Succession of Bonner

187 So. 801, 192 La. 299, 1939 La. LEXIS 1087
CourtSupreme Court of Louisiana
DecidedMarch 6, 1939
DocketNo. 35151.
StatusPublished
Cited by9 cases

This text of 187 So. 801 (Succession of Bonner) 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 Bonner, 187 So. 801, 192 La. 299, 1939 La. LEXIS 1087 (La. 1939).

Opinion

HIGGINS, Justice.

Arthur Childers filed a petition, alleging that Jennie Bonner died in Shreveport on January 9, 1938; that an application for the administration of her estate was made by an alleged collateral heir, but abandoned; that on February 8, 1938, the succession of the deceased was opened and certain parties claiming as heirs on allegations of intestacy were, ex parte, sent in possession of the estate as heirs; that a will had been found recently dated July 14, 1937, in private nuncupative form, in which the petitioner was named as executor, and he prayed that the will which he presented and filed should be probated and notice given to the parties claiming to be heirs under the judgment placing them in possession.'

The defendants, who were the natural brothers and sisters of the deceased and who had been recognized as her heirs in the judgment, filed an opposition to the application, denying that the will was made by Jennie Bonner, and averring that it was written after the date of her death and was spurious. ,

After trial, there was judgment rejecting the application to probate the will, declaring it a forgery and ordering the lis pendens notice cancelled.

The applicant filed a motion for a new trial on the grounds of newly discovered evidence and attached affidavits, covering same, and, over his objection, the court permitted opponents to file an opposition to the motion, supported by affidavits, and then overruled the motion for a new trial.

Applicant filed a petition for an appeal, alleging that the attorneys for the collaterals held a transfer of one-half of their claims and, since the judgment, they also acquired the remainder of the interests claimed by these parties, and prayed that notice be served upon the attorneys and the parties. The appeal was perfected.

The plaintiff objected to the defendants introducing any evidence on the ground that they had not averred they had any interest in the succession of the deceased. Counsel for the respondents pointed out *303 that in the proceedings where the defendants were recognized as the legal heirs of the deceased, they had alleged and proved that they were half-blood natural brothers and 'sisters and the children of predeceased half-blood natural brothers and sisters of Jennie Bonner, and, as such, her legal heirs; and, as they were in possession of the estate, which plaintiff, under the will, was claiming against them, it sufficiently appeared that they had an interest in the litigation and a right to stand in judgment. However, counsel also asked the court for permission to amend his answer so as to make these averments of fact and the court, over plaintiff’s counsel’s objection, ordered this to be done.

In support of the allegations of the supplemental answer, defendants offered in evidence the testimony of the witnesses taken in the succession proceeding where these parties were recognized as legal heirs, and counsel for the plaintiff admitted that these witnesses would testify to the same facts if produced as witnesses in this case. This evidence shows that Jennie Bonner, a natural child, died leaving no ascendants or descendants or lawful relatives other than the opponents, who are the half-blood natural brothers and sisters and children of predeceased half-blood natural brothers and sisters of Jennie Bonner. Therefore, under the express provisions of Article 923 of the Revised Civil Code-, these parties were the legal heirs of the deceased and had an interest in this matter.'

Counsel for the plaintiff filed an exception of nonjoinder of parties, claiming that the respondents should have made the other legatees under the will parties litigant. The transcript shows that the plaintiff, as executor, under the alleged will instituted this suit against the defendants, who had been recognized as legal heirs and placed in possession. They merely came into court and defended their rights against probating the will. The interests of the other alleged legatees under the will were identical with those of the plaintiff and they were apprised of the litigation but refrained from participating therein. Plaintiff cannot complain that these parties were not before the court as it was more his duty to bring them in than the defendants.

The next question in the case is one of fact as to the validity vel non of the purported will. Counsel for the proponent argue that the trial judge committed manifest error in disbelieving and rejecting the testimony of his witnesses and accepting the defendants’ evidence. The attorneys for the defendants contend that the trial judge’s conclusions are unquestionably supported by the overwhelming preponderance of the evidence.

The record shows that Jennie Bonner was a mulatto woman, who married and had a child, and that her husband and child both died a number of years ago. She became the concubine of a white man, Ben Oliver. He acquired considerable real estate, taking title to some of it in his own name and the balance in Jennie Bonner’s name. He died in 1936) leaving a will in which he made Jennie his sole legatee. His relatives filed suit to annul the bequest, because she was his concubine. The case was compromised by a division of the property between *305 the heirs of Oliver and Jennie. In this settlement, Jennie was represented by J. Bennett Johnston, attorney-at-law, and was advised and assisted by Jim and Arthur Childers, two white men, the latter becoming her rent collector, who generally looked after her property. After her death on January 9, 1938, her succession was opened and the defendants were recognized as her legal heirs and sent into possession of her property in an ex parte proceeding. Arthur Childers, through an attorney, made claim against the estate for the sum of $8,-000 for services rendered, which claim was denied by the defendants.

On March 17, 1938, Arthur Childers, the executor and one, of the universal legatees under the purported will, filed the present proceeding to have the will probated and executed. The testament is in nuncupative form by private act and names Arthur Childers as executor, with seizin and without bond, and Arthur and Jim Childers (brpthers), as universal legatees. A special bequest of a house and lot on Wood Street was made to Hannah Brown.

There were seven witnesses to the will— E. G. Roland, Ed. Sorrell, E. E. Lindsey and N. M. Kelley, white men, and J. W. Jackson, B. B. (Brad) Burton and George Mayhorn, colored, who all testified that Jennie Bonner dictated the will to E. G. Roland, who wrote it out in his own handwriting, as dictated, and that she affixed her signature by mark, being unable to read or write, and the other witnesses placed their signatures thereto.

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Bluebook (online)
187 So. 801, 192 La. 299, 1939 La. LEXIS 1087, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bonner-la-1939.