Compton v. Prescott
Compton v. Prescott
Opinion of the Court
The collateral heirs of Leonard B. Compton, who died without leaving any ascendants or legitimate descendants, represented in their petition, that the whole estate of the deceased ought to be divided into four equal portions ; one of them to be inherited by his brother John Compton ; another to go to his sister, Eleanor W. Compton ; a third to be divided between the children and heirs of Philip B. Compton, another brother deceased; and the fourth to be inherited by, and divided between the five legitimate children of Samuel Compton, deceased, also a brother of the deceased, two of whom, in consequence of their having an adverse interest as universal or residuary legatees, under the will of the deceased, are not plaintiffs in this action, but have been made defendants, together with the testamentary executors, and all the legatees named and instituted in the said will.
They allege, that the said L. B. Compton left at his death, a certain instrument in writing, purporting to be his last will and testament, in which A. Prescott and Peter B. Compton are named
They further aver, that the dispositions and legacies contained in the second item of the said will, ought tobe annulled, because the legatees, Scipio and Loretta, therein named, are persons interposed, and are not the persons, for whose real use and benefit the legacies are made ; that said legatees, are the children of a colored woman named Fanchon, who lived in open concubinage with the testator, for many years, down to the time of his death; and that the said Fanchon is incapable of receiving any donation from the deceased, mortis causa, of immoveables and slaves. That said Fanchon, is a slave, and, on that account, is incapable of receiving any donation whatever; and that if Scipio and Loretta, are not considered as persons interposed, they are legally incapable of receiving any legacy, because they are the bastard colored children of the deceased, who was a white man, and because no legal marriage could have ever been contracted between Fanchon and the testator, by whom said children could not be, and have never been acknowledged.
They further represent, that the disposition contained in the fifth item, by which a legacy of $20,000 is made to Aaron Prescott, is void in law, because the bequest was not intended by the testator for the use of the legatee, but was made for the benefit of Fanchon, or her two children, to whom said Prescott is charged, by secret instructions, to pay over the same; because said bequest is a substitution, and as such, is reprobated by law; and because said legatee, is not a legitimate relation of the testator.
They further state that, should it be established that Scipio and Loretta are the duly acknowledged natural children of the deceased, they are incapable of receiving from him, by donation, mortis causa, more than one-fourth of his estate, and that the whole of
The plaintiffs subsequently filed an amended petition, in which they attack certain sales, and other acts of the deceased made during his lifetime, as being disguised donations by him made to Fanchon, Scipio and Loretta, and pray, that the same, be annulled, and the property brought back to the succession; in the mean time propounding interrogatories to Peter B. Compton and A. Prescott, for the purpose of establishing the truth of the allegations therein contained.
All the defendants but one, answer together, by first admitting, that the plaintiffs are the relations of the deceased, as set forth in the petition, but no farther. They aver, that with regard to the legacy made to A. Prescott, the same is good and valid in law. That with respect to the legacy made to Priscilla Young, the same is also good, and ought to be maintained. As to the legacies made to Fanchon, Scipio and Loretta, they deny that the last will of the deceased is void, on any ground whatsoever,, and maintain, that its dispositions, in their favor, are legal, and only subject to reduction, in case it should be found that the bequests, exceed the disposable portion. ■ And, with regard to Amelia, Sarah Jane and Mary Celeste Compton, they all say, that by the disposition contained in the will, they are fully entitled to the whole of the estate of the deceased, after payment of all the other legacies ; that the plaintiffs have really no interest therein, for, should it be decided, that the several bequests, made to the
Eleanor Compton, the fourth residuary legatee, filed a separate answer, in which she pleads, in substance, the same matters contained in her co-legatees’ answer; maintains that, together with them, she is entitled to the whole of the testator’s estate • that the plaintiffs have no interest therein, and prays that the will of the deceased be declared good and valid, and its dispositions carried into execution, &c.
The clauses of the testator’s will which have given rise to the present controversy, consist in the following: 1. In the item second, he says, “ I do give and bequeath to my two children, ¡S'cijno and Loretta, who have been duly acknowledged by me, my plantation on bayou Robert, on whieh I, at present, reside ] with all the improvements, containing about 545 acres ; all the slaves on said plantation, (whom he names); and it is my will and desire that the said plantation and property be kept as it now stands, &c.; and I do further give and bequeath to each of my said children the sum of ten thousand dollars, it being my intention to give them, and that they shall have one-fourth in value of my estate, &c.
