Gilbert v. Heintz

91 So. 2d 784, 231 La. 535, 1956 La. LEXIS 1551
CourtSupreme Court of Louisiana
DecidedDecember 10, 1956
Docket42579
StatusPublished
Cited by12 cases

This text of 91 So. 2d 784 (Gilbert v. Heintz) 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
Gilbert v. Heintz, 91 So. 2d 784, 231 La. 535, 1956 La. LEXIS 1551 (La. 1956).

Opinion

MOISE, Justice.

The issue here is the validity of a nuncupative will by public act. The parties litigant are sister and brother. The will is that of their mother, Mrs. Lydia Cooper Heintz. The ground asserted for nullity is that the formalities provided by Article 1578, of the LSA-Civil Code, were not complied with at the time of the confection of the will. The question for decision is, therefore, one of fact. From an adverse judgment the plaintiff has appealed.

On October 29, 1951, in her home located in St. Tammany Parish, Mrs. Lydia Cooper Heintz dictated her last will and testament in the presence of Lorraine L. Keen, Kenneth W. Julian, and Minnie B. Heintz. The dictation was made to Mr. Lindsay McDougall, attorney and notary, from the Parish of St. Tammany. On completion ■of the dictation the notary read the will to the testatrix in the presence of all the witnesses (this statement is corroborated by the testimony of, the notary and all of the witnesses), and the testatrix expressed herself as being satisfied with the results accomplished.

The entire estate consisted on an undivided one-half interest in community property valued at $20,519.25. In the disposition of her estate the testatrix, bequeathed the usufruct to her husband, made a small donation to her plaintiff daughter, and gave a sizable portion of her estate to her son. It is because of this latter bequest that plaintiff now seeks a reduction of the donation made to her brother, or an annulment of the will. The ground alleged is that during the writing of the will one of the witnesses, to wit, Mrs. Minnie B. Heintz, absented herself from the room while the will was being drawn, in order to attend to some duties in the kitchen. Mrs. Heintz stated that she left the room to take care of the noon day meal which was being prepared. The evidence shows that her statement is in conflict with that of the notary and the other two witnesses. If plaintiff’s allegation is correct there were only two witnesses present; and, therefore, the requirements of the law have not been complied with. If this allegation is in error, then the will must be maintained, probated, and executed as the law directs. To support the proof by a reasonable certainty there must be evidence. That evidence adjusts itself in various ways. To the judge some things will be self-evident; others will be proven by senses; and, there are other subjects which address themselves to no palpable standard of truth, but to human,experience of human motives.

The trial judge looks at the influences which surround our 'fellows, and *539 then sounds their hearts hy the plummets which he applies to his own. He is not under the same handicap as this Court, who reads a hare transcription of testimony. The trial judge, being a judge of original jurisdiction, tries, hears, and observes all that transpires in a courtroom, particularly those matters happening therein which are not susceptible of being taken down by the stenographer, such as the witnesses’ manners on the stand, and their course of conduct while giving their testimony. It is because of the' knowledge of these facts that 'this Court has adopted the rule that the judgment of the district court on questions of fact should not be disturbed unless manifestly erroneous. See, Holmes Co. v. Foret, 229 La. 360, 86 So.2d 66; Allison v. Pick, 229 La. 524, 86 So.2d 179.

His Honor, the trial judge, dignified the proceedings by writing strong reasons for judgment, which are an aid in our arriving at the proper conclusion. The district judge’s analysis is as follows:—

■ “The facts'in this case show that a day or two prior to October 29, 1951, Mrs. Lydia Cooper Heintz, the testatrix, was very ill and sent for Mr. Lindsay W. McDougall, an attorney and Notary Public practicing in Covington, St. Tammany Parish, for the purpose of discussing with him the making of a will; Mr. McDougall explained to her about making an holographic will, but she stated to him he would have to write it for her, and then after explaining to her he would have to have three witnesses, he arranged for a later date for preparing the will, and came back some two days later with his secretary, . Mrs. Keen, .for the purpose of drafting the will for Mrs. Heintz. Mrs. Minnie B. Heintz, whose name appears in the testimony.as Mrs. J. H. Heintz, a sister of the testatrix, was in the home and it was decided to use her and Mrs. Keen as witnesses, but since it was necéssary to have three witnesses, the defendant, Jared Heintz, went out and obtained Mr. Kenneth Julian to act as the third witness. It required some fifteen minutes to obtain Mr. Julian’s services. The testimony of Mr. Mc-Dougall, the Notary, shows that he sat down at a table at the foot of the bed of the testatrix and wrote the will as dictated to him by the testatrix. His testimony further shows that he drafted the will from the dictation of the testatrix and in the presence of the three witnesses above named, and it was read back to Mrs. Heintz in the presence of said witnesses, and then signed by all of said witnesses, as well as himself, at one and the same time and without turning aside to any *541 other act. The testimony of Mr. Mc-Dougall is corroborated by both Mrs. Keen and Mr. Julian, two of the subscribing witnesses to said will. However, the other subscribing witness, Mrs. Minnie B. Heintz, who is of course, the aunt to the respective parties to this suit, testified that she was preparing a meal in the kitchen at the time and that she left the room while the will was being dictated and went into the kitchen to attend to the cooking; that she did not return to the room until a correction by the testatrix was ordered and made by the Notary, and at that time she moved a table to the foot of the bed, which table was used by the Notary in order to make the correction in the will. This witness admitted she heard the will read by the Notary to the testatrix and the other witnesses, and she further admitted she signed the will along with the other witnesses.
“Counsel for' plaintiff has expended a major portion of his brief to the proposition that witnesses should be weighed rather than counted, and that positive testimony is more forceful and should be accepted rather than negative testimony. There is no question but what these are the proper legal 'principles to follow in the evaluation of testimony that is given in a case, however, it is impossible for me to reach the conclusion that only the testimony of Mrs. Minnie B. Heintz is positive testimony, and the testimony of the other two subscribing witnesses, as well as the Notary, is ’negative; and further, under all the circumstances in this case I cannot reach the conclusion that the testimony of Mrs. Minnie B. Heintz can outweigh the testimony of the other two subscribing witnesses, as well as the Notary. I have occupied my present position in this district for a period of approximately twenty years and during that period of time the Notary, Mr. Mc-Dougall, has conducted, himself in a highly honorable and highly ethical manner in his practice before this Court; he is positive that during the whole time during which the will wa,s being dictated to him by the testatrix that all three of the witnesses were present in the room; he further testified he read the will to the testatrix in the presence of the witnesses and they signed it, and all these things were done without turning aside to any other act; he was positive that Mrs. Minnie B. Heintz had not left the room during the whole time.

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Bluebook (online)
91 So. 2d 784, 231 La. 535, 1956 La. LEXIS 1551, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gilbert-v-heintz-la-1956.