Succession of Fertel

25 So. 2d 296, 209 La. 655, 1946 La. LEXIS 721
CourtSupreme Court of Louisiana
DecidedFebruary 11, 1946
DocketNos. 37771, 38040.
StatusPublished
Cited by2 cases

This text of 25 So. 2d 296 (Succession of Fertel) 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 Fertel, 25 So. 2d 296, 209 La. 655, 1946 La. LEXIS 721 (La. 1946).

Opinion

ICENNON, Justice.

The opponent herein, Mrs. Annie Fertel Buhberg, who, according to the terms of the mystic will of her deceased father, Sam Fertel, received one-third of his estate, after the deduction of the disposable portion, filed proceedings asking that the will be declared void for the reason that the envelope containing it was not closed and sealed, as required by law; and that Article 1584 of the Revised Civil Code was not complied with, in that the act of superscription recites that the will, closed and sealed, was presented * * * to the Notary in the presence of the three witnesses” instead of “ * * * to the Notary and to the three witnesses”. In the alternative, she asked that there be judgment decreeing the bequests of the disposable portion null and void; and, in the further alternative, she prayed that her legacy be computed by adding to the value of the estate all sums advanced by the testator during his lifetime to his children and grandchildren, including the amount— later conceded to be $212,286.38 — paid by him to settle the tax liability of the opponent and the other heirs to the estate of Mrs. Julia Deiches Fertel, his deceased wife.

The testator’s grandchildren, particular legatees under the will, filed an exception of no cause of action, which was maintained. A suspensive appeal from that judgment was granted to this Court and it *659 is No. 37,771 of the cases consolidated here for hearing. Before the trial below on the merits, a similar exception of the other particular legatees was sustained. There is no evidence in the record of an appeal from that judgment.

After the trial of the case, judgment was rendered by the lower court, decreeing the will valid, recognizing the bequests of the disposable portion as legal, and dismissing the opponent’s suit at her costs. From this judgment she appealed, which proceeding is No, 38,040 of the consolidated cases.

In this Court, the plaintiff has urged, as grounds of nullity, that the envelope containing the will was not closed and sealed, as required by law; and that the superscription recited that the will was presented m the presence of instead of to the witnesses.

We will discuss first the contention that the will was not closed and sealed as required by law.

Counsel for the opponent contend, ably and strenuously, that the words “closed and sealed’’, as used in ArticleT584 of the Revised Civil Code, require more than was done in this case, and quote an interesting array of French and Roman authorities for the proposition that “the seal” should include an impression by means of a signet ring or other device, upon sealing wax or the like.

The question presented herein has been previously raised in this Court, particularly in Hart v. Thompson’s Executor and Legatees, 15 La. 88, and Saint v. Charity Hospital, 48 La.Ann. 236, 19 So. 275. In the Hart case, the Supreme Court, in refusing to follow the French authorities, which called for the impress of a device on the seal, held:

“ * * * The Louisiana Code, article 1577, does not prescribe how and in what way mystic wills are to be sealed, nor does article 1644, which treats of the probate of such instruments, say a word about the necessity of a seal appearing to have been affixed. It requires only proof of the signatures of the witnesses to the act of superscription, and their declaration that they recognize the sealed packet presented to them as the same one handed to the notary by the testator as containing his last will.' Usage, no doubt, went a great way in France in determining the meaning of the words used in article 976, of the Napoleon Code. The provision itself was taken from the ordinance of 1735, which prescribed that mystic wills should be closed and sealed ‘avec les precautions en tel cas. requises et accoutumés.’ In that country,the use of seals was formerly as general as it is unusual in. ours. The danger of the will being changed or altered, is given, by the writers as the reason why the.im-pression of a stamp is required. It is said to be a necessary precaution against the fraudulent opening of the envelope. This reason is far from being conclusive: The law has not determined what that seal- or impress should be. It has not provided that the seal used shall be described ■ ne varietur in the;- act of superscription. If, then, no particular seal is mentioned in that act, what protection or security does a seál *661 afford, which can be broken open and replaced by any other seal. This omission of the lawgiver, to explain what was the sealing in his contemplation, authorizes us, we apprehend, to take the word in its ordinary acceptation, and as understood by the community generally. Louisiana Code, article 14. Webster’s Dictionary informs us that fastening with wafers is sealing, and common usage, not only in Louisiana, but throughout the United States, sanctions that use of the word. It is only necessary, then, to examine whether the packet has been carefully closed and sealed, and whether it has, in reality, remained untouched." (Italics ours.)

The French authorities were again discussed by this Court in Saint v. Charity Hospital, supra, and that opinion contains the following language [48 La.Ann. 236, 19 So. 276]: “ * * * Indeed, the French commentators hold that the provisions of the Code on this subject are designed to guide the courts in admitting to probate mystic wills, and enjoin that the envelope, when presented, according substantially with the closing and sealing required, shall present no evidence of having been opened. [2 VaZeille], p. 477. In the light of these authorities our supreme court held that a will closed with wafers, with no seal, was valid. Hart v. Thompson’s Executor, 15 La. 88.”

In this case, the envelope was closed and sealed with the mucilage on the flap— as is ordinarily used in the transmission of first-class mail — and a sealing wafer — two and a quarter inches in diameter was securely attached, reinforcing the sealed flap. A careful examination of the envelope discloses that it was not in any way tampered with or opened — except where the top edge was cut open with a sharp instrument— when presented for probate. There is no allegation or evidence in the record that the envelope had been tampered with or opened, nor is it alleged that the document contained therein was not the will of the testator. Therefore, we conclude that the requirements of Article 1584 were sufficiently complied with in this case.

The second ground of attack on the validity of the will is directed at the recital in the ,act of superscription that the testator presented the envelope closed and sealed to the Notary “in the presence of" the witnesses, rather than “to the Notary and to the three witnesses".

Article 1651 of the Revised Civil Code provides: “The declaration of the witnesses required for the' proof of mystic testaments, must state in substance that they recognize the sealed packet presented to them to be the same that the testator delivered to the notary in their presence,

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Related

In re the Succession of Mathews
545 So. 2d 650 (Louisiana Court of Appeal, 1989)
Succession of Hendrick
430 So. 2d 734 (Louisiana Court of Appeal, 1983)

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Bluebook (online)
25 So. 2d 296, 209 La. 655, 1946 La. LEXIS 721, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-fertel-la-1946.