Succession of Franz

133 So. 2d 140
CourtLouisiana Court of Appeal
DecidedNovember 29, 1961
Docket71, 79, 90
StatusPublished
Cited by9 cases

This text of 133 So. 2d 140 (Succession of Franz) 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 Franz, 133 So. 2d 140 (La. Ct. App. 1961).

Opinion

133 So.2d 140 (1961)

Succession of Katie ROTH, Widow of Frederick FRANZ.

Nos. 71, 79, 90.

Court of Appeal of Louisiana, Fourth Circuit.

June 30, 1961.
Rehearing Denied October 9, 1961.
Certiorari Granted November 29, 1961.
Certiorari Denied November 29, 1961.

*141 Joseph V. Ferguson, II, New Orleans, Thomas J. Kliebert, Gramercy for Mark J. Falgoust, both individually and as executor, plaintiff-appellant.

George Piazza, New Orleans, for Kleis opponents, defendants-appellees.

Lee C. Grevemberg, Felix W. Gaudin, New Orleans, for Grimaldi Heirs, defendants-appellees.

Felix W. Gaudin, Jones T. Prowell, Harry McEnerny, Jr., New Orleans, for National *142 American Bank of New Orleans, provisional administrator, defendant-appellee.

Joseph V. Ferguson, II, New Orleans, Thomas J. Kliebert, Gramercy, for Mark J. Falgoust, both individually and as executor, plaintiff-appellant.

Lee C. Grevemberg, New Orleans, for Felix W. Gaudin, plaintiff-appellant.

Joseph V. Ferguson, II, New Orleans, Thomas J. Kliebert, Gramercy, for Mark J. Falgoust, testamentary executor, defendant-appellee.

Before JANVIER, McBRIDE and SAMUEL, JJ.

Certiorari Granted in Application of Mark J. Falgoust, November 29, 1961.

Certiorari Denied in Application of Felix W. Gaudin, November 29, 1961.

SAMUEL, Judge.

These consolidated cases, together with four others also consolidated, La.App., 133 So.2d 150, are the result of long and complex litigation involving the Succession of Franz. Prior appellate litigation is to be found in Succession of Roth, 230 La. 33, 87 So.2d 719, Succession of Franz, 232 La. 310, 94 So.2d 270, and Succession of Franz, 236 La. 781, 109 So.2d 92.

Mrs. Franz was interdicted by judgment of the Civil District Court for the Parish of Orleans on December 3, 1951, in a proceeding (#308-348) instituted by her first cousins and only legal heirs, John Kleis, et als., hereinafter referred to as the Kleis opponents. Her curator was the National American Bank of New Orleans. Thereafter, she was confined in DePaul Sanitarium until her death on October 23, 1953.

The decedent left an estate in excess of $1,000,000. She also left three wills and a codicil. The earliest will, dated in 1923, bequeathed all of her estate to her husband, who predeceased her in 1939, and this will is not involved in the litigation.

The second will, in the nuncupative form by public act and dated April 4, 1945, contained various special legacies, failed to dispose of the balance of testatrix's property, made August H. Grimaldi, Sr., executor and appointed Felix W. Gaudin as attorney. There was a codicil, dated October 22, 1947, to the nuncupative will which added two legacies and made Grimaldi and Mark J. Falgoust residuary legatees, each for one-half. The latest will, in the olographic form and dated March 17, 1948, also made a number of special legacies to various persons including one to Falgoust, who was also named universal legatee and appointed executor with seizin and without bond.

The Kleis opponents filed a petition opposing the probate, registry and execution of the olographic will when sought by Falgoust, and also attacked the codicil to the nuncupative will, on the alternative grounds that the olographic will was not entirely written, dated and signed by the testatrix, that the testatrix lacked testamentary capacity due to insanity on the dates of the olographic will and the codicil, that the testatrix acted under fear, duress and undue influence on said dates, and on other grounds which need not be enumerated here.

Mark J. Falgoust and various persons named legatees in the olographic will filed answers to the Kleis petition denying the allegations thereof and asserting the validity of the will attacked. Gaudin and the executors of the estate of August H. Grimaldi, Sr. also filed pleadings attacking the validity of the olographic will on the same, and additional, grounds as those contained in the Kleis petition.

During the course of a lengthy trial the District Court appointed the National American Bank of New Orleans as the provisional administrator of the estate and named Jones T. Prowell, then attorney for Falgoust, and Gaudin, attorney for Grimaldi, as attorneys for the administrator.

The District Court subsequently held the olographic will to be valid and dismissed all oppositions thereto. This judgment was affirmed by the Supreme Court (232 La. 310, 94 So.2d 270).

*143 The three instant cases, an opposition to the account of the provisional administrator (No. 79), a rule to tax costs (No. 71), and a suit for attorney's fees for services rendered as attorney for the provisional administrator (No. 90), arose after the case involving the validity of the olographic will had become final.

The opposition was filed by Falgoust. He originally opposed every item on the account of the provisional administrator (the administration extended over a period of approximately 3½ years), but in this Court he complains only about the following items, his opposition thereto having been dismissed and from which dismissal he has appealed:

(1) Fee of the National American
    Bank of New Orleans
    for its provisional administration----- $15,055.43
(2) Commission to Real Estate
    Manager--------------------------------  22,714.90
(3) Caretaker's salary at 2318
    St. Charles Ave., the former
    residence of the decedent--------------   8,400.00
(4) Caretaker's expenses at 2318
    St. Charles Ave------------------------     684.94
(5) Commissions paid to C. J.
    Tessier for execution of
    lease at 339 Carondelet St.------------     217.00
(6) Commissions paid to C. J.
    Tessier for execution of
    lease at 901 Bourbon St.---------------     361.00
(7) Interest paid on extended
    payment of Federal Estate
    Tax------------------------------------   3,697.30
(8) Fees paid to August Wegmann
    for preparation of
    1954, 1955 and 1956 Federal
    Income Tax Returns---------------------     300.00
                                            __________
                    Total                   $51,430.57

The pertinent articles on costs to be borne by a succession are:

"The expenses of the seals, if they have been affixed, of the inventory and sale, and of the account rendered by the administrator, and other charges of the same kind, are at the cost of the succession." LSA-C.C. Art. 1070.
"The expenses incurred by the executor for affixing the seals, for the inventory, for the accounts and the other charges relative to his functions, shall be defrayed out of the succession." LSA-C.C. Art. 1682.

Counsel for Falgoust do not contest the authority of the court to appoint a provisional administrator but contend that such authority arises only out of the provisions of LSA-Civil Code Arts. 2972-2981 and Code of Practice Arts. 269-283.1 and 976, all except the last being concerned with sequestration under the rules of which the charges are to be paid from the proceeds of the property sequestered only in the event the party provoking the sequestration is successful. They contend that a provisional administrator is limited to guardian or keeper duties and that the loser must pay the charges of such an administration. They rely principally upon Succession of Clark, 30 La.Ann. 801, and Succession of Drysdale, 122 La. 37, 47 So. 367, and 124 La. 256, 50 So. 30.

In Clark there was a contest between the children of a first and second marriage and the third wife concerning the naming of an administrator.

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Bluebook (online)
133 So. 2d 140, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-franz-lactapp-1961.