Supreme Court of Louisiana, 1828

Wooter v. Turner

Wooter v. Turner
Supreme Court of Louisiana · Decided February 15, 1828 · Porter
6 Mart. (N.S.) 442

Wooter v. Turner

Opinion of the Court

Porter, J.

delivered the opinion of the . . . . . , „ court. I his is an action against the defendant of the estate of James Nolasco, deceased, in which the plaintiff, in her own right, 1 ° an<^ as tutrix to her minor children, demands Pa)'ment °f a legacy of $1000 left her. and the residueof the testator’s estate, by virtue of a bequest contained in the will, to these children. *443and one John Rousso, who is since dead, and whose share belongs to them by right of , . vorship.

rig^hoefreat11¿° 18 tlThave the claim re-cognised,tho’ judgment cannot be given fur any specific amount, until curator renders his And ajury “⅞ the ⅞⅛⅞ ⅛ puted.

The petition is rendered obscure, and the understanding of the case difficult, by the plaintiff’s having crowded into it a mass of matter that would more properly have belonged to an . . i , í» , , i opposition to the defendants account when it was presented.

It appears, that two persons, called John r Rousso and Antonio Nolasco, were in the bit of the closest intimacy with James J . co. Rousso died in the year 1811, and, by his will, gave a legacy to James Nolasco. Antonio Melasco, who had been in partnership with Rousso, now formed a connexion of the same kind with James Nolasco, and before his death in the year 1817, made his testament, and bequeathed his estate to the son of his former partner Rousso, and to James Nolasco.' No separation of the estate ever took place, and the executors which they respectively appointed, having been discharged, the defendant was appointed curator to the three successions.

The petition sets out all these facts in detail, and avers, that the several legacies left to J. Me-lasco, by Rousso, and Antonio Nolasco, are yet *444unpaid; and concludes with á prayer, that the . r defendant may render an account of the three es fates; that he be condemned to pay the petitioner the sum of óne thousand dollars, bequeathed to her by James Melasco, with interest since the 1st January, 1818, and the residue of the estate, which she avers to be $2000.

The defendant pleaded, first, that the suit could not be maintained, because it was against three successions,, each having separate and distinct interests; second, that the facts alleged by the petioner were untrue ; and third, and lastly, that the estate was insolvent.

If the suit was against the three estates, as the defendant alleged, then we think thecon-elusion he has drawn is correct. But it appears to us to be against that of James Nolas-co alone, and to ask for judgment against the defendant in that character and no other. The prayer at the conclusion is expressly so. The setting out in it, the different claims of James Nolasco’s estate on that of Antonio Nolasco and Rousso, and the call on the defendant to render an account as curator of these successions, wasmost probably the cause of the defendant presenting the objection. But a reference to the situation of the estates, affords a more satisfactory explanation of the objects *445sought to be obtained by the insertion of these 65 J _ matters in the pleadings. No separation of the different successions has been made. Jas. Nelasco was the last survivor of the three partners; the amount of his estate depended in a great measure on the sum it should receive from that, of Rousso, and Antonio Nolasco, and the plaintiff deemed it necessary the defendant should render an account of these two successions before it could be ascertained how much she could recover as a legatee. That the insertion of the various facts in the petition, shewing the claims of James Nolasco,s estate on the two others, was for this object, and not as laying the basis of distinct claims against the defendant on which she expected judgment, is manifest from thefollowing clause in the petition, in which, after setting out these claims, it states, “that the legacies aforesaid, to him left, by the said John Rousso, under the name and denomination of Santiago Monoyilio, and the legacy to him left,- by. the said Antonio Nolasco, constitute apart of the said vacant estate or succession of the said Jas. Nolasco.”

These statements, therefore, can be considered in no other light, than as averments in the *446petition of the various things which constituted r & the succession of James Nolasco, and the call on the defendant to render an account, nothing more than a demand from him, who, as curator of the other estates, had a knowlege of their situation, to furnish that evidence which would enable the court to judge correctly of the amount of James Nolasco’s estate. I* would certainly have been more regular, and greatly simplified the proceedings, to have taken no notice of these matters in the petition j and to have called on the defendant to furnish an account of James Nolasco’s estate, without avowing in detail of what it was made up. On the account being presented,«if the moneys coming to it from the other estates, had not been inserted, an opposition to the account of the curator would have hrought these matters morp regularly before the court. But the irregularity of setting them forth in the petition does not so vitiate theproceedings as to require us to nonsuit the plaintiff; though she has somewhat obstructed the road, it is still open and clear enough, to enable her to travel on to final judgment

This case was commenced in the probate court, at a time when an appeal lay from that *447tribunal to the district court. The plaintiff, . . ¶ failing to procure any, or sufficient evidence, t0 make out her case in the court where the . i . •, ■, i action commenced, was nonsuited, and she appealed to the district court, where the cause was submitted to a jury who found a special verdict.

Before examining that verdict and the objections that have been made to it, it is necessary to notice a point relied on by the defendant in this court; she contends, that as the case related to matters appertaining to the jurisdiction of the court of probates, it was improperly submitted to á jury in the district court— that the plaintiff could not take an appeal from a judgment of nonsuit, rendered on a failure to produce any evidence in the former—that d-was an evasion on her part, of the law which requires the probate court to take cognizance of the cause in the first instance, and was vir" tually giving that of the district, original jurisdiction.

