Succession of Filhiol

49 So. 138, 123 La. 497, 1909 La. LEXIS 734
CourtSupreme Court of Louisiana
DecidedMarch 15, 1909
DocketNo. 17,271
StatusPublished
Cited by15 cases

This text of 49 So. 138 (Succession of Filhiol) 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 Filhiol, 49 So. 138, 123 La. 497, 1909 La. LEXIS 734 (La. 1909).

Opinion

Statement of the Case.

MONROE, J.

Upon the death of the decedent, his brother, Hardy H. Filhiol, presented a petition to the district court alleging that the Ouachita National Bank had in [499]*499its possession a package of papers, which he believed contained a will, and praying for an order for its production, and a will was produced whereby the testator bequeathed to his two nieces, Louise and Estelle Filhiol (daughters of Hardy H. Filhiol), his “Rust Plantation”; to Hardy H. Filhiol, his “Sanford Place,” and $5,000 in cash; to Margaret Laxnkin, his “Burch Plantation”; to Laura Culpepper, $5,000 in cash; and to Inez Schmidt, the residue of his estate, also naming her sole executrix. On the application of the so-named executrix, a day was fixed for the probating of the will, and inventories were ordered, which, when taken, showed an estate, in the parish of Ouachita, valued at $327,817.67, and, in the parish of Orleans, valued at $13,197.14, or- a total of $341,014.84. Hardy H. Filhiol opposed the probate and execution of the will and the confirmation of the executrix named therein, alleging that he was the sole presumptive heir of the decedent; that the latter and Inez Schmidt having lived together in open concubinage, she was incapable of inheriting or of qualifying as executrix; and praying that he be put in possession, as sole heir, and appointed dative testamentary executor, in order to execute the provisions of the will not opposed by him.

There was judgment in the district court ordering the will to be probated and executed, except as to the donation in favor of Inez Schmidt, which was reduced to 10 per cent, of the whole amount of the estate, “which donation, thus reduced” (to quote the language of the decree), “is ordered to be paid out of the movables of said estate.” It was further ordered that the appointment of Inez Schmidt, as executrix, be confirmed, and that she be placed in possession of the estate, in that capacity, upon taking the oath required by law — which she did, and received her letter testamentary accordingly.

The judgment so rendered by the district court was affirmed by this court, on appeal, the Chief Justice concurring in the decree, and Justices Provosty and Monroe dissenting. Succession of Filhiol, 119 La. 998, 44 South. 843. Thereafter, on May 23, 1908, Hardy H. Filhiol ruled the executrix to show cause why she should not file her final account, and (having, on September 18, 1907, filed a provisional account, showing her gestion up to that time) she, on May 25, 1908, filed a tableau of privileged debts and claims, which was opposed by Hardy Filhiol, and it is the judgment upon the opposition so filed that we are now called on to review. After a declaration of general opposition, the opponent especially objects to the following items, to wit:

Judgment in favor of Inez Schmidt for 10% on the entire succession, as fixed and decreed by Judge L. E. Hall, on opposition to probate of will, which judgment was affirmed, on appeal, by the Supreme Court, which 10% are estimated on the inventories, which are less than the real value of said succession property ...................... $34,101 5S

Commission of executrix, Inez Schmidt, amount fixed ' by law, 2%% on amount of inventories ($34,101,58) ................... 8,525 39

Attorney’s fees of A. A. Gunby, as per his claim filed.............. 17,000 OO

Amount claimed by Edgar M. Cahn, as Atty.’s fee, as per his claim, filed herewith.................. 25,000 00

The grounds of the opposition are stated, substantially, as follows: That the item of $34,101.58 should be satisfied in movable property and not paid in cash; that the alleged commission of $8,525.39, is not due “for the reason that she” (the executrix) “is entitled to no commission whatever”; that the item of $17,000, placed on the account as due to A. A. Gunby, as attorney fees, is grossly excessive, and that $2,500 would be ample compensation for all services rendered by said Gunby for which the succession is liable; that the item of $25,000, charged [501]*501as a fee by Edgar M. Cabn, is not due by the succession, whatever services were rendered by said Cahn having been rendered to Inez Schmidt personally, but that, should the court conclude that said Cahn rendered any services to the succession, he would be amply compensated by a fee of $1,000.

The transcript discloses the following facts, pertinent to the issues to be decided, to wit;

Roland M. Filhiol died on May 18, 1906, and his succession was opened by his brother, Hardy H. Filhiol, in the manner heretofore stated, on the following day. As soon as the will had been produced and its contents made known, Inez Schmidt, who was named as universal legatee and executrix, employed Judge A. A. Gunby, a prominent member of the Ouachita bar, to aid her in the discharge of her duties and to protect her interest On May 23, Judge Gunby presented the will to the court, and obtained the necessary orders for its probate (contradictorily with the heir and legatees) and for the taking of inventories, after which he entered into an agreement with counsel representing the heir at law (present opponent) to the effect that the control and management of the plantations of the succession should be continued in the persons who had been employed by the decedent, until the appointment of an executor or other person legally qualified to act. Inez Schmidt returned to her home, in New Orleans, about May 25th, and telegraphed to Judge Gunby that, with his consent, she wished to employ additional counsel, and, the consent being given, she employed Mr. Edgar M. Cahn, who thereafter cooperated with Judge Gunby in the manner and to the extent as hereafter stated.

The decedent, at the time of his death, owned 13 extensive cotton plantations, all of which he was furnishing with supplies; likewise, stores from which he sold goods, not only to his tenants, but to the public at large, and cotton gins, real and personal property in the cities of New Orleans and Monroe, stocks in corporations, variously situated, and notes and obligations, the debtors of which lived here and there. The crops on the different plantations were in course of being made, but the cotton from the crops of 1905 had not all been sold, and the accounts of that year, with laborers, tenants, and outside parties, had not all been settled. The opposition of Hardy H. Filhiol was filed on June 4, 1906, and thereafter the case was tried and judgment rendered, annulling the universal legacy to Inez Schmidt, but confirming her as executrix, and thereupon, on September 19th, she received her letters testamentary and assumed the administration of the succession. Beyond that, matters remained in the same condition of uncertainty as before, until November 18, 1907, when the judgment of this court, affirming the judgment appealed from, became final; the difference between the situation as it existed prior to the confirmation of the executrix and afterwards being that, after her confirmation, the executrix had imposed upon her the entire responsibility for the administration of the estate.

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Cite This Page — Counsel Stack

Bluebook (online)
49 So. 138, 123 La. 497, 1909 La. LEXIS 734, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-filhiol-la-1909.