Succession of Boyenga

424 So. 2d 414
CourtLouisiana Court of Appeal
DecidedNovember 29, 1982
Docket15102-CA
StatusPublished
Cited by6 cases

This text of 424 So. 2d 414 (Succession of Boyenga) 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 Boyenga, 424 So. 2d 414 (La. Ct. App. 1982).

Opinion

424 So.2d 414 (1982)

SUCCESSION OF Donald Everett BOYENGA.

No. 15102-CA.

Court of Appeal of Louisiana, Second Circuit.

November 29, 1982.
Rehearing Denied January 14, 1983.

*415 Richie & Richie by C. Vernon Richie, Shreveport, for plaintiff-appellant.

Love, Rigby, Dehan, Love & McDaniel by Samuel P. Love, Jr., Shreveport, for defendant-appellee.

Before HALL, FRED W. JONES, Jr. and NORRIS, JJ.

*416 NORRIS, Judge.

In this succession proceeding, the executrix appeals that portion of the trial court's judgment awarding an attorney's fee of 2½% of the gross assets of this estate to the attorney designated by the testator.

On December 1, 1978, Donald Everett Boyenga executed a last will and testament in statutory form. This will was prepared by and executed before Samuel P. Love, an attorney at law and notary public in and for Caddo Parish, Louisiana. In this will, Dr. Boyenga's wife, Dorothy Inge Boyenga, was named as testamentary executrix, and Mr. Love was named as attorney to represent the estate.

At some point in time prior to January 5, 1982, Dr. Boyenga decided to effect certain changes in this will, allegedly including the elimination of Mr. Love as the attorney for his succession. Dr. Boyenga and his wife scheduled an appointment with John A. Richie, an attorney in Shreveport, for January 5, 1982; and accompanied by a neighbor, they arrived at the offices of Richie & Richie. In the waiting room, Dr. Boyenga stated to an employee of the law firm in the presence of his wife and the neighbor that his purpose in seeing Mr. Richie was to change the attorney designation in his will. Dr. and Mrs. Boyenga then met with Mr. Richie and gave him the necessary information to effect the changes which they desired, and Dr. Boyenga again stated that he wished to change the designated attorney. During this conference, it was agreed that Mr. Richie would prepare the appropriate wills as well as the necessary documents for the adoption of Dr. Boyenga's stepson. The wills were to be completed and executed within the next few days.

Dr. and Mrs. Boyenga left the office of Mr. Richie at approximately 1:30 p.m. after which they went home. Dr. Boyenga abruptly and unexpectedly died of a heart attack approximately two hours after leaving Mr. Richie's office.

Thereafter, by letter dated January 19, 1982, from Mr. Richie, Mr. Love was asked to renounce any right that he might have to serve as the attorney for Dr. Boyenga's succession. Mr. Love refused. As a result of this refusal, Mrs. Boyenga filed a petition for the probate of Dr. Boyenga's December 1, 1978 will, to be confirmed as testamentary executrix, and for the removal of Mr. Love as the attorney designated to represent the estate. Mr. Love then answered the rule and filed a reconventional demand seeking a fee of 2½% of the gross estate as compensation for services which he would otherwise have rendered to the estate in the event he was removed as the attorney for the estate.

Prior to the hearing on the rule, by agreement of the parties, the will was probated and Mrs. Boyenga was confirmed as testamentary executrix. Evidence was then presented on the rule solely relating to the issues of the removal of Mr. Love as the estate's attorney and his demand for compensation. After hearing all of the evidence, the trial court took the matter under advisement, and in written reasons for judgment, removed Mr. Love as attorney for the succession on the basis that the executrix was not bound to accept his services and awarded him a fee of 2½% of the gross assets of the succession. A judgment was signed in accordance with this ruling from which only Mrs. Boyenga appeals assigning the following errors:

1) The Trial Court erred in refusing to admit as evidence the testimony of certain witnesses regarding Dr. Boyenga's change of intent as to the designation of Mr. Love as the attorney for the succession;
2) The Trial Court erred in awarding Samuel P. Love, Jr., an unearned "attorney's fee;" and
3) Assuming for the sake of argument that Samuel P. Love, Jr., was entitled to a fee, the Court erred in awarding a fee of two and one-half percent (2½%) of the gross estate.

ASSIGNMENT OF ERROR NO. 1

At trial of this matter, Mrs. Boyenga sought to offer into evidence her testimony and the testimony of Mrs. Ruby Koy *417 (the Boyengas' neighbor), Elaine Robe (the receptionist for Richie & Richie), and John A. Richie that Dr. Boyenga had indicated to them orally an intent to remove Mr. Love as the attorney for his estate. When this testimony was offered, Mr. Love objected, the objection was sustained, and the testimony was made a part of the record as an offer of proof. Mrs. Boyenga's counsel ably argues that the sustaining of the objection that this testimony was hearsay was erroneous because it falls within one of the exceptions to the hearsay rule; that is, for the purpose of proving the state of mind of Dr. Boyenga as well as his intent, motive and design. Conceding arguendo that the evidence sought to be admitted was admissible to prove the state of mind of Dr. Boyenga, we conclude that the failure of the trial court to consider this evidence is of no moment and was not erroneous in the sense that it alone would compel a different result in the decision of this case because we conclude that under the existing law and jurisprudence of this state that a testator may not orally revoke a prior designation of an attorney for his estate in a will.

Mere intent to revoke a will does not per se effect revocation because such intent must be implemented either by a method of revocation authorized by law or by intentional destruction of the instrument. Otherwise, the testator's intent to adhere to the will is presumed. In Re Succession of Jones, 356 So.2d 80 (La.App. 1st Cir.1978). Clearly, this reasoning is applicable to testamentary dispositions. La.C.C. Art. 1692.[1]

We conclude that the revocation of the designation of an attorney in a last will and testament is subject to the same formalities as those required for the revocation of a testamentary disposition. See La.C.C. Art. 1691.[2]

This conclusion is clearly supported by the jurisprudential rule that a testator has the authority to appoint an attorney for the probate of his estate which is valid and binding on his heirs and successors. Rivet v. Battistella, 167 La. 766, 120 So. 289 (1929). In Rivet, the sole question presented for determination by the court was whether or not such a designation in a will is valid and binding on those who take under the will. In considering this issue, the court answered affirmatively and characterized the designation of the attorney as a condition imposed on the donations mortis causa.

In other words, the same law which confers upon a man the right to dispose of his property by last will and testament also confers upon him the right to designate an attorney to perform the legal services required by his succession and that designation becomes a condition of the legacies and of the executor's appointment. Succession of Falgout, 279 So.2d 679 (La.1973). It therefore follows that the same law which confers the right to designate the attorney in the will must be adhered to in order to revoke that designation.

Because the designation of the attorney is a condition upon a testamentary disposition, it must be revoked in one of the forms prescribed for the revocation of testaments and must be clothed in the same formalities. Even though Dr.

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424 So. 2d 414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-boyenga-lactapp-1982.