McGregor v. McGregor

107 So. 2d 437, 236 La. 184, 1958 La. LEXIS 1299
CourtSupreme Court of Louisiana
DecidedDecember 15, 1958
DocketNo. 43526
StatusPublished
Cited by1 cases

This text of 107 So. 2d 437 (McGregor v. McGregor) 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
McGregor v. McGregor, 107 So. 2d 437, 236 La. 184, 1958 La. LEXIS 1299 (La. 1958).

Opinion

McCALEB, Justice.

Colin A. McGregor died suddenly of a heart attack in Lake Charles, Louisiana, on November 24, 1949. He was survived by his widow, Lillie Wise McGregor, whom he had married in 1923. No children were born of the union, which the evidence shows to have been a happy one during the 26 years of its existence. Decedent’s nearest blood relatives at the time of his death were his brother, Herbert McGregor, and his sister, Augusta McGregor Davidson, of Durango, Colorado, the plaintiffs in this case.

On December 14, 1949, the widow opened the succession in the then Eleventh Judicial District Court for the Parish of Vernon and presented for probate a will executed by her husband in Arkansas on August 16, 1929. By the terms of this will, she was [438]*438instituted as universal, legatee and bequeathed his entire estate, which consisted of an undivided one-half interest in the $250,000 community of acquets and gains formerly existing between them. On January 7, 1950, Mrs. McGregor secured a judgment recognizing her as surviving spouse in community and as her husband’s sole legatee and she was put in possession of all property belonging to the community estate.

On December 18, 1953, Herbert McGreg- or and Mrs. Augusta McGregor Davidson filed the present suit against Mrs. Lillie Wise McGregor in the Thirteenth Judicial District Court for the Parish of Vernon, seeking an annulment of the prior probate proceedings in their brother’s succession on the ground that decedent had executed a subsequent will in olographic form during November, 1943 which they allege had been either lost, destroyed or otherwise suppressed by Mrs. McGregor. They further claimed that, in this lost or destroyed will, decedent bequeathed to his brother the sum of $50,000 and cancelled and discharged certain promissory notes amounting to $6,-000, which he owed the testator; that decedent’s sister was bequeathed $25,000 and that the balance of the estate, after payment of debts, was to go to decedent’s widow. It was prayed that the alleged destroyed or suppressed will be probated and that plaintiffs have judgment against Mrs. McGregor for the amount of their respective legacies, with interest and costs.

Following the submission of certain peremptory exceptions filed by decedent, plaintiffs were ordered, under penalty of dismissal, to supplement their pleadings by alleging, if they were able, the date in November 1943 on which the purported lost or destroyed olographic will of the deceased was executed. And, in due course, an. amended petition was presented in which plaintiffs declared under oath, on information and belief, that the will was dated November 30, 1943.

Defendant interposed another exception of no cause of action to the petition and, upon the overruling of this pleading,, filed her answer in which she denied all material allegations of fact contained in the original and amended petitions respecting the existence of the lost or destroyed will alleged by plaintiffs, affirmatively pleading that her husband’s will of August 16, 1929, was the last and only will found after his death.

On the issues thus formed by the pleadings a trial was had at which voluminous-evidence, both oral and documentary, was introduced. After a careful consideration of the case the district judge, in a well-reasoned opinion, held that plaintiffs had not established the verity of their claim and dismissed their suit. Hence this appeal.

In a lengthy brief presented to this Court on the facts and law of the case, plaintiffs’ diligent counsel have attempted to demonstrate that the finding of the district judge is contrary to the preponderance of evidence and that the conclusions he draws from the conflicting testimony arc not justified. But, after a careful consideration of the record, we are convinced that the judge did not err in his factual and legal findings. Indeed, we think his painstaking analysis of the verbal and written evidence submitted in the case is sound, so much so, that we shall adopt his treatment of the facts as our decision in the case.1

“In the spring of 1943, Mr. McGregor entered the Armed Services in World War II, as a Commander in the Navy, and on [439]*439April 26, 1943, he was assigned as a Commander, to active duty with the Seabees. * * * 2 As many other Service men and their wives did, Mr. and Mrs. McGregor decided they should prepare reciprocal wills, whereupon, they, or one of them, contacted Mr. A. B. Cavanaugh, an Attorney of Lake Charles, Louisiana (who, in the testimony, is sometimes referred to as ‘Speedy’), for the purpose of securing his legal advice as to the forms of such wills. On May 6, 1943, Mr. McGregor wrote Mr. Cavanaugh, requesting that he prepare a form of will for Mr. McGregor to name his wife as sole legatee, with the additional provision that, in the event of her prior death, his mother, brother and sister were to take the estate in equal proportions. In the same letter the attorney was requested to prepare a similar form of will for Mrs. McGregor, in which Mr. McGregor was to be the sole beneficiary and in the event of his prior death, naming his mother, brother and sister and brothers and sisters of Mrs. McGregor as equal beneficiaries. As shown by the mentioned letter, there had been a previous conference with the attorney concerning the preparation of the forms of wills. Mr. McGregor again wrote Mr. Cavanaugh on July 27th, 1943 and on June 30th, 1943, Mr. Cavanaugh replied sending to Mr. McGreg- or the forms of wills he had prepared and which he had previously, June 19th, 1943, sent to Leesville, Louisiana, and to Duran-go, Colorado. According to Mr. Cava-naugh’s testimony, exhibits ‘P-10’, and ‘P-11’, are copies of the forms prepared by him. A copy of Mr. Cavanaugh’s letter of June 19, 1943, in which he first transmitted the forms of the wills to Leesville and to Durango, appears as Exhibit ‘P-12’.

“Indicating the care exercised by Mr. McGregor, his desire to complete the execution of the will and the consideration he gave to its confection, are defendant’s exhibits, ‘D-5’, ‘d-6’, ‘D-7’, ‘D-8’, and ‘D-9’. ‘D-5’ is a letter from him to his wife, dated June 27, 1943, while he was at Camp Perry, Virginia, in which he mentioned the fact that Mr. Cavanaugh had not sent the forms of the will. ‘D-6’ is another letter from Mr. McGregor to Mrs. McGregor, dated July 3, 1943, from Camp Perry, in which he said he had received the forms of the will prepared by Mr. Cavanaugh, and saying that he would copy the form and mail it to Mrs. McGregor. ‘D-7’ is a letter written by Mr. McGregor to his wife, dated July 5, 1943, in which he acknowledges receipt of a copy of the will form sent him by Mrs. McGregor making certain changes in names and addresses in the will, see Exhibit ‘D-8’. The letter dated July 28, 1943, from Mr. Mc-Gregor to Mrs. McGregor (‘D-9’) stated ‘I’m enclosing my will as per Speedy’s outline’. So, we know that on or shortly before July 28, 1943, Mr. McGregor executed the will, form of which was prepared by Mr. Cavanaugh, in which Mrs. McGregor was named as the sole beneficiary, with the provision that should she die before he did, his estate was to be divided between his mother, brother and sister and her brothers and sisters.”3

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Bluebook (online)
107 So. 2d 437, 236 La. 184, 1958 La. LEXIS 1299, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcgregor-v-mcgregor-la-1958.