Taylor v. Taylor

181 So. 543, 189 La. 1084, 1938 La. LEXIS 1262
CourtSupreme Court of Louisiana
DecidedMay 2, 1938
DocketNo. 34786.
StatusPublished
Cited by12 cases

This text of 181 So. 543 (Taylor v. Taylor) 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
Taylor v. Taylor, 181 So. 543, 189 La. 1084, 1938 La. LEXIS 1262 (La. 1938).

Opinion

HIGGINS, Justice.

Plaintiff claims the marital fourth from his wife’s estate, under article 2382 of the Revised Civil Code, alleging that she died rich, leaving him relatively poor, and, as they had one minor child, he was entitled to one-fourth in imperfect usufruct, because the .property inherited by his wife consisted of negotiable bonds of corporations and municipalities, payable to bearer, and that he was dispensed from furnishing bond under the provisions of article 560 of the Revised Civil Code.

The defenses urged by the under tutor and concurred in by the relatives of the minor, appearing as interveners, are (1) that the plaintiff was not poor within the meaning of the article of the Code at the time of the death of his wife and, (2) in the alternative, that he was required to give security as usufructuary, because the corpus of the wife’s estate was not community property but consisted of her separate property inherited from her mother.

There was judgment in favor of the plaintiff as prayed for and the under tutor and interveners appealed.

The record shows that the plaintiff was married to Ruth Gebert Taylor on Janu *1089 ary 24,' 1924"; that no children were born of the union but the couple adopted the minor defendant, Barbara; that the deceased had not been previously married and did not leave any other adopted child; and that she died intestate on September 7, 1935.

The mother of the deceased died in August 1934 and her estate was under administration at the time of-the death of her daughter, who received certain substantial income from the administrator during her lifetime, but, her one-sixth share of the inheritance from her mother’s estate was delivered after her demise.

The plaintiff’s wife left a net separate estate of $55,581.23, and a half interest in the community existing between deceased and plaintiff valued at $586.00.

The plaintiff was employed as the United States Postmaster at Franklin and for several years preceding his wife’s death received a salary of $2,500.00 per year. After her death, he lost his position. The only assets owned by him at the time of his wife’s death was his one-half of the community property inventoried and appraised at $586.00. His wife had not brought him any dowry and left him neither life insurance nor any legacy. The deceased’s succession was closed on September 17, 1936, and judgment was rendered recognizing the plaintiff and his minor daughter as surviving spouse and sole heir, respectively, and placing them in possession of the community and separate property.

The relevant part of article 2382 of the Revised Civil Code reads as follows:

“When the wife has not brought any dowry, or when what she brought as a dowry is inconsiderable with respect to the con-, dition of the husband, if either the husband or the wife die rich, leaving the survivor in necessitous circumstances, the latter has a right to take out of the succession of the deceased what is called the marital portion; that is, the fourth of the succession in full property, if there be no children, and the same portion, in usufruct only, when there are but three or a smaller number of children ; and if there be more than three children, the surviving, whether husband or wife, shall receive only a child’s share in usufruct, and he is bound to include in this portion what has been left to him as a legacy by the husband or wife, who died first.”

It is contended by interveners and the under tutor that since the plaintiff’s wife died before receiving the corpus of her inheritance, that the couple’s mode of living in keeping with his salary had not been changed and, therefore, he was not in the position of a surviving spouse who was accustomed to affluence and riches and had suddenly been deprived of that position in life, because of his wife’s death. Consequently, it is argued that he was not relatively poor.

The record .shows that during the year preceding his wife’s death, she received regularly from the administrator of her mother’s succession her share of the income from the property. It appears that she not only spent these revenues but incurred an indebtedness of $11,124.47, for additional comforts and luxuries. Furthermore, under article 940, Rev. Civ. Code, the *1091 deceased as a forced heir, immediately succeeded to her share of the property upon the death of her mother under the maxim le mort saisit le vif. The administration by an administrator or the executor does not suspend the effect of this rule of law. Succession of Coco, 185 La. 901, 171 So. 70.

