Succession of Vance

34 So. 767, 110 La. 760, 1903 La. LEXIS 705
CourtSupreme Court of Louisiana
DecidedApril 27, 1903
DocketNo. 14,705
StatusPublished
Cited by33 cases

This text of 34 So. 767 (Succession of Vance) 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 Vance, 34 So. 767, 110 La. 760, 1903 La. LEXIS 705 (La. 1903).

Opinion

BLANCHARD, J.

J. P. Vance died in May 1902 and in September following Dr. Thos. J. Vance presented for probate the last will and testament of the deceased, olographic in form, the body of which is as follows:—

“I do hereby make this my last will. I give to Dr. Tom Vance my Plain Daling property. I want Eliza James to have the remainder of my real estate and to hold absolutely. I appoint Dr. Tom Vance my sole executor of my will.”

The petition for probate represented that the deceased died without forced heirs and that the petitioner and others mentioned are his brothers and sisters and nephew.

The prayer was that the will be probated and ordered executed according to law, and that the petitioner be confirmed as executor.

The parties named as brothers and sisters and nephew of the deceased (all save Dr. Vance) filed an opposition, alleging their collateral heirship and opposing the bequest made to Eliza James.

They averred her to be a free woman of col- or, the bastard daughter of the deceased, born of a colored mother in the year 1862, and as such incapable of receiving anything from the deceased by donation mortis causa.

They prayed that that part of the will bequeathing property to her be declared of no effect and set aside, and that the opponents, with Dr. Vance, be recognized as the legal heirs of the deceased and as such entitled to his estate, save that part specially bequeathed to Dr. Vance.

The judgment of the District Court sustained this opposition. There was stricken from the will, as illegal and void, the bequest made to Eliza James. In all other respects the will was recognized and ordered executed, Dr. Vance to take the property bequeathed to him and the remainder of the-estate to go to the heirs at law.

Eliza James appeals.

Ruling — The testator was never married. He lived and died a bachelor. His parents had died years before. There were no forced, heirs. His collateral heirs are all non-residents of the State, save Dr. Vance.

Eliza James was his child, born in 1861 or 1862, of a colored mother.

This is shown to our satisfaction, as- it was-to the satisfaction of the trial judge.

As to this, a white man, R. E. Lee, 49-years of age, testified he had known the deceased since 1867; was at and around his-place a good deal, a friend of his, and often, in his company; was acquainted with Eliza James, who is the wife of Turner James; that in the winter of 1894 or 1895 -he was-stopping at Vance’s house, engaged in the work of putting up some machinery on his-plantation, and occupied the same room with Vance; that on that occasion Vance spoke of his being alone, lamenting he had no family, and declared he blamed the doctors for it; said the doctors had advised him, on account of a disease he had contracted in early life, never to marry because his children would be afflicted. Continuing, Vance said to-him he knew now the doctors did not know what they were talking about, that his children were not afflicted, “for there is Turner’s-wife as healthy as anybody.”

By “Turner’s wife” he meant the wife of' Turner James, who is mentioned in the will as Eliza James.

Lee further testified that Vance was ill at the time and he sat up with him most of the-night. He said that Vance had never spoken to him of those matters prior to that night; that while he referred to it afterwards, he-never made a regular statement; and that in speaking of his children he called no names-—referring merely to Turner’s wife. He (Lee) did not know to whom else he referred, and he did not know whether or not Turner’s-wife had brothers or sisters.

Doles, Keith and Cavitt, well known citizens of the parish in which Vance lived, who-had known him for many years and were near neighbors of his, testified that Eliza James was generally understood and reputed. [764]*764to be the daughter of Vance; that this was spoken of in the neighborhood for years. And Doles testified that before Eliza married Turner James, he had heard her called by the colored people in the neighborhood Eliza Vance.

This evidence, taken in connection with the fact that Vance left the bulk of his estate .to her, produces the conviction that Eliza was the daughter of Vance.

There was no countervailing testimony suffered to rebut this. Eliza did “not, herself, take the stand. This is a significant circumstance. She must have known from declarations of her mother, Jane Smith, who her father was. Jane was dead at the time of the trial, but we gather from the testimony that she had lived until Eliza was a grown woman. So, too, was it likely that Eliza knew from Vance he was her father, if such were the fact. It is shown that she waited •on him in his illness. His will was executed only about five or six months prior to his ■death.

Eliza must have had some knowledge derived from authoritative sources of her paternal descent, and her silence on this the •crucial question of her case makes against her.

Being shown to be the child of the tes“tator by an illicit union, what is the legal .situation of this legatee with regard to her ■capacity to take under the will?

She was the offspring of parents incapable of contracting marriage at the time of her conception and birth. True, the legal barrier to marriage was subsequently removed and remained down for years, but •during that period no marriage of the parents took place and no acknowledgment of the child was made.

Subsequently the law reimposed the barrier to marriage between white people and col•ored people, so that at the time of the confection of the will of Vance and at the time of his death, no marriage could have taken place between himself and the mother of the legatee, had she been ‘ living.

But these circumstances may well be waived in this discussion in view of the conclusion arrived at.

The capacity to take under a donation mortis causa must be judged of at the time •of the opening of the succession of the testator, which means at the time of his death. Civ. Code, art. 1473; Succession of Hardesty, 22 La. Ann. 332.

The law denominates as “natural children” illegitimate children who have been acknowledged by their father; illegitimate children not acknowledged by their father, or whose parents were incapable of contracting marriage at the time of conception, are called bastards. Civ. Code, art. 202.

So far as inheritance established by law is concerned, bastards are barred, the law allowing them nothing more than a mere alimony. Civ. Code, art. 920.

Then, if we turn to that part of the Code treating of the capacity to receive through donations mortis causa, we find that when the natural father had not left legitimate children, or descendants, the natural child or children acknowledged by him may take as much as one fourth of his property, if he leave legitimate ascendants, or legitimate brothers or sisters, or descendants of such, and as much as one third if he leave only more remote collateral relations. Civ. Code, art. 1486.

In the case at bar Vance left legitimate brothers and sisters and a legitimate nephew, so that Eliza James, even if she had the status of a natural child— i. e one acknowledged by him — could take under the disposition made in her favor only to the extent of one fourth of the estate, whereas he bequeathed nearly the whole of the estate to her.

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Bluebook (online)
34 So. 767, 110 La. 760, 1903 La. LEXIS 705, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-vance-la-1903.