Succession of Taylor
Succession of Taylor
Opinion of the Court
Milton Taylor died leaving a succession in Mason county, Kentucky, the place of his domicile, a succession in Hamilton county, Ohio, and a succession in this State. On the thirteenth of March, 1870, John I. Rickey, the dative executor from Hamilton county, Ohio, caused the will of the deceased to be probated in the Third District Court, and applied to be appointed dative executor thereof in this State. An opposition was filed to his appointment by P. B. Eouke, public administrator, who claimed the office himself. The court appointed him, and, on appeal, the action of the court below was affirmed. See tho case reported in 23 An. 22.
On the twenty-fifth of July, 1871, Mary Jane Taylor, wife of Milton Rodgers, was recognized as sole heir of Milton Taylor, deceased, and was ordered to be put in possession of all the property and effects of the succession, “ on the said Mary Jane Taylor Rodgers giving bond with. good and solvent security in the amount delivered to her by said public administrator, conditioned as the law provides in such cases, reserving: to any heir at law his right to set up any claim he may have against said succession.”
In the application of Mrs. Rodgers, and in this order, the will of Milton Taylor, which the court had ordered executed, was entirely ignored— no reference whatever was made to it.
On the third of August, 1871, Phoebe Ann Duneanson and John James-Taylor, claiming also to be the children of Milton Taylor, prayed to be recognized as heirs and put in possession of two-thirds of the property of said succession. Their application was opposed by Mary Jane Rodgers. The controversy was finally settled in favor of said applicants,, this court holding that “ the evidence which establishes the status of the
On the twelfth of March, 1872, Thomas J. Throop, “ as administrator with the will annexed,” representing the estate of the deceased, by appointment of the probate court of Mason county, Kentucky, and as attorney in fact for Mason County Court, one of the legatees under the will, brought this suit against the public administrator, appointed dative executor of the will, and against Mary Jane Rodgers, Phoebe Ann Pun-•eanson, and John James Taylor, claiming to be heirs at law of the deceased, and he prays that the decree of the thirteenth of March, 1870, -■ordering the execution of Milton Taylor’s will, be carried into effect; tliat the judgment-recognizing said pretended heirs at law, and ordering them to be put in possession of the succession, be set aside and annulled; that ■the public administrator be'dismissed from the office.of dative executor for failing to file annual accounts, and for failing to deposit the funds of the succession in bank according to law; that he be condemned to pay-ten per cent interest and twenty per cent damages on the amount of the funds not so dexoosited; that petitioner be recognized .and put in possession of the succession; and if from any cause this relief' bo refused, that petitioner have judgment against the succession for the amount of the 'legacy to the Mason County Court, represented herein by petitioner.
The court below dismissed the suit on the peremptory exceptions filed by the defendants, and, on appeal, its judgment was reversed and the case remanded for trial. See the decision reported in 25 An. 446. The grounds for the action, as stated in the petition, are: The petitioner is administrator “ with the will annexed ” of the succession at the domicile •of the deceased in Kentucky, and that the succession in this State is an'■cillary to that, and by the laws of Kentucky his power as administrator is the same as that of executor with seizin; that the'judgments he seeks 'to annul were obtained by fraud and false testimony; that these pretended heirs were adulterous bastards of the deceased, and that their mother was a slave, and by the laws of Kentucky and Louisiana they are incapable of inheriting from the deceased; that the property in Kentucky is insufficient to pay the special legacies in the will, especially the legacy due the Mason County Court (which is capable of inheriting by the laws of Kentucky); that the public administrator has failed to account annually, according to law, and he has failed to deposit the funds of the succession in bank.
After the case was remanded, Mary Jane Rodgers, Phoebe Ann Dun-■eanson, and John James Taylor answered, and after denying generally •and specially the allegations of plaintiff, they “ admit that they are three-fourths white and one-fourth colored, as acknowledged in 1869 by their
First — That the bequest in trust to the Mason County Court is contrary to the law of Louisiana prohibiting substitutions and ftclei com-missa.
