Succession of Bechtel

99 So. 2d 495
CourtLouisiana Court of Appeal
DecidedJanuary 6, 1958
Docket20937
StatusPublished
Cited by10 cases

This text of 99 So. 2d 495 (Succession of Bechtel) 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 Bechtel, 99 So. 2d 495 (La. Ct. App. 1958).

Opinion

99 So.2d 495 (1958)

Succession of Miss Ella C. BECHTEL.

No. 20937.

Court of Appeal of Louisiana, Orleans.

January 6, 1958.

*496 M. Hepburn Many, Morphy & Freeman, New Orleans, for petitioners and appellants.

Gaspar R. Bossetta, New Orleans, for appellee.

McBRIDE, Judge.

The question before us is whether the two documents appellants presented for probate, which was refused by the lower court, constitute the valid olographic will of decedent. The persons named as legatees therein appealed from the judgment to the Supreme Court, which tribunal transferred the matter to us. See 231 La. 459, 91 So.2d 602. The Public Administrator for the Parish of Orleans is the appellee.

The decedent, Miss Ella C. Bechtel, wrote in ink on both sides of a single sheet of white lined paper measuring 8½ inches by 13 inches certain instructions concerning her estate, bequeathing the proceeds, after sale of her property, to several persons as special or particular legatees and to others as residuary legatees. However, she did not sign this document, although there remained a space at the bottom of the page more than sufficient to accommodate the testatrix' signature.

The initial statement made by the testatrix was:

"I, Ella C. Bechtel, of legal age and a resident of the Parish of Orleans, State of Louisiana, do make and ordain this my last will and testament hereby revoking all others."

The instrument was closed with this sentence:

"This written, dated and signed by my own hand, at New Orleans, La., this day of August twenty-first, 1953."

Miss Bechtel wrote in ink on another but smaller piece of the same type of lined paper (measuring 8½ inches by 4½ inches) the following:

"New Orleans, La., August 21st, 1953.

"The enclosed is my last will. I believe I have destroyed all other wills. Should any other be found it is to be voided."

She affixed her signature to this latter document thus: "(Miss) Ella C. Bechtel."

Upon a search being made among decedent's effects for a last will and testament, both of the documents above described were found enclosed within an envelope upon which decedent had written a superscription consisting of one word "Will." There is no evidence going to show whether the envelope was ever sealed.

Although witnesses testified before the judge that the two documents were in the handwriting of Miss Bechtel and also that the signature on the smaller one was hers, he refused to admit them to probate as *497 the last will and testament of decedent for the reasons as stated in a per curiam:

"* * * the document contained on the full, lined legal sheet of paper, with handwriting on both sides thereof, is unsigned, and the document on the part of a sheet of legal paper states `The enclosed is my last will. I believe I have destroyed all other wills.' Obviously the second document referred to on the part of a sheet of legal paper is not a will and it is not a codicil to a will. The second document referred to on the small sheet of paper contains no testamentary disposition sufficient to place it in the category of a will or a codicil."

The contention appellants make before this court is that whereas the smaller piece of paper has the same date as that written on the larger piece and contains the testatrix' signature, it must be deduced that the writing on the smaller piece was but a continuation of the writing of the will and as such be included with the writing on the larger piece as a part of the testament. They argue that the two documents taken together and considered as a whole constitute a testament which was entirely written, dated and signed by the testatrix, meeting with every requisite of LSA-C.C. art. 1588, and entitled to probate as an olographic will and testament. The said article of the Code reads:

"The olographic testament is that which is written by the testator himself.
"In order to be valid, it must be entirely written, dated and signed by the hand of the testator. It is subject to no other form, and may be made anywhere, even out of the State."

In support of the contention that the signature of the testatrix found on the smaller piece of paper should be regarded as the signature to the completed testament, appellants cite us to the case of Oglesby v. Turner, 124 La. 1084, 50 So. 859, which involved a contest regarding the validity of a nuncupative will by public act. The nuncupative will had been dictated by the testatrix to the notary public who had written it down and closed the act with the following recitation:

"Thus done and received at the place and on the day and date first above written at the hour of three thirty o'clock P. M. and signed by said testatrix the witnessses and me, Notary, the whole being done at one time, without interruption or suggestion, discontinuance or turning aside to other acts * * *."

The testatrix in the cited case then decided to make an additional bequest, and the notary public, to meet this new situation, added to what he had already written the following language:

"* * * And at the moment of signing the testatrix declared unto me, Notary, in the presence and hearing of said witnesses, that she desired in addition to the bequests already made to give and bequeath and does hereby bequeath to St. Joseph's Catholic Church at Patterson, Louisiana, Five hundred dollars to be used exclusively for the purpose of keeping her tomb now in the Catholic Cemetery next to said church, in good condition and state of preservation. * * * Thus was the foregoing codicil and addition to this will dictated to me Notary by said testatrix in the presence and hearing of said witnesses and I have written the same in their presence and in that of said testatrix as it was dictated to me Notary, by the Testatrix in the presence and hearing of said witnesses; and having read the said codicil to said testatrix in the presence and hearing of said witnesses in a loud and intelligible voice, she declared she perfectly understood said codicil and addition and persisted therein. * * * Thus done and received at the place and on the day and date first before written at the *498 hour aforesaid, and signed by said testatrix the said witnesses and me, Notary, the whole being done at one time, without interruption, suggestion, or discontinuance or turning aside to other things or acts.
(Original signed) ......Amanda Delmas... ......Junior Chauvin... ......George D. Crane... ......T. J. Kelley... ......E. J. Murphy, Not. Pub."

One of the points at issue in the Oglesby case was whether the codicil or addition to the will—the bequest to the Catholic Church—is to be regarded as a continuation of the will itself and whether the signatures are properly placed at the conclusion or end of the one act. The Court in effect held that the additional bequest was part of the will itself and that the signatures had been affixed at the proper place.

We have been cited to no case in Louisiana, and after a careful search can find none, in which the court considered the question whether the signature to a postscript or codicil to an olographic will suffices or is to be regarded as a signing of the will itself. The Supreme Court, however, did on one occasion pass on the converse of this situation. In Succession of Dyer, 155 La. 265, 99 So.

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99 So. 2d 495, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bechtel-lactapp-1958.