Succession of Bey

46 La. Ann. 773
CourtSupreme Court of Louisiana
DecidedApril 15, 1894
DocketNo. 11,390
StatusPublished
Cited by15 cases

This text of 46 La. Ann. 773 (Succession of Bey) 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
Succession of Bey, 46 La. Ann. 773 (La. 1894).

Opinion

The opinion of the court was delivered by

Watkins, J.

The legal and presumptive heirs of the deceased •resist the probate of her last will on the ground that she was insane at the time of its execution and incapable of making a legal and valid testament.

The introduction of evidence took a wide range, and at the trial there was judgment in favor of opponents, annulling the will, as [778]*778having been made by an insane person; and it decreed that, “by reason of her insanity,” the testatrix died intestate.

The testamentary executor propounded the will for probate, and had an inventory taken, but the probate of the will was resisted by the attorney for absent heirs, who had, theretofore, been appointed at the suggestion of the public administrator, who had undertaken the administration of the succession as a vacant estate.

The theory of opponents seems to be that the testatrix was afflicted with that species of insanity known in medical jurisprudence as melancholia, the effect of which was to'render her incapable of transacting the business affairs of every-day life, and consequently of making a testamentary disposition; and the fact of her having committed suicide shortly subsequent to the execution of the will is referred to and relied upon by opponents as confirmatory proof of her previous insanity. And it is asserted in the brief, as well as in the oral argument of appellant’s counsel — without denial from the other side — that the judge below assigned the fact of her suicide as being a weighty if not a conclusive proof of her previous want of capacity to make a will.

Oounsel for the appellees make reference to the proceedings which were inaugurated for the interdiction of the deceased shortly previous to the making of her will as a circumstance corroborating her state of confirmed insanity at that time.

To these three facts — or incidents, rather, in the life of the unfortunate young woman — all of the testimony on either side seems to have been directed, other evidence being merely corroborative.

Arranging these three events in the order of their occurrence, we find from the record that the interdiction suit was filed on the 16th of August, 1892, the will was executed on the 18th of November, 1892, and the suicide occurred on or about the 3d of January, 1893.

As it is evident that the test of the sanity of the testatrix at the time of making her will is of the greatest importance — in fact, is the crucial question in the case — the terms of the will and the circumstances surrounding its execution must be examined at the out-start, this court having decided that the test of the law is whether, at the moment of making a will, the testator was of sufficiently sound mind to fully understand the nature of the testamentary act, and appreciate its effects. Kingsbury vs. Whitaker, 32 An. 1055.

[779]*779(a) An examination of the will discloses that it was executed in the presence of F. D. Charbonnet, a notary public, and four witnesses, two of whom were practising lawyers.

It appears from the testimony that on the 18th of November, 1892, during the business hours of the day, the deceased appeared at the notary’s office pursuant to a previous agreement to that effect, and that at the time and place agreed upon said notary received her last will and testament, in the presence and hearing of four witnesses, as dictated to him by said testatrix.

A fair synopsis of the testament is as follows, viz.: That the testatrix bequeathed to one of the legatees an improved city lot; to another, a sum of money that was to her credit in a designated homestead association, and a lot of household furniture, etc.; to1 another, certain shares of stock in the Merchants’ Mutual Insurance Company; to another, certain other shares of stock in the same company; to another, certain other shares of stock in the same company; to another, certain other shares of stock in the same company; to another, the family tomb in the Vincent de Paul Cemetery ; and to another, the vault in the Odd Fellows’ Rest.

It was concluded by appointing an executor without bond, denominating him “her good friend.”

The circumstances under which the testament was executed are detailed by the notary and subscribing witnesses.

The notary states that the will was made at his office, during the business hours of the day, and in the immediate presence and hearing of the four witnesses who subscribed their names to the act.

That same was executed by him in pursuance of a previous agreement with the testatrix.

That previous to the execution of the will the deceased had called at his residence to see him, and learning of his absence she left with his wife a message for him to the effect that she desired to see him about making a will. That, accordingly, he visited her, and they had a conversation upon the subject and agreed upon the price.

“She wanted,” so the witness states, “the-will to be made at her house. I told her what I would charge. She hesitated, and jewed me down. * * * She asked me if I could not do it any cheaper, (naming) a price; and I told her if she wanted it at that price to come to my office, and she came a day or two afterward.”

This witness further states that when the deceased came to his [780]*780office she stated that It was for the purpose of making her will, and the will “ was dictated to (him) by Miss Bey’s own lips; ” that “ she appeared to be in a condition such as any ordinary person would that would come to make a will.” That when completed the will was read to her in the presence and hearing of the witnesses, and she seemed to properly understand its provisions and signed it in his presence and in that of the subscribing witnesses. That, after its completion, she handed him the exact amount of the fee agreed on between them some days previously, without any discussion, or suggestion from any one.

During the course of the notary’s examination, the following occurred with relation to his visit to the residence of the testatrix, viz.:

“ Q,. But you afterward went to her house? ”

“A. Yes.”

“ Q,. Did she seem to thoroughly understand the object of your visit? ”

“A. I asked her if she sent for me, and she said ‘yes.’ ”

“ Q,. Did she tell you that she wanted a will made? ”

And with reference to her visit to his office he said:

“ Q,. If there had been the slightest doubt;.in your mind as to her sanity would you have made the will? ”

“ A. No, sir; I would not.”

“ Q,. You have known this lady, how long? ”

“ A. I have known her a long time. I lived in the neighborhood for some time.”

In speaking of the deceased as she appeared on the occasion of his visit to her, and on that of her visit to his office, he says she was well dressed and made a nice appearance.

Again he says, in speaking of what transpired at the time the will was executed, the following occurred, viz:

“ Q. Did she have any hesitation in declaring her intentions to make a will before you? ”

“A. None at all.” ,

“Did any one help her or aid-her in making the disposition? ”

“A. No; I would not have written what I did if anybody had.”

* * * Ns * * *

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Cite This Page — Counsel Stack

Bluebook (online)
46 La. Ann. 773, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bey-la-1894.