2d. In the third item, he says: “ I give and bequeath to the free woman of color Panchón, all my household and kitchen furniture of all descriptions whatever; also one saddle horse, and my carriage, pair of horses, two patent gold watches, stock of cattle, &c.”
3d. In the fourth item, he says: “ L do give and bequeath to my niece, Priscilla S. Young, now the wife of Richard Young, the sum of six thousand dollars, to be paid out of the money due, or to become due, by my brother John Compton, &c.”
4th. In the fifth item, he gives and bequeathes to his friend and neighbor, Aaron Prescott, the sum of $20,000 ; to be paid out of the first money that may become due the estate, after payment of the debts, &c.”
5th. In the sixth item, he says: “ 1 do hereby give and bequeath all the remainder of my estate that I noto own, or may
By the two last items, he appoints Aaron Prescott tutor to the two children, Scipio and Loretta, giving him his instructions accordingly; orders that the latter be furnished with funds sufficient for their support and education, &c., and appoints his nephew Peter B. Compton, and the said A. Prescott, his testamentary executors, &c.
This case was thoroughly investigated in the inferior court, under the various pleadings above set forth ; but the Judge, a quo, after having heard all the evidence adduced by all the parties in support of their respective pretensions, conceiving that the plaintiffs had shown no real interest in the succession of the deceased, nor in his last will, which he found to be in due form of law, as an olographic testament, dismissed the present action, and gave judgment against said plaintiffs, who took this appeal.
In point of form, the will attacked in this case, is valid. It is made in the form of an olographic testament, proved to have been wholly written, dated, and signed, in the handwriting of the testator. No further objection was made to its validity in this respect in the lower court, and none was urged before us on the argument of this cause.
Several questions are involved in this controversy, in relation to the dispositions of the will, and the alleged incapacity of the legatees to receive under it. But we are stopped at the threshold by another question, also of some importance, and upon which the judgment appealed from was based, resulting from the defendants’ allegations in their, answers, that the plaintiffs have shown no real or sufficient interest in this action ; since, should it be decided that the several bequests made to the particular legatees ought to be declared null and void,, or at least reduced, as prayed for in the plaintiffs’ petition, the four residuary
1st. Because, according to the true meaning of the provisions contained in art. 1474 of our Code, the testator could validly dispose of the rest of his estate in favor of the four residuary legatees, who are his legitimate relations, without being bound to dispose of it in favor of all and every one of his legitimate relations ; and that the object of the law is sufficiently fulfilled whenever the balance of the succession, after satisfying the legacy made to the testator’s natural children, is bequeathed to any one, or more, of his legitimate relations.
2d. Because, under our laws, the four residuary legatees named in the will, being universal legatees, are entitled to benefit by the failure of those particular legacies which are to come out of the estate; and because the consequence of such failure only goes to increase the remainder of said estate, without devolving upon the legitimate heirs the right to claim the legacies ; and that, therefore, the plaintiffs have really no interest in attacking the dispositions by them complained of. ■
I. This was one of the questions lately submitted to our solution in the case of Prevost et al. v. Martel et al., decided in the Eastern District. (10 Rob. 512.) We then held, that the provisions of art. 1474, that, “ In all cases in which the father disposes in favor of his natural children, of the portion permitted him by laxo to dispose of, he is bound to dispose of the rest of his property in favor of his legitimate relations ; that every other disposition shall be null, except those which he may make in favor of some public institution,” cannot be understood or construed as making all the legitimate relations of a testator his forced heirs for the three-fourths of his estate ; that said article does not prevent such testator from disposing of the rest of his property in favor of such of his legitimate relations as he may think proper to select; and that, without his being obliged to dispose in favor of all and every one of his said legitimate relations, his giving the balance of his’estate to one or more of
II. The question here presented is very different from the one which we had under our consideration in the case of Provost v. Martel, above referred to. In that case the disposition was an absolute, general, and universal one of the whole of the succession property, ude la generality des Mens.” No part of the estate could be considered as remaining undisposed of, under art. 1702, which says: “ Except in the cases prescribed in the two preceding articles, every portion of the succession remaining 'undisposed of, either because the testator has not bequeath
