Succession of Thilborger

101 So. 2d 678, 234 La. 810, 1958 La. LEXIS 1151
CourtSupreme Court of Louisiana
DecidedMarch 17, 1958
Docket43425
StatusPublished
Cited by11 cases

This text of 101 So. 2d 678 (Succession of Thilborger) 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 Thilborger, 101 So. 2d 678, 234 La. 810, 1958 La. LEXIS 1151 (La. 1958).

Opinions

HAWTHORNE, Justice.

This is a suit instituted by the collateral heirs of Mrs. Louise Bartels Thilborger to have a provision of her last will and testament declared null as constituting a prohibited substitution. The provision of the will under attack reads:

“(1) To Edward J. Thilborger my dear husband I give devise and bequeath the use of the Lodge and harbor, and cottages and the Louise Plantation as long as he lives and at his death to be given to the Charity Hospital to be used as a convalescent home to bring the sick for fresh air and regain their strength,”

The lower court rendered judgment recognizing plaintiffs as being the sole heirs of the deceased, entitled as such to the ownership of the Louise Plantation on Bayou Barataría in Jefferson Parish, said to contain about 1,100 acres.1 From this judgment the Board of Administrators of the Charity Hospital of Louisiana at New Orleans has appealed.

Louise Bartels, wife of Edward J. Thilborger, died in New Orleans in 1936. Her will containing the provision here under attack was in due course admitted to probate, and a judgment was rendered decreeing Charity Hospital of Louisiana at New Orleans to be the owner of the plantation as a particular legatee, subject to the usu[813]*813fruct in favor of Thilborger. Thilborger died in 1939, and Charity Hospital took possession of the property.

Appellees take the position that the contested provision contains a prohibited substitution and is null and void under Article 1520 of the Civil Code, which provides:

“Substitutions and fidei commissa are and remain prohibited.

“Every disposition by which the donee, the heir, or legatee is charged to preserve for or to return a thing to a third person is null, even with regard to the donee, the instituted heir or the legatee. * * *”

In explaining the provisions of Article 1520 this court on numerous occasions has said that the simplest test of the substitution prohibited by our law is that it vests the property in one person at the death of the donor and at the death of such person vests the same property in another person, who takes the same directly from the testator but by a title which springs into existence only on the death of the first donee. Such a disposition destroys the power of alienation of the property by the first donee, because he is bound to hold it until his death in order that the person then called to the title may take it. At the same time no power of alienation exists in the second donee during the life of the first, because his title comes into being only at the death of the latter. See Succession of Blossom, 194 La. 635, 194 So. 572.

It is the position of appellant that the disputed provision of the will is the bequest of the usufruct to the husband and the naked ownership to Charity Hospital, and is therefore authorized by Article 1522 of the Code, which provides that the disposition inter vivos or mortis causa by which the usufruct is given to one and the naked ownership to another shall not be considered a substitution and is valid.

In the recent case of Succession of Rougon, 223 La. 103, 65 So.2d 104, 107, the court said:

“Citing the Ledbetter case [Succession of Ledbetter, 147 La. 771, 85 So. 908] (and other cases) the court in Succession of Heft said (163 La. 467, 112 So. [301] 302) : ‘It is well settled that a testamentary disposition containing the stipulation that at the death of the legatee the property shall go to another legatee named in the will is not the same thing as the giving of the usufruct to the one and the ownership of the property to the other legatee. * * In order that a testament may convey the usufruct of property to one legatee and the ownership of it to another, the title to the property itself to the one legatee, as well as the usufruct to the other legatee, must be transmitted directly from the testator and invest the title in the one legatee and the usufruct in the other immediately at the death of the testator. . * * *’ ”

[815]*815In support of their position appellees cite and rely principally on Succession of Williams, 169 La. 696, 125 So. 858. In that case this court stated that under the language of the will under attack it was the intention of the testator to convey the title as well as the usufruct to his wife for the term of her natural life, and that it was only at the death of the wife that the ownership should vest in the second named legatee, the niece of the testator.

In 3 Loyola Law Review 185 ff., there appears an excellent comment written by James A. Bugea, then a member of the faculty of the Loyola School of Law, on the substitution-usufruct problem. He points out that the jurisprudence of this court is in a confused state, especially in that type of cases where the testator used qualifying words or phrases to designate the interest that the first party was to take, and that in such cases the decisions are conflicting, some where such qualifying words or phrases are used holding that the will is void as containing a prohibited substitution, and others where similar words or phrases are used holding that the will is valid as expressing a valid usufruct-naked ownership of disposition. See also dissenting opinion of Justice, now Chief Justice, Fournet, in Succession of Fertel, 208 La. 614, 23 So.2d 234, where he takes cognizance of this conflict in the jurisprudence and discusses some of the cases.

The problem is indeed perplexing, and it is difficult to reconcile or distinguish Succession of Williams, supra, decided in 1930, cited and relied on by appellees, and Succession of Fertel, supra, decided in 1945, cited and relied on by appellant.

In Succession of Williams the testamentary disposition is as follows [169 La. 696, 125 So. 859]:

“I, D. F. Williams, do give and bequeath unto Mary A. Williams, my beloved wife, for her use and benefit all the property both personal and real to use for the period of her natural life and at her death everything shall belong to Lillian R. Williams, my niece * *

The disposition in the Fertel case is [208 La. 614, 23 So.2d 235]:

“Everything I possess. I leave (the use of it to my husband during his life time, at his death it goes as following.

“To my 2 daughters Nettie and Annie and to my grand son Rodney Fertel Weinberg.”

As stated previously, the court held that the will in the Williams case was null as containing a prohibited substitution. In the Fertel case it was held that the will contained a bequest of the usufruct to one and the naked ownership to others and hence was valid under Article 1522 of the Civil Code.

[817]*817The majority opinion in Succession of Fertel did not mention or make any effort to distinguish the Williams case, but followed and relied on Succession of Blossom, supra, in which the bequest to the first legatee was of the “usufruct” of the property. In the Fertel case the court said that “An examination of these wills [the Blossom will and the Fertel will] reveals that while differing slightly in their wording, they are identical as to substance”. In short, what the court held in the Fertel case was that the bequest of the use of the property is tantamount to a bequest of the ■usufruct of the property.

In Succession of Blossom, supra, [194 La. 635, 194 So.

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Succession of Thilborger
101 So. 2d 678 (Supreme Court of Louisiana, 1958)

Cite This Page — Counsel Stack

Bluebook (online)
101 So. 2d 678, 234 La. 810, 1958 La. LEXIS 1151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-thilborger-la-1958.