44 La. Ann. 871 | La. | 1892
The opinion of the court was delivered by
On the 11th of April, 1852, Francois Mestayer and his wife, Ida Mestayer, by public act before Alcibiad6 DeBlanc, notary public, made donations to several of their children, then of age. Among those donations was one to their son, Frederic Mestayer, of two slaves, each valued in the act at the sum of $750. The act declares that the donee shall not be held to collate in kind the said slaves in the successions of his father- and mother, they expressly dispensing him from so doing, but that he shall collate the value of the same by taking less in those successions, the said collation to be by halves in each of the successions at the opening and partition thereof.
The father died intestate in 1872; the mother also died intestate in 1882, leaving as her legal heirs her children and descendants of her children. The son Frederic died before his mother, in 1867, leaving a number of children, among whom are Felix, Carlos, Albert and Henry Mestayer.
On the 24th of May, 1889, Zenon Decuir, administrator of the succession of the mother, Ida Meyer, filed an account and tableau of administration wherein the heirs of Frederic are charged with the sum of $750 as being the one-half of the value of the slaves donated as above stated, as due by them by way of collation in the estate of their grandmother.
In the account mentioned the administrator claims $404.50 as being his commissions at 2% per cent, on the amount of the inventory, which is stated to amount to $16,180.
To this account the four children of Frederic Mestayer, whose
They further oppose the account filed, averring that “it is incorrect and erroneous in that it allows the administrator commissions on the full amount of the inventory, bad debts included, when in law and in fact he is entitled only on what amounts he has under his control and has collected, or the amount of the effects of the succession committed to his charge, bad debts excepted.
The trial of this opposition resulted in a judgment that “ the said opposition be maintained in part only, and that the account be so amended and corrected as to strike therefrom one-half of the item and charge of $750 erroneously carried therein as an indebtedness due by opponents to said estate as collation for the value of two
From this judgment the administrator has appealed, and the opponents have filed in this court a motion praying for an amendment of the judgment “so as to strike from the administrator’s account the entire amount of $750, and so as to reduce the administrator’s commissions to the amount allowed by law on the sums actually collected and disbursed by him, and not on the entire inventory ; and they pray that in all other respects the judgment of the lower court be affirmed.”
We have copied extensively from the pleadings as being the simplest and best method of showing the issues between the parties.
No mention is made in the brief of opponents’ counsel of the exception of prescription filed in the lower court. It is well to state, before proceeding to examine the questions arising in this case, that the effect of charging up the branch of the heirs of Ida Mestayer of which the opponents are some of the representatives, with the sum of $750 by way of collation, is not to bring it into debt, but that in spite of the collation of that amount that branch figures in the tableau as being entitled to^receive over $300. There is no claim or pretension that the heirs of Frederic Mestayer, or any of them, will, as the result of the collation charged, remain under any personal liability either to the estate or to the co-heirs. The question, therefore, in this ease, is not as to an “indebtedness” either to co-heirs or to creditors, but as to the amount which the children of Frederic Mestayer are entitled to receive from the estate of their grandmother (9 An. 97; 23 An. 299). But whilst there is in this case no question of any personal liability over and above the share of any of the heirs of Frederic Mestayer, it will not escape notice that, had such a question been presented, the opponents have placed themselves before the court as the heirs of their father.
An examination of the pleadings of the opposition will show that it was based upon the idea that the heirs of Frederic Mestayer were charged with the sum of $750, as being debtors to that amount for the price of two slaves purchased of their father, and that their contention was for non-liability on the ground that the slaves sold had been emancipated, and that by reason of that fact they had been released from all obligation.
The claim for non-liability from collation on the ground that the
There is no evidence in the record to show that the particular slaves donated to Frederic Mestayer were ever emancipated, andnone to show where they were or what had become of them when emancipation took place. By the very terms of the donation to Frederic Mestayer from his parents, the precise course to be followed by him as to the matter of collation was fixed and agreed upon. He could not be called upon to collate in kind, and it was expressly stipulated that he was to collate by simply taking less to the extent of §1500, the estimated value of the two slaves. This would have been his position under Arts. 1361 and 1362 of the Civil Code of 1825, independently of any stipulations on the subject. The position was simply strengthened by the expressed will of his parents, consented to be by him followed.
Art. 1361 of the Code of 1825 (which was the code at the time of the donation) declares that when slaves have been given the donee is not permitted to collate them in kind — he is bound to collate for them by taking less, according to the value of the slaves at the time of the donation, and therefore (says Art.- 1362) “the donation of slaves contains an absolute transfer of the rights of the donor to the donee in the slaves thus given. They are at the risk of the donee, who is bound to support their loss or deterioration at the same time that he profits by the children born of them, and if the donee disposed in good faith of any or all of the slaves the action of revendication for recovering the slaves on the part of his co-heirs for the collation due to them, will not lie against those who are the purchasers or holders of the slaves.”
Had it been proven, therefore (which it was not), that the slaves had been lost whilst in the ownership of their father or themselves through their emancipation, that fact would have had no legal effect in this case. See 34 An. 457; 40 An. 335.
But the plaintiffs say that the Code of 1870 and not that of 1825 must govern this case, as it was that in existence at the date of the death of Ida Mestayer, and coupling with Art. 1250 of the present code, which declares that immovable property given by a father,
The Code of 1870 did not place them in either .one .class or the other or deal with them at all from the standpoint of property; it simply ignored them for the future. The rights and obligations of parties as arising from past transactions were unaffected by that fact.
