Morris v. Abney

65 So. 315, 135 La. 302, 1914 La. LEXIS 1767
CourtSupreme Court of Louisiana
DecidedApril 27, 1914
DocketNo. 19983
StatusPublished
Cited by7 cases

This text of 65 So. 315 (Morris v. Abney) 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
Morris v. Abney, 65 So. 315, 135 La. 302, 1914 La. LEXIS 1767 (La. 1914).

Opinion

LAND, J.

Plaintiff sued to recover of the estate of Dr. John I. Schumpert the sum of $4,900 on the following alleged cause of action:

Dr. T. E. Schumpert, son of Dr. John I. Schumpert, died at his domicile in the parish of Caddo in the year 1908, leaving an estate worth over $100,000 after payment of all his debts.

Dr. T. E. Schumpert left a last will and testament, defective in form, by which he bequeathed the sum of $5,000 to the plaintiff, yet Dr. John I. Schumpert, the sole heir of the decedent, ratified and confirmed said last will, and promised many times and on various occasions to pay the said bequest made to the plaintiff, and in fact paid thereon the sum of $100.

Dr. J. I. Schumpert, as sole heir, took possession of all the property of his deceased son, amounting to over $100,000, and at his death the said Dr. J. I. Schumpert had on hand and in his possession parts of said property worth at least $50,000, yet failed and neglected to pay said legacy or debt, though promising often to do so.

Defendant filed an exception of no cadse of action, which was referred to the merits, without prejudice, and defendant then answered substantially as follows:

That Dr. T. E. Schumpert, in the year 1908, undertook to make on his deathbed a last will and testament, but the paper he signed was absolutely null and void ab initio, and was never tendered for probate.

That Dr. J. I. Schumpert inherited the estate of his son, and was sent into'possession of the same as sole legal hqir.

Defendant denied that Dr. J. I. Schumpert ever acknowledged the paper signed by his son as the will of the latter, or ever ratified and confirmed the same.

Defendant denied that Dr. J. I. Schumpert ever promised the plaintiff to pay any supposed bequest made to her by his deceased son, or ever made her any payment of any sum on account of the same.

Defendant averred that Dr. J. I. Schumpert never recognized any natural obligation on his part to carry out the disposition of said void will, in favor of the plaintiff, never did carry out the same, and when he came to die he made no provisions for her in his last will and testament.

There was judgment in favor of the plaintiff, and the defendant has appealed.

The paper purporting to be the last will of Dr. T. E. Schumpert was written by a third person, and was signed by the testator and two witnesses. As the law requires five wit[306]*306nesses to a will of this kind, the document was void for want of legal form.

The disposition of said defective will were as follows:

(1) To his father Dr. J. I. Schumpert, a lifetime interest in the home in which he then resided; and an allowance of $150 per month for his maintenance during his natural life.

(2) To his aunt, Mrs. Lizzie Cassidy, the sum of $5,000 in cash, to be paid as soon after his death as it seemed practicable to his executor.

(3) To his cousin, Mrs. Schumpert Morris, $5,000, to be paid into her hands by his executor.

(4) To his cousin, J. I. Kingsinore, $3,000, to be paid by his executor.

(5) To Albert Stear, $500, to be paid by his executor.

(6) To Noble Byrd Schumpert, home and land, 20 acres, near Fair Grounds, his father and J. J. Kinsmore each to have a life interest in said home; also $10,000 to be used in Noble’s collegiate and medical education, and for his maintenance.

(7) To the Sisters then occupying and operating the Shreveport Sanitarium, the property known as such, and certain movables.

(8) To the Central High School his library.

(9) After payment of his debts and legacies, residue of his estate to go to Sisters for the building of a handsome and efficient Sanitarium in the city of Shreveport to be known as the “T. E. Schumpert Memorial.”

Mr. Peter Youree of Shreveport was named as executor.

A few days after the death of Dr. T. E. Schumpert, his father and sole heir, Dr. John I. Schumpert, made a donation inter vivos of the six lots, with all the buildings and improvements thereon, known as the " Shreveport Sanitarium to the Sisters of Charity of the Incarnate Word of Galveston, Tex. The act of donation contains the following recital:

“This donation is made and accepted in pursuance of the last will of Dr. Thomas E. Schumpert, late of said parish and state, and because of his love and admiration for the said Sisters and to the noble and beneficent works they have done, and on condition that the said sanitarium shall be called and named the ‘T. E. Schumpert Memorial Sanitarium,’ and shall be maintained at the city of Shreveport,” etc.

Mr. Peter Youree was named trustee, in the case of the sale of the property, to receive the price, and to see that the money was invested in another sanitarium in the city of Shreveport.

On the same day Dr. John I. Schumpert appointed Mr. Peter Youree as his agent and attorney in fact for the purpose of collecting the assets and settling the debts of the succession of Dr. T. E. Schumpert.

Mr. Youree testified that Dr. J. I. Schumpert frequently said that he would carry out the will as written by his son, and that, besides the donation to the Sisters of Charity, he delivered the library to the Central High School, and paid $250 on the legacy to Albert Stear.

Mr. Youree further testified that he had frequent letters from Mrs. Schumpert Morris about her legacy, and had frequent talks with Dr. John I. Schumpert about the same, and that Dr. Schumpert always said he was going to carry out the will of his son as written — was going to pay the legacy to Mrs. Morris, and also the one to his sister for $5,000. Mr. Youree further testified that the estate of Dr. T. E. Schumpert owed debts, and that Dr. John I. Schumpert never had the money to pay off the legacies.

Mrs. Beulah Oden (a cousin) testified that up to and prior to the death of Dr. J. I. Schumpert she and her husband had lived with him for 18 years, that she had “raised” Noble Schumpert, and that Dr. J. I. Schumpert in his last will had left her a legacy of $10,000, which had been paid.

[308]*308The same witness testified that soon after the death of Dr. T. E. Sehumpert a number of letters passed between her and the plaintiff relative to the latter’s legacy, and the witness identified several letters as written by 'her at the instance of Dr. J. I. Sehumpert in response to letters written by the plaintiff to him. In a letter of date July 16, 1908, in reply to one from the plaintiff, Mrs. Oden after referring to the will of Dr. T. E. Sehumpert, and stating that “Gousin John” had carried (out) that part relating to the sanitarium, continued as follows:

“He left you five thousand also; Cousin John said as soon as he could settle up he will give you yours.”

In another letter of date August 8, 1908, Mrs. Oden wrote:

“Your letter read and cousin John said he couldn’t do but very little for you now will settle up everything this year there was so much improvements to make. I told him to send you at least one hundred dollars and will go down in the morning and have him do it then when next payment comes he can send another $100.”

Mrs. Oden testified that Dr. Sehumpert subsequently told her that he had sent the money. In another letter of date February 15, 1909, Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
65 So. 315, 135 La. 302, 1914 La. LEXIS 1767, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-abney-la-1914.