Succession of Waldron

323 So. 2d 434
Supreme Court of Louisiana·Decided November 3, 1975·No. 56156·Published·Cited by 11 cases

Opinion

323 So.2d 434 (1975)

Succession of Gilbert Spence WALDRON.

No. 56156.

Supreme Court of Louisiana.

November 3, 1975.

*435 Fred H. Belcher, Jr., McCollister, Belcher, McCleary & Fazio, Baton Rouge, for Katherine L. Waldron.

Alton T. Moran, Baton Rouge, for Thelma Denn Waldron.

MARCUS, Justice.

Gilbert Spence Waldron died testate on February 23, 1973, survived by his widow, Mrs. Katherine L. Waldron, and their only child, Mrs. Thelma Waldron Denn. The decedent's estate consisted solely of community property. The dispositive portion of his olographic will, valid in form, provided as follows:

Second, I will and bequeath unto my wife, Katherine L. Waldron, the usufruct of my entire estate for life, in addition to the naked title to all other property that I own at my death, subject to and less that portion that under the law my daughter Thelma is entitled to inherit as her legitime or forced portion.

......

In case my wife predeceases me, in that event, I will and bequeath unto my grandchild Phillip Anthony Parrino, Jr. Five Hundred (500.00) Dollars, Cash, and unto my daughter, Thelma Alice Parrino, only that portion of my estate that under the law she is entitled to inherit as a forced portion, it being my intention to limit her inheritance to only her legitime. The balance of my estate, in case my wife predeceases me, I will and bequeath unto my grandchildren, George Frederick Denn and Thomas James Denn, in equal proportion, share and share alike.

After the will was probated, the testator's daughter filed suit to reduce the usufruct in favor of her mother, alleging that it impinged upon the forced portion. The trial court rendered judgment in favor of defendant, and the court of appeal reversed. 308 So.2d 364 (La.App. 1st Cir. 1975). *436 Upon defendant's application, we granted certiorari. 313 So.2d 245 (La.1975).

In the portion of the will set forth above, the testator bequeathed to defendant the usufruct of his entire estate for life, as well as the naked ownership of the disposable portion, which was two-thirds of the estate. La.Civil Code art. 1493 (1870). He left to plaintiff, his only child, the naked ownership of the forced portion. These dispositions, in addition to his twice-repeated desire that his daughter's inheritance be restricted to her legitime, make quite evident his intention to leave to his wife the maximum amount allowed under Louisiana law.

Our law generally mandates that the forced heir inherit the legitime in full ownership. La.Civil Code arts. 1493, 1494,[1] 1710[2] (1870). To this general rule there is an exception in article 916 of the Civil Code, which, prior to its amendment in 1975,[3] provided as follows:

In all cases, when the predeceased husband or wife shall have left issue of the marriage with the survivor, and shall not have disposed by last will and testament, of his or her share in the community property, the survivor shall hold a [in] usufruct, during his or her natural life, so much of the share of the deceased in such community property as may be inherited by such issue. This usufruct shall cease, however, whenever the survivor shall enter into a second marriage.

We have held that the legal[4] usufruct authorized by article 916 does not apply only in intestate successions. The testator may confirm in his will the usufruct that the surviving spouse inherits by operation of law under article 916. Succession of Chauvin, 26 La. 828, 257 So.2d 422 *437 (1972). Additionally, he may donate Mortis causa the disposable portion of his estate to her in full ownership. Succession of Moore, 40 La.Ann. 531, 4 So. 460 (1888). In practical effect, the surviving spouse is permitted to cumulate the legal usufruct in her favor with donations mortis causa that do not exceed the disposable portion. The testator is not permitted, however, to burden the legitime with a usufruct beyond the period authorized by Civil Code article 916. La.Civil Code art. 1710 (1870); Chauvin, supra.[5] Hence, the legal usufruct, even when confirmed in the testament, terminates by operation of law upon the surviving spouse's remarriage.[6]

In the case sub judice, defendant has not remarried, plaintiff was issue of her marriage with the decedent, and the decedent's entire estate consists solely of community property. Clearly, then, if Mr. Waldron had died intestate a legal usufruct in defendant's favor would have attached to his entire estate. Or, if he had left the disposable portion in full ownership to his widow and had merely confirmed the article 916 usufruct, a legal usufruct would have attached to the forced portion. The testator, however, did not merely confirm the legal usufruct, which, as stated above, ends upon remarriage; he provided that the usufruct should last for life. The question for determination is whether the testator, in attempting to give defendant greater rights than the law permits, has deprived her of the legal usufruct.

The court of appeal held that he did. The court stated that a usufruct that "departs from the provision of Article 916" must be characterized as wholly testamentary, rather than legal, and thus must be reduced to the extent that it impinges on the forced portion. It therefore held that plaintiff was presently entitled to the forced portion in full ownership.

We disagree. In Succession of Moore, 40 La.Ann. 531, 4 So. 460 (1888), this court, rejecting prior cases to the contrary,[7] held that the surviving spouse is entitled to the article 916 usufruct unless a testamentary disposition is adverse to the legal usufruct. The testator can exclude the operation of article 916 if he exhausts, by means of donations mortis causa to persons other than his spouse, the portion of his estate that under article 916 is subject to the legal usufruct.[8] He may also defeat the legal usufruct simply by stating his intention that his share of the community property inherited by issue of the marriage shall not be subject to it. Absent such an adverse testamentary disposition, the surviving spouse inherits, by operation of law, a usufruct of the estate to the extent permitted by Civil Code article 916.

Accordingly, our task is to examine the testament in this case in order to determine whether the decedent disposed of his estate adversely to the legal usufruct. He provided that his widow should enjoy a usufruct of the forced portion of his estate for life. As we stated in Winsberg v. Winsberg, 233 La. 67, 96 So.2d 44 (1957), a bequest to one's spouse of more than the law allows is not an adverse disposition *438 that defeats the legal usufruct.[9] Since the disposition sub judice is obviously not adverse, the legal usufruct is not defeated.

We reaffirm Moore and Winsberg, believing that these decisions are consonant with the Civil Code. Article 1712 of the Civil Code[10] directs us to interpret a testament in a way that furthers, rather than frustrates, the testator's lawful intent. In addition, article 1502 provides that excessive donations are not null, but merely reducible to the disposable portion.[11] The court of appeal reached a result that was contrary to the mandate of article 1712 and to the spirit of article 1502.[12] For, if the testator in this case

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Succession of Waldron, 323 So. 2d 434 (La. 1975).

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