West v. Gajdzik

425 So. 2d 263
CourtLouisiana Court of Appeal
DecidedDecember 22, 1982
Docket82-311
StatusPublished
Cited by17 cases

This text of 425 So. 2d 263 (West v. Gajdzik) 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
West v. Gajdzik, 425 So. 2d 263 (La. Ct. App. 1982).

Opinion

425 So.2d 263 (1982)

Betty Ann Shroyer WEST, Plaintiff-Appellee,
v.
Marjorie Nell Savoie Royer GAJDZIK, Defendant-Appellant.

No. 82-311.

Court of Appeal of Louisiana, Third Circuit.

December 22, 1982.
Rehearing Denied February 4, 1983.

*264 Brame, Bertstedt & Brame, James R. Morris, Lake Charles, for defendant-appellant.

Charles E. McHale, Jr., New Orleans, for plaintiff-appellee.

Before DOMENGEAUX, FORET and LABORDE, JJ.

*265 FORET, Judge.

Betty Ann Shroyer West (plaintiff) brought this action to be recognized as the sole forced heir of decedent, Bob B. Royer, and to annul the judgment of possession rendered on April 15, 1977, in Succession of Bob B. Royer, Docket No. 15,203, 14th Judicial District Court, Parish of Calcasieu, State of Louisiana. Named defendant is Marjorie Nell Savoie Royer Gajdzik, decedent's wife at the time of his death, who was made the universal legatee of decedent's property by testamentary disposition.

The trial court, after trial on the merits, rendered judgment in favor of plaintiff and against defendant, annulling and setting aside the above mentioned judgment of possession. The trial court further rendered judgment recognizing plaintiff as decedent's sole forced heir and, as such, entitled to an undivided one-third interest in the estate left by him upon his death.

Defendant appeals and raises the following issues:

(1) Whether the trial court erred in finding that plaintiff's action was subject to the prescriptive period set forth in LSA-C.C. Article 3548 (30 years), rather than that of LSA-C.C. Article 3542 (5 years); and, if so,
(2) Whether plaintiff may take advantage of the doctrine of contra non valentem to suspend the running of prescription; and,
(3) Whether the trial court properly annulled the judgment of possession under the provisions of LSA-C.C.P. Article 2004.

FACTS

Plaintiff is a person of age and a resident of the State of Michigan. She is decedent's only child, having been born of his first marriage to Gertrude E. Mills. Defendant was decedent's fourth wife. Decedent left a testament in statutory form in which he willed and bequeath his entire estate to defendant, and in which he named her as his executrix.

Decedent died in Calcasieu Parish on January 1, 1972, and defendant filed a petition some two weeks later to have the testament admitted to probate. The trial court, after finding that the testament complied with the requirements of law, issued an order directing that decedent's testament be filed and recorded, and executed according to law with the right of defendant to qualify and be appointed executrix of decedent's will in the event she deemed an administration of the succession to be necessary. Defendant paid the inheritence taxes due on the succession property and managed it for over five years before taking any further legal steps.

Defendant filed a "PETITION FOR POSSESSION" on April 15, 1977, in which she prayed for judgment recognizing her as the surviving spouse in community with decedent, and sending her into possession as owner of an undivided one-half interest in the property formerly constituting the community of acquets and gains. Defendant further prayed for judgment recognizing her as the sole heir and legatee of decedent, and sending her into possession as owner of the property constituting decedent's estate. The trial court rendered an ex parte judgment of possession as prayed for by defendant.

Plaintiff filed a "PETITION TO ANNUL JUDGMENT AND FOR RECOGNITION AS FORCED HEIR" on February 23, 1981, after learning of the death of her father a couple of months earlier.

APPLICABLE PRESCRIPTIVE PERIOD

Defendant contends that the trial court erred in finding that the 30-year prescriptive period of LSA-C.C. Article 3548 was applicable to plaintiff's action, and that said action had not prescribed. Defendant argues that plaintiff's action is one for the reduction of an excessive donation, which is subject to the five-year prescriptive period provided for in LSA-C.C. Article 3542.

The trial court, in its written reasons for judgment, stated:

"Defendant relies on Louisiana Civil Code Article 3542 stating that the 5 year prescriptive *266 period has lapsed and plaintiff cannot reduce the mortis causa donation. By looking at Civil Code Article 3548, it is apparent that when an entire succession is donated, a 30 year prescriptive period is applicable, not the 5 year prescriptive period, used in Article 3542. The Article cited by defendant relates to a reduction of a donation, an impingement on the legitime, not a complete disposition of the entire estate."