But here the disposition is a limited one. The testator gives to his four nieces “ all the remainder of his estate, both real and personal, to be equally divided between them, that is to say: one-fourth to Amelia, one-fourth to Mary Celeste, one-fourth to Eleanor, and one-fourth to Sarah Jane.” And the question occurs : can they look beyond the remainder of the estate, after taking out of it all the previous legacies ; and can they claim, beyond said remainder, whatever amount, or property, would remain undisposed of from the failure or reduction of the said previous legacies 1
It appears to us pretty clear, that the testator never intended to give to his four nieces any part of the property, or money, which he had already bequeathed to others. When he wrote the sixth item of his will, he had already disposed of certain portions of his estate, which he wished to be delivered to the legatees, and in leaving the remainder to be divided and distributed between his four nieces, he necessarily referred to his estate, such as it would be after the payment or delivery of all the previous legacies. He understood that his intentions would be carried into effect ,• that no legacy would fail or be reduced ; and that the balance, and no more, should go to his residuary legatees. If any one of the legacies is to fail, or to be reduced, ■this is independent of the will of the testator, and cannot be viewed but as the mere result of the illegality of his dispositions; and if so, such failure and reduction, which were not included
But in a strictly legal point of view, the residuary legatees cannot claim the benefit of the lapsing or reduction of the previous legacies; they are mere legatees under an universal title, and not universal legatees. Our Code, art. 1599, defines an universal legacy to be: “a testamentary disposition, by which the testator gives to one, or several persons, the whole of the property which he leaves at his decease.” This is not the case here, since, after giving one-fourth of his estate to his natural children, and making other particular legacies, the testator leaves the remainder, (of the three-fourths,) to his four nieces. Art. 1604 says, “ The legacy under an universal title, is that by which a testator bequeaths a certain proportion of the effects of which the law permits him to dispose, as a half, a third, or all his im-moveables, or all his moveables, or a fixed proportion of all his immoveables or of all his moveables.” In the case at issue, the law commanded the testator to dispose of three-fourths of his estate in favor of his legitimate relations, after permitting him to give one-fourth thereof to his natural children ; thus, the legitimate relations could not get more than a certain proportion of his property, to wit, three-fourths; and this proportion was not even given, in toto, to the residuary legatees, since a particular legacy
We are, aware that there may be cases in which the legatee of the residue, or of the remainder of an estate, may claim as universal legatee ; and that, notwithstanding the opinion expressed by Denizart, several French commentators of great weight and authority, such as Toullier, Pothier, Merlin, Duranton, Favard and others, entertain the opinion that if a testator, after making a particular legacy, gives the surplus, or the remainder of his estate to another legatee, the latter should be considered as an universal one ; and this is the purport of a decision reported by Ricard, in which the question was decided in favor of the residuary legatees. See Nouveau Recueil de Denizart, verbo, Accro-issement, § 4, No. 2. Merlin Repert. verbo, Légataire, § 2. p. 177. Toullier, vol. 5, No. 513. But be that as it may, they all agree, that if the legacy of the surplus is preceded by one under an universal title, they are both of the same dignity, from the very ob
We now come to the merits of the controversy; and before examining the objections which are made by the appellants to the various dispositions contained in the will, it behoves us to recapitulate the principal facts established by the evidence.
The record shows, that the testator died in the beginning of the year 1841, leaving no ascendants, or legitimate descendants. His olographic will, dated 1st March, 1840, was opened and proved on the 9th of February, 1841, and the inventory of his estate, amounting in the aggregate to f 184,640, was made on the 13th of the same month ; his debts not amounting to more than $4000. There were also ninety-one bales of cotton made on his plantation in the year of his death. The testimony establishes that the deceased was living in open and notorious concubinage with a mulatress named Fanchon, who, being formerly a slave, was emancipated in April, 1825 ; since then, she was always considered as a free woman of color. Fanchon had several children, two of whom, Scipio and Loretta, are named in the
It is admitted in the record that Mrs. P. S. Young, and the four residuary legatees are the legitimate nieces of the testator ; and it appears from the pleadings, that two of them, Eleanor Compton and Sarah Jane Compton, are entitled to inherit from the deceased together with the plaintiffs, as his collateral heirs.
