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LOUISIANA LEGAL SERVICES AND PRO BONO DESK MANUAL 2013

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TABLE OF CONTENTS<br />

12. SUCCESSIONS IN <strong>LOUISIANA</strong><br />

1. INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .791<br />

2. WHAT IS A SUCCESSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .791<br />

3. BASIC LAWS OF SUCCESSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .792<br />

4. INTESTATE SUCCESSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .793<br />

4.1 Classifying property for intestate successions . . . . . . . . . . . . . .793<br />

4.2 Who inherits community property by intestacy . . . . . . . . . . . . . .794<br />

4.3 Who inherits separate property by intestacy . . . . . . . . . . . . . . . .795<br />

4.4 A closer look at the 5 classes of heirs . . . . . . . . . . . . . . . . . . . . .795<br />

5. TESTATE SUCCESSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .798<br />

5.1 Donations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .798<br />

5.2 Wills (Testaments) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .800<br />

5.3 Revocation of wills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .803<br />

5.4 Other issues related to testaments . . . . . . . . . . . . . . . . . . . . . . .804<br />

6. OTHER <strong>LEGAL</strong> ISSUES RELATED TO ALL SUCCESSIONS . . . . . .809<br />

6.1 Capacity to inherit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .809<br />

6.2 Acceptance and voluntary exclusion from an inheritance . . . . . .809<br />

6.3 Renunciation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .810<br />

6.4 Representation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .811<br />

6.5 Grounds for involuntary exclusion from an inheritance . . . . . . . .812<br />

6.6 Succession debts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .812<br />

6.7 Marital portion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .813<br />

6.8 Effect of inheritance on public benefits . . . . . . . . . . . . . . . . . . . .813<br />

7. <strong>PRO</strong>CEDURAL ISSUES IN SUCCESSION CASES . . . . . . . . . . . . . . .814<br />

7.1 Small succession by affidavit . . . . . . . . . . . . . . . . . . . . . . . . . . . .814<br />

7.2 Questions for small succession cases . . . . . . . . . . . . . . . . . . . . .815<br />

7.3 Filing a court succession . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .816<br />

7.4 Succession pleading forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . .818<br />

8. ADMINISTERED SUCCESSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . .821<br />

9. INHERITANCE TAXES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .822<br />

13. TEMPORARY ASSISTANCE FOR NEEDY FAMILIES<br />

1. INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .825<br />

2. DEALING WITH ADVERSE ACTIONS: REAPPLYING,<br />

NEGOTIATION, ADMINISTRATIVE APPEALS, <strong>AND</strong><br />

JUDICIAL REVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .825<br />

2.1 Reapplying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .826<br />

2.2 Filing a fair hearing request . . . . . . . . . . . . . . . . . . . . . . . . . . . .826<br />

2.3 Attempt to work issues out while awaiting a fair hearing . . . . . .827<br />

2.4 Procedural rules governing the fair hearing . . . . . . . . . . . . . . . .827<br />

2.4.1 Theoretical availability of discovery . . . . . . . . . . . . . . . .828<br />

2.4.2 The hearing should not be limited to consideration<br />

of what was before the agency at the time of the<br />

adverse decision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .828<br />

(xxvii)

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