Succession of Menendez

115 So. 2d 829, 238 La. 488, 1959 La. LEXIS 1109
CourtSupreme Court of Louisiana
DecidedNovember 9, 1959
DocketNos. 43985, 44369
StatusPublished
Cited by3 cases

This text of 115 So. 2d 829 (Succession of Menendez) 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 Menendez, 115 So. 2d 829, 238 La. 488, 1959 La. LEXIS 1109 (La. 1959).

Opinion

SIMON, Justice.

On February 3, 1957, Mrs. Marie Louise Menendez died leaving as her sole heirs her children, Dr. Anthony M. Menendez, Mrs. Pauline Menendez Salzer, Dr. Joseph C. Menendez, Louis R. Menendez, Mrs. Anita Menendez Sierra, Mrs. Velma Me-nendez Haydel and Miss Alice Mary Menendez. On February 12, 1957, Dr. Anthony M. Menendez, one of the appellees herein, filed a petition and obtained an authorization to search for a will and to make an inventory of the effects of his mother’s estate. On February 20, 1957, his sisters, hereinabove named, obtained the probate of the decedent’s will in olographic form therein appointing Miss Alice Mary Menendez as testamentary executrix and bequeathing to her an extra portion. In due course an inventory of the effects of the decedent was completed and filed for homologation. At the insistence of Dr. Anthony M. Menendez and his brother, Louis R. Menendez, the co-appellee herein, the Notary preparing the inventory included therein certain described real property and jewelry which had previously been conveyed by the decedent to the testamentary executrix, Mrs. Anita Menendez Sierra and a grandchild, Edwin Salzer, Jr., the son of Mrs. Pauline Menen-dez Salzer.

After the inventory was filed, the testamentary executrix filed a motion and requested an order to have these included items, valued in excess of $25,000, stricken from the inventory. On a trial of the rule to strike, the record owners introduced authentic notarial acts in evidence showing the sales transfers of the specific inventoried items to plaintiffs in rule. The court thereupon ordered the same expunged from the inventory but reserved to1 the appellees herein the right to file a direct action to set aside and annul said deeds on the ground of simulation or one for collation.

On September 5, 1957, the testamentary executrix filed a final account which included a proposed distribution of all assets. On September 13, 1957, appellees filed an opposition to the final account and proposed distribution of the assets, save and except the notary’s and appraiser’s fees. On September 19, 1957, the testamentary executrix obtained an order homologating the account insofar as not opposed, and on the same date, notwithstanding appellees’ opposition to the final account, then pending for judicial determination, filed an ex parte petition for a judgment recognizing and placing the heirs in possession. An ex parte judgment was simultaneously signed by the district judge sitting during vacation term, putting all the heirs in possession and significantly without the knowledge of appel-lees, or any legal attempt made to obtain the approval and consent of the heirs at law.

It appears that appellees were totally unaware of the judgment of possession so rendered and signed, first knowledge thereof being obtained when a suit was subsequently filed to partition the succession property among all the heirs. Appellees then filed a petition to set aside the ex parte judgment of possession, and after hearing thereon on January 2, 1958, judgment was rendered below annulling and setting aside the ex parte judgment. From this judgment this suspensive appeal was taken.

On June 25, 1958, while this appeal was pending, appellants instituted another suit to compel the appellees to either accept or reject the succession of their deceased mother. To this petition appellees filed an [831]*831exception of prematurity grounded -on the pendency of the appeal on the judgment setting aside the ex parte judgment of possession. The district court maintained the plea of prematurity and dismissed the suit. From this judgment a suspensive appeal was taken. The two appeals have been consolidated in this Court and shall be disposed of jointly.

We first consider the appeal from the judgment setting aside and annulling the judgment of possession. Appellants contend that the lower court was in error in annulling this judgment for the reason that appellees, although they did not sign the petition for possession nor authorize any one to accept the succession on their behalf, did tacitly accept the succession. It is contended that the tacit acceptance stems from the fact that appellees were served, as heirs, with the second and final account showing the proposed distribution of the remaining assets, and from the further fact that in their opposition to the final account they did not deny their qualities as heirs nor take exception to nor submit any protest to the placing of the heirs in possession. From appellees’ specific allegation in the opposition * * * there is no need for administration * * * ” appellants contend that they were justified in concluding that appellees desired to accept the succession and to be placed in possession of all of their pro-rata share of the assets.

The claim of tacit acceptance, however, does violence to the inescapable fact that appellees were neither approached nor consulted as to their respective views or wishes in regard to whether they desired to apply for and obtain a judgment of possession, more particularly when in fact they had filed an opposition to the final account and proposed distribution of the assets filed by the testamentary executrix. Obviously, the attack made to the final account had as its underlying objective the annulling of the deeds heretofore referred to, thereby increasing the value of the estate or to obtain a collation from the legatees named in the testament. Furthermore, the testamentary executrix did not serve appellees with the petition for possession nor give them any indication that they had obtained a judgment of possession until the testamentary executrix and several of her coheirs subsequently filed a petition to partition the succession property. It is apparent that this lack of notice to appellees rather conclusively shows that the testamentary executrix suspected or knew that appellees would oppose a judgment of possession until after the forewarned charge of simulation or collation had been judicially settled.

Article 1055 of the Revised Civil Code-LSA declares that at the expiration of the term allowed an heir for deliberating, the creditors and legatees of the succession, by bringing suit for that purpose, can compel the heir to decide whether he accepts or rejects the succession. Article 1057 provides that in case the heir defaults on the demand that he accept or renounce the succession, he shall be considered an unconditional heir. In other words, if he does not accept or renounce after judicial demand has been made on him, he is considered to have tacitly accepted. See Schreiber v. Beer’s Widow and Heirs, 150 La. 676, 91 So. 149. In the instant case there was no judicial demand made on, ap-pellees as contemplated by Article 1055, and as aforestated, appellees were served with no notice whatsoever that they were being put in possession of the succession property. This, under our law, is not a tacit acceptance.

Article 988 of the Civil Code-L SA provides that the acceptance of a succession may be expressed or tacit. “It is tacit, when some act is done by the heir, which necessarily supposes his intention to accept, and which he would have no right to do but in his quality of heir.” The only acts which appellees performed were:

1. Dr. Anthony M. Menendez instituted these proceedings by petitioning the District Court to search for a last will and tes[832]*832tament and to inventory the effects left by the decedent.

2. Dr. Anthony M. Menendez and his brother, Louis R. Menendez, executed the inventory.

3.

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Bluebook (online)
115 So. 2d 829, 238 La. 488, 1959 La. LEXIS 1109, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-menendez-la-1959.