Second — That the judges of the county court have no interest proper in the bequest, and the cestui que trust, or the real beneficiaries, are not designated or described with sufficient certainty.
Third — The language of the bequest is imperative, that the commissioners shall be appointed and the objects of the charity designated (which is even not alleged to have been done), and therefore the trust is prohibited.
Fourth — Not being residuary legatees, the justices of the county court can not take the legacy if it be impossible to execute the trust upon real property in Louisiana.
Wherefore respondents pray that the order, which was ex parte as to them, ordering the execution of the will of Milton Taylor, so far as it relates to real property, or its proceeds, in Louisiana, be annulled; that respondents be recognized as natural children of Milton Taylor, duly acknowledged, and put in possession as heirs as against the plaintiff, according to the decrees heretofore rendered in the promises; that plaintiffs demand be rejected with costs, etc. ■ •
After the case had been regularly submitted on the issues stated and ■on the several oppositions to the two accounts filed by the public administrator, which will be more fully noted hereafter, the court dismissed, for want of jurisdiction, the demand of Thomas J. Throop, “administrator with the will annexed,” etc., on the ground that the orders for putting
From this judgment Thomas J. Throop, administrator, etc., appealed.
The court committed a manifest error in dismissing for want of jurisdiction the demand of Throop, the administrator “with the will annexed,” whose functions are the same as a dative executor. He represents the succession at the domicile of the deceased, to which the succession here is ancillary. He has a right, after the debts of the succession here are settled, to demand of the public administrator, who is. dative executor, the residue of the funds of the estate, in order that the will may be carried into effect.
In Gravillon vs. Richards, executor, 13 La. 391, it was held: “The power of our courts to order the remission of funds belonging to a foreign succession opened here to the representatives and creditors authorized to receive them by the courts of the domicile of the deceased, is'undoubted; every motive of public policy requires such transmission for distribution.”
The orders recognizing as heirs at law the illegitimate colored children 'of. Milton Taylor residing in Ohio, and directing that they be put in possession, are revisable in an action of nullity for fraud by the court which, rendered them.
The will of Milton Taylor remains unrevoked, and the public administrator, as dative executor, remains in possession of the succession. In obtaining these orders these pretended.heirs entirely ignored the will of Milton Taylor, treating the succession as intestate.
We are satisfied from the evidence that they committed a fraud in withholding from the court, when attempting to prove their heirship, the fact that they were the illegitimate children of Milton Taylor by a colored woman who was his slave at the time of their birth, and who died his slave, and therefore, by the laws of Kentucky, the domicile of their origin, they were incapable of inheriting from their father.
The orders, therefore, obtained by Mary Jane Rodgers, Phoebe Ann Duncanson, and John James Taylor must be annulled. These persons are, therefore, without interest to contest with plaintiff, Thomas J. Throop, administrator, etc., on the question raised in their answer, whether the clause of the will conferring a special legacy on Mason County Court contains a prohibited substitution in the meaning of article 1520 of the Revised Code. ■ ■
If, however, the question were raised and answered in the affirmative, it would not defeat the demand of the plaintiff, because the various other clauses of the will remain, in force, not having been attacked, and as administrator “with the will annexed” at the domicile of the deceased, the plaintiff, charged with the execution of the will, is entitled to all the
Looking at the accounts filed by the public administrator, and pending-■on the oppositions herein, we find that the proceeds of the sales of the.succession property exceed in the aggregate twenty-one thousand dollars, and that the only debt' of the deceased in this State was a mortgage > claim bearing on the propeity amounting in principal and interest to. @5773. Yet this public administrator, in utter disregard of his duty, and,, as we find, fraudulently, swells his accounts with false charges, exorbitant', court charges, and numerous claims not owing by the succession, and by these unjust and exorbitant claims, added to the mortgaged debt of @5773 actually owing by the deceased, he increases the debit side of his-accounts and reduces the funds in his hands to a balance only of @1058 25, which he acknowledges he owes the succession.
