Succession of Broussard

210 So. 2d 589, 1968 La. App. LEXIS 4790
CourtLouisiana Court of Appeal
DecidedMay 6, 1968
DocketNo. 3053
StatusPublished
Cited by5 cases

This text of 210 So. 2d 589 (Succession of Broussard) 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 Broussard, 210 So. 2d 589, 1968 La. App. LEXIS 4790 (La. Ct. App. 1968).

Opinion

REGAN, Judge.

This is an appeal from a suit which sought to nullify a testament and codicil thereto, both of which were executed under the statutory will form provided for in R.S. 9:2442. Following an extended trial on the merits, judgment was rendered in the lower court maintaining the validity of the original testament and declaring the codicil thereto a nullity.

The record discloses that on June 10, 1963, the testator, Joseph Broussard, executed his will wherein he divided his estate among various legatees named therein. Subsequently, on February 23, 1965, he executed a codicil to the original will, in which he reduced the legacy of one of the legatees from $20,000.00 to $5,000.00.

The testator died on February 5, 1966, and thereafter, the will and the codicil were probated.

On July 6, 1966, more than three months from the date of the probate, various collateral relations of Broussard filed a petition to have both the original will and the codicil declared null on the theory that the testator was unable to read at the time that the wills were confected. Answers of denial were filed by several of the legatees. The legatee whose legacy was reduced in the codicil, Robert E. Butler, answered and then filed a third party petition in which he defended the original will but attacked the validity of the codicil on the hypothesis that the decedent could neither read nor sign his name on the date of its confection.

When all the evidence had been adduced herein, the original plaintiffs amended their petition to attack both documents on the additional theory that they were not executed in conformity with the requirements of R.S. 9:2442.

The lower court rendered a judgment maintaining the validity of the original will, finding as a matter of fact that the testator could see and read printed matter and that he was not an illiterate, but had acquired an adequate education so that he could read within the contemplation of the statutory provision. However, the lower court annulled the codicil thereto, on the theory that the decedent could not sign his name without assistance because his hand had to be steadied by the notary when the will was made.

The original plaintiffs appealed from that portion of the judgment upholding the original will, and several of the legatees appealed from that portion of the judgment declaring the codicil thereto invalid.

The first issue posed for our consideration is whether the will and codicil thereto were drawn and executed in conformity with the requirements of R.S. 9:2442. An examination of the testament under attack revealed that it is typewritten, and contains various legacies which need not be discussed in detail. At the end of the disposi-tive provisions, there is an attestation clause similar to that required by the above mentioned statute, and after this clause, the testator affixed his signature. Immediately thereafter, there is a separate attestation clause drawn in accordance with the statute, after which follow the testator’s signature, the signatures of two witnesses, and the signature of the notary.

The plaintiffs’ attack on the form of the will may be briefly summarized. In short, they contend that the separate attestation clause at the end of the will under the testator’s signature renders the testament invalid, since the testator could have affixed his signature to the original will, and thereafter the attestation clause, together with the signature of the testator, the witnesses, and the notary could have been added at a [591]*591later time. They contend that the only valid will is one in which the statutory attestation clause is contained in the body of the testament before the signature of the testator, and that the will as thus drawn must then be signed by the testator, the witnesses, and the notary.

Before its amendment in 1964, R.S. 9:-2442 read as follows:

“In addition to the methods provided in the Louisiana Civil Code, a will shall be valid if in writing (whether typewritten, printed, mimeographed, or written in any other manner), and signed by the testator in the presence of a Notary Public and two witnesses in the following manner:
“(a) Testator. In the presence of the Notary and both witnesses the testator shall signify to them that the instrument is his will and shall sign each separate sheet of the instrument.
“(b) Notary Public and Witnesses. The Notary and both witnesses must sign at the end of the will
(1) In the presence of the testator, and
“(2) In the presence of each other.
“(c) The foregoing facts shall be evidenced in writing above the signatures of the Notary Public and witnesses and the testator at the end of the will. Such declaration may be in the following form or a form substantially similar thereto :
(1) Signed (on each page) and declared by testator above named, in our presence to be his last will and testament, and in the presence of the testator and each other we have hereunto subscribed our names on this - day of _19_”

We hasten to point out that no evidence was adduced to reveal that the attestation clause was added at any time subsequent to the confection of the body of the original testament. Moreover, an argument similar to that asserted by the plaintiffs herein was disposed of in Succession of Eck.1 In that case, a statutory testament contained two attestation clauses. Immediately at the end of the dispositive portion of the will there appeared a paragraph similar to the concluding paragraph in the will here contested. In the Eck case, the testator thereafter placed his signature. Following the signature, there appeared an additional paragraph conforming to the suggested statutory attestation clause, and immediately after this clause followed the signature of the witnesses and the notary public, without the signature of the testator.

Under these facts, the organ for the Supreme Court upheld the validity of the will, and in so doing rationalized as follows :

“ * * * So long as all dispositive portions of the will are above all signatures and the attestation clause, and all signatures are below the attestation clauses, and the signature of the testator is above all other signatures, indicating that the testator signed first, the will is valid.”

In this case, the form of the testament and codicil is almost identical to that in the Eck case, with the exception that the testator signed again together with the notary and the witnesses after the final attestation clause. After an analysis of the will and codicil in dispute, the statute in question and the Eck case, the conclusion is inescapable that this will and codicil conform even more closely to the statutory requirements than the testament held valid in the Eck case. Therefore, the original testament is valid insofar as its form is concerned.

The second issue posed for our consideration is whether or not Joseph Broussard possessed testamentary capacity to execute the will and the codicil at the time of their confection. The plaintiffs insist that the [592]*592testator did not know how to read and, in the alternative, if he knew how to read, he was not able to read when the will and codicil were confected.

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Related

Succession of Sullivan
509 So. 2d 844 (Louisiana Court of Appeal, 1987)
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Succession of Broussard
214 So. 2d 161 (Supreme Court of Louisiana, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
210 So. 2d 589, 1968 La. App. LEXIS 4790, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-broussard-lactapp-1968.