Succession of Villa

61 So. 765, 132 La. 714, 1913 La. LEXIS 1928
CourtSupreme Court of Louisiana
DecidedMarch 31, 1913
DocketNo. 19,211
StatusPublished
Cited by22 cases

This text of 61 So. 765 (Succession of Villa) 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 Villa, 61 So. 765, 132 La. 714, 1913 La. LEXIS 1928 (La. 1913).

Opinion

SOMMERVILLE, J.

The deceased left a last will and testament executed before a notary public on January 14, 1911, by which, after making three special legacies, the testator bequeathed and devised the remainder of his property as follows:

“The balance of my estate to be given to Rev. J. C. Barr of the Presbyterian church, in New Orleans, to be used for the benefit of said church and any other good work Dr. Barr may see fit to use it for.”

The collateral heirs at law of the deceased opposed the probate of the testament on the grounds, among others, that the bequest to Dr. Barr was a prohibited disposition, a fidei commissum, and made to a spiritual advisor during the last illness of the deceased. The opposition was amended by the further averment that the said bequest was null because the will “was made by deceased in articulo mortis, is a donation to the church organization, .or to a clergyman of such, and it is therefore contrary to law, and null.”

< The case was tried, and the judge rendered a decree annulling the bequest to Dr. Barr on the ground that the same was a fidei commissum; and Dr. Barr has appealed.

The first question to be examined is whether the legacy to Dr. Barr is a fidei commissum. Dr. Barr is a minister of the gospel, was not related to the deceased, and is pastor of the Lafayette Presbyterian Church in New Orleans. Raphael G. Villa was born •and reared in New Orleans. He died in Slidell, La., after an illness of two weeks or more. Three days before his death he made the notarial will in question in Slidell. On the same day of the will the officiating notary, on his own motion, telephoned Dr. Barr in New Orleans that Villa had made a will in his favor, and suggested that he pay the sick man a visit. Dr. Barr went to Slidell on the evening of the same day, and offered his ministerial services to Villa. They were declined. Whereupon Dr. Barr read a psalm, offered a prayer, and departed. Neither Villa nor any member of his family belonged to the Presbyterian church. But it appears that Dr. Barr had officiated at the funerals of Villa’s mother and brother, and had invited him, Villa, to attend his church. It does not appear that Villa ever attended Dr. Barr’s, or any other, church. In his last illness Villa refused to receive spiritual serv[718]*718ices from any source. He appears, however, to have remembered Dr. Barr’s kindness at the funerals of his mother and brother; and, having no near relatives, determined to leave the residue of his estate to Dr. Barr, to be used for the Presbyterian church in New Orleans, and any other good work Dr. Barr might see fit to use it for.

The legacy, being in favor of the Presbyterian church in New Orleans, is for the use which the civil law denominates as a pious use.

The will of Raphael G. Villa conveys the title, or ownership, of the property mentioned to Dr. J. 0. Barr for the benefit of the Presbyterian Church in New Orleans. This legacy belongs to a class known in the civil law from the foundation of Christianity by the name of legacies to pious uses. They are an element in the polity of all countries which have preserved the features and jurisprudence of Roman civilization. Such legacies are those which are destined to some work of piety, or object of charity, and have their motive independent of the consideration which the merit of the legatee might procure to them. In this motive consists the distinction between these and ordinary legacies. The term “pious uses” includes not only the encouragement and support of pious and charitable institutions, but those in aid of education, and the advancement of science and the arts. They are viewed with double favor by the law on account of their motives for sacred usages and their advantage to the public weal.

Another clause in the will gives to Dr. Barr the right to use a portion of the legacy made to him for any other good work he might see fit to use it for. We shall give this last clause consideration hereafter.

Dr. Barr stands ready to carry out the charge in the will and use the legacy for the benefit of the Presbyterian church in New Orleans, so far as in him lies, and herein he 'acts in strict conformity to law; for it is only so far as a condition, charge; or mere right might be impossible or contrary to law that said charge or condition would be considered as not written; if it is compound, and legally possible in one part and impossible in another, this latter part only will be rejected, but what is possible must stand good as a legal volition legally expressed.

