Talley v. Succession of Stuckey

614 So. 2d 55, 1993 WL 43906
CourtSupreme Court of Louisiana
DecidedMarch 5, 1993
Docket92-C-2298
StatusPublished
Cited by5 cases

This text of 614 So. 2d 55 (Talley v. Succession of Stuckey) 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
Talley v. Succession of Stuckey, 614 So. 2d 55, 1993 WL 43906 (La. 1993).

Opinion

614 So.2d 55 (1993)

Kathleen TALLEY
v.
SUCCESSION OF James Merkel STUCKEY.

No. 92-C-2298.

Supreme Court of Louisiana.

February 22, 1993.
Dissenting Opinion March 5, 1993.
Rehearing Denied March 25, 1993.

*56 Bob F. Wright, James H. Domengeaux, Domengeaux, Wright, Moroux & Roy, Ted W. Hoyt, Lafayette, for applicant.

Warren D. Rush, Rush, Rush & Calogero, Lafayette, J. Burton Willis, Willis & Willis, St. Martinsville, Gary R. Steckler, Lafayette, Mack E. Barham, Robert E. Arceneaux, Anita M. Warner, Barham & Arceneaux, New Orleans, for respondent.

Dissenting Opinion of Justice Dennis March 5, 1993.

MARCUS, Justice.[*]

James Merkel Stuckey, the deceased testator, was married but once and then to Kathryn Means. No children were born of the marriage. They divorced on August 18, 1975. Subsequently, Mr. Stuckey cohabitated with Kathleen Talley, but they never married and the relationship ended after approximately one year. On November 11, 1984, Ms. Talley gave birth to her only child, Garett Talley. On August 12, 1985, Mr. Stuckey died. Thereafter, in a filiation proceeding instituted by Ms. Talley, Mr. Stuckey was found to be Garett Talley's biological father. Talley v. Stuckey, 560 So.2d 111 (La.App. 3rd Cir.), writ denied, 565 So.2d 458 (La.1990).

While the application for certiorari in the filiation proceeding was pending before this court, Mr. Stuckey's olographic will dated June 18, 1967 was found and probated. The will divided most of Mr. Stuckey's estate between his ex-wife, Kathryn *57 Means, and his mother, Ceola Merkel Stuckey.[1] Kathleen Talley, as natural tutrix for the minor child Garett Talley, brought the present action to annul the probated testament arguing that under La. Civ.Code art. 1705 the testament was revoked by the subsequent birth of the testator's illegitimate child, Garett Talley. Art. 1705 provides:

A testament is revoked by the subsequent birth of a legitimate child to the testator or by the subsequent adoption or legitimation of a child by the testator, unless the testator has made testamentary provision to the contrary or has made testamentary provision for such child.[2]

Ms. Talley challenged the constitutionality of art. 1705 on equal protection grounds contending that the statute discriminated against illegitimates insofar as it did not provide for the revocation of a testament by the subsequent birth of an illegitimate child unless the illegitimate child was legitimated by the testator. The trial judge found that art. 1705 does not unconstitutionally discriminate against illegitimates. Accordingly, he held that the will was valid and should not be annulled due to the subsequent birth of the testator's illegitimate child. The court of appeal affirmed reasoning that the different treatment accorded illegitimates in art. 1705 was justified by the difficulty of proving paternity after the father's death.[3] On plaintiff's application, we granted certiorari to review the correctness of that decision.[4]

The issue for our determination is whether art. 1705 violates the equal protection clause of either the Louisiana or United States Constitution insofar as it does not provide for the revocation of a testament by the subsequent birth of an illegitimate child whose filiation to the testator parent has been established in the manner provided by law and, if so, to determine the appropriate remedy.

The equal protection clause of the Fourteenth Amendment of the United States Constitution and Article 1 § 3 of the Louisiana Constitution provide that no person shall be denied equal protection of the laws. Succession of Grice, 462 So.2d 131 (La.1985). Our state constitution, Article 1 § 3, specifically provides that "[n]o law shall arbitrarily, capriciously, or unreasonably discriminate against a person because of birth...." We have held that this provision includes within its scope unreasonable discrimination because of illegitimacy. Jordan v. Cosey, 434 So.2d 386 (La.1983). Although classifications based on illegitimacy are not "suspect" or subject to "strict scrutiny" under equal protection analysis, the scrutiny applied to them "is not a toothless one." Succession of Grice, 462 So.2d at 133 (quoting Trimble v. Gordon, 430 U.S. 762, 97 S.Ct. 1459, 52 L.Ed.2d 31 (1977); and Mathews v. Lucas, 427 U.S. 495, 96 S.Ct. 2755, 49 L.Ed.2d 651 (1976)). Such classifications are unconstitutional unless they are substantially related to permissible state interests. Succession of Grice, 462 So.2d at 133.

The overriding purpose of art. 1705 is to effectuate the presumed intent of the testator. That is, art. 1705 "is founded upon the presumption that a testator does not want his will to stand if a child is born to him after he has made the will, who is not provided for in the will." Succession of Carbajal, 154 La. 1060, 98 So. 666, 668 (1923) (quoting Succession of Senac, 2 Rob. 258 (La.1984)). However, in determining the constitutionality of a statute that treats illegitimates differently from other classifications of persons, equal protection analysis is not concerned with the general purpose of the statute. Rather, the focus *58 is on the state interest purportedly promoted by treating illegitimates differently. See Trimble v. Gordon, 430 U.S. at 773-74, 97 S.Ct. at 1466-67. Accordingly, we must first ascertain why the legislature excluded illegitimates from the benefits of art. 1705. In doing so, we draw guidance from the context of art. 1705's legislative history.

Prior to its amendment in 1974, art. 1705 provided that "[a] testament is revoked by the posterior birth of a child to the testator...." La.Acts 1966, No. 471, § 1 (emphasis added). At the time, it was unnecessary to qualify the status of a child whose subsequent birth would revoke a testament because illegitimate children could not inherit intestate. Then, in the wake of adoption of the Constitution of 1974 and its implicit protection of illegitimates, art. 1705 was amended and the potentially constitutionally infirm word "legitimate" was added before the word "child" thereby excluding illegitimate children from the benefits of art. 1705. La.Acts 1974, No. 209, § 1. At the time, the state lacked a procedure for establishing the method and burden of proof in filiation proceedings[5] and, most importantly, a time period for an unacknowledged illegitimate to bring such a proceeding. Consequently, spurious and belated claims by illegitimate children threatened the orderly disposition of property at death, particularly, where an illegitimate sought intestate paternal inheritance, an area involving unique and difficult problems of proof. See Succession of Grice, 462 So.2d 131, 134 (La.1985). Under the circumstances, we do not believe that the legislature denied illegitimates the benefits of art. 1705 because it presumed that a testator would intend to discriminate against his illegitimate children. Rather, we believe that illegitimates were excluded from art. 1705 because of the state's concern for the orderly disposition of property at death.

Thus, our inquiry is narrowed. We must determine whether the different treatment accorded illegitimates in art.

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