Succession of Tacon

172 So. 513, 186 La. 418, 1937 La. LEXIS 1091
CourtSupreme Court of Louisiana
DecidedFebruary 1, 1937
DocketNo. 34120.
StatusPublished
Cited by10 cases

This text of 172 So. 513 (Succession of Tacon) 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 Tacon, 172 So. 513, 186 La. 418, 1937 La. LEXIS 1091 (La. 1937).

Opinion

HIGGINS, Justice.

The widow filed an opposition to the final account of the administrator of her deceased husband’s succession. The opposition was overruled and the account approved and homologated, and opponent appealed from the judgment.

The record shows that the deceased died intestate in Houston, Tex., on May 19, 1936; that he left as his sole and only-forced heirs a daughter and a son, both majors. These heirs are children of a previous marriage, opponent being the second wife of the deceased. The heirs filed a joint petition on May 21, 1936, praying that the son of the deceased be appointed as administrator. An inventory of the assets of the succession was made under order of court by a notary public on June 1, 1936, showing that deceased left an estate-totaling $4,312.52, consisting of his residence or real estate appraised at the sum. of $3,500, household furniture at $43.75,, *421 and cash in the bank at $768.77. In due course, letters of administration were issued on June 4, 1936. On June 22, 1936, the administrator filed his final account, praying that the same be published according to law and thereafter duly approved and homologated. The account shows that the ordinary and privileged debts of the succession amount to $768.77, the exact amount of the cash inventoried. The account includes two items totaling $173.59, advanced by Emile Pujol, husband of one of the heirs, and L. Tacón to the administrator and heir, Marcel M. Tacón. The account, as well as the entire succession proceedings up to that time, is silent as to and ignores the widow.

The widow opposed the account, claiming the marital one-fourth under article 2382, Rev.Civ.Code; (2) and, in the alternative, that, as widow in community of the deceased, she be declared entitled to one-half of the cash of $768.77, and also be declared to be the owner of the household furniture and effects inventoried at $43.75, alleging that these movables had been purchased out of her separate funds; and (3) as widow in necessitous circumstances, she alleged that:

“Opponent further opposes the release of the administrator and his said final account, unless and until he shall have recast thereon, the true and right titles and claims of opponent herein to her lawful portion of this estate.
“Opponent reserves the right to file such other or further proceedings as may be necessary or proper to protect her rights in the premises.
“Wherefore opponent prays that this opposition be filed; that after due proceedings had, it be maintained; that the administrator be ordered to recast his account in order to show the true and proper status of opponent herein in connection with this estate, and that there be set aside one-fourth of the entire estate to be delivered over to opponent as her usufruct therein, and if this be not granted in the alternative, she prays that she be awarded one-half of all cash monies left by decedent at the time of his death, as her part of the community, and that she also be awarded all the household effects in the house of said decedent at the time of his death; opponent further prays that her right to file such other or further proceedings as may be necessary or proper to protect her interest as wife and widow of the decedent to be reserved to her.
“The opponent prays for all general and equitable relief.”

The administrator then filed a motion in which he recites the fact that the widow had filed an opposition to the final account, claiming the marital one-fourth, and then alleges that by the final account, the administrator does not propose a final settlement of the succession, nor ask for his discharge “but merely lists all of the bills owed by the succession and proposes the payment thereof, all of which bills are shown in the correct amounts and none of which have been disputed or denied; and on further suggesting that under the circumstances, the said Mrs. Lenora Dupuy Tacón’s claim for the marital one-fourth cannot be properly urged by opposition to the administrator’s account but *423 must be the subject of a separate and distinct account * * The district judge, based on this motion, issued an order directing the widow, as opponent to show-cause “why the opposition filed by her to the account of the administrator should not be dismissed, without prejudice to her right to bring a proper action for the purpose of asserting her claim to the marital one-fourth, as widow in necessitous circumstances of the late Edward L. Tacón.”

The district judge sustained the administrator’s motion to dismiss the widow’s opposition, on the ground that the claim of the marital one-fourth by the widow under article 2382 of the Revised Civil Code “cannot prevent the just debts of the succession being paid and the rule will be made absolute and the opposition will be dismissed, it showing no right or cause of action and not being urged in accordance with the requirements of law,” by a petition and citation; “with full reservation of her rights, in proper proceedings to claim her one-fourth * *

The trial judge did not pass upon the opponent’s alternative claims of one-half interest in the community and her claim to the household furniture and articles as her separate property and her further claim as a widow in necessitous circumstances, entitled to the widow’s homestead of $1,000. The fact that he did not pass upon those issues is plain, since, in his reasons for judgment, he does not say anything about 'them and dismissed the opposition in toto, treating the motion to dismiss the opposition as an exception of no right or cause of aption. It is apparent to us that the reason why our learned brother below did not pass upon the other issues raised by the opposition was because counsel for the administrator, in his motion to dismiss the opposition, confined his motion to a consideration of the marital one-fourth claimed by the widow under article 2382 of the Revised Civil Code. If his attention had been called to the fact that the widow was asserting additional claims, as shown by her opposition, it is quite certain that the learned trial judge would not have confined his ruling to only the marital one-fourth, and certainly would not have dismissed the opposition in toto without passing upon those other issues.

With reference to the widow’s claim of one-half interest in the cash, as community property, counsel for the administrator, realizing that this issue was not disposed of below, in his brief states: “On this point, we can only say that this claim is totally without merit, as every asset of this succession, including the cash money, was acquired by the decedent before his marriage to appellant; this statement can be supported by competent evidence. However, the appellant made no effort whatever to introduce any evidence or testimony in the lower court to support this contention.”

There is nothing in the record to show that opponent or her attorney had any intention of abandoning her additional claims. If the court’s attention had been called by counsel to the fact that the motion to dismiss the opposition was confined to the marital one-fourth and did not cover the other issues raised in the widow’s opposition, the trial judge would not have dismissed the opposition without deciding all points. But, the entire opposition was

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Bluebook (online)
172 So. 513, 186 La. 418, 1937 La. LEXIS 1091, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-tacon-la-1937.