Succession of Thompson

4 Teiss. 21, 1906 La. App. LEXIS 108
CourtLouisiana Court of Appeal
DecidedNovember 5, 1906
DocketNo. 4011
StatusPublished

This text of 4 Teiss. 21 (Succession of Thompson) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Thompson, 4 Teiss. 21, 1906 La. App. LEXIS 108 (La. Ct. App. 1906).

Opinion

MOORE, J.

This appeal is prosecuted from a judgment rejecting the asserted right of the widow to demand and receive from the succession of her deceased husband the so-called “homestead” allowance contemplated by Art. 3252 C. C. The facts are that the de cujes was twice married. By his first and predeceased wife he left eight children, all of whom are majors. Five children are the issue of his second marriage, three of whom are minors, their mother having duly qualified as their natural tutrix.

The succession is a small one, the sole asset consisting of a parcel of ground, acquired during the existence of the first community, and which subsequently sold at the succession sale for $835.00.

The widow and the minor heirs are admitted to be in necessitous circumstances, none of them possessing in their own right any property whatsoever.

The only debt left by the deceased was one amounting to $71.06 which represented the principal and interest of a promissory note executed by him andsecpred by ordinary mortgage on the lot of ground. The total cost of opening and administering the estate, including State and City taxes and insurance premium due by the property, amounts to $268.71. The ad[22]*22ministrator, who was one of the issue of the first marriage, propounded his final account of administration, in which he states the assets to be the gross proceeds of the sale of real estate, $835.00, and the liabilities to be $339.77, which latter is made up of the costs of administration, etc , $268.71, plus $71.06 due on the mortgage note aforesaid. A balance of $495.28 is then struck, which balance he proposed to divide into two equal parts and to pay same over to the heirs in the proportion of one-eighth of one-half to each of the children of the first bed and one-fifth of one-half to each of' the children of the second bed.

To this account and proposed distribution the widow and natural tutrix filed her opposition. The opposition is directed “to each and every item of the account as not being correct, except as to the gross proceeds of the sale,” and to the tableau of distribution on the ground that as she and her minor children are in necessitous circumstances, the entire fund, less the expenses of selling the property, must be paid over to her under the provisions of Art. 3252 C. C.

Her opposition was rejected and the account and tableau as propounded homologated.

From this judgment opponent appeals.

It will be perceived from the facts stated that the succession is insolvent, that is to say that its assets are not sufficient to pay the debt left by the deceased after there shall have first been paid such debts and charges, as are declared by the law to be “privileges” and which entitles such creditors “to be preferred before other creditors, even those who have mortgages” C. C. 3186; the thousand dollars secured by law to the widow or minor children being enumerated as such privilege. C. C. 3252. Nor may it be doubted that forasmuch as the widow and her minor children in the instant cause are in the condition contemplated by this latter article, the opponent is entitled to the relief and to the beneficence designed bjr the law. The contention of the proponent, however, is that this homestead claim of the widow and minors can be demanded and received only from insolvent successions and never from a solvent one; that the instant succession is solvent, excluding this claim, which, not being a “debt,” is to be excluded; that it is recoverable only in preference to creditors but not in preference to heirs and that to hold that this claim should be [23]*23paid in preference to the heritable portion coming- to the heirs would be to hold that the law in reference to claims of this character was intended to change the order of succession, which it was not in the intendment of the legislator to do.

This was the view taken of the question by our brother or the lower Court whose written reasons for the judgment pronounced are as follows : “The Court considering that:

“ist. The one thousand dollars homestead granted by the Act of 1852, now Article 3252 of the Revised Civil Code, to the widow or minor children in necessitous circumstances, is recoverable only in insolvent successions, in preference to the creditors. Sue. of Justus 44 A. 721.
“2nd. The framers of the Act of 1852 did not intend to change the order of succession, nor did they intend to take from the heirs part of the estate to which they .have succeeded immediately on the demise of the decedent, and give it to the widow or minor children. The intent was to bestow a benefaction upon the widow or minor children at the expense of the creditors in insolvent successions, in which there was no inheritence.
“3rd. Although ranked as a liability superior to all others except the vendor’s privilege and the expenses of sale, the thousand dollars homestead is not a debt, it is a charity — a bounty — a personable right not heritable; hence it cannot be considered in ascertaining whether a succession is solvent or insolvent.
“4th. A succession is solvent when its assets are sufficient to settle all just claims against it, exclusive of the widow’s or minors’ homestead.
“5th. In a solvent succession the widow in necessitous circumstances is not without recourse; she can demand the marital fourth.
“6th The assets of this succession being in excess of the debts, the widow’s claim for homestead cannot be allowed.”

The solvency or insolvency of a succession has nothing, whatsoever to do with the right of the widow or minor children of a deceased person, to demand and receive from the succession of the deceased husband or father, a sum which added to the amount of property owned by the widow of minor children, or either of them, will make up the sum of one thousand dollars.

[24]*24The only condition which the law attaches to this right is that the widow and minor children shall have been left in necessitous circumstances C. C. 3252.

The right to demand and receive this bounty is no more necessarily denied in a solvent succession, than it is necessarily allowed in an insolvent one. It may be as well denied or admitted in the one as in the other, for the right to claim it is altogether dependent upon the condition of the person in whose favor it is granted Thus a succession may be hopelessly insolvent jmt withal neither the widow nor minor heirs would be entitled to this so-called “Homestead right.”

So, on the other hand, the succession may be absolutely solvent, and by solvent the law means only “the ability to pay one’s debts,” C. C. 3556. No. 26, not that it can do this and also leave a residium for the heirs — and still the widow or minor heirs would be entitled to this right. In the one case it might be denied because the widow, or minor heirs, were not left in necessitous circumstances, whereas in the latter case they may have been so left.

Therefore it is that in claims of this character the law ad-, dresses itself to the sole inquiry : Is the claimant, whether widow or minor heir, a person who was left in the circumstances indicated by the statute? If this be answered in the affirmative then the solvency or insolvency of the succession, whilst it may affect the ability of the succession to par^ in full or only partially the amount which the law allows cannot and does not affect or concern the right

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Cite This Page — Counsel Stack

Bluebook (online)
4 Teiss. 21, 1906 La. App. LEXIS 108, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-thompson-lactapp-1906.