Shimshak v. Cox

116 So. 714, 166 La. 102, 1928 La. LEXIS 1847
CourtSupreme Court of Louisiana
DecidedApril 9, 1928
DocketNo. 28360.
StatusPublished
Cited by3 cases

This text of 116 So. 714 (Shimshak v. Cox) 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
Shimshak v. Cox, 116 So. 714, 166 La. 102, 1928 La. LEXIS 1847 (La. 1928).

Opinion

ROGERS, J.

Mrs. Lena Kelly (née Cox) and Frank Shimshak were married on May 12, 1921, at El Dorado, Ark., where they established the matrimonial domicile. Mrs. Shimshak died on October 21, 1921, leaving as her survivors her husband, her father, A. T. Cox, and a number of brothers and sisters. At the time of her death she owned a piece of real estate and some household furniture in Shreveport, La., together with $150 cash on deposit in the First National Bank of that city.

On February 3, 1923, the father, brothers, and sisters of the decedent opened her succession as intestate in the district court of Caddo parish, and obtained a judgment therein recognizing them as her heirs and sending them into possession of her property in the city of Shreveport.

In October, 1924, Frank Shimshak, the surviving husband, presented to the probate court of Union county, Ark., a will of his deceased wife, praying that it be probated and made the judgment of the court. The will was admitted to probate on October 13, 1924, and on December 10, 1924, Frank Shimshak, the proponent, presented to the district court of Caddo parish a copy of the will and the probate thereof, duly authenticated, upon which he obtained an order that the will be filed, registered and executed, and he be recognized as universal legatee, and, as such, placed in possession of the property belonging to the succession of his deceased wife. On the same day, he instituted suit against the father, brothers, and sisters of his deceased wife to recover possession of the real estate in the city of Shreveport and some personal property which he. alleges the defendants took possession of.

In their answers, all the defendants attacked the validity of the will and the proceedings admitting it to probate, alleging that they were ineffective against the property of the deceased in Louisiana ; that the purported will is null because it was never intended as such; that it was not signed by the testatrix, or was signed by her at a time when she was incapable of making a will; that the last sentence in the will, “If I die all is his,” was forged and written after it was signed. A. T. Cox pleaded, in the alternative, that in case the court should hold the will to be valid, he was entitled, as a forced heir, to have the legacy to the universal legatee reduced to the disposal portion, which he averred was two-thirds of the succession. Mrs. Gladys Cox Morris, one of the sisters of the decedent, prayed, in the alternative, that she be reimbursed an amount which she had paid in discharging a mortgage and certain taxes bearing upon the real estate.

The court below rendered judgment in favor of the plaintiff, decreeing him to be the owner of an undivided three-fourths interest in the real property, recognizing him to be the owner of certain personal effects in the possession of Mrs. Gladys Cox Morris, and granting him judgment against Mrs. Morris for $22.50 a month from December 10, 1922, as his pro rata of the rent of the real estate occupied by her; also in favor of A. T. Cox, decreeing him to be the owner of an undivided one-fourth interest in the real estate ; also in favor of Mrs. Gladys Cox Morris against the plaintiff, Frank Shimshak, *107 for $1,102:08, with interest thereon, as his pro rata of the amount exxiended by her in discharging the mortgage and taxes against the real estate. From this judgment all the defendants have appealed.

■ The defense urged in this court by the appellants to plaintiff’s suit is fourfold, viz.: (1) That the will was not properly proved before being admitted to probate in Arkansas; (2) that the proceedings admitting the will to xwobate in Louisiana were irregular and illegal; (3) that the deceased was incapable of making the will at the time plaintiff claims it was made; and (4) that the will was forged.

First. The will in question was made in, and by a resident of, Arkansas, who died in that state. The Arkansas court was therefore vested with jurisdiction to x>robate the will. ■ This was done under the common form prevailing in that state, which does not require notice to presumptive heirs, and under which parties in interest are allowed one year in which to appeal to the circuit court, setting up there any grounds of attack they may have a right to. urge, the matter being tried de novo. The appellants failed to exercise the right of appeal, which they had for one year, to question the validity of the proceedings before the- probate court of Union county, Ark. The probate of the will must therefore be deemed conclusive so far as the proceedings on which it is based are concerned.

Second. Our statutes expressly provide for the ancillary probate of a will made in another state by a testator residing there, which has been admitted to probate in that state.

Civ. Code, art. 10, reads:

“The form and effect of public and private written instruments are governed by the laws and usages of the places where they are passed or executed.
“But the effect of acts passed in one country to have effect in another country, is regulated by the laws of the country, where such acts are to have effect. * * *
“The exception made in the second paragraph of this article does not hold, when a citizen of another state of the Union, or a citizen or subject of a foreign state or country, disposes by will or testament, or by any other act causa mortis made out of this state, of his movable property situated in this state, if at the time of making said will or testament, or any other act causa mortis, and at the time of his death, he resides and is domiciliated out of this state.”

Civ. Code,’ art. 1598, reads: j

“But testaments made in foreign countries, or the states and other territories of the Union, shall take effect in this state, if they be clothed with all the formalities prescribed for the validity of wills in the place where they have been respectively made.”

Civ. Code, art. 16S8, reads:

“Testaments made in foreign countries and other states of the Union cannot be carried into effect on property in this state, without being registered in the court within 'the jurisdiction of which the property is situated, and the execution thereof ordered by the judge.”

Civ. Code, art. 1689, reads:

“This order of execution shall be granted without any other form than that of registering' the testament, if it be established that the testament Fas' been duly proved before a competent judge of the place where it was received. In the contrary case, the testament cannot be carried into effect, without its being first proved before the judge of whom the execution is demanded.”

Act 176 of 1912 (Uniform Probate Act) reads: v/'

“That a last will, and testament, executed without this state in the mode prescribed by the law, either of the place where executed or of the testator’s domicile, shall be deemed to be legally executed, and shall be of the same force and effect as if executed in the mode prescribed by the laws of this state; provided, said last will and testament is in writing and subscribed by the testator.”

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Bluebook (online)
116 So. 714, 166 La. 102, 1928 La. LEXIS 1847, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shimshak-v-cox-la-1928.