Court Opinion

ID: 7160763
Source: CourtListenerOpinion
Date Created: 2022-07-24 16:16:07.600798+00
Date Added: 2024-06-11T16:15:21.818568
License: Public Domain

Morphy, J.

delivered the opinion of the court.
This case cannot be distinguished from that of the same plaintiffs against P.- Soúlé, decided a few days since (ante 21). The facts are the same, and it must be governed by the same principles and reasoning. Aá a petition for a re-hearing has since been filed, it is proper to' remark that the main grOurid Upon which that suit was determined was the construction vre *97thought proper to give to the will of A. Bernard, which in- our opinion contained a substitution de eo quod super erit. The other point that the substitution had failed by the death of the substituted heirs was merely stated as an additional ground, and reference was made to some French authorities; as the will then under consideration was made under the laws of Spain, we would have consulted the Spanish commentators on the subject in preference to the French, hád any been at hand. It was not believed there could be much variance of opinion between them on the subject of substitution's, which it is well known descended into the French and Spanish, jurisprudence from the same source, the Roman law. On examining Gomez, to whom we have been referred,, we find that he distinguishes the case where a substitution is made purely and simply, -and that in which it is made under a conditiofi. In thé first case, the substituted- heir transmits his .rights to his descendants if he dies before restitution is made to him. In the . , . . . . , , . ,, second case, the right is not transmitted, and he adds that a substitution to take effect at the death of the gravatus, or at ány other uncertain time, is to be considered as conditional, according to the legal axiom, dies incertuspro conditione habitur. Of the latter kind was the substitution in the present case ; Go- . . . . . mez, van* resoiutiones, Chap. 5, No. 9. From this passage it would seem that Gomez does not hold, as- is supposed, á doctrine absolutely adverse to that relied on and in support o'f which several French authors were' quoted by this coui‘t.
A substitution of heirs to take death ofthe n-ru-uncertain time'i «an only take effect on the happening of the th|nt condition del?ends-
As to the construction to be given to the will of André Bernard, we have again attentively considered that instrúment, and can come to no other conclusion than that we have expressed. It is true that there are two sepárate clauses in it, one in favor of the substituted heirs of the wife, thé other in favor of those of the husband ; although by the place they occupy ih the will, these clauses cannot be sáid to' be members of the same sentence, they can, in out opinion, be viewed only as parts of the same disposition, and according to every rule of construction must be explained by each other. These-testators *98were making a joint and mutual will; it was uncertain wbicli 0£ tjle tWQ wou2¿ survjve the other; they declare that the survivor shall he the sole and universal beir of the other ; they then provide that at the death of the survivor there are to he i two sets of heirs, who are to take in different proportions; those of the wife one-third of the estate, and those of the husband two-thirds ; hut a doubt arises as to what property it was intended should he thus partaken. Surely the two clauses must he brought together and if one of them contains expressions showing unequivocally the intention of the testators, they must of necessity apply to the other clause which treats of the same subject, to wit: the property to he divided among the substituted heirs in the stated proportions. If these expressions were left out of view in the consideration of the latter clause, it would lead to the anomalous and absurd consequence that the will would have given to the survivor the right to alienate as regards one set of heirs, and denied her such a right as regards the other set of heirs, for the same property.
We have been referred to a case reported in 8 La. Rep., 233, in which it is said that this will was annulled at the suit of the heirs of the widow Bernard, as containing a prohibited substitution; that is: one which prevented the alienation of the property. It is doubtful whether that case should he of any authority whatever in this, or even should he binding on the rights of the parties to it. The suit was brought against an attorney for absent heirs ; no enquiry was made into the nature •of the substitution; both parties admitting that it was one prohibited by the laws in force at the death of the wife in 1834. The opinion of the court was asked on a different point, hut this they refused to do ; they said, “ as both the appellant and appellees admit the disposition of the property by the will is a substitution which is now forbidden by law and ceased to be legal in this country on the adoption of the Civil Code in 1808, it follows that the Court of Probates decided correctly in annulling and setting aside the will on the ground that it contained a substitution.” As was intimated in the opinion delivered *99a few days since, we might have decided that case on the ground assumed in the decision just quoted; but as André Bernard died in 1790, and some doubts were .entertained whether even a gradual substitution contained in his will would not be valid notwithstanding the subsequent change of legislation on the subject, it was thought more advisable to examine the nature and extent of the disposition under which the plaintiffs claimed. This enquiry has brought us to the conclusion that widow Bernard, as sole and universal heir had the power to alienate the property bequeathed to her ; and the legacy to the substituted heirs was of the property of the testators, such as it should be found in the hands of the survivor-.at the time of her death.
where the hus-inS"ftutTüieYúre vivor of them sole heir, with condition and substitution that at the death of the survivor, their property then existing, shall §o to each of their heirs in certain proportions, it doesnoi inhibit the survivor, while living, from alienating the property.
It is therefore ordered that the judgment of the District Court be affirmed with cost.