Succession of Bacas

14 Teiss. 352, 1917 La. App. LEXIS 70
CourtLouisiana Court of Appeal
DecidedApril 30, 1917
DocketNo. 7032
StatusPublished

This text of 14 Teiss. 352 (Succession of Bacas) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Bacas, 14 Teiss. 352, 1917 La. App. LEXIS 70 (La. Ct. App. 1917).

Opinion

His Honor,

CHARLES F. CLAIBORNE,

rendered the opinion and decree of the Court, as follows:

This is a suit for the probate and' execution of an alleged testament. The defense is that the document propounded is not a testament, but that, if it is, it has been revoked.

The deceased, Paul A. Bacas, left an olographic testament written in French of which the following is a translation :

[353]*353“New Orleans, April 8th, 1911.
“This is my olographic testament dated and signed by my own hand.
“I give and bequeath to my children all that I may leave after my death.
“I give and bequeath to my wife, Louisa A. Bacas, the usufruct of my property and I name her my testamentary executrix with seizin and without bond.
(Signed) “P. A. BACAS.”

This testament was probated and ordered executed.

About three months afterwards Mrs. E. Bird took the following rule:

“On motion of Mrs. Widow E. Bird, through Fernand F. Teissier, her attorney, and on suggesting to the Court that the late Paul A. Bacas died in this City, and that his estate was duly opened under the above entitled and numbered cause; on further suggesting that Mrs. Louisa Clay, widow of Paul A. Bacas, has been duly appointed and has qualified as the Testamentary Executrix of this estate ;
“On further suggesting to the Court that the deceased had his life insured in the New England Mutual Insurance Company of Boston Mass., under policy No. 136,139 for one thousand dollars ($1000) ; on suggesting to the Court that said policy was duly assigned to Pierre Chevalier, Esquire, Major, and a resident of the Parish of Orleans, La.; on further suggesting that the said Pierre Chevalier has no legal interest in said policy;
“On further suggesting that, on November 2, 1900, the late Paul A. Bacas constituted and appointed mover by virtue of a will written, dated, and signed by him, as the sole beneficiary of said [354]*354policy; all as will more fully appear by reference to document annexed hereto and made part hereof, as mover’s exhibit “A”;
“On further suggesting to the Court that the said policy is now in the possession of said Pierre Chevalier, and that he should be ordered to deliver the same to Mrs. Louisa Clay, widow of Paul A. Bacas, as Executrix of this estate (who) should furnish the New England Mutual Insurance Company of Boston, Mass., proofs of the death of Paul A. Bacas and collect the proceeds of said policy, as an asset of this estate, and, ordered to pay mover One Thousand Dollars ($1000.00), the amount of said policy, in due course;
“It is ordered by the Court that Pierre Chevalier do show cause on Friday, March 24, 1916, at 11 o’clock A. M. why it should not be decreed that he has no interest in the said policy, and why he should not be ordered to deliver said policy to Mrs. Louisa Clay widow of Paul A. Bacas, as an asset of this estate;
“It is further ordered that Mrs. Louisa Clay, widow of Paul A. Bacas, do show cause on Friday, March 24, 1916, at 11 o’clock A. M., why the said will should not be probated, why she should not furnish the New England Mutual Insurance Company of Boston, Mass., proofs as to the death of the late Paul A. Bacas, and why she should not proceed to the collection of said Insurance Policy, as an asset of this estate and why she should not, in due course, turn the proceeds thereof to mover.”

The Exhibit “A” is also in French of which the following is a translation:

“November 2, 1900.
“My dear Chevalier: In case of my death, 1 would' request you to have the goodness to collect the [355]*355amount of insurance on my life No. 136,139 in the New England Mutual Ins.'Co., and after having received same to have the goodness to remit it to Mrs. E. Bird, and oblige, your friend.
(Signed) “P. A.'BACAS.”

Chevalier answered that he had no personal interest in the policy and filed it with his return for such disposition as the Court might make of it.

The Executrix filed a number of defenses which,, on argument, were reduced to the two following:

“That the document presented is not a will; and, in the alternative, if the Court considers said document to be a will in the olographic form, that same was revoked by the olographic will dated April 8th, 1911, filed and probated in this Court; * * * that said document does not make a legacy; but simply instructs Pierre Chevalier to collect the insurance and to have the kindness to remit the same to plaintiff in rule.”

There was judgment in favor of the defendants in rule and against Mrs. Bird dismissing her rule.

Having arrived at the conclusion that the testament of April 8, 1911, has revoked all prior testamentary dispositions we are dispensed from the necessity of determining whether said Exhibit “A” is a testament or not; but we shall assume, for the purposes of this case, that it is a testament.

The law governing the revocation of testaments by posterior testaments is contained in the following articles of the Code:

C. C. 1691 (1684) : “The revocation of testaments by the act of the testator is express or tacit. * * * It is express when the testator has formally [356]*356declared in writing that he revokes his testament, or that he revokes such a legacy or a particular disposition. It is tacit when it results from some other disposition of the testator or from some act which supposes a change of will.” * * *
C. C. 1693 (1686) : “Posterior testaments, which do not, in an express manner, revoke the prior ones, annul, in the latter, only such of the dispositions there contained as are incompatible with the new ones, or contrary to them, or entirely different.”

This article 1693 is almost a literal copy and translation of article 1036 of the Code Napoleon.

There is no law which fixes the meaning and effect upon a prior testament of a clause in a posterior testament by which a testator disposes of all the property he may leave at his death in favor of a designated legatee. It was left to the Courts to interpret the effect of such a clause.

The interpretation of Article 1693 arose in the case of Sarce v. Dunoyer, 11 La., 220—in the year 1837. The deceased had left two testaments. By a prior one he made particular legacies of money and appointed a “universal legatee”, by a posterior one, he made other particular legacies and named a different “universal legatee”; he also declared in his last testament “that he wished to persevere in said testament as being the expression of his last wishes.” The contention was “that a universal legacy annulled all legacies contained in a preceding or prior will.” In support of this proposition counsel quoted 9 Duranton, No. 447; 2 Delvincourt, No. 5, p. 385; 3 Leclerc Droit Romain, pp. 407-8. Paillet Note 5 on Article 1036 C. N.

The legatees under the prior testament relied on several decisions of the Royal Courts of France reported in Sirez.

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Related

Sarce v. Dunoyer's
11 La. 220 (Supreme Court of Louisiana, 1837)
Tournoir v. Tournoir
12 La. 19 (Supreme Court of Louisiana, 1838)

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Bluebook (online)
14 Teiss. 352, 1917 La. App. LEXIS 70, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bacas-lactapp-1917.