Succession of Young

205 So. 2d 791, 1967 La. App. LEXIS 4909
CourtLouisiana Court of Appeal
DecidedDecember 19, 1967
Docket7195
StatusPublished
Cited by5 cases

This text of 205 So. 2d 791 (Succession of Young) 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 Young, 205 So. 2d 791, 1967 La. App. LEXIS 4909 (La. Ct. App. 1967).

Opinion

205 So.2d 791 (1967)

Succession of Clyde P. YOUNG.

No. 7195.

Court of Appeal of Louisiana, First Circuit.

December 19, 1967.
Rehearing Denied January 29, 1968.

*793 Charles B. W. Palmer, of Palmer & Palmer, Amite, for appellant.

Edwin C. Schilling, Jr., of Schilling & Simpson, Amite, for appellee.

Before LANDRY, REID and BAILES, JJ.

LANDRY, Judge.

This appeal, by Margaret Grace Young Flair, daughter by first marriage and only child of decedent, Clyde P. Young, seeks reversal of the judgment of the trial court rejecting appellant's demand for reduction of the usufruct granted by decedent to his second wife, Jessie G. Young (appellee), from the whole of decedent's estate to the disposable portion thereof. She also prays for amendment of that portion of the trial court decree fixing the amount of collateral required of the window as security for her faithful and prudent administration of the movables subject to her usufruct. We find that the trial court improperly rejected appellant's demand for reduction of the usufruct conveyed and that the amount of security ordered must be increased.

Decedent Clyde P. Young died December 16, 1961, leaving an olographic will in which he bequeathed his entire estate to his said daughter, subject to the lifetime usufruct thereof in favor of decedent's aforesaid widow. On January 18, 1962, decedent's testament was duly probated and his surviving spouse confirmed as testamentary executrix pursuant to the terms thereof. Subsequently, on February 28, 1962, an inventory and appraisement was filed indicating decedent died possessed of no real property but left certain enumerated movable effects valued and appraised at the sum of $2,000.00. Said inventory does not indicate whether the listed movables were the separate property of decedent or belonged to the community which existed between decedent and his surviving spouse. On July 20, 1962, appellant caused a rule to issue ordering appellee to show cause why the inventory should not be set aside or, alternatively, amended to include a savings account in the sum of $11,776.28 in the Guaranty Bank and Trust Co. of Amite, Louisiana, and such other assets as may be found to belong to decedent's estate as disclosed by appellee's answers to interrogatories propounded by appellant. Judgment on the aforesaid rule was rendered June 25, 1963, ordering the inventory amended to include the following assets: (1) The sum of $12,000.00, representing the value of improvements constructed on the separate property of appellee with funds belonging to the community which existed between appellee and decedent, and (2) A savings account in the sum of $11,776.28 in the aforementioned bank. It was further ordered these two items be added to the inventory as community property with an undivided one-half interest therein belonging to the surviving widow and the other undivided one-half to appellant subject to the usufruct thereon in favor of appellee. From said order or judgment, no appeal was taken by appellant.

Later, on April 27, 1964, Mrs. Flair moved the court and was granted an order directing appellee to show cause why appellee should not furnish security in the minimum amount of $12,888.14 to insure receipt of appellant's legacy upon termination of appellee's usufruct. Mrs. Young answered this rule praying that she not be required to furnish security in excess of the sum of $5,888.14, and further that she be authorized to provide same by granting a special mortgage on her undivided one-half interest in certain immovable property situated in Amite, Louisiana, (being the same property which was improved with community funds). Before any action was taken on the aforesaid motion, appellant filed another motion on September 29, 1966, praying that appellee be ordered to show cause why the usufruct bequeathed appellee should not be reduced to the disposable portion of decedent's estate, namely, two-thirds. Appellee answered this latter motion praying that appellant's demands be rejected contending the usufruct bequeathed did *794 not exceed the value of the disposable portion of decedent's estate.

Judgment on both rules was rendered February 27, 1967. The decree ordered Mrs. Young to furnish security in the sum of $6,000.00, and authorized the collateral to be in the form of a special mortgage on the real property owned by her in Amite, Louisiana, said mortgage to include the value of appellee's interest in the improvements constructed thereon with community funds. The trial court also adjudged that the usufruct granted Mrs. Young did not exceed the value of the disposable portion of decedent's succession and dismissed appellant's rule to reduce same.

Before proceeding to a consideration of the merits of the issues thus posed for resolution, we must first settle a procedural question raised by appellee's motion to dismiss this appeal. In essence, appellee contends that since the judgment of June 25, 1963, decreed the usufruct bequeathed Mrs. Young encompassed decedent's entire estate (including his one-half interest in all community property), said judgment is now final consequently this present appeal cannot be considered as an appeal from that portion of the judgment declaring the extent of appellee's usufruct to be the entire half of decedent's share of the community assets.

In rejecting appellee's said motion to dismiss, we note initially that the order in question in effect merely homologated the amended inventory which showed additional assets belonging to decedent's estate in the form of a savings account and a claim against the separate estate of decedent's surviving spouse. Appellant's show cause order, pursuant to which said decree was rendered, did not ask that the extent of the widow's usufruct be determined at that time but merely that such additional assets as might be discovered be listed, appraised and decreed either separate property of decedent or property belonging to the community which existed between appellee and decedent.

The sole question raised by appellant's pleadings at the time of said order was merely the determination of what property was left by decedent. No issue was then raised concerning the extent of the widow's usufruct upon decedent's property. In decreeing the extent of appellee's usufruct at that juncture, the trial court ex proprio motu dealt with this question which was not before it on the merits.

The precise issue of the extent of appellee's usufruct was not raised until September 29, 1966, on which date appellant moved to reduce the usufruct to decedent's disposable portion. The adverse determination of February 27, 1967, rejected appellant's contention. This latter decree adjudicating a contested issue was of course a final judgment. However, from this decision appellant timely appealed. We therefore overrule appellee's motion to dismiss the instant appeal insofar as it seeks to question the propriety of the trial court's judgment decreeing the widow's usufruct to attach to the whole of decedent's estate.

On the merits we find two questions presented for resolution. First, should the usufruct bequeathed the widow in community be reduced to decedent's disposable portion which all parties agree is two-thirds of decedent's estate. Secondly, to what extent must the surviving widow furnish security to assure delivery of the movables subject to her right of usufruct.

Although diametrically opposing views are asserted by appellant and appellee, both rely upon the same codal provision, namely LSA-C.C. Article 1752, as authority for their respective positions.

LSA-C.C. Article 1752 provides as follows:

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Bluebook (online)
205 So. 2d 791, 1967 La. App. LEXIS 4909, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-young-lactapp-1967.