Evans v. Evans

410 So. 2d 729
CourtSupreme Court of Louisiana
DecidedJanuary 25, 1982
Docket81-C-1680
StatusPublished
Cited by11 cases

This text of 410 So. 2d 729 (Evans v. Evans) 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
Evans v. Evans, 410 So. 2d 729 (La. 1982).

Opinion

410 So.2d 729 (1982)

John P. EVANS
v.
William E. EVANS et al.
Victor SCOTT and Ruby Chenault Scott
v.
William E. EVANS, Appalachian Insurance Company et al.

No. 81-C-1680.

Supreme Court of Louisiana.

January 25, 1982.
Rehearing Denied March 12, 1982.

*730 George K. Anding, Jr., of Watson, Blanche, Wilson & Posner, Baton Rouge, for defendant-applicant.

Claude F. Reynaud, Jr., of Breazeale, Sachse & Wilson, G. T. Owen, III, Judith A. Chevalier of Owen, Richardson, Taylor, Mathews & Atkinson, Pamela C. Walker, John Dale Powers of Sanders, Downing, Kean & Cazedessus, W. Steven Mannear, Baton Rouge, for plaintiffs-respondents.

DIXON, Chief Justice.

Hurl Cotner Scott executed a will in statutory form on April 5, 1977. In the will, she left seven particular bequests of property to seven legatees, and the remainder of her estate to Victor Scott and Willard Scott "share and share alike."[1] The testatrix died on November 26, 1977, leaving no descendants or siblings. Her succession was opened and the will probated. A judgment of possession was rendered on April 25, 1977, placing the legatees into possession according to the dispositions in the testament.

Shortly thereafter, one of the legatees, John P. Evans, attempted to sell the piece of real estate left to him as a particular bequest. During a title examination of the property, it was discovered that one of the residuary legatees, Victor Scott, had signed the will as a witness. The attorney conducting the examination for the purchaser rejected the title because he was of the opinion that a defect might exist in the title. John P. Evans then filed an action for a declaratory judgment, as did Victor Scott and Ruby Chenault Scott, to determine the validity of the testament. Named as defendants are all legal heirs of the decedent, known, unknown or absentee,[2]*731 Erwin LaRose, the attorney who drafted the will, and Appalachian Insurance Company, the attorney's professional liability insurer. An attorney was appointed to represent the defendants. The parties submitted the case to the court on twelve stipulations of fact.

Plaintiffs ask that the will be declared valid or that only the bequest to Scott be nullified. In the event the will is invalidated, plaintiffs seek damages against the attorney who prepared the will and his insurer. The trial court and the court of appeal held that only the legacy to Victor Scott was invalid and sustained the remainder of the testament. 399 So.2d 721. We granted certiorari to review the correctness of this decision.

The testament in the instant case was confected according to the Statutory Wills Act of 1952 (R.S. 9:2442 et seq.). R.S. 9:2442 E, governing the requirements for witnesses, states:

"A competent witness for the purposes of this Section is a person who meets the qualifications of Civil Code Articles 1591 and 1592, and who knows how to sign his name and to read the required attestation clause, and is physically able to do both."

As originally enacted, no reference was made in the statute to C.C. 1591 and C.C. 1592. In 1974, the legislature amended this provision, specifically incorporating the standards for competent witnesses found in these articles into the formalities for statutory wills.

C.C. 1591 provides:
"The following persons are absolutely incapable of being witnesses to testaments:
1. Children who have not obtained the age of sixteen years complete.
2. Persons insane, deaf, dumb or blind.
3. Persons whom the criminal laws declare incapable of exercising civil functions."
C.C. 1592 contains the following prohibition:
"Neither can testaments be witnessed by those who are constituted heirs or named legatees, under whatsoever title it may be."[3]

These are the only articles enumerated by the legislature in the amended version of R.S. 9:2442. The issue presented to us is whether C.C. 1595, which is the penalty provision for noncompliance with the testamentary formalities, also applies to statutory wills.

C.C. 1595 states:
"The formalities, to which testaments are subject by the provisions of the present section, must be observed; otherwise the testaments are null and void."

Both of the lower courts observed that C.C. 1595 is not mentioned in R.S. 9:2442 as amended. The courts concluded that, in the absence of specific reference by the legislature, C.C. 1595 was not meant to apply to statutory wills.[4] Through this reasoning, the courts invalidated only the bequest to the legatee who was a witness to the will, leaving the rest of the will effective.

*732 This court has recognized that the Civil Code should be integrated into the Statutory Wills Act whenever the statutory will provisions are incomplete. Succession of Eck, 233 La. 764, 98 So.2d 181 (1957). In Eck, the wife of the universal legatee witnessed a statutory will. The court observed that the statute made no restriction "with respect to who may witness a will drawn under its provisions." Succession of Eck, supra, 233 La. at 775, 98 So.2d at 185. The court held that under those circumstances, the substantive law of Louisiana must apply. Since the wife did not fall within any of the incapacities listed in the Code, the will was not invalidated. The court's holding in this regard has been discussed with approval.[5]

Here, also, the legislature has not delineated the consequences of noncompliance with C.C. 1591 and C.C. 1592. Therefore, we must look to other statutory materials, particularly the Civil Code, for an answer.[6] Under C.C. 1595, failure to comply with the requirements enumerated in these articles results in invalidity of the will in its entirety. Absent some express statement by the legislature to the contrary, we are bound to declare the will null and void.[7]

It is a fundamental principle of statutory construction that laws concerning the same subject matter must be construed with reference to each other. C.C. 17; see State v. Brady, 310 So.2d 593 (La.1975). In this case, C.C. 1574 through C.C. 1595 are found in Book III, Title II, Section 2 of the Code designated "General Rules on the Form of Testaments." C.C. 1595 follows C.C. 1591 and C.C. 1592, describing the consequences of a failure to heed the prohibitions in the preceding articles. C.C. 1591 and C.C. 1592 merely disqualify certain persons from acting as witnesses to a testament; they do not explain the consequences of violation of the prohibitions. C.C. 1595 clearly and unequivocally outlines the sanctions for the preceding articles.

The court of appeal found Succession of Roussel, 373 So.2d 155 (La.1979), factually distinguishable and therefore not controlling. In Roussel, a nuncupative will by private act was contested on the ground that only four witnesses resided in the parish where the will was executed instead of the requisite five. This court held that the entire will was void, applying the penalty of C.C. 1595 to C.C. 1581. We stated:

"A material deviation from the manner of execution prescribed by statute will be fatal to the validity of the will. The fact that there is no fraud, or even suggestion *733

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Bluebook (online)
410 So. 2d 729, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-evans-la-1982.