Succession of Sanders

485 So. 2d 126
CourtLouisiana Court of Appeal
DecidedFebruary 26, 1986
Docket17564-CA
StatusPublished
Cited by12 cases

This text of 485 So. 2d 126 (Succession of Sanders) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Sanders, 485 So. 2d 126 (La. Ct. App. 1986).

Opinion

485 So.2d 126 (1986)

SUCCESSION OF Elijah SANDERS and Ida Belle Sanders Powell.
Joe Albert BEDFORD, Plaintiff-Appellant,
v.
Harry SANDERS, et al., Defendants-Appellees.

No. 17564-CA.

Court of Appeal of Louisiana, Second Circuit.

February 26, 1986.
Writ Denied May 1, 1986.

*127 Dawkins, Coyle & Carter by Michael S. Coyle, Howard W. Wright, Jr., Ruston, for plaintiff-appellant.

Sharp & McVea by Robert W. Sharp, Jr., Barham, Adkins & Tatum by Tommy J. Adkins, Ruston, for defendants-appellees.

Before HALL, FRED W. JONES, Jr. and LINDSAY, JJ.

LINDSAY, Judge.

Plaintiff, Joe Albert Bedford, appeals the trial court judgment applying LSA-C.C. Art. 209 to his claim for filiation and finding that he failed to establish by clear and convincing evidence the maternal filiation of his father, Joe E. Bedford, to Ida Belle Sanders Powell. We reverse the trial court judgment.

Elijah Sanders was married to Amanda Banks Sanders and they had three children, Harry Sanders, Ida Belle Sanders Powell, and Albert Sanders. Ida Belle Sanders Powell became involved in a relationship with Steve Bedford in the early 1900s. As we will discuss hereafter, an illegitimate son, Joe E. Bedford, was born of this relationship. Elijah Sanders died in 1917, preceded in death by his wife, Amanda Banks Sanders who died in 1897. Albert Sanders died in 1978 survived by a son and a daughter, Kenneth Miller and Alberta Miller Johnson. Ida Belle Sanders Powell died in 1947 and was survived only by her illegitimate son, Joe E. Bedford.

The record also reveals that upon attaining majority, Joe E. Bedford married and of this union plaintiff, Joe Albert Bedford, was born. Joe E. Bedford died in California in 1977, leaving plaintiff, Joe A. Bedford, as his sole surviving heir.

On October 16, 1979, Harry Sanders opened the Successions of Elijah Sanders and Ida Belle Sanders Powell and filed a petition in which he sought to be recognized as the owner and to be sent into possession of one-third of the estate of his father, Elijah Sanders. He also sought to be recognized as the owner of an undivided one-half of the estate of his sister, Ida Belle Sanders Powell, claiming she was survived by no legitimate heirs. However, the petition alleged that Ida Belle had an *128 illegitimate son, Joe E. Bedford, whom she had not acknowledged.

On October 18, 1979 a judgment of possession was signed as prayed for and Harry Sanders was placed in possession of his alleged portion of the succession property. He then donated his portion of the property to his daughter, Nolan Sanders.

On July 27, 1982, the plaintiff filed suit to establish the maternal filiation of his father, Joe E. Bedford, to Ida Belle Sanders Powell and to receive her one-third interest in the succession of Elijah Sanders. Named as defendants were Harry Sanders, Nolan Sanders, Kenneth Miller and Alberta Miller Johnson. The defendants filed exceptions of prescription and no right of action, claiming that under LSA-C.C. Art. 209 plaintiff was barred by prescription from showing maternal filiation. Although the exception of no right of action was ultimately overruled, the trial court sustained the exception of prescription on January 3, 1983, and dismissed plaintiff's suit. Plaintiff appealed that decision to this court, and on August 15, 1983 the trial court judgment was reversed and the case was remanded for further proceedings. Bedford v. Sanders, 437 So.2d 914 (La. App.2d Cir.1983).

Prior to trial the parties entered into a joint stipulation on April 25, 1984, dismissing Harry Sanders as a party defendant because he had previously conveyed his interest in the succession property to his daughter, Nolan Sanders. Rights were reserved against the remaining defendants, Nolan Sanders, Kenneth Miller, and Alberta Miller Johnson.

Trial on the merits to establish plaintiff's father's filiation to the decedent, Ida Belle Sanders Powell, was held on July 25, 1984. Following the trial, the trial court held that LSA-C.C. Art. 209 was applicable, requiring plaintiff to prove filiation by clear and convincing evidence. The court concluded that the plaintiff failed to carry his burden of proof in establishing the filiation of his father, Joe E. Bedford, to Ida Belle Sanders Powell, and dismissed his suit.

Plaintiff has appealed, arguing that the trial court erred in failing to find that LSA-C.C. Art. 209 is unconstitutional, in applying LSA-C.C. Art. 209 to plaintiff's action, and in finding that plaintiff failed to prove filiation by clear and convincing evidence.

CONSTITUTIONALITY OF LSA-C.C. ART. 209

In order to pass scrutinity under the Equal Protection Clause of the Fourteenth Amendment to the United States Constitution, the actions of the state must be substantially related to carrying out a legitimate state interest. There is a legitimate state interest in insuring the orderly disposition of succession property and in avoiding stale and fraudulent claims. Trimble v. Gordon, 430 U.S. 762, 97 S.Ct. 1459, 52 L.Ed.2d 31 (1977); Lallie v. Lallie, 439 U.S. 259, 99 S.Ct. 518, 58 L.Ed.2d 503 (1978). LSA-C.C. Art. 209 is tailored to meet those state interests. The Louisiana Supreme Court has ruled LSA-C.C. Art. 209 is constitutional regarding proof of paternal filiation, but in its narrow holding the Supreme Court explicitly declined to rule on the constitutionality of LSA-C.C. Art. 209 with respect to an illegitimate child's right to inherit from the mother. Succession of Grice, 462 So.2d 131 (La. 1985). However, under the circumstances of this case, there is a need to clearly establish the link between plaintiff's father and grandmother in order to prevent the possibility of a fraudulent claim. The law must provide a mechanism for the just and orderly disposition of a decedent's property. In order to achieve these goals and because evidence of maternity will be available in most cases, the statutory requirement that proof of maternity be made by clear and convincing evidence after an alleged parent dies does not impose an unduly onerous burden on a plaintiff seeking to establish maternity. We do not find any unfair discrimination in the application of those evidentiary requirements. Therefore we find no constitutional infirmity in LSA-C.C. Art. 209.

*129 APPLICABILITY OF LSA-C.C. ART. 209

The next issue raised by plaintiff is whether LSA-C.C. Art. 209 requiring proof of filiation to a deceased parent by clear and convincing evidence applies to this case. Plaintiff argues that because the operative facts of this case arose prior to the effective dates of the amendments to LSA-C.C. Art. 209, the law applicable to this case is not LSA-C.C. Art. 209, but LSA-C.C. Art. 918 dealing with maternal filiation which provided:

Natural children are called to the legal succession of their natural mother, when they have been duly acknowledged by her, if she has left no lawful children or descendants, to the exclusion of her father and mother and other ascendants or collaterals of lawful kindred....

Former LSA-C.C. Art. 203 provided that acknowledgment could be made in a notarial act, by entries on birth certificates, or baptismal records. However, under former LSA-C.C. Art. 918, the jurisprudence held that the methods of acknowledgment listed under LSA-C.C. Art.

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Bluebook (online)
485 So. 2d 126, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-sanders-lactapp-1986.