Succession of Burke

25 So. 387, 51 La. Ann. 538, 1899 La. LEXIS 434
CourtSupreme Court of Louisiana
DecidedFebruary 20, 1899
DocketNo. 12,887
StatusPublished
Cited by6 cases

This text of 25 So. 387 (Succession of Burke) 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 Burke, 25 So. 387, 51 La. Ann. 538, 1899 La. LEXIS 434 (La. 1899).

Opinions

Opinion on rehearing by Watkins, J.

[539]*539The opinion of the court was delivered by

Nicholls, O. J.

Mrs. Honoria Burke, widow of William B. Ring-rose, died in the city of New York, on the 19th of October, 189 Y, leaving a last will and testament in olographic form, which was probated, in the Civil District Court for the parish of Orleans, in which parish the deceased had her domicile. Robert L. Strong, John H. Conniff' and M. D. Lagan were appointed as her testamentary executors, with full seizin. The testatrix, after making a number of bequests, closed her will with the following clause: “Now, after these bequests have-been made, the remainder of my estate I desire my executors to use for any charitable institution they may select or think of benefiting to perpetuate my memory.”

On November 15th, 189Y, Thomas Henry Burke, William J. Cline, Jennie Cline, wife of Eli Barnet, and Patrick Calkin united in a petition in which they declared that they, together with the children, of Margaret Cavanaugh and William Martin and her sister, Mrs. Mary Martin, were nearest of kin and the sole surviving and living heirs at law of the deceased.

That the said clause of her will was absolutely null and void,- uncertain, vague, and meaningless, as well as in direct and positive violation of the prohibitory provisions contained in Articles 1519, 1520 and 1521 of the Revised Civil Code, which articles expressly prohibit substitutions and fidei commissa. That said clause should'be reputed not written; that if allowed to stand it would not be carrying out the last wishes of the deceased, but instead, would be substituting the will and judgment of the executors, all of which was contrary to good morals and the provisions of the Civil Code governing' last wills and testaments.

That after payment and distribution of all the legacies provided for, and particularly set forth in said last will, the residue of the property left by the deceased belonged to them as the nearest of kin and' heirs at law of said deceased, and they were entitled to the same in the proportions fixed by law. In view of the premises they prayed that the said clause delegating to the executors the disposal of the residue, be declared to be absolutely null, void and of no effect, as well as in positive, express violation of the provisions of the Revised Civil Code prohibiting substitutions and fidei commissa, and that said last will be ordered executed as if said clause were not written therein;that they be adjudged and decreed to be the sole living and only heirs [540]*540at law, and as such, entitled to inherit in the proportions fixed bylaw the residue of the estate of the deceased and to the exclusion of all others; that after the payment of the legacies named in the will, they, as such heirs, be put in possession of the estate of their said •deceased relative.

On January 4th, 1898, the same parties, joined by William Martin ••and his sister, Mary Martin, wife of John Thornton, filed a supplemental petition, in which they reiterated the allegations and prayer of the original petition, and set forth certain parties as being with themselves legal heirs of Mrs. Honoria Burke. They alleged that the will of the deceased, if not void on the grounds of vagueness and indefiniteness, was null and void, as being in direct violation of the prohibitory provisions of Articles 1519, 1520 and 1521 of the Civil Code, and especially upon the ground that the said clause failed to make any distribution of the residue of the estate of the deceased.

Service of this petition was accepted 'by the executors on December •31st, 1897.

On January 10th, 1897, on motion of G. W. Elynn, attorney of the petitioners, suggesting that he had withdrawn as counsel for Miss Louisiana Oline, Mrs. Eli A. Barnett, W. J. Cline, William Martin .and Mrs. Mary Thornton, it was ordered that the suit for the annulment of the claim of the will bequeathing the residue so far as the •same applied to above named parties, be discontinued, leaving the petition to stand in the name of Thomas H. Burke and Patrick Calkin.

On January 12th, 1898, the executors answered, pleading, first, the .general issue. They .specially denied that petitioners were the heirs at law of the deceased, and that, as such, would be entitled to the residue of the estate of Mrs. Honoria Burke, even if said will was null -and void, as alleged, but they denied that said will was null and void •as alleged, or for any of the reasons alleged.

On May 23rd, 1898, Mark Calkin, John Burke, Mrs. Honoria Burke, widow of Patrick Dooley, Margaret Burke, wife of John F. Begley, Mrs. Mary Burke, wife of P. J. Costello, intervened in the •suit, alleging themselves to be legal heirs of Mrs. Honoria Burke. They prayed to be so decreed, and that the last clause of her will be •decreed null and void on the same grounds which had been set up by the original parties, and that they be decreed to be entitled to the residue of her estate in the proportion fixed by law.

[541]*541The executors answered this petition under pleadings identical with . those in the original answer.

The District Court rendered judgment against the executors in favor of Thomas II. Burke, Patrick Calkin, Mark Calkin, Mrs. Mary Burke, widow of P. J. Costello, Mrs. Honoria Burke, widow of Patrick Dooley, Mrs. Margaret Burke, wife of John F. Begley, and John Burke, decreeing null and void and of no effect, and reputed as not. written, the concluding clause of the last will and testament of MrsHonoria Burke, and recognizing and decreeing the said parties in favor of whom judgment was rendered to be the nearest of kin and. the sole living representatives of the deceased, entitled to inherit the residue of the estate of the deceased in the proportions fixed by law to. the exclusion of all other relatives.

The executors appealed.

Opinion.

The executors maintain in this court that the will of the deceased is valid, independently of the provisions of the Act No. 124 of 1882,. but that it is saved by the provisions of that act, if otherwise, it would be open to successful attack. The act in question makes it lawful for-any one to make a donation inter vivos or mortis causa of any description of property and to any amount to trustees for educational, charitable, or literary institutions,, whether already existing at the time of the donation, or thereafter to be founded. It provides that the donor of said property shall have the right to prescribe the number of trustees, the causes for which any trustee should cease to be such, the manner in which vacancies, however happening, should be filled, and the manner and formalities, according to which the trustees should meet and transact business. It provides that the donor shall have the right to prescribe the manner in which the property donated shall be administered and the objects to which it or any part thereof or the revenues thereof should be applied, provided that the property donated could not be made inalienable, but the donor thereof shall have the right to provide in what manner and under what circumstances the trustees should be empowered to sell the same, or any portion thereof, or to change any investment once made. It provides that the trustees named in the act of donation and their successors and substitutes, or such of them as are willing and may accept the trust, shall, upon complying with the laws of the State relative to the organization of [542]

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Bluebook (online)
25 So. 387, 51 La. Ann. 538, 1899 La. LEXIS 434, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-burke-la-1899.