The- contentions of the defendants and interveners on the first defense are also fully answered adversely to their positions in the cases of Succession of Guillon, 150 La. 587, 91 So. 53; Dupuy v. Dupuy, 52 La. Ann. 869, 27 So. 287; Succession of Piffet, 39 La.Ann. 556, 2 So. 210; Melancon’s Widow v. His Executor, 6 La. 105; Succession of Fortier, 3 La.Ann. 104; Smith v. Smith, 43 La.Ann. 1140, 10 So. 248; Succession of Morris, 137 La. 719, 69 So. 151; Succession of Andrus, 187 La. 931, 175 So. 624; Veillon v. Lafleur’s Estate, 162 La. 214, 110 So. 326; Succession of Pelloat, 127 La. 873, 54 So. 132. See, also, Saunder’s Lectures on the Civil Code, p. 76.

We conclude that the evidence shows that the plaintiff comes within the provisions of article 2382, Rev.Civ.Code, as interpreted by this court, and is entitled to the marital fourth.

As the couple had an adopted dáughter, the plaintiff is entitled to the marital fourth in usufruct only. Rev.Civ.Code, art. 2382.

Since the estate of the decedent consisted of negotiable bonds payable to the bearer, the usufruct is an imperfect one. Johnson v. Bolt, La.App., 146 So. 375; Burdin v. Burdin, 171 La. 7, 129 So. 651; Vivian State Bank v. Thomason-Lewis Lumber Co., 162 La. 660, 111 So. 51; Succession of Block, 137 La. 302, 68 So. 618; Kahn v. Becnel, 108 La. 296, 32 So. 444, and Miguez v. Delcambre, 125 La. 176, 51 So. 108; Succession of Hayes, 33 La.Ann. 1143.

Is the plaintiff, as usufructuary, required by law to give security?

Plaintiff argues that he is dispensed from furnishing bond by article 560, Rev. Civ. Code, and the defendant and interveners contend that this article is inapplicable, because the decedent’s estate consisted of her separate property and not community property.

Article 558, Rev.Civ.Code, under the heading “Of the Obligations of the Usufructuary” provides:

“The usufructuary must give security that he will use, as a prudent administrator would do, the movables and immovables subject to the usufruct, and that he will faithfully fulfill all the obligations imposed on him by law, and by the title under which his usufruct is established.”

Article 540, Rev.Civ.Code, provides:

“Usufruct may be established by all sorts of titles; by a deed of.sale, by a marriage contract, by donation, compromise, exchange, last will and even by operation of law.
“Thus the usufruct to which a father is entitled on the estate of his children during the marriage, is a legal usufruct.”

Article 560, Rev.Civ.Code, — formerly article 553, Civ.Code (article 601, Code Napoleon) reads as follows:—

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Norsworthy v. Succession of Norsworthy
704 So. 2d 953 (Louisiana Court of Appeal, 1997)
Succession of Thumfart
289 So. 2d 850 (Louisiana Court of Appeal, 1974)
Collins v. Southern Pulpwood Insurance
138 So. 2d 638 (Louisiana Court of Appeal, 1962)
Trahan v. Louisiana State Rice Milling Company
100 So. 2d 914 (Louisiana Court of Appeal, 1958)
Zito v. Standard Accident Insurance Co.
76 So. 2d 25 (Louisiana Court of Appeal, 1954)
Lloyd v. Succession of Lloyd
73 So. 2d 665 (Louisiana Court of Appeal, 1954)
Succession of Carlisi
47 So. 2d 42 (Supreme Court of Louisiana, 1950)
Crawford v. Maryland Casualty Co.
39 So. 2d 102 (Louisiana Court of Appeal, 1949)
Gilmore v. George W. Garig Transfer
33 So. 2d 99 (Louisiana Court of Appeal, 1947)
Anderson v. H. H. Machine Shop
32 So. 2d 115 (Louisiana Court of Appeal, 1947)
Jacobson v. Maryland Casualty Co.
30 So. 2d 887 (Louisiana Court of Appeal, 1947)
Hartford Accident & Indemnity Co. v. Abdalla
14 So. 2d 815 (Supreme Court of Louisiana, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
181 So. 543, 189 La. 1084, 1938 La. LEXIS 1262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-taylor-la-1938.