The argument against the legality of submitting the case to a jury in the district court, is principally founded on inconvenience, and though it certainly derives some support from the nature of the transactions which are gene*448rally submitted to probate tribunals, yet it ⅛ not of sufficient weight to enable us to make an exception where the legislature made none. . . .Previous to the year 1820, parties had the right even in the parish court, which, as such, possessed probate jurisdiction, to have any contested fact arising between them, submitted to the country. The act passed in that year, fixing the jurisdiction, and regulating the form of proceedings, in the court of probates, directs, that all the causes cognizable by the said court shall he tried therein, without the intervention of a jury. The same act gives an appeal to the district court, and is silent as to any change in the mode of trial when the cause goes there The district court,’ previous to the act, had the power as well as the probate court to try all cases by a jury. The prohibition against trying them in that mode thereafter, is confined to the probate tribunal; hence, we conclude the form of proceeding remains the same in the district court as before. We have reason to believe, that the inconvenience of calling the citizens too often from their occupations to serve as jurors, had as much weight with the legislature in causing this enactment, as the incompetency of the tribunal to investigate *449cases of the kind. But whether it was or not, - on no sound rules of construction, could the clause in the act changing the form of proceeding in one court, be held to apply to another, when in the same law, they provide for the case going before the latter, and are silent as to any change in the mode of trial when it arrives there.

The objection growing out of the fact of the plaintiff having submitted to a nonsuit in the court of the first instance, appears to be quite untenable. The jurisdii“fon of an appellate court depends on the fact of a judgment being rendered in that of the inferior, from which an appeal lies, not on what preceded that judgment, or the causes that led,to it.

The special verdict, as set forth in the record, finds a variety of facts in relation to the, matters stated in the petition, the death of Rousso, Antonio Nolasco, and James Nolasco, their partnerships, and their wills; but it does not find any specific sum which the plaintiff should recover, and the defendant contends, that by reason of this defect, no judgment can be rendered on it in favor of the petitioner; of that opinion was the court below, and nonsuit-ed her.

*450When the claims of a residuary legatee are contested on the grounds which were presented by the answer, and put at issue in this causé, ^ .g |mpOSSj|jie for the court that tries it, to give judgment for any specific sum. What remains can only be known after the curator has rendered his account, and he, by disputing the will, and the right of the person claiming, forces a decision on these facts, before he can be compelled to shew how he administered the estate, and how much is in his hands. Two questions then occ -/’ —first, whether the legatee is disqualified to bring an action to have his claim recognised, before the curator renders an account; and second, if he can, and does, whether the facts which are necessary to establish his right can be tried by a jury? and if they can, if the verdict establishing this right» bufnot finding any specific sum due, can be -the basis of a judgment of the court? We have not a doubt that the suit may be brought the moment the right is disputed, and that on such a verdict, the court may well pronounce judgment. We have already decided, that in ordinary cases, a creditor may sue the representative of an estate, who refuses to recognize his demand, and is not obliged to wait until *451the tableau of distribution is filed. We cannot distinguish the case of a legatee from that . . any other person having claims against the succession. It may be as important to him as it is to a creditor, not to be obliged to wait until the curator is ready to pay, before he can have his demand established.

As has been already remarked, it is impossible to ascertain what is the residue of the estate, until the curator renders an account, the jury, therefore, cannot find any sum to be due, but they can find those facts on which the court is authorised to give a judgment that will establish the right of the plaintiff to whatever will remain. We know of no technical rule of our law which forbids it, and surely the ends of justice are promoted by sanctioning the course pursued in this cause. We cannot imagine an instance where those courts of our country, who have the power to bring juries before them, are required to decide on any facts; whether those facts may authorise a judgment for a sum of money, or call for a special decree to meet the justice of t{ie case, that the parties may not have the facts disputed or tried by a jury; there is no exception that we are aware of, unless in relation to long and intri* *452cate accounts, which the statue directs to be sent before referees.

In this instance the jury have found facts sufficient to enable the court to decree that she and-her children ore entitled to the legacies left them by James Nolasco, if there be any sufficient funds to pay them. In order to ascertain this, the cause must be remanded to the court of probates, and the defendant be compelled to render his account as curator.

If, in rendering that account, he fails to irf-sert to thecreditof theestate,uny moneys which belong to it, whether coming from the succession of J ohn Rousso, Antonio Nolasco, or any other source, the plaintiff, by proper opposition, can bring the fact before the court; any decree respecting them at this stage of the cause, would be premature and illegal.

Nor can we examine non into the claim of survivorship set up in behalf of the children of plaintiff, to the portion left John Rousso, jr. because the attorney for the absent heirs has not been made a party to the suit, and this claim must be decided contradictorily with him.

We had almost forgot to notice the objection taken on the ground, that the estate is insolvent, and that the plaintiff has not shewn there *453is any thing in the curator’s hands. The ap-J ° ' pointment itself, to the office of curator, presupposes property; the inventory and sale shew it, and the burthen of proving the estate insolvent devolves on the defendant.

The question as to costs must remain open until final judgment.

It is therefore ordered, adjudged and decreed that the judgment of the district court be annulled, avoided, and reversed; and it is further ordered, adjudged and decreed, that this cause be remanded to the court of probates, wilh directions to the judge thereof, to compel the defendant to render an account of his ad-minis-tration of the estate of J. Nolasco, according to law, and that on renderingsaid account, he pay to the petitioner the sum of $1000, if so much remain in his hands after discharging higher claims against the succession, if any such there be; and that he also pay over to the petitioner, as representative to her children, and as heir to one of them deceased, the one half of the residue of said estate, after all debts due by it, and special bequests made by the will, are satisfied; and it is further ordered, that the appellee pay the costs of the appeal.

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