Succession of Schonekas

99 So. 345, 155 La. 401, 1924 La. LEXIS 1819
CourtSupreme Court of Louisiana
DecidedJanuary 28, 1924
DocketNo. 26308
StatusPublished
Cited by13 cases

This text of 99 So. 345 (Succession of Schonekas) 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 Schonekas, 99 So. 345, 155 La. 401, 1924 La. LEXIS 1819 (La. 1924).

Opinion

OVERTON, J.

Frederick Schonekas and his wife, Anna E. Kolkas, lived in the city of New Orleans., Schonekas died in 1894, and his wife in 1921, both testate. Six children were born of this marriage, to wit, John J. Schonekas, J. Clement Schonekas, Adelia Schonekas, wife of Charles B. Kern, Frank J. Schonekas, Frederick W. Schonekas, and Lillie Schonekas, wife of Charles F. Leidenheimer. All of' these children were alive when their father .died, but at the death of Mrs. Schonekas only three were living, to wit, J. Clement Schonekas, Lillie S. Leidenheimer, and Frank J. Schonekas. Frank died during the pendency of this suit, but he left children, who have been made parties to these proceedings. Those of the children of Frederick Schonekas and his wife, who died before the death of their mother,. also left children, who have likewise been made parties to this suit.

After the death of Frederick Schonekas, his will was probated, and his succession was finally closed by recognizing his widow’s right to her half of the community of acquets and gains that existed between her and her husband, and by sending her into possession, as legatee, of the disposable portion of the property left ’by her husband, and, as usufructuary, of the remainder.

After the death of Mrs. Schonekas in 1921, her will was probated. Following its probation, suit was brought by some of the heirs against the others to effect a partition of the estates of both Mr. and Mrs. Schonekas. In the. court below, many of the questions that arose in the partition suit were satisfactorily settled by the judgment rendered, and therefore need not be mentioned here. However, in that court, Lillie Schonekas, who was, at the time her mother’s will was Written, the divorced wife of Herman Roos, but who is now Mrs. Leidenheimer, contended that the bequest of the disposable portion made to her and her sister, Delia Schonekas, by her mother, is a conjoint legacy, and that, as the bequest to Delia lapsed by the latter’s death, which occurred in 1910, some years prior to the death of the mother and testator, it passed by accretion to her, and did not, as contended for by her coheirs, fall into the estate to be divided among all of the heirs. Mrs. Leidenheimer met with an adverse ruling in the lower court with respect to this contention, and now urges in this court that the bequest - passed to her by accretion, as she did in the court below. It was also contended by some of the heirs, 'jn the trial court, with respect to a bequest of certain shares of stock of the Lafayette Fire Insurance Company made, in the same will, to Delia Schonekas, wife of W. S. Kern, .now deceased, and Lillie Schonekas, now Mrs. Leidenheimer, that the stock bequeathed to the latter should be collated by her. The lower court held that the collation contended for was not due,i and the heirs, who demanded it, complain in this court of the ruling made. It was also contended in the court a qua by some of the heirs that interest is due on moneys to be collated by J. Clement Schonekas1 to his father’s succession fr'om July 27, 1894, the date the money was received, and on moneys to be collated to his mother’s succession by him, by Lillie S. Leidenheimer, by the heirs of Delia S. Kern" and of Frank J. Schonekas from the dates the moneys were received by the respective donees, as advanced portions, but the lower court refused to allow interest on the collations to be made, for the reason that collation may be demanded only when a partition of the estate is had; and therefore, in the opinion of the court, no interest can be claimed against the heir until he has [406]*406been called upon to make partition, and has declined, refused, delayed, or failed so to do. The ruling made is unsatisfactory to the heirs demanding the payment of this interest ; and in this court they cite authorities to show that interest is due on cash collations from the date of the death of the donor, and submit that interest should be allowed on the above collations accordingly.

That part of the will of Mrs. Sehonekas, which shows the disposition which it is contended constitutes a conjoint legacy, and which shows the bequest of the stock, which gives rise to one of the demands for collation, reads as follows:

“In the event of my death, I give and bequeath unto my daughter Delia Sehonekas, wife of Charles B. Kern, and Billie Sehonekas, divorced wife of Herman Roos, shai-e and share alike, the disposable portion of my estate; that is so much, as the law will allow me to give to them, in addition to what they are entitled to as my children and heirs.
“I also give and bequeath unto my said daughters Delia Sehonekas Kern and Lillie Sehonekas, each ten shares of the capital stock of the Lafayette Fire Insurance Co. of this city, now standing in my name (making together twenty shares) this to be a special legacy before the disposable portion in general is ascertained.”

It is the bequeathing of the disposable portion of the testator’s estate to her two daughters, Delia Sehonekas, wife of Charles B. Kern, and Lillie Sehonekas, divorced wife of Herman Boos, now Mrs. Leidenheimer, share and share alike, to be found in the first paragraph of that part of the testament quoted, that Mrs. Leidenheimer contends constitutes a conjoint legacy. If Mrs. Leidenheimer is correct in her contention, then, as Mrs. Kern died before the testator, Mrs. Kern’s share of the disposable portion passed by accretion to Mrs. Leidenheimer, or, in other words, accreted to her. If the legacy is not conjoint, then the share of the disposable portion that wduld have gone by the will to Mrs. Kern, had she lived, falls to all of the heirs of the testator to be divided among them.

We shall first dispose of the question whether the legacy is conjoint. Article 1706 of the Revised Civil Code of this state provides :

“The right of accretion relative to testamentary dispositions, shall no longer subsist, except in the cases provided for in the two following articles.
“Art. 1707. Accretion shall take place for the benefit of the legatees, in case of the legacy being made to several conjointly.
“The legacy shall be reputed to be made conjointly when it is made by one and the same disposition without the testator’s having assigned the,part of such co-legatee in the thing bequeathed.
“Art. 1708. It [the legacy] shall also be reputed to be made conjointly when a thing not susceptible of being divided without deterioration, has been given by the same act to several persons, even separately.”

And article 1709 of the Revised Civil Code provides:

“Except in the cases prescribed in the two preceding articles, every portion of the succession remaining undisposed of, either because the testator has not bequeathed either to, a legatee or to an instituted heir, or because the heir or the legatee has not been able, or has not been willing to accept it, shall devolve upon the legitimate heirs.”

It may here be observed that articles 1707 and 1708 of the Code, quoted above, are transcripts, respectively, of articles 1044 and 1045 of the Code Napoleon.

The right of accretion in testamentary dispositions is of ancient origin. It is said in one of the able and scholarly briefs filed in this case that:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Succession of Doll v. Doll
593 So. 2d 1239 (Supreme Court of Louisiana, 1992)
Succession of Higgins
275 So. 2d 447 (Louisiana Court of Appeal, 1973)
Succession of McCarron
172 So. 2d 63 (Supreme Court of Louisiana, 1965)
Bough v. King
167 F. Supp. 191 (Virgin Islands, 1958)
Succession of Lambert
28 So. 2d 1 (Supreme Court of Louisiana, 1946)
Le Blanc v. Volker
198 So. 398 (Louisiana Court of Appeal, 1940)
Succession of Wilcox
116 So. 192 (Supreme Court of Louisiana, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
99 So. 345, 155 La. 401, 1924 La. LEXIS 1819, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-schonekas-la-1924.