Murray v. Succession of Spencer

46 La. Ann. 452
CourtSupreme Court of Louisiana
DecidedApril 15, 1894
DocketNo. 11,237
StatusPublished
Cited by2 cases

This text of 46 La. Ann. 452 (Murray v. Succession of Spencer) 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
Murray v. Succession of Spencer, 46 La. Ann. 452 (La. 1894).

Opinion

The opinion of the court was deliver.- d by

Nicholls, C. J.

Plaintiffs represent that Fred. Zengel is a notary public in and for the parish of Orleans, and was such on the 29th of December, 1888, at which time he received the last will and testament of Robert H. Short, who formerly resided in New Orleans and died on the 11th of August, 1890, in which said will the said deceased gave and bequeathed to Mrs. Virginia T. Murray, widow of Joel T. Murray, or her heirs in case he survived her, the sum of three thousand dollars.

That on the 2 2d of May, -1890, and before the death of Robert H. Short, Mrs. Virginia T. Murray died, leaving as her heirs Arthur H. Murray, Mrs. Juliette Murray Jones, and the issue of a predeceased daughter, Mrs. Mary W. Murray, to-wit: the minors Arthur Murray Dargan, Cornelia Alice Dargan and Bertie Lucy McDonald, all of whom are plaintiffs herein, and are the parties described as the heirs of Mrs. Virginia T. Murray in the said testament, and would be hence entitled to the said legacy.

That the said will was duly probated on the petition of Philip S. Sims, named as one of the testamentary executors in the will, on the 18th of August, 1890. That thereafter Mrs. Margaret Short Moran, a legatee of R. H. Short, filed a suit to annul the will, on the ground that the said notary had failed to clothe the will with the formalities required by law, and especially because after a greater portion of the said will had been dictated by the testator to [460]*460the notary, and having been read over to the testator and the testator having changed certain dispositions and added a modification or an amendment to the will, bequeathing the residue of his estate after discharging the legacies therein named to all the legatees named therein, share and share alike, the notary failed to clothe said amendment or modification with any of the requirements of law, and by reason of the said fatal defects the said will was a nullity. That plaintiffs were cited, among others, as defendants in said suit, and after due proceedings said will was annulled and avoided solely by reason of the fatal defects of form appearing on the face thereof, due wholly to the fault and want of care on the part of the notary, which judgment is now final. That when the notary executed the said will, William R. Richardson and John Spencer, now deceased, were the sureties of the said notary on his notarial bond, on which bond the t aid Fred. Zengel, notary, bound himself as principal in the sum of five thousand dollars, and each of the' sureties in the sum of twenty-five hundred dollars.

That by reason of the fault, negligence, imprudence, want of skill and inattention to his business, and the deplorable omissions in failing to clothe the will with the requirements of law, which the said Robert H. Short had a right to expect by reason of the said Zengel’s reputation as a competent notary, the will was a nullity, and was so declared by judgment of court, and petitioners were damaged in the full sum of their so lost legacy.

That John Spencer, one of the sureties, has died, ánd his succession is represented by the said Fred. Zengel and John Lynch as executors. .

That under the law the said notary is liable for said damage and injury; that the surviving surety, Richardson, is liable in solido with him up to the sum of twenty-five hundred do lars, and that the succession of Spencer is liable in solido up to the sum of twenty-five hundred dollars.

They pray for judgment against Zengel for three thousand dollars and for judgment for the sum of twenty-five hundred dollars against Richardson, and for a like amount against the succession of Spencer, with legal interest from date of judgment.

' Defendan s excepted — first, that the demand was premature, and, second, that the same sets forth no cause of action.

Plaintiffs then filed a supplemental petition, in which, reitera* ing [461]*461their averments as first made, they further alleged that the succession of Short is perfectly solvent, and had the -will of the deceased executed before the said notary not been annulled by decree of court, they would have received the full amount as stipulated in the said will th -t they should be entitled to — that even had the court failed to annul the will for the reason more particularly set forth in the petition, still the said will was an absolute nullity because the notary had failed to clothe io with the formalities required by law, in that it was not written by the notary as dictated by the testator, which said fact the notary has himself testified to in the contest of said wills of the deceased, in which he was examined as a witness, all of which was due wholly to the fact of the negligence and want of skill of the said notary, as was more fully set forth in the or ginal petition.

By consent, of counsel the exceptions were referred to be tried with the merits.

Defendants, under reservation of their exceptions, answered, pleading first the general issue; further answering the defendant, Eengel, said that it is true he made the will complained of, but that he took down and wrote the will exactly as it was dictated by the testator, and that he did not fail or omit to comply with all the formalities of law, and he specially denied that the will in question was invalid, or that the same has ever been held to be invalid by any court or in any case, except in a consent proceeding, and he specially denied that the plaintiffs have suffered any loss whatever as the result of the making of the will, and that in the event that the e should be an error in the confection of said will, then he pleaded the same was an error of judgment, and not want of skill, or negligence in the confection of the will.

Judgment was rendered in the District Cour., in favor of the defendants, and plaintiffs have appealed.

Robert H. Short died in the city of New Orleans on the 11th August, leaving no ascendants or descendants, but certain collateral relations who, in the absence of the testamentary dispositions by him, would have been his legal heirs.

These parties were (1) the plaintiffs, who are the children of Virginia Thomas Short, a predeceased sister, who was the widow of Joel Murray; (2) a half sister, Juliette Brown, widow of R. S. Simms; (8) the descendants of William H. Brown, a predeceased half-brother; (4) the representatives of Richard Brown, a predeceased [462]*462half-brother; (5) the representatives of John Short, a predeceased half -brother.

Robert H. Short had, however, executed two wills by notarial acts — one before Geo. W. Christy, notary, on the 19th day of April, 1888; the other on the 29th December, 1888, before Frederick Zengel, notary.

In each will his entire estate was disposed of. In that of 19th April, 1888, known as the “ Christy ” will, he bequeathed, after payment of the special legacies therein made, “ the residue of his property ” to the Christian or Campbellite church, at Hopkinsville, Ky., and to the Baptist church at the same place.

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Bluebook (online)
46 La. Ann. 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/murray-v-succession-of-spencer-la-1894.