Hamilton v. Kelley

641 So. 2d 981, 1994 WL 460677
CourtLouisiana Court of Appeal
DecidedAugust 17, 1994
Docket25820-CA
StatusPublished
Cited by4 cases

This text of 641 So. 2d 981 (Hamilton v. Kelley) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hamilton v. Kelley, 641 So. 2d 981, 1994 WL 460677 (La. Ct. App. 1994).

Opinion

641 So.2d 981 (1994)

Tom R. HAMILTON, Plaintiff-Appellant,
v.
Hazel KELLEY, et al., Defendants-Appellees.

No. 25820-CA.

Court of Appeal of Louisiana, Second Circuit.

August 17, 1994.

*983 Richard R. Storms, Ruston, for plaintiff-appellant.

Kitchens, Benton, Kitchens & Warren by Graydon K. Kitchens, III, Minden, Davenport, Files & Kelly by Michael J. Fontenot, Hudson, Potts & Bernstein by W. Craig Henry, Monroe, Earl and Hampton by Bruce E. Hampton, Farmerville, for defendant-appellee.

Before NORRIS, LINDSAY, HIGHTOWER, VICTORY and BROWN, JJ.

BROWN, Judge.

Plaintiff, Tom R. Hamilton, was ten years old when his uncle, W.H. Hamilton, died. The five brothers and sisters of Hamilton, including plaintiff's father, claimed that he died intestate and obtained a judgment placing themselves in possession of decedent's property. Twenty-five years later, plaintiff's father, Boyce Hamilton, died. Plaintiff found among his father's effects an olographic testament written by his uncle, W.H. Hamilton, bequeathing all of his property to plaintiff. The testament was entirely written and dated by W.H. Hamilton; however, the signature was obviously and purposely cut off the document. Within one year of discovering the testament, plaintiff filed this action to annul the judgment of possession because of fraud and ill practices and to probate the olographic testament. See LSA-C.C.P. Art. 2004. Although finding that the testament was entirely written and dated by W.H. Hamilton and that it had been signed, the trial court "reluctantly" found that plaintiff did not prove the authenticity of the missing signature and dismissed plaintiff's action "based on a strict and narrow interpretation of the law." For the following reasons, we reverse and render judgment in plaintiff's favor.

FACTS/PROCEDURAL HISTORY

W.H. Hamilton was never married and died without ascendants or descendants on November 15, 1963. His brothers and sisters, asserting that W.H. Hamilton died intestate, obtained a judgment giving them possession of his estate on September 11, 1964. His estate consisted primarily of land inherited from his parents, including an undivided 1/6th interest in 640 acres in Union Parish, a 20 acre tract in Union Parish (his parents' homeplace) and an undivided 1/12th interest in a lot in Dubach, Louisiana.

After the death of Boyce Hamilton (plaintiff's father) in December 1990, plaintiff found in his father's belongings the olographic testament of his uncle, W.H. Hamilton. The will was entirely handwritten and dated by testator on a small blue piece of paper. The right bottom corner containing the signature had been cut off the testament. The will made plaintiff, who at the time of his uncle's death was 10 years old, the sole beneficiary. The intact portion of the testament read as follows:

To: Whom it may concern;

I, William Henry Hamilton, being of sound mind, declares this as my last and only will. In the event and at the time of my death, I bequest and will everything I own to my brother's son, Tom Hamilton.

Signed this 4th day of March 1962.

On May 3, 1991, Tom R. Hamilton filed this action to annul the 1964 judgment of possession and to probate the olographic will. Named as defendants were W.H. Hamilton's *984 living sisters and the heirs of his deceased siblings. Plaintiff's petition alleged that W.H. Hamilton's brothers and sisters cut off the signature of the instrument to defraud plaintiff of his inheritance. Exceptions of prescription, no right/cause of action and res judicata were referred to the merits and overruled. A third party demand filed by defendants against the heirs of Boyce Hamilton (not including plaintiff) was voluntarily dismissed with prejudice.

W.H. Hamilton had five brothers and sisters. At the time of trial, two brothers, Boyce and Alton Hamilton, and one sister, Gordie Mosely, were deceased. Another sister, Opal Murray, was living in New York, but was physically unable to attend the trial. Viola Hamilton, the widow of Alton, testified on plaintiff's behalf. Hazel Kelley, the remaining sister, testified on behalf of the defense.

Plaintiff testified that his parents were Boyce Henry Hamilton and Rita Tabor Hamilton. He stated that his uncle, William Henry Hamilton, was his father's youngest brother. His uncle was never married nor did he have any children. Plaintiff's testimony was supported by documents filed in the record of W.H. Hamilton's succession. Plaintiff's father died on December 30, 1990, and in early 1991, plaintiff discovered the testament of his uncle while sorting through his father's papers. Plaintiff had no knowledge of the document prior to this time.

Viola Hamilton testified that when W.H. Hamilton died, her husband, Alton, who was in bad health, was concerned about dissension among his siblings caused by the will. Viola testified that she was present during a conversation between Boyce and Alton concerning the testament and heard Boyce's statement to Alton that he would invalidate the will by cutting off the signature. She witnessed Boyce cut the signature off the will and give it to Alton. She saw Boyce fold the remaining testament and put it in his pocket. She observed Alton place the signature part in his "business drawer" and state that he "didn't have the heart to destroy it." Viola further testified that Hazel Kelley came over the next day and got the signature part out of the drawer. She told Hazel to put it back, but she would not. She never told her husband, who died eight months later, that Hazel took the signature. Viola testified that she saw the document and that it was entirely written, dated and signed by W.H. Hamilton.

Hazel Kelley testified that W.H. Hamilton, her youngest brother, died in 1963. Hazel Kelley testified that she was much older than W.H. Hamilton and that she took care of him like her own child. Hazel Kelley testified that after W.H. Hamilton died, she and her sister, Gordie, went through his billfold. She saw Boyce later that same day and he requested the billfold for a keepsake. She testified that Boyce left with the billfold but returned about two hours later. Boyce stated to her that he had found W.H. Hamilton's will in the billfold. Boyce then showed it to Hazel Kelley and several others who viewed the will for the first time.

Hazel Kelley stated that she saw the will and the signature. At trial, she testified that the handwriting on the exhibit was "too neat" to be that of W.H. Hamilton, "but it looks like his—." Hazel Kelley testified that she thought the writing on the will was that of W.H. Hamilton's, but that the signature she saw was not. She admitted that the document had a signature purporting to be W.H. Hamilton's, but that she knew his writing as well as her own and that it was not his signature. She denied seeing the document again after it was first shown to her by Boyce. Hazel Kelley testified that she signed the affidavit of heirship stating that W.H. Hamilton died intestate because their lawyer stated that the signature was not W.H. Hamilton's. (emphasis added).

Aubrey Ray, a good friend and lifelong neighbor of W.H. Hamilton, testified that one day at W.H. Hamilton's home, he observed W.H. Hamilton writing on a blue piece of paper and was told that it was his will. Hamilton further told Ray that he was leaving everything to Boyce's boy, Tom, because Tom was the only grandchild with the Hamilton surname.

James Marvin Simpson testified that he and W.H. Hamilton were like brothers and that Hamilton told him that he wrote a will *985

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Cite This Page — Counsel Stack

Bluebook (online)
641 So. 2d 981, 1994 WL 460677, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hamilton-v-kelley-lactapp-1994.