Godden v. Executors of Burke

35 La. Ann. 160
CourtSupreme Court of Louisiana
DecidedJanuary 15, 1883
DocketNo. 8368
StatusPublished
Cited by14 cases

This text of 35 La. Ann. 160 (Godden v. Executors of Burke) 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
Godden v. Executors of Burke, 35 La. Ann. 160 (La. 1883).

Opinions

The opinion of the Court was delivered by

Bermudez, C. J.

The plaintiff, as the only lawful issue of Edward Burke, attacks her father’s will and seeks its nullity on two substantive grounds! 1st, unsoundness of mind and mental incapacity; and 2d, undue influence on the part of the universal legatee, his brother.

The executors named and all concerned in maintaining the will were made parties.

Their defense is a general denial, and the special averment that all that portion of plaintiff’s petition which charges that the will was made through the instrumentality or at the suggestion or captation of the universal legatee is, even if true, which they deny, not susceptible of proof under the laws of Louisiana, and that evidence tending to show such allegations to he founded in fact, must be excluded.

The wide door opened by the lower court has permitted thelitigants to accumulate written evidence and oral testimony, swelling the dimensions of the. transcript to upwards of one thousand pages, some fifty witnesses testifying in the case during a protracted trial.

Por reasons orally assigned, which were not, therefore, embodied in the transcript, judgment being rendered in favor of the defendants, the plaintiff has appealed.

While we well appreciate the feelings of defendants’ learned counsel in his deprecation of this enormous record, we are placed in the necessity, under the law governing such cases, of overruling in globo the many hills of exceptions with which the defense has come up to us, and which were taken to exclude certain testimony on the issue of insanity.

It is no doubt a rule of law, that in questions of insanity, non-expert witnesses are required to state the facts which have come under their observation, and are not permitted to express mere impressions or opinions; hut the law allows them to announce the result impressed [162]*162upon tlieir minds by the occurrences specifically testified to by them. An exception to the rule is made as to witnesses subscribing- a will. Professional experts themselves, although authorized to express a scientific opinion, must make known, the circumstances upon which it is based, whether the facts be or not to their personal knowledge. 'They are rather generally called upon to utter a judgment upon given or stated facts.

The philosophy of the law is, that it is for the court to draw conclusions from the established facts. Chandler vs. Chandler, 21 An. 58, and authorities there cited.

It was under the guidance of those well settled and wise rules that the District Judge has permitted the testimony complained of to he received, and has thus enabled this Court to pass upon and weigh the statements of a number of witnesses belonging- to different classes of society, among whom are found a cotton screwer, a plasterer, a milkman, a barber, an ironmonger, a barkeeper, a jeweler, a watchmaker, ■a pedagogue, a priest, a doctor, a druggist, a lawyer, a notary, one of his clerks, a bank president, bank employees, a wife, a daughter, store .clerks, body servants, tenants, customers aud friends. We think the evidence was properly admitted.

We are next requested to notice that the petition avers no defect of form in the-will; that when the plaintiff attempted to go into the mode and manner of the. making- of the will the defendants objected, and that their objection is put of record. An inspection of the entry of the objection shows that it was made after the most material portion of the testimony on the circumstances which transpired at the making of the will, had been introduced by the defense itself, and that it was urged on the ground that the testimony was irrelevant and not pertinent.

, The charge that “the pretended will was made through the instrumentality of Augustin Burke,” substantially includes that of undue influence .iu the procurement of the will. It is true that the allegation might have been made more explicit, hut the defendants did not except and call for a declaration or enumeration of thefacts and circumstances justifying the.charge. Far from doing so and considering that the petition.was pregnant with such charge, the deftmdanfcs themselves, in their anxiety to close the door against any evidence to prove suggestion of the will, found that the petition charged besides, suggestion and captation. Denying the same, they specially pleaded in their answer that such charge was not susceptible of proof under the law of the State.

On the trial, relying- on this defense, they objected to evidence offered to show suggestion at the time of the making of the will.

[163]*163To that end they rely on Article 1492 R. C. C., which declares that “ proof is not admitted of the dispositions having been made through hatred, anger, suggestion or captation.” .

It is an error to suppose that this Article, which was.first incorporated iu the Code of 1808, and which finds no place in the Napoleon Code, was designed to prevent the admission of proof to establish the circum-. stances which transpire at the making of an authentic will, undercharges tending to the nullity of the act, for want of compliance with the exigencies of the law. The prohibition embodied in that Article against the admissibility of certain proof,- was intended to apply only to facts arisen prior to the making of the will.and to close effectually the door against inquiries into the motives which animated a testator in disposing of his property. It does not at all forbid the introduction of proof to show facts which occurred during the making of the will, such as: that the will was not dictated by the testator, but was suggested to him, in part or in whole, either by the notary, one of the witnesses, or somebody else in attendance. In other words, it permits the hearing of evidence of suggestion, of prompting; he., that in the.dictation ” to the notary, the testator performed the part of an automaton. Unless it was so, it would ever be impossible to prove that the dictation was .the result of intimidation, fraud, or some other ill-practice, or to establish some other fatal irregularity.

The record discloses the fact that while the notary, a witness for defendants, was on the stand, testifying as to the will in question then before him, he was asked by the defense to state the circumstances under which that will was made,” and that he did so. It also establishes that one of the subscribing witnesses to the will, sworn for the defendants, was by them asked to “ state the whole history of the making of the will,” and that he did so. It also shows, that when the universal legatee, sworn for himself, was on the stand,- he was asked by his counsel to state what happened on the 3d of June, the day of the making of the will, and that he did so, including the making of the will, at which he was present.

It is onlyr after such questions had been put by the defense and answered, that the plaintiff propounded, on the cross-examination, questions, in order to elucidate or establish more clearly the circumstances which transpired during the will making ceremony.

The allegation of the petition: that the wjll was procured by the in-í strumentality of Augustin Burke, the universal legatee, was amply broad to justify the offering and admission of explanatory'proof of subordinate facts, substantially found within the allegations.

As the defense had first instituted inquiry as to those circumstances,

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Bluebook (online)
35 La. Ann. 160, Counsel Stack Legal Research, https://law.counselstack.com/opinion/godden-v-executors-of-burke-la-1883.