before, their shares to accrue to the survivors, still conditioned they attain majority; the property during the minority of the grandchildren to be administered by Harry H. Hall and the husband of the testatrix, and to be delivered to the legatees on the happening of the condition on which the legacy depends. The contention if successful, would give the property to the legatees, they being the legal as well as testamentary heirs of the testatrix. The prayer of the petition is that the will be annulled, that the children be recognized as the legal heirs, and as such be put in possession through their guardian. The argument for the will upholds its conditions; denies it contains any substitutions and insists that the dispositions constitute the con[157] ditional legacy permitted by our law, accompanied by a provision equally valid, it is claimed, for the administration of the property by the executor until the majority of the legatees.

Our law prohibits substitutions and fidei eommissa distinct, but bearing resemblance, and both, to exclude any doubt, fall within the prohibition. The substitution in acts of last will is to bequeath property to one or more, to be succeeded in the enjoyment of the property by others designated by the testator. The fidei eommissum is to bequeath property to be held for and delivered to another. In the substitution the successive legatees each have an interest in the property or an advantage tobe derived from it. The fidei eommissum is a mandate or trust with no interest conferred on the legatee charged only to deliver. ‘ ‘ Every substitution is a fidei eommissum, but every fidei eommissum is not a substitution.” 1 Dalloz, 655; 1 Troplong, pars. 86, 130, 101, 102; 6 Toullier; Ducloslange vs. Ross, 3 An. 432. The language of the Code is that substitutions and fidei eommissa are and remain prohibited; every disposition by which the donee, heir or legatee is charged to preserve for, or return a thing to a third person, is null with regard to the donee, heir or legatee. The Code excepts the disposition by which the testator names another to take when the legatee first named does not take. This is called the vulgar substitution and not prohibited. There is the permitted disposition, but at the same time, limitation on the power of last will when the Code declares that the testator may give the usufruct to one, and the title to another. The Code also declares that illegal impossible conditions, and those contrary to morals, shall be reputed not written. Civil Code, Arts. 1520, 1521, 1522, 1519; Ducloslange vs. Ross, 3 An. 432; Beaulieu vs. Ternoir, 5 An. 480.

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Succession of McCan, 19 So. 220, 48 La. Ann. 145, 1895 La. LEXIS 562 (La. 1895).

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