Fellows v. Fellows

56 So. 2d 733, 220 La. 408, 220 La. 407, 1951 La. LEXIS 1001
CourtSupreme Court of Louisiana
DecidedMarch 19, 1951
DocketNo. 39557
StatusPublished
Cited by1 cases

This text of 56 So. 2d 733 (Fellows v. Fellows) 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
Fellows v. Fellows, 56 So. 2d 733, 220 La. 408, 220 La. 407, 1951 La. LEXIS 1001 (La. 1951).

Opinions

HAMITER, Justice.

In contest here is a document purporting to be the olographic last will and testament of Rolland D. Fellows who died in the Parish of Tangipahoa on November 4, 1948.

Decedent was survived by his widow, Mrs. Gladys DeSouge Fellows, but by neither ascendants nor descendants. His estate consisted entirely of an undivided one-half interest in property, acquired by the community previously existing between him and his said wife, which had an appraised value of $178,991.13.

[410]*410On November 10, 1948, the widow presented to the district court a petition praying for the appointment of a notary public to determine whether decedent had left a last will and testament. The notary was appointed (on the same day), and he was authorized and instructed to search for a will among the effects of decedent, particularly in any bank box standing in the latter’s name or in that of the widow.

Five days later, or on November IS, 1948, Wilbur D. Fellows (decedent’s brother) filed a petition alleging that the decedent, Holland D. Fellows, “has left a last will and testament made in the olographic form ■on the 3rd day of February in the year 1947, which petitioner files herewith in order that same may be admitted to probate.” He further alleged “that by the terms of the said last will and testament lie was made a legatee and his nephew Don Fellows was made a legatee.” On the same date, in accordance with the prayer of such petition, the instrument was probated and its execution ordered according to law.

The purported will written with a pencil, reads as follows:

“Hammond La, Feb. 3, 1947

■“This my last will and testament. I revoke all former wills. I bequeath to brother Wilbur D Fellows and my nephew Don Fellows the following property known as the Central Drug Store, Corner of Corner of Cypress & Thomas to Ben Machitta property with Wilbur Fellows holding Controlling interest and management. Stock and fixtures and 5 000 00 running Expenses

“R D Fellows”

On November 16, 1948, the day following the probate, decedent’s widow filed in the succession proceedings a petition in which she alleged that she was given no notice, as required by law, of the intention to probate the purported will and that, therefore, she did not have an opportunity to provide opposition to it when presented. She further alleged that she opposes the instrument’s probate, registration and execution on the ground that it is not a valid and genuine will, the handwriting therein not being that of the decedent. She prayed for judgment decreeing the will to he null and void.

On January 17, 1949, after the preparation of an inventory and appraisement of decedent’s property and the appointment of an administratrix, Mrs. Gladys DeSouge Fellows (the widow) instituted the instant action against Wilbur D. Fellows and Don Fellows, in the petition of which she prayed that the purported will, together with its probate, be annulled and that she be recognized as the sole heir of decedent entitled, as such, to the possession of all property left by him. Alternatively, in the event the instrument -be declared valid, she prayed that she be recognized as the owner of an undivided one-half interest in the community property sought to be donated by the will.

In support of her principal demand herein plaintiff alleged, among other things, that [412]*412(1) the purported will was written, dated and signed by someone other than decedent and, therefore, is a forgery and a fraud, and (2) that it is further null and void because of the uncertainty of the provisions thereof.

Don Fellows, decedent’s nephew and a legatee under the purported will, filed no answer and otherwise made no defense to the action. Instead, he appeared as a witness for plaintiff during the trial, as hereinafter shown, testifying that the will was not in the handwriting of the decedent. Against Don Fellows a preliminary default was entered.

Wilbur D. Fellows (the other legatee and defendant) answered, denying plaintiff’s charges of forgery and uncertainty and averring affirmatively that the will was entirely written, dated and signed by the decedent. He prayed for a trial by jury and, thereafter, for judgment rejecting the demands of plaintiff at her costs.

The district judge refused the request for a jury and ordered the case tried before himself.

After a lengthy trial, resulting in the building of a voluminous record, there was judgment against the defendants, Wilbur D. Fellows and Don Fellows, decreeing the contested will to be null, void and of no effect and recognizing' the plaintiff; Mrs Gladys DeSouge Fellows, to be the sole heir of decedent.and entitled, as such, to all of the property left by him. The judge concluded, as is shown by his assigned written) reasons, that the will was null because it was not only a forgery in its entirety but also its provisions are incapable of enforcement, they not being susceptible of any reasonable interpretation.

From the judgment only defendant Wilbur D. Fellows is appealing.

In their brief filed here counsel for appellant complain first of the district court’s refusal to order, as requested, a trial by jury; however, orally they not only did not make that complaint but rather intimated that it had been abandoned. Nevertheless, we are of the opinion that in refusing the jury trial the judge ruled correctly, this being a probate matter which must be decided without the intervention of a jury. Code of Practice Article 1036; Cafiero v. Cafiero, 154 La. 1076, 98 So. 672.

On the merits of the case respecting the issue of fact of whether or not the disputed document is in the handwriting of the decedent the district court reasoned and concluded as follows:

“Don Fellows, one of the beneficiaries named in the purported will, also named as defendant in this suit but who filed no answer thereto, testified at the trial of the case that he lived with the decedent, his uncle, since he was a small boy; that he had worked for his said uncle, R. D. Fellows, since he was old enough to ride a bicycle; that he started working for his uncle as a delivery boy at the Central Drug Store, and [414]*414that he was later employed in the drug store as a soda dispenser and clerk; that upon graduating from high school, he had gone to college with the assistance of the deceased and had received his degree in pharmacy; that from the time of receiving his degree in pharmacy until the outbreak of World War II, he again worked at the Central Drug Store, for his uncle, R. D. Fellows; that he spent several years in the United States Army, was honorably discharged with the rank of an officer, and that after his discharge he resumed his position at the same drug store where he has been employed to the present time.

“The appraised value of the property mentioned in the purported will is approximately $56,000.00 and this witness, Don Fellows, was under the impression that, if the will was held valid, he would benefit by the will to the extent of approximately $28,000.00; but, notwithstanding this, he testified that, in his opinion, the purported will was neither written nor signed by his uncle, R. D. Fellows. This witness also testified that, having lived with decedent and worked for him since childhood, he had many occasions to observe the handwriting and signature of his uncle, the deceased, and that he was familiar with his handwriting and signature until the date of his death.

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Bluebook (online)
56 So. 2d 733, 220 La. 408, 220 La. 407, 1951 La. LEXIS 1001, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fellows-v-fellows-la-1951.