Leonora v. Scott

Spofford, J.

Certain provisions in the last will and testament of Douglas Wilkins, deceased, have given rise to this suit.

Several points were mooted in the court below, and generally decided in favor of the plaintiff. The defendant has appealed; and the plaintiff, in answer to the appeal, has prayed that the judgment be reformed in her favor, as to the interest alone.

The appellant’s counsel, in his argument,has raised hut one issue in this court, to which we shall accordingly confine our remarks.

The question is, whether a legacy in favor of a natural child of the plaintiff, who has died since the testator, lapsed by the subsequent death of the child, and fell to the residuary legatee ? In other words, whether the testamentary disposition in question was conditional upon an uncertain event, or absolute, so far as to vest a transmissible right in the child at the moment of the testator’s death, although accompanied by a condition which suspended its execution for a term ?

After acknowledging in his will that Joseph Douglas and Charles Dudley are his natural children by the plaintiff, a mulattress, and providing that the manumis. sion of the mother and children should be perfected according to law, the testa* tor made the following bequest:

“Thirdly, I hereby give to the said Leonora an annuity of one hundred and fifty dollars a year during her natural life, as a charge upon my whole estate.

“ Fourthly, I give and bequeath unto my natural son, Joseph Douglas, three thousand dollars, and unto my natural son, Charles Dudley, two thousand doR lars, to "he paid to them respectively on their attaining the age of twenty-one years. It is further my will that, as soon as they shall be old enough to be separated from their mother, my executors shall send them to some State of the. Union in which slavery is not tolerated, to be instructed in reading, writing andj arithmetic, and in some mechanical art or trade.

It is.further my wish, that interest at the rate of 8 per cent, per- annum on the. said sums of three and two thousand dollars, from the time of my death, shall be appropriated for the maintenance and instruction of my said natural children, as aforesaid, the said interest to he equally divided between the said children.

Douglas Wilkins, the testator, died on the 2d December, 1847, and his succession being opened in the parish of St. Martin, was inventoried at the sum of-$62,725 28.

The emancipation of Leonora and her two children was effected, the children, remained with the mother until early in 1849, when one of them, viz., Joseph, Douglas, died; the plaintiff is tutrix of the survivor, Charles Dudley.

*652The appellant maintains that there is dedueible from the whole will a manifest intention on the part of the testator to give a legacy of three thousand dollars to Joseph Douglas, only upon condition that he should live to the age of twenty-one years; and the-fact that so small an annuity is left to the plaintiff is urged as favoring this construction.

The case is controlled hy the following articles of the Civil Code :

“Art. 1091. Every testamentary disposition made on a condition depending on an uncertain event, so that in the intention of the testator the disposition shall take place only inasmuch as the event shall or shall not happen, is without effect, if the instituted heir or legatee dies before the accomplishment of the condition.”

“Art. 1092. A condition which, in the intention of the testator, does but suspend the execution of the disposition, does not hinder the instituted heir or the legatee from having a right acquired and transmissible to his heirs.”

“Art. 1705. In the interpretation of acts of last will, the intention of the testator must principally be endeavored to be ascertained, without departing, however, from the proper signification of the terms of the testament.”

To hold that the bequest to Joseph Douglas was conditioned upon his reaching the age of majority, would require us to depart from the proper signification of the terms used by Douglas Wilkins. The gift is absolute; the term of payment is fixed at the period of the legatee’s majority ; purum legatum esl, quia non condiiione, sed mora suspendilur. Dig. De Cond. et Demon., L., 79. The articles 1(391, 1692 of the Louisiana Code are identically the articles 1040,1041 of the Napoleon Code. In commenting upon the latter articles, Toulliev says: “ Je donne á Paul 3000f., qui lui seront comptés le jour de sa majorité. II n’y a U'l qu’un terme et non une condition. Si Paul meurt avant avoir atteint sa ma-jorité, le legs est transmis a ses héritiers,” etc. Toullier, vol. 5, No. 674.

The inference sought to be drawn by the appellant from the modicity of the bequest to Leonora, is too doubtful and remote to rebut the plain expressions of the testator’s will. If we were to resort to other parts of the instrument to elucidate the intention of the bequest to Joseph Douglas, we should also be obliged to consider that disposition by which the testator requests interest at the rate of 8 per cent, per annum to be paid thereupon from the time of his own decease, a provision difficult to be understood, if he had not absolutely bequeathed a principal sum to the legatee as a foundation for the demand for interest.

Upon this bran'ch of the ease we find no error in the judgment of the District Court.

But it appears that there was error to the prejudice of the appellee in not carrying out the intention of the testator as to the interest, which is due, by the terms of the will, upon the amounts of the legacies, from the day of his death.

It is therefore ordered, adjudged and decreed, that the judgment of the District Court be so amended as to allow the plaintiff interest upon the sum of three thousand dollars, awarded to her in her own right, as heir to Joseph Douglas, deceased, at the rate of 8 per cent, per annum from the 2d December, 1847, until paid, and a like interest from the same date, until paid, upon the sum of two thousand dollars, awarded to her as the tutrix of Charles Dudley. It is further ordered and decreed that, in all other respects, the said judgment be affirmed, the costs of appeal to be paid by the defendants and appellants.