Sere v. Darby

43 So. 255, 118 La. 619, 1907 La. LEXIS 774
CourtSupreme Court of Louisiana
DecidedFebruary 18, 1907
DocketNo. 16,297
StatusPublished
Cited by10 cases

This text of 43 So. 255 (Sere v. Darby) 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
Sere v. Darby, 43 So. 255, 118 La. 619, 1907 La. LEXIS 774 (La. 1907).

Opinion

BREAUX, C. J.

Plaintiffs brought this suit on a written obligation, dated April 12, 1880, signed by the late Mrs. St. 'm. Darby, acknowledging her indebtedness to the late Leon Sere, Sr. (father of the plaintiffs), in the sum of ?4,000, which she promised to pay at her death.

The defendants are the heirs of the said Mrs. Darby.

Plaintiffs are the grandchildren of Mrs. Darby and children of Leon Sere and Constance Darby, daughter of Mrs. Darby, the asserted obligor.

Mrs. Darby died in 1905. Sere died some time prior.

Plaintiffs claim that the instrument which she signed in favor of the late Leon Sere is now due; she being dead. The instrument in question was also signed by Octave Darby [621]*621as a witness, who is her son and one of the defendants.

The defendants deny liability, and plead that a fraudulent simulation was committed in executing this instrument. They, setting forth their version of the facts, aver that years before the date that the present instrument, the one sued upon, was executed, a similar instrument had been executed by the late Mrs. Darby; that the last instrument, the one sued upon, is merely a reproduction of the first, which had been misplaced or destroyed in some way; that the only consideration that either instrument had grew out of an agreement of the late Leon Sere, Sr., with the late Mrs. Darby, his mother-in-law, in which she bound herself for the sum before mentioned, payable after her death to support her two unmarried daughters, Ooralie and Louisa Darby; that, at the instance of Sere, Mrs. Darby did not set forth the true consideration of the instrument, but that it was understood, as before mentioned, that he would support the two daughters; and that upon his promise to carry out the verbal agreement she signed the paper, promise to pay, and delivered it to him.

The foregoing all relates to the first instrument. It having been lost, stolen, or destroyed, as before mentioned, another was signed in lieu of the first. It is this last instrument (the one sued upon) which Octave Darby signed as a witness.

Defendants insist that there was no consideration except the promise of Sere, Sr., as before stated.

Defendants aver further that one of the daughters died years before her mother, and that Sere never gave the least consideration for the instrument in question to Mrs. Darby.

The defendants further allege, in substance, that after Sere’s death his widow, Mrs. Constance Sere, obtained possession of this instrument, knowing that it was without consideration, and that, for that 'reason; in the settlement of her husband’s succession she judicially declared that it had no value; that in the judicial declaration her children joined; that they accepted their respective shares from their mother in the succession of Leon Sere, Sr., their father, and treated the instrument as valueless for reasons before mentioned.

Defendants aver that plaintiffs are estopped by their said declaration. Defendants further declared, in their answer, that Mrs. Darby always denied liability, in writing and orally.

On the trial defendants offered to prove the allegations of their answer. Plaintiffs objected to the admissibility of the testimony offered on the ground that the purpose of defendants was to show that the $4,000 in question was not advanced by Sere to Mrs. Darby, although it is specially declared in the instrument that this amount' was an advance made by him to her.

The further ground of objection on the part of plaintiffs in this connection was that the purpose of defendants was to prove that Sere had proposed and agreed that he would provide maintenance for the two daughters of Mrs. Darby; that it was an attempt to contradict a written instrument by parol. Plaintiffs further stated their grounds:

“It is only where an act is silent as to consideration, or in cases in which error, fraud, or ambiguity, or other similar good cause has been alleged in which third persons are interested, that such testimony was admissible;” that here those were not the points of defense made.

The judge of the district court sustained the objection, and excluded .the. greater part of defendant’s testimony.

Judgment was rendered for plaintiffs, from which the defendants appealed.

Whether the parol evidence offered was admissible presents the important question for decision.

We think that it was admissible in evi[623]*623deuce. The following are our reasons: The instrument contains the words which we reproduce in the original to wit:

“Je reconnais devoir a mon gendre Leon Sere la somme de $4000 pour avances d’argent. * * *”

Third persons having an interest have the right to prove by parol want or failure of consideration.

The forced heirs are in the position of third persons.

Prior to Act No. 5, p. 12, of 1884, children, to the extent of their legitime, were not considered as heirs, but as creditors and third persons. Beyond this they were “ordinary heirs.” This was changed and enlarged by the act cited. The act provides that:

“Forced heirs shall have the same right to annul absolutely and by parole evidence simulated contracts of those from whom they inherit, and shall not be restricted to their legitime.”

Thus placing children on the same footing as third persons, as stated hereafter.

Here the contention on the part of the children is that the acknowledgment has no consideration; that their mother signed it to carry out a particular purpose, which is not mentioned in the instrument; furthermore, that it was a fraudulent simulation.

Upon these different grounds the defendants were entitled to any legal evidence to establish their allegations. Generally parol evidence cannot be admitted against or beyond that which is contained in a written document. But there are exceptions to this general rule. As, for instance, if an instrument is a mere fraud or scheme adopted to create an indebtedness against an estate.

We agree with the proposition that ordinarily the exception before alluded to is limited to acts in which consideration is expressed, or in. which there is error or fraud or ambiguity in which third persons have an interest. The case here falls within the exception.

We have seen that the defendants are third persons, and from that point of view their testimony is admissible.

The law which authorizes parties to resort to testimonial proofs of simulation is an exception of the law which protects acts against parol evidence, and for that reason decisions relating to the general rule regarding written contracts are not here applicable.

Id a decision upon the same subject-matter this court held that all a third person “had to do to secure relief was to show that the pretended title was a mask.” Lucas v. D’Armond, 11 La. Ann. 169.

Whilst these exceptions to the general rule regarding written instruments should be strictly construed, and heirs should not be permitted lightly to interfere with an indebtedness asserted in writing by their father or mother, yet under the law a fraudulent simulation can be proven if it be true that the act is of that character. This can best be determined after the whole admissible testimony will have been admitted.

If Mrs.

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Bluebook (online)
43 So. 255, 118 La. 619, 1907 La. LEXIS 774, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sere-v-darby-la-1907.