For the fraud which is manifest in the provisional account, the homolo-gation thereof in the judgment of the fifteenth of September, 1871, must, be annulled, as prayed for.
After examining the evidence bearing on the items of the two accounts,, we feel constrained to strike therefrom all the items debited, except the following, those rejected either not being proved or evidently not owing by the succession. Some are correct in part, and will be reduced:
Item No. 1 Andrew Hero,-notary. @1 00
Item No. 2 Clerk’s costs.. ’. 50 00-
Item No. 3 Hays & New, attorneys. 500 00-
Item No. 4 W. B. Morris, insurance. 40 65
Item No. 7 Lewis et al., appraisers, reduced to. 8 00-
Item No. 8 Deslonde’s account, reduced to. 190 50-
Item No. 13 Notice to creditors. 3 00-
Item No. 14 Attorney for absent heirs, reduced to. 100 00
Item No. 17 Mortgage debt.5,773 00'
Item No. 22 Administrator’s commissions.1,000 00
Item No. 23 Tracey, clerk’s fees. 101 40-
Item No. 24 Sheriff’s fees.-... 8 00-
Item No. 27 J. P. Ep ply’s account. 209 55.
Item No. 30 Balance of administrator’s commissions. 57 64
Item No. 32 E. Morel, attorney’s fee. 250 00
Item No. 34 Christy, notary. 10 00
Item No. 35 Deslonde’s account, reduced to.¡... 60 00
Item No. 36 Reserved for costs. 75 00-
Item No. 43 A. J. Ball. 300 00
Item No. 44 James O’Hara. 250 00
Item No. 45 John G-. Carlisle. 250 00
Item No. 46 Thornton E. Marshall. 150 00
It is therefore ordered that the judgment appealed .from be annulled, and it is decreed that the orders herein recognizing as heirs Mary Jane Rodgers, Phoebe Ann Duncanson, and John James Taylor, and ordering them to bo put in possession of the succession of Milton Taylor be annulled; that the judgment homologating the provisional account on the fifteenth of September, 1871, be annulled; that all the items on the debit side of the two accounts filed herein be rejected, except items numbers one, two, three, four, seven, eight, thirteen, fourteen, seventeen, twenty-two, twenty-three, twenty-four, twenty-seven, thirty, thirty-two, thirty-four, thirty-five, thirty-six, forty-three, forty-four, forty-five, forty-six; that these items for the respective amounts thereof as stated in this opinion, form and constitute the debit sides of said accounts.-the credit sides remaining undisturbed, and as thus constituted, that said accounts be homologated, and the public administrator is hereby ordered to pay each item thereof to the creditors therein named; it is further ordered that Thomas J. Throop, administrator “with the will annexed,” etc., plaintiff herein, recover of the defendant, P. B. Fouko, public administrator, dative executor of the succession of Milton Taylor, all the funds belonging to said succession remaining after paying the items of said accounts herein homologated; also, that he recover judgment against him for twenty per cent per annum interest on §13,484 from the twenty-first clay of August, 1871.
It is further ordered that the succession of Milton Taylor pay costs of the court below and appellees pay costs of appeal.
070rehearing
On REHEARING.
A further examination of this case satisfies us—
First — That the judgment putting the heirs in possession was not the result of fraud, but that is was done openly and contradictorily with the proper parties;
Second — That the heirs having been put in possession, the Second District Court was without jurisdiction over the matters in controversy in this proceeding; and
Third — That under the foregoing conclusions the plaintiffs have no interest to contest the account filed by the administrator.
It is therefore ordered, adjudged, and decreed that the judgment heretofore rendered in this case be avoided, annulled, and reversed; and
Dissenting Opinion
dissenting. In this controversy between the illegitimate colored children of Milton Taylor and Thomas J. Throop, administrator “ with the will annexed,” of Mason county, Kentucky, the succession of the domicile of the deceased, in regard to the funds of the succession of Milton Taylor in the hands of the public administrator, P. B. Eouke, who is also a party to this litigation, and who is being proceeded against to account for said funds, several important questions arise:
First — Have these illegitimate colored children any right to interfere in this succession and contest the validity of the will of their father, Milton Taylor, and resist the demand of the administrator “ with the will annexed,” of the succession of the domicile of the deceased, against the public administrator, P. B. Fouke, administering the ancillary succession here, to recover the residue of the funds of said succession after paying the debts of the deceased ?
