Succession of Voorhies v. Voorhies

853 So. 2d 655, 2003 WL 21672989
CourtLouisiana Court of Appeal
DecidedJuly 16, 2003
DocketNo. 03-163
StatusPublished
Cited by1 cases

This text of 853 So. 2d 655 (Succession of Voorhies v. Voorhies) 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 Voorhies v. Voorhies, 853 So. 2d 655, 2003 WL 21672989 (La. Ct. App. 2003).

Opinion

L SULLIVAN, Judge.

Helen Voorhies, individually and as trustee of The Voorhies Family Living Trust (The Trust), appeals the trial court’s determination that, pursuant to Louisiana law, The Trust is invalid as to form and cannot inherit immovable property situated in Louisiana. For the following reasons, we reverse.

Facts

The facts are not disputed. During his lifetime, Marcel J. Voorhies, Jr. inherited an interest in immovable property situated in St. Martin Parish, Louisiana. He was married twice. He had four children with his first wife who died in 1986. In 1991, he married Helen, who had two children from a previous marriage. They did not have any children together.

Marcel moved from Louisiana to California, then to Arizona. In December 1993, while living in Arizona, he and Helen, jointly executed The Trust. Immediately after executing The Trust, Marcel and Helen separately executed their Last Wills. Thereafter, they moved back to California, where Marcel died on October 26, 2000. His Last Will was probated in California in June 2001. In September 2001, an exemplified copy of his Last Will was filed in the records of the Clerk of [657]*657Court for St. Martin Parish to open an ancillary probate.

Even though The Trust provided for the transfer of “all of our ... property ... wherever situated ... to our Trustee,” neither Marcel’s Louisiana-land interests nor all of his stock certificates were transferred, of record. Marcel made the following bequests in his Last Will:

Section 1. Pour-Over to My Living Trust

All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is MARCEL J. VOORHIES, JR. and HELEN E. VOORHIES, Trustees, or | gtheir successors in trust, under the VOORHIES FAMILY LIVING TRUST, dated _, and any amendments thereto.1

Section 2. Alternate Disposition

If my revocable living trust is not in effect at my death for any reason whatsoever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death.

Helen is the sole income beneficiary named in The Trust; she has the right to withdraw any or all of The Trust’s principal. Marcel’s and Helen’s children are named equal beneficiaries of any principal that Helen does not withdraw. All of the children are of the age of majority, and none of them are residents of Louisiana.

Helen filed a Petition for Declaratory Judgment to determine her rights, individually and as Trustee, under Marcel’s Last Will and The Trust. In the event her Petition for Declaratory Judgment is granted, her children waived any rights they have in The Trust. After a hearing on May 9, 2002, the trial court held that The Trust did not satisfy the requirements of Louisiana law and that Marcel’s bequests were invalid. Consequently, the trial court also held that Marcel’s interest in the Louisiana immovable property passed by intestacy to his four children.

Standard of Review

As noted by the parties, this appeal presents a question of law. Appellate review of a question of law is simply to determine whether the trial court was legally correct. Weeks v. T.L. James & Co., Inc., 626 So.2d 420 (La.App. 3 Cir.1993), writs denied, 93-2909, 93-2936 (La.1/28/94), 630 So.2d 794.

| ^Discussion

As we begin our review, we are mindful that Louisiana law favors liberal construction and interpretation of trusts. See La.R.S. 9:1724 which provides:

The provisions of this Code shall be accorded a liberal construction in favor of freedom of disposition. Whenever this Code is silent, resort shall be had to the Civil Code or other laws, but neither the Civil Code nor any other law shall be invoked to defeat a disposition sanctioned expressly or impliedly by this Code.

See also La.R.S. 9:1753.

Was The Trust in valid form under Louisiana law?

The first issue presented is whether The Trust was executed in a form valid under Louisiana law. La.R.S. 9:1752 provides:

An inter vivos trust may be created only by authentic act or by act under private signature executed in the presence of two witnesses and duly acknowledged by the settlor or by the affidavit of one of the attesting witnesses.

[658]*658The parties agree that The Trust was not in authentic act form. Therefore, we must determine if it was an act under private signature which meets the requirements of Section 1752. The Trust was executed by Marcel and Helen in the presence of two witnesses who did not sign the document. A notary public present when Marcel and Helen signed The Trust executed acknowledgments, which represent that Marcel and Helen each acknowledged the trust agreement before him. Marcel’s acknowledgment states: “The foregoing living trust agreement was acknowledged before me on Dec 22 1993, by MARCEL J. VOORHIES, JR. as Trustmaker and Trustee.” In June 2001, one of the witnesses present when Marcel and Helen signed The Trust executed an acknowledgment in which she described herself as “an attesting witness” to The Trust and acknowledged the signatures of Marcel and Helen.

LHelen asserts that Section 1752 provides three methods for creating an inter vivos trust: 1) authentic act; 2) act under private signature executed in the presence of two witnesses and duly acknowledged by the settlor; and 3) act under private signature executed in the presence of two witnesses and duly acknowledged by the affidavit of one of the witnesses. She contends that the acknowledgment by the notary public satisfies the requirements of Section 1752 and that the acknowledgment by the witness who was present when she and Marcel signed The Trust satisfies the requirements of this section, even though the witness did not sign as a witness on The Trust document. She also argues that, if we do not accept her interpretation of Section 1752, it is “unclear,” and we must resort to the laws of Arizona to determine whether The Trust is valid. Defendants contend that Section 1752 requires that the witnesses must always sign the trust document.

The trial - court determined that The Trust was not in valid form, reasoning:

[T]he Voorhies Trust instrument does not satisfy the alternate requirement of an act under private signature with an acknowledgment of the settlor or a witness, because there are no attesting witnesses who have signed- the document contemporaneously with the settlor. The settlor has not acknowledged his signature and is now deceased. It cannot be acknowledged by a non-attesting witness, someone who claims to have witnesse[d] the document six years ago, but did not sign it.

Attesting Witnesses

Helen argues on appeal that Section 1752 requires that the witnesses to an inter vivos trust in the form of an act under private signature need only be present with the settlor for the execution of the trust. Defendants contend that witnessés to an inter Lvivos trust must always sign the trust document. This issue arises from the phrase “affidavit of one of the attesting witnesses”2 in Section 1752.

By definition, an act under private signature does not have to “be attested by witnesses.”

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853 So. 2d 655, 2003 WL 21672989, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-voorhies-v-voorhies-lactapp-2003.