Succession of Smith

162 So. 21, 182 La. 389, 1935 La. LEXIS 1606
CourtSupreme Court of Louisiana
DecidedApril 29, 1935
DocketNo. 32878.
StatusPublished
Cited by15 cases

This text of 162 So. 21 (Succession of Smith) 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 Smith, 162 So. 21, 182 La. 389, 1935 La. LEXIS 1606 (La. 1935).

Opinion

HIGGINS, Justice.

Plaintiffs brought this action against defendants, as legatees, to have the olographic will of their deceased paternal grandfather declared null and void, in so far as it attempted to disinherit their father, and for the annulment of a purported act of renunciation by their father of his father’s succession, and to be recognized as the forced heirs of their deceased father, entitled as such to one-third of their paternal grandfather’s estate, and for an accounting to. them by the legatees, under the olographic will, of their father’s legitime.

The defendants filed a plea of prescription of five years, under article 3542 of the Revised Civil Code, on the ground that this was a suit for the reduction of excessive donations.

The district judge sustained the exception, dismissing the suit. Plaintiffs have appealed.

Plaintiffs, on January 21, 1932, filed suit alleging that they are the children of Marshall J. Smith, Jr., who died intestate in the city of New Orleans on October 20, 1923; that their father was one of three legitimate offspring of Marshall J. Smith, Sr., who died in this city on June 19, 1904; that their grandfather left a testament in olographic form dated July 3, 1897, bequeathing one-third of his estate to his daughter, Carrie Smith, wife of Julian D. Payne, one-third to his daughter Alice Smith, and one-third to his son-in-law, Julian D. Payne, and Marshall J. Smith, III, jointly; that the will contained the following provisions:

“As my son Marshall (Jr.) is greatly indebted to me, and has obtained already far more than his legitime in my estate, as will be more fully shown by my books, and by his habits is incapable of managing money affairs or otherwise attending to business I do not desire that he should receive any portion of my estate. * * * ”

That the will was probated on June 23, 1904, in the civil district court for the parish of Orleans, and the legatees, with the exception of Marshall, III, were placed in *393 possession of the estate by judgment dated December 22, 1904; that the colegatees of Marshall, III, attempted to fraudulently deprive him of his inheritance, but later settled with him, taking a release in full for any claims that he might have, against his grandfather’s estate; that on April 21, 1894, Marshall Smith, Sr., had his son, Marshall, Jr., interdicted for habitual inebriacy and incompetency, through judgment of the civil district court; that on September 6, 1904, the defendants joined Marshall, Jr., in having the interdiction lifted and set aside; that on September 9, 1904, defendants, well knowing that Marshall, Jr., was mentally and physically incapable of performing any juristic act, had him to make a notarial acknowledgment of the advances made to him by his father and a renunciation of all of his rights as a forced heir in his father’s estate, in consideration of their granting him a small “pension”; that Marshall, Jr., remained to the end of his life an habitual inebriate incapable of performing any legal act; that the acts of the defendants from the beginning “have been tinctured by fraud and bad faith,” in withholding the legacy due Marshall Smith, III, until threatened with legal proceedings and in not properly conveying to other special legatees legacies that had been bequeathed to them; that they accept the successions of their father and paternal grandfather purely, simply, and unconditionally and desire to be placed in possession of an undivided one-third of their grandfather’s estate, and particularly the property and effects set forth in the inventory filed in his succession; and that they are entitled to an accounting from the defendants for their legitime from the date they were placed in possession of their grandfather’s estate.

The plaintiffs contend the five-year prescriptive plea does not apply, because this is an action to declare null and void that portion of the testament' which attempts to disinherit a forced heir and deprive him entirely of any participation whatever in the legitime reserved to him by law, and that such a provision in the will is in derogation of the force of laws made for the preservation of public order and good morals and prohibited as such and therefore imprescriptible.

Defendants contend that this is an action to reduce excessive testamentary donations, in order to restore the legitime of a forced heir who was denied any share in his father’s estate, because he had already received advances in excess of the amount that he was entitled to as a forced heir and, therefore, under the express provisions of article 3542, and from the face of the plaintiffs’ petition, it appears that the action has prescribed and that, while it is true that prescription does not run against absolute nullities resulting from acts in contravention of the established public policy, or in violation of good morals and laws of this state, prescription does run against relative nullities.

The respective records of the proceedings mentioned in the plaintiffs’ pe *395 tition are annexed and made a part of their pleadings and under the law of this state it is well settled that, for the purpose of the trial of an exception of prescription which is based upon the face of the pleadings, all of the allegations of the petition are accepted as true. Warn v. Mexican Petroleum Corporation, 6 La. App. 55; Foster & Glassell Co., Ltd., v. Knight Bros., 152 La. 596, 93 So. 913.

Plaintiffs rely upon articles 1619 and 1624 of the Revised Civil Code, which read as follows:

Article 1619: “The disinherison must be made by name and expressly, and for a just cause, otherwise it is null.”

Article 1624: “The testator must express in the will for what reasons he disinherited his forced heirs or any of them, and the other heirs of the testator are moreover obliged to prove the facts on which the disinherison is founded; otherwise it is null” (Italics ours.)

The petition and records made part thereof show that the defendants, as testamentary' heirs, did not prove the facts on which the attempted disinherison was founded other than by the notarial acknowledgment by Marshall, Jr., of the advances made to him by his father and his renunciation of his father’s estate. But this acknowledgment and renunciation is attacked on the ground of fraud said to have been perpetrated by defendants and the incompetency of Marshall, Jr. Therefore, in considering the plea of prescription, we must assume that the disinherison and renunciation are null. Walet v. Darby, 167 La. 1095, 120 So. 869, 871; Winbarg v. Winbarg et al., 177 La. 1071, 150 So. 21; Pennywell v. George, 164 La. 630, 114 So. 493; Succession of Reems, 134 La. 1033, 64 So. 898; Potts v. Potts, 142 La. 906, 77 So. 786; articles 1495, 1617, 1618, 1620, and 1621, Rev. Civ. Code.

Now, is this nullity absolute and imprescriptible or relative and prescriptible?

In the case of Walet v. Darby, supra, the testator placed a provision in his will that his two grandsons were not to share in his estate, because they were well provided with funds from their father’s estate, and because the testator had rendered valuable services to their father, which exceeded the bequests he made to other legatees. The court said:

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Bluebook (online)
162 So. 21, 182 La. 389, 1935 La. LEXIS 1606, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-smith-la-1935.