The record further proves, that the legacy made to Aaron Prescott was intended as a fidei-commissum, the amount thereof, according to the instructions of the testator, in a letter to Prescott, dated 5th of March, 1840, to be divided equally between Scipio and Loretta. And it is further established, that a certain tract of land situated on Red River, apparently sold by the deceased to Kelso, on the 25th of April, 1838, was re-sold by the latter to Fanchon on the 27th of the same month; and the testimony proves that said sale was a mere disguised donation. That on the 2d of January, 1840, a donation of a tract of land below Alexandria, was made by B. C. Martin and wife to Scipio and Loretta, and the circumstances disclosed that the same was intended as a disguised-donation from the deceased to his natural children. That on the 15th of June, 1840, a similar donation was made of a tract of 99 acres, by P. B. Compton to Scipio and Loretta, at the instance of the deceased, who paid for the tract; and that on the 17th of May, 1830, an act of direct donation was executed by the deceased to Elizabeth
1. It has been contended that the dispositions in favor of Scipio and Loretta are illegal, upon four grounds : 1. Because they are persons interposed between the testator and Fanchon their mother, who, being the concubine of the deceased, was incapable of receiving any donation, mortis causa, of immoveables or slaves.
2. Because if Scipio and Loretla are not persons interposed, they cannot take under the will, as they are the bastard children of Fanchon, a person of color, begotten by a white man, who could not legally have acknowledged them.
3. Because, if it should be found that they have been legally acknowledged by the testator as his natural children, the dispositions in their favor must be reduced to one-fourth of the estate.
4. Because even if Scipio and Loretta have been duly acknowledged, yet the dispositions in their favor are void, as the testator was bound by law to dispose of the rest of his estate in favor of his legitimate relations. • '
II. That the disposition in favor of Fanchon, forming the third item of the will, is void, because she is not a legitimate relation of the testator.
III. That the bequest to Prescott is á nullity, as he is not a legitimate relation of the deceased, andas said bequest was ‘ secretly intended as a fidei-commissum for the benefit of Scipio and Loretta.
I. 1. This objection is based upon art. 1478 of our Code, which, after saying that “every disposition in favor of a person incapable of receiving shall be null, whether it be disguised under the form of an onerous contract, or be made under the name of persons interposed,” provides, that “ the father and mother, the children and descendants, of the incapable person, shall be reputed persons interposed.'1'1 It is true, Scipio and Loretta are the children of the testator’s concubine, and by art. 1468, the latter could only receive a donation of moveables to one-tenth part of the whole value of the testator’s estate; but the article 'relied on, merely intended to prevent indirect dispositions being made in
2. Our Code, after having, in art. 200, divided illegitimate children into two classes, to wit: “ those born from two persons who, at the moment when such children were conceived, might have legally contracted marriage with each other ; and those who are born from persons to whose marriage there existed, at the time, some legal impediment,” proceeds, in the two subsequent articles, to define who are meant by adulterous and incestuous bastards. Civ. Code, art. 201, 202. The latter can never be acknowledged ; (lb. art. 222;) and although there is a legal impediment to the marriage of a white person, with a free person of color, (art. 95,) the exception does not appear to extend to their illegitimate or natural children ; for, art. 222, says only: that “ such acknowledgment, shall not be made in favor of the children produced by an incestuous or adulterous connection.” Now, art. 221, says, in positive terms, that “the acknowledgment of an illegitimate child, shall be made by a declaration before a notary public, in presence of two witnesses,” and provides that “ No other proof of acknowledgment, shall be admitted in favor of chiU dren of color.” This last proviso, which contains a negative.
3. This objection is well taken.' It is perfectly clear that, under art. 1473, to wit when the natural father has not left legitimate children or descendants, the natural child or children, acknowledged by him, may receive from him by donation, inter vivos or mortis causa, to the amount of the following proportions, to wit: one-fourth of his property, if he leaves legitimate ascendants, or legitimate brothers or sisters, or descendants
4. This objection has already been disposed of, on the first point under consideration; but it is meet for us to add, that a correct interpretation of art. 1474, is not adverse to the legacy of one-fourth having its effect, even although the testator had said nothing in his will, with regard to the rest of his property. It is clear, that the object of the law, is that, if he disposes of it, he must give it to his legitimate relations, that is to say, to all or such of them as he may select; but that in the absence of any disposition to that effect, or if he disposes of it in favor of other persons who are not his legitimate relations, it should go to his legitimate heirs in the regular order, without affecting the validity of the disposition of one-fourth, which he is permitted to make by the preceding article.