Butthe opponents say that, granting that their father, holding as the donee of slaves under an act in which it was stipulated that he should collate for their value by taking less in the succession of the donor, should, both by the terms of the act of donation and under tñe law (Arts. 1361 and 1362), be held to acompliance with the obligation of collating by taking less, yet they, as her children, are not committed to nor held by that obligation, for the reason that their father having died before their grandmother they came into the succession of the latter as “heirs in their own right,” freed from any obligation
It is not true that these opponents came into, or could come into, the succession of Ida Mestayer “ in their own right,” for in point of fact, and ignoring the fiction of representation, they stand in the second degree of relationship to their grandmother, whilst the latter has now living a number of children, who stand toward her in the first degree. The effect of placing the children of Frederic Mestayer into their actual degree of relationship would be to exclude them altogether from the succession. Independently of representation the nearest relation in the descending line is called to the legal succession. O. O. 877-878. These children come into the succession of their grandmother not in their own right, but by representation of their father, for all the heirs of Ida Mestayer are in the direct descending line, and Art. 895 of the Oivil Oode, speaking of representation, says: “ It takes place ad infinitum in the direct descending line. It is admitted in all cases, whether the children of the deceased concur with the descendants of a predeceased child, or whether all the children having died before him, the descendants of the children be in equal or unequal degrees of relationship to the deceased.” Now, if this be true, how do these opponents stand relatively to the question of collation? Art. 1240 of the Oode, referring to grandchildren, says: “ In like manner the grandchild, when inheriting in his own right from the grandfather or grandmother, is not obliged to refund the gifts made to his father, even though he should have accepted the succession, but if the grandchild comes in only by right of representation he must collate what has been given to his father, even though he should have renounced his inheritance.”
But, say the opponents, if this be so, collation by grandchildren, situated as they are, does not extend to “ debts ” due by the father, and the obligation of their father in this case is a debt of his. An obligation to collate in a succession by- taking less resulting from a donation to a presumptive heir of slaves, and which obligation to collate by taking less is affixed by law and by the terms of the donation, is not, in a legal sense of the term, a “debt” of the father..
Were this obligation to be considered in this case in the light of a “ debt ” of the father, the rights and obligations of these opponents, independently of collation as resulting from their acceptance of the quality of his heirs and representatives, would have to be discussed, but the obligation which we are considering in the matter before us has no such character.
The decision in Destrehan vs. Destrehan, 4 N. S. 557, cited by opponents, is directly against their pretensions when applied to the facts of the present case.
In the matter of the Succession of Morgan, 23 An .299, there was no question of “collation” involved, the heirs being not in the descending, but all in the collateral line, the issue besides being simply under the circumstances therein shown as to the distributive share to be taken in the succession of an aunt by a nephew, in a case where the father of the latter had died before the aunt, heavily indebted to her, and where the son having renounced his father’s succession, claimed as an heir in the succession of the aunt by “ representation ” of the father.
The syllabus in the matter of Calhoun vs. Cosgrove et al., 33 An. 1004, is broader than is justified by the decision itself. The court in that case said that, conceding that both Mrs. Calhoun and Mrs. Cos-grove (whose children were sought to be made liable in the succession of the grandmother for moneys received by them from their own mother) — conceding that both Mrs. Calhoun and Mrs. Cos-grove had received from their mother the amounts charged agains t them, it did not find that they were given them en avanoement d’hoirie
The court went onto say that, such being the case, those children, coming in their own right to the succession of their grandmother, were not bound to collate debts due her by their respective mothers. The question there was whether in a succession situated as was that of Mrs. Garrett her grandchildren could be made to collate, not donations nor advances made to their parents, but “debts” due by them to the succession of the grandmother. It is true that the court, in speaking of the manner in which the grandchildren had succeeded in that succession, said they had done so in their own right, but those words were not intended to be used as going to declare that they had not succeeded in that successionby “representation.” They were simply used for the purpose of showing that heirs might go into a a succession under such peculiar circumstances that although “representing” a person, none the less “representation” did not extend in that particular case so far as to carry with it, as a consequence, a liability by way of “collation” for the debts of the person represented.
The term “ inheriting in one’s own right” is a technical one used to contradistinguish that method of inheriting from “inheriting by representation” O. 0., 902-1028. Marcade under Art. 769,0. N. section 2.
We are of the opinion that the children of Frederic Mestayer are bound and should be held to collate by taking less in the succession of their grandmother, Ida Meyer, for the sum of $750, as resulting from the donation of Francois Mestayer and wife to their son, Frederic, of two slaves, in the public act before Alcibiade DeBlanc, notary public, on the 11th day of April, 1852. It is evident that the judge of the lower court was of this same opinion, but that he made an error as to the amount to be collated, doubtless from not noticing that there were two slaves, and not one, donated in that act, for had the judge thought otherwise he would have ordered the striking out of the account the whole sum of $750, instead of reducing, as he did, the item to one-half of its amount. This error will have to be corrected.
In regard to the amendment asked by the opponents respecting
For the reasons assigned in this opinion it is hereby ordered, adjudged and decreed that the judgment of the court below be so amended as to replace in the account and tableau of Zenon Decuir, administrator of the succession of Ida Meyer, to the full amount of $750, the item ordered to be reduced by the judgment below by striking therefrom one-half of the same, and that the opposition of Felix, Carlos, Albert and Felix Mestayer to that item be and the same is hereby rejected in its entirety, and the said item being so replaced on the said account for its original amount, the account as to said item be and the same is hereby approved and homologated. It is further ordered, adjudged and decreed that the judgment of the court below as to the item of administrator’s commissions be so amended as to limit for the present the commissions of Zenon Decuir, administrator, to 2 % per cent, on the sum of $4911, with the right reserved to him to recover the residue to which he may be entitled on the final settlement of the succession. It is further ordered that opponents pay the costs of this appeal.
Breaux, J. Having been of counsel is recused.