McCullough v. Bridges

245 So. 2d 319, 257 La. 1086, 1971 La. LEXIS 4449
CourtSupreme Court of Louisiana
DecidedFebruary 24, 1971
Docket50525
StatusPublished
Cited by10 cases

This text of 245 So. 2d 319 (McCullough v. Bridges) 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
McCullough v. Bridges, 245 So. 2d 319, 257 La. 1086, 1971 La. LEXIS 4449 (La. 1971).

Opinions

BARHAM, Justice.

This is a suit for declaratory judgment to determine the validity of a will, brought by the administratrix of the succession of the testatrix, Mrs. Inez Smithson Gordon, on behalf of the decedent’s only heirs, all collaterals, against the legatee. The Second Circuit Court of Appeal reversed [1089]*1089the judgment of the district court and declared the will invalid. 233 So.2d 54. We directed certiorari to that court.

The will in question, which follows the statutory will form of R.S. 9:2442, reads as follows:

“STATE OF LOUISIANA “PARISH OF CADDO “KNOW ALL MEN BY THESE PRESENTS:
“That before me, the undersigned authority and in the presence of the undersigned competent witnesses came and appeared Mrs. Inez Gordon, who did state and declare that she makes this her last will and testament, revoking all others which might have been written by her before this time, and that after her death, she wills and bequeaths the following disposition of her estate:
“FIRST, she desires that all of her just and legal debts be paid.
“SECOND, she leaves, wills and bequeaths unto her friend, MRS. CECIL M. BRIDGES of Leesville, Vernon Parish, Louisiana, the following membership certificates of the First Federal Savings and Loan Association, Shreveport, Louisiana:
Number Date Amount
771 July 5, 1945 $1,000.00
1291 June 27, 1947 1,000.00
1444 Sept. 5, 1947 3,000.00
2711 Sept. 28, 1950 5,000.00
in the total amount of $10,000.00.
“All of this have been written on the instructions of the testator, and after it was written, the testator, the two witnesses and the Notary Public gathered together in the office of Charles L. Barnett and the will was read aloud by the Notary Public in the presence of the testator and the witnesses, after which the testator stated that it was her last will and testament prepared
(s/d) Mrs. Inez Gordon
[2nd page]
in accordance with her instructions and as she desired, after which the testator signed the will, each of the two witnesses attesting his signature and the Notary Public signed the will and affixed his seal, each one witnessing the signatures of each of the others and all without turning aside to other things at Shreveport, Caddo Parish, Louisiana on October_, 1966.
“WITNESSES:
(s/d) “Elizabeth L. Sessions
(s/d) “Mrs. Inez Gordon
“MRS. INEZ GORDON
(s/d “Tom P. Williams
(s/d) “Charles L. Barnett_
“CHARLES L. BARNETT
“Notary Public”

[1091]*1091The question presented for determination is whether the omission of the day of the month in the attestation clause invalidates the will. The Court of Appeal concluded that a date certain is a mandatory requirement of the statutory will, and that because of the omission of the day this will fail to meet the standard , of substantial compliance with the form required of statutory wills.

R.S. 9:2442, which establishes the statutory will, provides:

“In addition to the methods provided in the Louisiana Civil Code, a will shall be valid if in writing (whether typewritten, printed, mimeographed, or written in any other manner), and signed by the testator in the presence of a notary public and two witnesses in the following manner:
“(1) In the presence of the notary and both witnesses the testator shall signify to them that the instrument is his will and shall sign his name on each separate sheet of the instrument. * * *
“(2) The notary and both witnesses must sign their names at the end of the will in the presence of the testator and in the presence of each other.
“(3) The foregoing facts shall be evidenced in writing above the signatures of the notary public and witnesses and the testator at the end of the will. Such declaration may be in the following form or a form substantially similar thereto: ‘Signed on each page * * * and declared by testator above named, in our presence to be his last will and testament, and in the presence of the testator and each other we have hereunto subscribed our names on this _ day of_, 19--’ ” (Emphasis supplied.)

We have held that the will created under this statute is based on the common law rather than the civil law. Succession of Morgan, decided Dec. 14, 1970, 257 La. 380, 242 So.2d 551. New statutes in any of the common law states providing for any form of will require a date, and the Statute of Wills and the Statute of Frauds in England were silent on the subject of date. See L.R.A. 1916E 499; 6 A. L.R. 1455. Under common law it is not necessary that a will bear a date unless there is a specific statutory requirement, and an erroneous date does not invalidate such an instrument. 2 Bowe-Parker: Page on Wills § 19.7; Atkinson, Wills (2d ed. H.B.1953) § 62; 57 Am.Jur. Wills § 223; 94 C.J.S. Wills § 168. Therefore, in accord with the jurisprudence in the jurisdictions from which came the source of our statutory will, the will need not be dated unless there is express requirement within our statute mandating an inclusion of a date. [1093]*1093Moreover, were we to resort to a civilian approach for a determination of this issue, we find nothing to cause us to reach a contrary result.

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McCullough v. Bridges
245 So. 2d 319 (Supreme Court of Louisiana, 1971)

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Bluebook (online)
245 So. 2d 319, 257 La. 1086, 1971 La. LEXIS 4449, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccullough-v-bridges-la-1971.