Succession of Moran

535 So. 2d 369, 1988 WL 131737
Supreme Court of Louisiana·Decided December 12, 1988·No. 88-C-0874·Published·Cited by 3 cases

Opinion

535 So.2d 369 (1988)

SUCCESSION OF Alfred Jay MORAN.

No. 88-C-0874.

Supreme Court of Louisiana.

December 12, 1988.

*370 Mack Barham, Robert Arceneaux, Gail Wise, Barham & Churchill, New Orleans, for applicant.

John Wogan, James Dalferes, Monroe & Lemann, New Orleans, for co-applicant.

A.D. Freeman, Jr., Satterlee, Mestayer & Freeman, New Orleans, for respondent.

WATSON, Justice.

Plaintiff, Mrs. Murray Hurley,[1] has intervened in the Succession of Alfred Jay Moran,[2] claiming rights under a marriage contract with the decedent signed shortly before their marriage on February 1, 1980.

FACTS

According to the trial court's reasons for judgment, plaintiff and Moran separated on October 12, 1981. Decedent, Alfred Jay Moran, filed suit for divorce on February 2, 1982, and received a judgment on February 3, 1983. The basis for the judgment is not in the record, but counsel for plaintiff submits that both parties were decreed free from fault.[3]

At issue is Paragraph IX[4] of the marriage contract which reads as follows:

"Husband hereby binds and obligates himself to make a will in which he will leave to Wife the entire disposable portion of his estate, as well as a usufruct to her for her lifetime on the remainder of both his separate and community property, and agrees not to alter or amend such provision by any codicil or will and shall *371 incorporate the agreement contained in this paragraph in any new will or wills subsequently made by him."

Moran apparently never carried out the marriage contract by making a will in favor of his wife. Prior to the marriage, he had made a last will and testament dated December 14, 1979. Subsequently, he executed codicils on August 26, 1980; May 11, 1984; May 14, 1984; and May 17, 1984, none of which mentioned plaintiff. After Moran's death on June 8, 1984, the testament and codicils were probated. Plaintiff's action to annul the probate was dismissed, and the dismissal was affirmed.[5]

Subsequently, plaintiff filed this petition to assert a claim as a creditor of the succession. The trial court maintained exceptions of no right and no cause of action and dismissed plaintiff's suit.

The court of appeal reversed and remanded for trial,[6] relying on LSA-C.C. art. 1888 which stated in 1980 when the antenuptial contract was confected that:

"A future succession may become the object of an antenuptial agreement."

The court of appeal held that Moran's promise not to change his will was against public policy but his promise to leave the disposable portion of his estate was valid. A writ was granted to review the judgment of the court of appeal. 525 So.2d 1049 (La.1988).

LAW

A marriage contract is only valid as to matters not prohibited by public policy. LSA-C.C. art. 2329.[7] Since a testator cannot renounce the right to revoke a will,[8] a testamentary gratuity to a spouse is always precarious, being revocable at will.[9]

Spouses are bound to the terms of their marriage contract only for the duration of the marriage, and testaments made after dissolution of the marriage are not affected.[10] After a divorce, a marriage contract is void and has no future effect.[11]

In general, an inter vivos donation comprehends only the present property of the donor.[12] An inter vivos donation of future property is null. However, the prohibition against an inter vivos donation of future property does not apply to antenuptial marriage contracts.[13] "To give and yet to retain is not valid outside of marriage."[14] Potestative donative conditions are also allowed *372 in marriage contracts. LSA-C.C. art. 1529;[15] LSA-C.C. art. 1532.[16]

The succession of a living person may not be the object of a contract other than an antenuptial agreement. LSA-C.C. art. 1976.[17] The only exception to the general prohibition against contracts about successions of living persons is the right to donate a future succession interest in an antenuptial marriage contract.[18] A donation by marriage contract can include property to be left on the day of decease. LSA-C.C. art. 1735;[19] LSA-C.C. art. 1745.[20] However, an inter vivos donation by an antenuptial marriage contract,[21] stipulated to take effect at the donor's death, is irrevocable only to a limited extent.[22] The donor cannot thereafter dispose of the donation by a gratuitous act. LSA-C.C. art. 1736.[23] Compare LSA-C.C. art. 1468.[24]

LSA-C.C. art. 156,[25] in conjunction with *373 LSA-C.C. art. 159,[26] deals with the loss of advantages or donations conferred by a marriage contract after a separation or divorce. According to these articles, the party against whom a separation or divorce is pronounced loses the advantages or donations conferred by the marriage contract.

The effect of C.C. art. 156, which is adopted by reference in C.C. art. 159, is discussed in Vaughn v. Coco, 409 So.2d 282 (La.App. 1 Cir.1981). In Vaughn, Judge Cole[27] noted that Article 156, which corresponds to Article 299 in the Code Napoleon, has been treated as self-operative[28] in accord with Planiol's interpretation of the French article. However, Vaughn dealt with a "guilty" spouse. Articles 156 and 159 preceded the concepts of no fault or mutual fault divorces first introduced by Act 269 of 1916.[29]

In Parquin v. Finch, 1 Mart.N.S. 465 (1823) the marriage contract stipulated that, absent issue of the marriage, the survivor would inherit the community. The provision was decreed valid, allowing the surviving husband to inherit.

Succession of McCloskey, 29 La.Ann. 237 (1877) decided that an inter vivos donation of future property in a marriage contract made the surviving wife a creditor of the estate. McCloskey distinguished a donation to take effect on the death of the donor from a testamentary disposition. The donee was held to be a creditor of the estate rather than a legatee.

Succession of Cunningham, 142 La. 701, 77 So. 506 (1918) held that a judgment of divorce in favor of a wife did not revoke a testamentary disposition to "my Dear Wife,"[30] when the testament had not been revoked.

In Riddell v. Riddell, 146 La. 37, 83 So. 369 (1919), the marriage contract stipulated that the wife would inherit one-half of the husband's estate if the parties remained married at the husband's death. The widow was allowed to annul a subsequent donation to her husband's son insofar as it impinged on the prior "irrevocable" donation. Riddell relied on LSA-C.C. art. 1736. Since the donation to the son was gratuitous, the widow was allowed to enforce the conditional donation to her in the marriage contract.

Thigpen v. Thigpen, 231 La. 206, 91 So. 2d 12 (1956) allowed a husband who had secured a divorce on the ground of abandonment to revoke the donation of a diamond ring to his wife because she had lost that advantage of marriage by the divorce decree against her. Since the ring had been donated during the marriage, it was held to be community property.

Robinson v. Robinson, 524 So.2d 218 (La.App.

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