Succession of Scott

91 So. 2d 574, 231 La. 381, 1956 La. LEXIS 1529
CourtSupreme Court of Louisiana
DecidedNovember 5, 1956
Docket42586
StatusPublished
Cited by14 cases

This text of 91 So. 2d 574 (Succession of Scott) 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 Scott, 91 So. 2d 574, 231 La. 381, 1956 La. LEXIS 1529 (La. 1956).

Opinion

HAMITER, Justice.

Maggie Smith Scott, widow of Lloyd Scott, deceased, filed a petition in this succession proceeding praying for a judgment decreeing her to be the owner of the entire estate left by the decedent (as his surviving widow in community and sole heir) and ordering that she be sent into possession of it. Made defendants were the decedent’s collateral heirs.

The district court denied the demands of plaintiff, exceptions of no right and no cause of action having been sustained, and she is appealing.

According to the petition, the documents annexed thereto, and a stipulation of counsel, which are to be considered in passing upon the exceptions, the marriage of plaintiff and Lloyd Scott was celebrated February 17, 1912, and it continued until dissolved by the latter’s death on November 19, 1954. He died intestate, was survived by neither ascendants nor descendants, and left property having a total value of $9223.33.

The estate of the decedent, who for many years prior to his death was a judicially *385 declared incompetent represented by a curator, consisted entirely of cash and United States bonds. These assets were an accumulation of payments to him by the Federal Government, made over a period of years because of a disability he sustained during his marriage and as a result of service with the United States Armed Forces, and were received while married to plaintiff and their community of acquets and gains was intact.

The position of the defendants under the sustained exceptions of no right and no cause of action is, to quote from the brief of their counsel, that “Disability pensions paid by the Federal Government pursuant to the World War Veterans’ Act are gratuities which constitute separate property of the veteran, and at his death are inherited by the veteran’s brothers and sisters or their representatives to the exclusion of the surviving widow of the veteran.”

Plaintiff, on the other hand, maintains “that the compensation herein received by and for the decedent, Lloyd Scott, was not a pure gift, gratuity or donation, but rather was for a disability to himself and necessarily to his community partnership, that hence said property was community property and that under LSA-Civil Code, Article 915, his surviving widow, Maggie Smith Scott should inherit same to the exclusion of the collateral heirs.”

Thus, the single question to be determined here is whether the disability payments made to Scott by the Federal Government constituted pure gratuities. If the answer be in the affirmative the disputed assets were his separate property; if otherwise they belonged to the community of acquets and gains that formerly existed between him and his surviving wife. See LSA-Civil Code Article 2334.

The specific issue under consideration is res nova in the Louisiana jurisprudence, and insofar as we have been able to ascertain it has not been resolved by a court of last resort in any other jurisdiction. However, lending aid in solving the instant problem are many reported cases in which payments of public funds (not veterans’ disability benefits) to private persons were challenged on the ground that they constituted pure gratuities and hence were illegal.

Veterans’ bonus payments, unconnected with disability, were involved in some of the cases. As to whether they were purely gratuitous a conflict among the authorities exists.

In the leading case of United States v. Realty Co., 163 U.S. 427, 16 S.Ct. 1120, 1125, 41 L.Ed. 215, the United States Supreme Court recognized the right of the Federal Government to appropriate funds based on moral obligations and held that the appropriations were not invalid as being a pure “bounty”. The payments of *387 public funds therein were to sugar manufacturers who had complied with certain requirements. In reaching its conclusion the court observed: “We are of the opinion that the parties, situated as were the plaintiffs in these actions, acquired claims upon the government of an equitable, moral, or honorary nature. * * * They are asserting that, by reason of the occurrences which took place before the appropriation * * * they were so placed before congress as to authorize that body to recognize the equities of the situation, and to pay their claims, which, while they were not of a legal character, were nevertheless of so meritorious and equitable a nature as to authorize the nation, through its congress, to appropriate money to pay them.

* * * * * *

“Under the provisions of the constitution (article 1, § 8), congress has power to lay and collect taxes, etc., ‘to pay the debts’ of the United States. * * * The term ‘debts’ includes those debts or claims which rest upon a merely equitable or honorary obligation, and which would not be recoverable in a court of law if existing against an individual. The nation, speaking broadly, owes a ‘debt’ to an individual when his claim grows out of general principles of right and justice, when, in other words, it is based upon considerations of a moral or merely honorary nature, such as are binding on the conscience or the honor of an individual, although the debt could obtain no recognition in a court of law. * * * Payments to individuals, not of right, or of a merely legal claim, but payments in the nature of a gratuity, yet having some feature of moral obligation to support them, have been made by the government, by virtue of acts of congress, appropriating the public money, ever since its foundation. * * * ”

The Realty Co. decision was cited and quoted from approvingly in State ex rel. McPherren v. Carter, 30 Wyo. 22, 215 P. 477, 479, 28 A.L.R. 1089, which resolved a contest over an appropriation for the widow of a police officer killed in the line of duty, the appropriating statute having been attacked on the ground that the Constitution forbad donations of public funds to individuals. In maintaining the validity of the act, and relying on numerous decisions from other jurisdictions (in addition to the Realty Co. case), the court said: “* * * For the purposes of this case, at least, we shall assume that, if the appropriation in question is merely a gift or donation, it is void, * * *. If, on the other hand, the appropriation can be said to be in payment of a just claim against the state, then the purpose thereof would necessarily be public, would not constitute a donation, and could not be said to be given for a charitable purpose. In a sense, of course, every payment not legally enforceable might be said to be a gift. But courts have not, generally, construed that *389 term as broadly as that. A claim paid after it is barred by the statute of limitation is not considered a gift, but the recognition of a moral right, * * *. And it is generally held that, to be a claim which a state may recognize, it need not be such as is legally enforceable, but may be a moral claim, one based on equity and justice. ifc %

Citing the McPherren case the Alabama Supreme Court, in Board of Revenue and Road Commissioners of Mobile County v. Puckett, 227 Ala. 374, 149 So.

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Bluebook (online)
91 So. 2d 574, 231 La. 381, 1956 La. LEXIS 1529, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-scott-la-1956.