McKnight v. Cornet

143 So. 726
Louisiana Court of Appeal·Decided October 17, 1932·No. No. 14105.·Published·Cited by 3 cases

Opinion

WESTERFIELD, J.

William McKnight brought this suit against Mrs. Anna B. Cornet, as the universal legatee in possession of the property of her deceased husband, A. S. Cornet, on the following written document: . ,

$690.00 Duvic, La. Feby. 14,1920.
“To whom it may concern
“In the event of my death I agree to pay to W. McKnight the sum of six Hundred Dollars.
“A. S. Cornet.”

The suit is defended upon the ground, first, that the instrument sued on is testamentary in character and has been revoked by a subsequent will; second, want of consideration.

On the first point the question presented is whether the document may be said to be an acknowledgment “in priesenti,” or a disposition “in futuro” to take effect at Cornet’s death. The fact that Cornet agreed to pay to McKnight “in the event of my death” is not sufficient to stamp the writing as testamentary in character, if it otherwise appears, expressly or impliedly, that'it was intended as a recognition of a present indebtedness, the rule being, as stated in a note appearing in the 2 A. L. R. page 1474: “However, an instrument for the payment of money cannot be enforced as a note against the estate of the promisor, until whose death payment was postponed, unless it either expressly or impliedly recognizes an existing present indebtedness, since the lack thereof, together with the fact that payment is postponed until death, makes the instrument testamentary in character.”

Our attention is directed to the case of Cover v. Stem, 67 Md. 449, 10 A. 231, 232, 1 Am. St. Rep. 406, where it was held that an instrument reading “at my death, my estate or my executor pay to July Ann Cover three thousand dollars” was a posthumous disposition ahd not a note, because, as stated in that case: “ * ⅜ * In the instrument before us, there are no words that create a debitum in prsesenti; there are no words that create the relation of debtor and creditor in the lifetime of the parties to the instrument; but the words employed simply import a posthumous disposition of a part of the estate of the maker of the instrument, and nothing more.”

The court considered the case to be similar to another Maryland case, Byers v. Hoppe, 61 Md. 206, 48 Am. Rep. 89, “the only real distinguishing feature between the paper in that case [Byers Case] and the paper in this is that the paper in -the former was not under seal, and the paper in this is. That, however, can make no substantial distinction in determining the real -character of the instrument, as wills are more frequently executed under seal than otherwise. Nor can the fact that the instrument was delivered to the party to whom payment was directed to be made, change the real nature of the instrument. For the principle is well settled that an instrument máy be in the form of a deed, signed, sealed, and delivered as such, and still, if it be apparent that the party intended a posthumous disposition of his property, the instrument not being operative until after his death, such instrument will be regarded as testamentary.”

On the other hand it has been held that, if it appears that an instrument calling for the payment of money at the death of the prom-isor was intended as a testamentary disposition, it may not be enforced as a note, though in the form generally used for notes. Graves v. Safford (1891) 41 Ill. App. 659, on appeal, 56 Ill. App. 499.

*727 In The Succession of Beard, 14 La. Ann. 121, a paper reading:

“Due Mrs. Sarah E. Andrews, the sum of two thousand five hundred dollars, payable to her order, out of the proceeds of my estate, after my death. J. A. Beard.
“New Orleans, June 15th, 1855,”

was held to be an evidence of indebtedness, and not a will.

In Succession of Ravain, 168 La. 413, 122 So. 274, 275, the court considered a paper reading as follows:

“This is to acknowledge that my brother Albert A. Ravain is owner of ½ interest in my store * * * in case I should die at any time,”

and held that it was not testamentary, quoting articles C. C. arts. 1570 and 1571. The court said:

“The document in question does not name the brother of deceased as legatee nor refer to him at all as an heir. Nor does it contain the words ‘give,’ ‘donate,’ ‘bequeath,’ ‘devise,’ or any other word clearly establishing that it is a disposition of last will.
“On the contrary, this document expressly ‘acknowledges’ a title in prsesenti in the brother of deceased to a half interest in the store in question, * ⅜ ”

It is true that in that case Albert A. Ravain is acknowledged as the owner of one-half interest in the stoie, but “in case I should die at any time,” and the court held that the words “in case I should die at any time” did not qualify the acknowledgment so as to make it a disposition “in futuro,” but merely explained the reason for the acknowledgment of the interest of Ravain’s brother “in order to furnish his brother with written evidence to secure and protect his title in the event of the death of John H. Ravain.”

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McKnight v. Cornet, 143 So. 726 (La. Ct. App. 1932).

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