“Substitutions and fidei eommissa 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.” O. 0. 1520.
“In all dispositions inter vivos and mortis causa impossible conditions, those which are contrary to the laws or to morals, are reputed not written.” C. 0. 1519.
“The cause is unlawful, when it is forbidden by law, when it is contra bonos mores (contrary to moral conduct) or to public order.” C. O. 1895.

The temporary administration of the property of Mr. Villa, which he gives to Dr. Barr for the benefit of the Presbyterian church in New Orleans, makes no difference as to the title, as we have held in Girard Heirs v. New Orleans, 2 La. Ann. 898, and State of Louisiana v. Executors of McDonogh, 8 La. Ann. 171. In the latter case we say, through Mr. Chief Justice Eustis:

“From what has preceded it is plain that under the civil law it is no objection to the validity of a legacy to pious uses that it is for the benefit of the poor even without any designation of locality. There is no principle better settled than that such legacies are valid. I met with a case in the course of my examination of this subject in which a will was maintained in which a testator instituted the poor his heirs. Indeed, the very generality complained of is an illustration of Christian charity ; and uncertainty of individual object at the time of the gift is its characteristic and element.”

Again we say in the McDonogk Case:

“I do not think that what was decided or said in that case [Succession of Isaac Franklin, 7 La. Ann. 395] has any application to this. I so expressly stated in the separate opinion which I delivered in that case. I undertook to give my reasons for deciding that-the prohibition in the Code of substitution and [720]*720fidei commissa intended trust estates. I showed that these words ‘trusts’ and ‘fidei commissa’ were used as of the same sense by Kent and Blaekstone, and that the Supreme Courts of the United States and of this state had both held the prohibition of fidei commissa to include trusts. That they are riot the same thing every one knows. The English trust estate had no place in the Roman law, and its resemblance to the fidei commissum is remote. But that in the common language of jurisprudence the word ‘trust’ is used to express the fidei commissum is most certain. Gibbon so uses it. Dr. Cooper, an accomplished jurist and scholar, so uses it in his translation of the Institutes. Dr. Brown, in his treatise, on the Civil Law, so uses it, and it is used in Woods’ Institutes.”

If the will of Mr. Villa establishes a legal and an equitable title in Dr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Succession of Baker
432 So. 2d 817 (Supreme Court of Louisiana, 1983)
Succession of Walters
259 So. 2d 12 (Supreme Court of Louisiana, 1972)
Succession of Hammett
247 So. 2d 249 (Louisiana Court of Appeal, 1971)
Succession of Mulqueeny
181 So. 2d 384 (Supreme Court of Louisiana, 1965)
Succession of Williams
124 So. 2d 924 (Louisiana Court of Appeal, 1960)
Succession of Earhart
57 So. 2d 695 (Supreme Court of Louisiana, 1952)
Succession of Lambert
28 So. 2d 1 (Supreme Court of Louisiana, 1946)
Succession of Quintero
24 So. 2d 589 (Supreme Court of Louisiana, 1945)
Landry v. Landry
199 So. 401 (Supreme Court of Louisiana, 1940)
Succession of Maus
149 So. 466 (Supreme Court of Louisiana, 1933)
Succession of Wilcox
116 So. 192 (Supreme Court of Louisiana, 1928)
Succession of Schonekas
99 So. 345 (Supreme Court of Louisiana, 1924)
Succession of Reilly
67 So. 27 (Supreme Court of Louisiana, 1914)
Succession of Serres
67 So. 356 (Supreme Court of Louisiana, 1914)
Succession of Tilton
63 So. 99 (Supreme Court of Louisiana, 1913)

Cite This Page — Counsel Stack

Bluebook (online)
61 So. 765, 132 La. 714, 1913 La. LEXIS 1928, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-villa-la-1913.