These children were the offspring of Milton Taylor by his colored concubine, who lived and died a slave in Mason county, Kentucky.
By the laws'of Kentucky, the domicile of their origin, and by the laws of this State, where they do not reside, but where they set up the right of heirs, these children are incapable of inheriting the property of Milton Taylor; and consequently they have no right to attack the will of Milton Taylor or any clause thereof, and they are absolutely without standing in court to raise any controversy in regard to said succession.
That there may be no mistake in regard to the incapacity of these pretended heirs to inherit by the laws of Kentucky, the domicile of their origin, I propose to copy some of the evidence in the record.
The witness, R. H. Stanton, testifies: “I practiced law in the circuit court and Court of Appeals of Kentucky from 1839 until 1868, when I became circuit judge of the Fourteenth Judicial District of Kentucky, which position I now occupy. * * * An illegitimate child has no such heritable blood as to enable it to inherit from its father under the laws of Kentucky as they now exist or ever did exist. A child of color, that is, of black blood or a negro, can not now and never could, under the laws of Kentucky, inherit from its white father. An illegitimate child, though of pure white blood, could not inherit from its father under any circumstances, unless authorized by an act of the Legislature, which is sometimes granted. A slave child born of a slave mother could not inherit from its free white father. A child born in slavery of a slave mother can not, and never could, by the laws of Kentucky, inherit from its white father.” This testimony in regard to the rights of illegitimate colored children by the laws of Kentucky is corroborated by several
In their pleadings these pretended heirs admit that they were born of a colored woman, who was the slave of their father, Milton Taylor. Furthermore, the testimony of Washington Evans, who was the son of this colored woman by a colored man before she became the concubine 'of Milton Taylor, is in the record. He testifies as follows: “ I would ¡state that at the time Milton Taylor bought my mother she had two ■children, myself and brother; at the time he bought my mother he bought my father, whom he sold down the river shortly after. My mother then took up with another .black man, by whom she had two children, both of whom died in. infancy. Mr. Taylor drove this black man away, and then he had by my mother eight children, all of whom are dead, excepting John James, Mary Jane, and Phoebe. I will state she (the mother of these children) was the slave of Milton Taylor from the time he bought her up to the time of her death. * * * I would state that I have stated all the facts, being myself a slave of Milton Taylor all the time until the emancipation proclamation, when I was set free. I know that their mother was a slave, and they were born slaves, and were incapable of inheriting from these causes.”
The witness Stanton testified on cross-examination that “ it would have been impossible for a legal marriage to have taken place between Milton Taylor and his slave woman, or any other negro woman, either in Ohio or Kentucky, as such marriages are forbidden in both States as repugnant to natural as well as municipal law.”
Here these illegitimate children, who were the slaves of Milton-Taylor, and whose mother, a colored woman, was prohibited by the laws of Kentucky and of Ohio from marrying Milton Taylor or any other white man, come to Louisiana and set up rights as heirs of Milton Taylor which they do not possess in Kentucky, their domicile of origin, or at their own domicile in Ohio, and rights which would not bo accorded to them were they citizens of this State.
We are referred, however, to the cases of Cabellero and Cornelia Hart, 24 An. 573, and 26 An. 90. In those eases there was a marriage, and a majority of the court held that the marriage and acknowledgment were sufficient to legitimate the children.
Here, however, there was no attempt to legitimate by marriage and acknowledgment. The parties were prohibited from marrying, the colored concubine of Taylor having died during the existence of slavery.
It is urged that these pretended heirs are the natural children of Milton Taylor, and therefore they inherit his property. They have never been acknowledged by him in the manner required by law.