II. Art. 1468 renders persons who have lived together in open concubinage, respectively incapable of making to each other, whether inter vivos, or mortis causa, any donation of immovea-bles ; and if they make a donation of moveables, it cannot exceed one-tenth part of the whole value of their estate. Thus, if the legacy made to Fanchon stood alone in the will, that is to say, unaccompanied by other dispositions made in favor of other persons also incapable of receiving but to a certain extent, she would undoubtedly be entitled to claim the moveables given to her, not exceeding one-tenth part of the estate of the deceased; but we have already seen that, by the terms of art. 1474, the testator having disposed in favor of his natural children, of the portion permitted him by law so to dispose of, he was bound to dispose of the rest of his property in favor of his legitimate relations, and
III. It is the same with regard to the bequest made to Prescott. His not being a legitimate relation of the testator taints the disposition made in his favor, with such nullity, as to cause it to be expunged from the testator’s will. It is also illegal and void on the ground of its being a fidei-commissum prohibited by our law, (Civ. Code, art. 1507,) and should be rejected.
With regard to the indirect and disguised donations, and to the direct one made by the deceased to Elizabeth and Loretta, to wit, of a tract of land given to Fanchon, through a person interposed, (Kelso,) on the 27th of April, 1838 ; of two other tracts to Scipio and Loretta, through persons interposed, (R. C. Morton and wife, and P. B. Compton,) on the 2d of January, and 15th of June, 1840; and of another tract to Scipio, by an act of donation first made by the deceased to the said Elizabeth and Loretta, on the 17th of May, 1830, we are satisfied that they were illegally made, and that the property should be restored to the mass of the succession as belonging thereto : but, as Scipio and Loretta are entitled to receive one-fourth of their natural father’s estate, they should have a right to keep their three tracts, if they think proper, at their real value or estimation at the time of the opening of the succession, on account of the portion which is allowed them by law under the testator’s disposition in their favor. As to the tract transferred and indirectly donated to the concubine, and to the note of hand which she claims as belonging to her, and on which she has instituted a suit in the District Court against John Compton,
With this view of the rights of the parties, we are of opinion that the final partition, settlement, and liquidation, of the succession of the deceased ought to be effected as follows : 1. After forming a general active mass of all the effects, property, and credits which the deceased was possessed of at the time of his death, and of the four tracts of land and note of hand by him illegally given to Fanchon and her children, and deducting therefrom the amount of his debts; all the property and sums of money bequeathed by the testator to his children, and to all the other particular legatees named in the will, as well as the four tracts and note of hand, should be separated from the mass, and the remainder in value or in property should go to the residuary legatees.
2. And after reducing the legacy made to the children, to the one-fourth of the whole estate, and taking the amount of said fourth, as also of the legacy made to Mrs. Young, out of the property, effects, credits, and money so separated from the mass, the balance should go to all the legitimate heirs of the deceased, to be divided between them according to law.
It is, therefore, ordered and decreed, that the judgment of the Court of Probates be annulled ; and it is ordered and decreed, that the legacy made by Leonard B. Compton, in his last will, to his natural children, Scipio and Loretta, be reduced to the one-fourth in value of his estate ; and that said children be allowed nothing beyond said fourth ; that the legacy made to Fanchon, in the third item of the will, be annulled and set aside ; that the legacy made to Mrs. P. S. Young, in the fourth item, be.maintained and paid over to her; that the bequest made to Aaron Prescott, in the fifth item of the will, be also cancelled and set aside ; that the different donations made by the deceased in his lifetime of four tracts of land, and of a note of hand drawn by John Compton, to his concubine Fanchon and her children, be all annulled and set aside, and the property restored to the succession, as a part of the estate of the deceased ; that the disposition of the remainder of his estate, made by the testator in the sixth
Another child of Fanchon’s.
See the opinion pronounced on appeal, in the case of Fanchon v. Compton, post, p. 76.
Reference
- Full Case Name
- John Compton and others, Heirs of Leonard B. Compton v. Aaron Prescott and another, Executors of said Leonard B. Compton, and others
- Status
- Published