Bernard v. Francez

117 So. 565, 166 La. 487, 1928 La. LEXIS 1915
CourtSupreme Court of Louisiana
DecidedMay 7, 1928
DocketNo. 26973.
StatusPublished
Cited by11 cases

This text of 117 So. 565 (Bernard v. Francez) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bernard v. Francez, 117 So. 565, 166 La. 487, 1928 La. LEXIS 1915 (La. 1928).

Opinion

THOMPSON, J.

The defendant and his wife, Philomene Bernard, June 30, 1906, executed a reciprocal last will and testament, by which one bequeathed to the other all of the property which he or she possessed at the time of his or her death.

The wills were by separate instruments, and were executed before a notary public in the presence of the required number of witnesses.

Mrs. Bernard died on February 16, 1919, without issue, leaving as the only collateral heir, a sister, who is the plaintiff in this suit.

On February 26th the surviving husband presented the will of his wife for probate, and caused a rule to issue to his wife’s sister to show cause why he should not be confirmed as universal legatee and testamentary executor of the will.

*489 Service of this petition was accepted, all delays waived, an answer filed, and judgment rendered probating the will.

Thereafter, the universal legatee was sent into possession of all the property of the estate.

The present suit is brought by the sister of the testatrix to annul the will on two grounds: (1) That the will was not dictated by the testatrix and written by the notary as dictated in the presence of the witnesses, and (2) that there was an interruption in the making of the will, and a turning aside to another act. in this, that the said purported will of the said Philomene -Bernard and the said purported will of Gaston Francez were read -by said notary to said parties in the presence of said witnesses before the completion of either by the signatures of said parties, or either of them, and by said witnesses and said notary; and said pretended testament of Philomene Bernard was only signed by her, the said witnesses, and the notary, after said interruption.

An exception or plea of res judicata and a plea of estoppel were filed, and, after a hearing thereon, were overruled.

The case was then put at issue, and, after hearing and considering the testimony of a number of witnesses, the judge rejected plaintiff’s demand and maintained the validity of the will.

The transcript comprises 416 typewritten pages, and the original and supplemental briefs filed in the case cover 500 printed pages, the greater part of which is devoted to a discussion of the pleas of estoppel and res judicata and authorities relative thereto.

The conclusion we have reached renders it unnecessary to consider these pleas, so we come directly to the case on the merits.

All of the formalities required by law for the validity of a nuncupative will by public act appear on the face of the will to have been literally and scrupulously observed.

The will therefore makes full proof of what it contains and of the facts therein recited, until and unless it is shown to be false, forged, or counterfeited by competent • and satisfactory testimony.

The plaintiff, to sustain the charge of nullity propounded against the will, relies on two of the three witnesses who attested the making of the will, the third witness being dead at the time of the trial, and on the testimony of a typewriter mechanic and an expert on long handwriting to corroborate the charge that there was an interruption, or turning aside, before the will was completed.

One of the witnesses to the will, Don Louis Herpin, 67 years old, testified substantially to the effect:

That he was called to be a witness to the making of the will. That he was not sure if the paper was written or not when he went in. He remembered that Judge Campbell read the act, and both Mr. and Mrs. Francez answered that was the will they wanted.

That the notary read the two wills, one after the other, and when asked if he could swear positively that the judge (meaning the notary) did not write the will under dictation, the witness answered that he could not; that he did not remember if he did or not. When asked if he remembered whether the notary public got through with one of the wills before taking the other, the witness answered:

“I don’t remember. One thing I can remember was that he read those wills to ns.
“Q. You can’t swear that one will was not completed before the other was taken up? A. No, sir.”

The witness, having in answer to one counsel stated that the two wills were written and signed one after the other, and to the opposing counsel that he did not remember and could not swear positively that the notary did or did not write the wills in his presence, was asked, in an effort to reconcile his conflicting answers, to explain what he meant *491 and to give a correct and positive answer, and this is what he said, quoting:

“Well, when the judge read one of the wills and he asked Mrs. Gaston if that was her will and she answered yes, and then he took the other will and read it to Mr. Gaston and asked him. the same question, and he answered that it was; that is exactly what I can remember; that is a good while ago. When he got through reading the wills, we signed them.”

Still further in his testimony, the witness repeated and reiterated what he had said before, that it had been so long he would not like to swear one way or the other.

The testimony of this witness therefore, when considered as a whole, possesses very little probative effect, for, after all is said, about the only thing he could remember was that the two wills were read, one after the other and then signed, one after the other, but on account of the long lapse of time he would not be willing to swear that the wills were not written at the time as dictated, and one read and signed up before taking the other one up.

The other witness for the plaintiff was J. Horace Mouton, and his testimony is equally as equivocal and uncertain as that of Herpin.

He testified:

That he was in Judge Campbell’s office when Mr. and Mrs. Francez came in. That Judge Campbell asked if they had come to make their wills, and he started to get his hat and leave when Judge Campbell asked him to remain to be a witness. That Gaston, at the suggestion of Judge Campbell, went out and got the other two witnesses. That when they came in, Judge Campbell went to his desk and pulled out the testament and read it, and then asked them if they understood it. That Mrs. Francez stated that she wanted to give her property to her husband, and at his death, to go to her folks or parents.

That the judge explained to her that such a will would be null and void.

That she then said she would accept the will as presented. That the will was then read over again, and was given to Mrs. Bernard to sign, and then to Francez, after which the witness signed. That there was but one will, and it gave the property one to the other.

When presented with the two wills, the witness acknowledged that he had signed both of them as a witness, and was astute enough to avoid the suggestion that his mistake was possibly due to a faulty recollection by saying that what he meant by stating there was one will was that the wills were mutual, one to the other.

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Bluebook (online)
117 So. 565, 166 La. 487, 1928 La. LEXIS 1915, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bernard-v-francez-la-1928.