LSA-C.C. Article 1502 provides, in pertinent part:

"Art. 1502. Reduction of excessive donations
Any disposal of property, whether inter vivos or mortis causa, exceeding the quantum of which a person may legally dispose to the prejudice of the forced heirs, is not null, but only reducible to that quantum."

Succession of Smith, 182 La. 389, 162 So. 21 (1935), noted on page 25 that:

"It thus appears that this court has consistently held that when a testator undertakes to disinherit a forced heir and disposes of the estate to his prejudice, the testator has done nothing except to make a disposition of property mortis causa, exceeding the quantum he may legally dispose of to the prejudice of forced heirs; that an attempted disinherison of a forced heir and bequeathing the entire estate to some one else does not strike the testamentary dispositions with nullity, but merely subjects these donations mortis causa to an action for the reduction thereof by a forced heir whose legitime has been ignored or impaired; and that such an action is barred by prescription of five years."

See also In re Andrus, 221 La. 996, 60 So.2d 899 (1952); Roach v. Roach, 213 La. 746, 35 So.2d 597 (1948); Draper v. Van Leer, 197 La. 259, 1 So.2d 513 (1941).

Prescription begins to run against an action to reduce an excessive donation on the date that the testament is filed for probate. Draper v. Van Leer, supra; Succession of Dancie, 191 La. 518, 186 So. 14 (1939); Perrodin v. Clement, 254 So.2d 704 (La.App. 3 Cir.1971), writ denied, 256 So.2d 642 (La.1972).

It is our opinion that the trial court incorrectly characterized plaintiff's action as one for an entire succession. No attack is made on the validity of decedent's testament, and plaintiff seeks only to recover her legitime. We can construe this action in no other way than one from the reduction of an excessive donation. Thus, the 5-year prescriptive period of LSA-C.C. Article 3542 is applicable. Decedent's testament was filed for probate on January 11, 1972, and plaintiff's action for the reduction of an excessive donation has prescribed unless the running of prescription was interrupted or suspended.

CONTRA NON VALENTEM

Defendant contends that the doctrine of contra non valentem is unavailable to plaintiff to suspend the running of prescription because her ignorance of her father's death resulted from her own neglect and failure to use reasonable diligence to attempt to ascertain that fact.

LSA-C.C. Article 3521 provides that prescription runs against all persons unless they are included in some exception established by law.

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

Related

Succession of Mary Grace Green Burley
Louisiana Court of Appeal, 2024
Succession of Scurlock
140 So. 3d 318 (Louisiana Court of Appeal, 2014)
Succession of Ferguson
114 So. 3d 1260 (Louisiana Court of Appeal, 2013)
Biggs v. Hatter
91 So. 3d 1148 (Louisiana Court of Appeal, 2012)
Artholee v. Trinity Universal Insurance Co. of Kansas
3 So. 3d 611 (Louisiana Court of Appeal, 2009)
Kilpatrick v. Kilpatrick
625 So. 2d 222 (Louisiana Court of Appeal, 1993)
Red River Valley Bank v. Home Ins. Co.
607 So. 2d 892 (Louisiana Court of Appeal, 1992)
Rajnowski v. ST. PARTICK'S HOSPITAL OF LAKE CHARLES
551 So. 2d 806 (Louisiana Court of Appeal, 1990)
Miller v. Succession of Cupples
535 So. 2d 1185 (Louisiana Court of Appeal, 1988)
Savoy v. Savoy
532 So. 2d 298 (Louisiana Court of Appeal, 1988)
Manion v. Pollingue
524 So. 2d 25 (Louisiana Court of Appeal, 1988)
Estate of Harvey v. United States
678 F. Supp. 1268 (E.D. Louisiana, 1988)
Bradford v. Thomas
499 So. 2d 525 (Louisiana Court of Appeal, 1986)
In re Filiation of Jones
463 So. 2d 961 (Louisiana Court of Appeal, 1985)
Sanders v. Rhodes
452 So. 2d 197 (Louisiana Court of Appeal, 1984)
Succession of Mangle
452 So. 2d 197 (Louisiana Court of Appeal, 1984)
West v. Savoie
428 So. 2d 475 (Supreme Court of Louisiana, 1983)

Cite This Page — Counsel Stack

Bluebook (online)
425 So. 2d 263, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-v-gajdzik-lactapp-1982.