Succession of Villarrubia

680 So. 2d 1147, 1996 WL 502328
Supreme Court of Louisiana·Decided September 5, 1996·No. 95-C-2610·Published·Cited by 13 cases

Opinion

680 So.2d 1147 (1996)

In re SUCCESSION OF Stella Lescale VILLARRUBIA,

No. 95-C-2610.

Supreme Court of Louisiana.

September 5, 1996.
Rehearing Denied October 11, 1996.

Max Nathan, Jr., Raymond P. Ward, Sessions & Fishman, New Orleans, for Applicant.

Thomas J. Corrington, Metairie, for Respondent.

VICTORY, Justice.[*]

We granted certiorari to consider whether a party who consented in an authentic act to *1148 a judgment of possession, based on the forced heirship law as it existed at the time, can thereafter seek to reopen the succession to assert his forced heirship rights, following this Court's decision in Succession of Lauga, 624 So.2d 1156 (La.1993). We hold that petitioner has not alleged proper cause for reopening the succession and we dismiss his petition.

FACTS AND PROCEDURAL HISTORY

The facts are not in dispute. The decedent, Stella Lescale Villarrubia, died on January 13, 1992. She was survived by two of her three sons, Donald J. Villarrubia and Milton J. Villarrubia, Jr. Her third son, Stanley G. Villarrubia, predeceased Stella. Petitioner, Todd Villarrubia, is the sole surviving son of Stanley G. Villarrubia.

By an olographic codicil to her statutory will, Stella left particular legacies of $1,000.00 to each of her surviving grandchildren, including Todd. In her will, Stella left the residue of her estate to her two surviving sons, Donald and Milton Jr.[1]

The petition to probate Stella's testament was filed on February 12, 1992. Todd and the succession were each represented by counsel fully knowledgeable in the area of succession law.[2] In attempting to close the succession, the parties corresponded regarding the rights of the parties under existing law.

This correspondence between Todd's attorney, Mr. C. Lawrence Orlansky, and the succession's attorney, Mr. Max Nathan, raised the subject of the constitutionality of LSA-C.C. art. 1493, as amended by Act No. 788 of 1989 and by Act No. 147 of 1990. Article 1493, as amended in 1989 and 1990, extinguished forced heirship for persons who, upon the death of their decedents, were neither mentally incompetent nor physically infirmed, and had attained the age of 23 years. Two cases, Succession of Lauga, supra, and Succession of Terry, 624 So.2d 1201 (La. 1993), were then pending in state court regarding this issue.

On April 2, 1992, Mr. Orlansky wrote to Mr. Nathan as follows:

It is our position that Todd Villarrubia, through representation of his father, has an interest in the estate of Stella Villarrubia. This is simply to advise you of that interest and to suggest that assets of the estate should not be divided or distributed without the participation and/or approval of my client. (Emphasis added.)

On April 8, 1992, Mr. Nathan responded to Mr. Orlansky as follows:

So that there will be no question about my position as attorney for the estate, in my opinion Todd Villarrubia has no rights in the estate of Stella Villarrubia. He is not a forced heir under existing law, and there is no way that I will advise Don Villarrubia that there is any merit to such a position unless you are prepared to challenge that law and pursue the matter to the Louisiana Supreme Court, you will not get a voluntary agreement to recognize him as a forced heir.

Mr. Nathan concludes the letter by stating "[b]y the same token, if you think that Todd has valuable rights and that he will be better served by litigation, then I would encourage you to go ahead and file pleadings in the succession of Stella Villarrubia asserting your claim on his behalf." Thus, as the court of appeal concluded, "[a]ll of the parties and their attorneys were fully aware of the controversy surrounding LSA-C.C. art. 1493, as amended in 1989 and 1990, represented by the Lauga litigation." Succession of Villarrubia, 95-0346 pp. 8-9 (La.App. 4th Cir. 9/28/95), 662 So.2d 85, 89.

*1149 Todd continued to participate in discussions with both of his uncles (who inherited the residue of the estate) in connection with the disposition of property of the estate and the closing of the succession. Todd had also asserted rights as a forced heir in litigation concerning his father's estate.

On March 9, 1993, Todd executed a "Receipt for Legacy." The Receipt for Legacy is in the form of an authentic act and provides as follows:

BEFORE ME, and in the presence of the undersigned witnesses, appeared
TODD M. VILLARRUBIA
who declared that he is the person named in the Codicil to the Last Will and Testament of STELLA LESCALE VILLARRUBIA, which has been duly probated in these proceedings, as the legatee of the sum of ONE THOUSAND AND NO/100 DOLLARS ($1,000.00).
He acknowledges delivery to him and his receipt of the property listed above, and he acknowledges that this is all of the property to which he is entitled under said Last Will and Testament and the Codicil thereto. He therefore discharges the testamentary executor and the residuary legatees from all further responsibility to him under said Last Will and Testament and the Codicil thereto. He further consents to rendition of a Judgment of Possession in favor of the persons entitled to be placed into possession. (Emphasis added.)

The Judgment of Possession was signed on September 2, 1993. Attached to the Judgment of Possession were the receipts for the particular legacies from all the grandchildren, including Todd's Receipt for Legacy. The Judgment of Possession sent Milton J. and Donald J. Villarrubia into possession of the balance of Stella Villarrubia's estate in accordance with Stella's statutory will.

On September 10, 1993, this Court rendered its opinion in Succession of Lauga, supra. In Lauga, we held that LSA-C.C. art. 1493, as amended in 1989 and 1990, and the amendatory acts of 1989 and 1990 in their entirety, violated Article XII Sec. 5 of the Louisiana Constitution of 1974, declaring that "[n]o law shall abolish forced heirship." In a companion case, we held that the trial court was correct in applying the forced heirship law in effect before the purported amendments to LSA-C.C. art 1493, which were held unconstitutional in Lauga. Succession of Terry, supra.

On May 18, 1995, Todd Villarrubia filed his Petition to Re-Open Succession and for Reduction of Donation Mortis Causa. The parties filed cross-motions for summary judgment. On December 7, 1995, the trial court denied Todd Villarrubia's motion for summary judgment and rendered judgment in favor of Donald Villarrubia, individually and as former executor of the estate of Stella Villarrubia.

In its written reasons for judgment, the court stated:

The Court recognizes that Todd had rights that, if he had asserted them timely, would have entitled him to be recognized as a forced heir in Stella's succession. Instead of asserting those rights, Todd accepted the particular legacy made to him and consented to the entry of the Judgment of Possession. For whatever reason, Todd elected not to wait under [sic] Lauga was decided, or take a chance on its outcome, so that Stella's estate could be concluded at that time instead of later. Todd could have easily refused to consent to the entry of Judgment of Possession and asserted his right as a forced heir to reduce excessive donations. Todd could have asserted the unconstitutionality of the forced heirship legislation just as the omitted chi

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