“ The acknowledgment of an illegitimate child shall be made by a dec
“ Such acknowledgment shall not be made in favor of children whose parents were incapable of contracting marriage at the time of conception.” Bevised Code, 201.
Considering the textual provisions of the Code and the numerous adjudications of this court, the conclusion is inevitable that John James Taylor, Mary Jane Bodgers, and Phcebe Ann Duncanson, the illegitimate children of Milton Taylor by his 'colored concubine, are incapable of inheriting the property of their father, and they are without an interest in this controversy.
Second — Assuming, however, that they were duly acknowledged natural children, and there was no incapacity of marriage of their parents at the time of their conception, these pretended heirs can not defeat the demand of tho dative executor of the domicile of the deceased to recover from the public administrator representing this ancillary succession tho residuo of the funds remaining in his hands after paying the debts of the deceased; because, if the clause of the will in regard to the legacy to Mason County Court be void as alleged, still the other dispositions of tho will, whoso validity has not been questioned, should bo executed; and the dative executor of the domicile of the deceased is entitled to t,he funds of this ancillary succession in order to execute the valid dispositions of the will.
Third — -These illegitimate children contend that they have been put in possession of the succession by order of the probate court, and therefore the court below was without jurisdiction.
Is this so ? The record shows that the funds in controversy have never passed from tho hands of P. B. Fouke, public administrator, who was appointed dative executor of the will of Milton Taylor. In his capacity of dative executor Fouke holds tho funds of this ancillary succession, and the controversy is who shall recover them, Throop, the administrator “ with the will annexed,” whose position is dative executor at the domicile of tho deceased, or the illegitimate children of Milton Taylor ?
Shall the dative executor here give up tho funds in his hands after paying the debts to the dative executor of the principal succession, in order that the valid dispositions of the will shall be executed, or shall ho hand them over to tho illegitimate children of Milton Taylor ? That is the question, and tho important question, in this case. Until the dativo executor turns over the funds to these pretended heirs they can not be said to have been put in possession of said funds; and while these
Article 927 of the Revised Codo declares that 11 if the succession bo of the natural father, the natural children by him acknowledged can not be put in possession of the succession which they claim until a faithful inventory has been made of the same by a notary appointed for that purpose by the judge, in the presence of a p>erson appointed to defend the interest of the absent heirs of the deceased, and on giving bond and sufficient security as prescribed in the following article:”
Article 928 — “ The security to be furnished by natural children put in possession of the effects of their father shall be tiuo-thirds of the amount of the inventory made thereof. This security shall be given to insure the restitution of such portion of these effects which they may be adjudged to restore in case the legitimate heirs of the father should present themselves within throe years from the putting into possession, after which time this security shall be discharged.”
Here the testamentary heirs of Milton Taylor, represented by Throop, the dative executor of the succession of the domicile of the deceased, sue to recover from the ancillary succession the funds remaining after the payment of the debts, and they sue to annul the improvident orders directing the illegitimate children to be put in possession. Can it be said that these improvident orders have been executed and the court has lost jurisdiction, when these illegitimate children have not given bond for two-thirds of the inventoried value of the succession as required by these orders and as imperatively demanded by the articles of the Code to which I have referred ?
By the articles quoted natural children are prohibited from being put in possession of the effects of their father until they have given bond for two-thirds of the inventoried value thereof; and “this security shall bo given to insure the restitution of such portion of these effects which
They “ can not be put in possession of the succession which they claim until a faithful inventory has been made of the same by a notary appointed for that purpose by tho judge, in tho presence of a person appointed to defend the absent heirs of tho deceased.” * * * The provisions of the law quoted are mandatory. They have not been complied with; and these illegitimate children have not been put in possession, nor has the probate court lost jurisdiction of tho succession.
I, therefore, dissent in this case.
Reference
- Full Case Name
- Succession of Milton Taylor. On Petition of Thomas J. Throop, Administrator, and of Mason County Court, of Mason County, Kentucky, and on Opposition to Accounts of P. B. Fouke, Public Administrator, (Consolidated)
- Status
- Published