Succession of Gesselly

44 So. 2d 838, 216 La. 731, 1950 La. LEXIS 911
CourtSupreme Court of Louisiana
DecidedJanuary 9, 1950
Docket38633
StatusPublished
Cited by8 cases

This text of 44 So. 2d 838 (Succession of Gesselly) 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 Gesselly, 44 So. 2d 838, 216 La. 731, 1950 La. LEXIS 911 (La. 1950).

Opinion

MOISE, Justice.

This is a suit to recover from the Succession of Mrs. Rose Gesselly the sum of $2500.00, being the amount alleged to have been fixed by her as compensation for services to her during her lifetime by ner nephew, Nicholas J. Swart, the opponent. From a judgment' allowing the sum of $2000.00, in addition to the legacy of $500.00, the executrix prosecutes this devolutive appeal. Answering the appeal, the appellee seeks to have the judgment of the district court increased to the sum of $2500.00, without deducting the legacy of $500.00.

The plaintiff alleges that from 1924 to the date of decedent’s death, April 15, 1943, he performed innumerable services in administering decedent’s business affairs and looking after her personal welfare; that he assisted her in all of her banking transactions and in making various investments in real estate mortgages and loans, and thereafter attending to the details in connection with the collection of the payments due thereon; that he transported her in his automobile to the market and stores and on other outings several times during a week, and that he took her on brief vacations to the Gulf Coast of Mississippi, to Florida and to Shreveport, La. Plaintiff alleges an agreement between himself and the decedent that he was to be paid for all the personal services which he rendered to her upon her death by a legacy of $2500.00, and for this amount he seeks judgment, plus the legacy of $500.00 bequeathed to him in the last will and testament of decedent.

To plaintiff’s petition defendant' filed exceptions of “Inconsistency, Immateriality” and vagueness. Exceptions of “inconsistency and immateriality” are unknown to our law, and only on trial of the merits can objections to any evidence be urged on grounds of inconsistency, im *735 materiality and irrelevancy. It is impossible for a trial judge to pass upon the immateriality, inconsistency, or irrelevancy of any portion of the evidence without having before him all of the grounds of complaint and the defenses urged in answer.

The record shows that the decedent, who at the time of her death in East Baton Rouge Parish, Louisiana, was 75 years of age, had been for many years prior thereto in ill health, suffering from a heart ailment and was crippled in one foot. Her physical condition greatly handicapped her freedom of movement and it appears that she depended almost entirely upon Nicholas J. Swart, plaintiff (one of her two relatives living in the Parish) to assist her in all of her financial and business affairs; that she looked to him to transport her in his automobile on all of her errands, including trips to the bank, to her lawyers, and to oversee and collect rental on various properties she owned over a period of years. He also drove her to see her doctors, to the markets and stores on shopping expeditions and on numerous vacation trips. For all of this assistance and attention the decedent promised to reward him at her death by pioviding a legacy in the sum of $2500.00 for him in her will. After the decedent’s death negotiations were had looking toward a compromise of plaintiff’s claim of $2500.00, and as requested, he submitted a bill for $1200.00 in settlement of the promised legacy. Upon refusal of this payment by the executrix of decedent’s estate, plaintiff instituted the present suit against her, individually and as executrix.

Recovery is sought here on a claim against a deceased person, which unlike ordinary cases requiring the plaintiff to prove his claim if more than $500.00 “at least by one credible witness, and other corroborative circumstances” (Art. 2277 of the Revised Civil Code) “ * * * can only be established by the testimony of at least one credible witness of good moral character, besides the plaintiff,” that is, if such action has been brought within 12 months after, the death of the deceased, otherwise parol evidence is not admissible to prove the claim. Act 207 of 1906, as amended by Act 11 of 1926; Succession of Dugas, 215 La. 13, 39 So.2d 750, 753; White v. Succession of Candebat, 210 La. 995, 29 So.2d 39.

In the Succession of Joublanc, 199 La. 250, 5 So.2d 762, 763, the plaintiff sued the decedent’s succession for wages for services rendered by her as deceased’s housekeeper, cook, nurse; etc., during the last 10 years of his life. It appeared that he had persuaded her to move into half of his home, a double cottage, with her 3 children, and perform such services, with the agreement that he would bequeath the home to her, which was a very modest one, in a poor neighborhood of New Orleans. The plaintiff was a colored woman and the decedent was a white man. *737 He did make a will in which he bequeathed the home to her, but subsequently executed another will in which he bequeathed all of his property to his two children, revoking the previous will, in which he had declared that that legacy was given “in consideration of faithful services rendered by her for many years as my housekeeper.” The cottage which was to have been bequeathed was appraised in the decedent’s succession proceedings at the amount of $1,100.00, and the court in giving judgment for the plaintiff in that sum against the decedent’s succession and his heirs, said:

“On the facts which we have found the plaintiff is entitled to collect from the succession of Joublanc, or his heirs, the value of the services which she rendered. One who renders valuable services to another on his promise that in his will he will compensate to the extent of the value of the services the party rendering them is entitled to collect their value from the succession of the party for whom the services were rendered if he dies without having fulfilled his promise. * * * In such cases it is not necessary that the value of the services shall have been agreed upon by the employer and employee. * * *
“The plaintiff testified that the services which she rendered and the board which she furnished to Joublanc were worth $2 per day. In her petition she claimed $125 pqr month. Our judgment is that $2 per day is an outside estimate; besides which an allowance should be made for the house rent which was furnished to the plaintiff and her children, and for rent of the building in which she conducted her grocery. There is no estimate of these allowances in the record. Our conclusion is that the plaintiff ought to have the value of the legacy which she would have received under the will dated July 14, 1939, if it had not been revoked. We do not mean that the general rule in cases like this is that the value of the legacy .fixes the amount which the succession will owe if the testator revokes the bequest. * * We are dealing only with the facts of this case, and are resting our judgment upon the proof that the value of the services rendered by the plaintiff was not less than the value of the legacy which she was to receive, and upon the fact that the plaintiff admitted and repeated in her testimony that the legacy which she had expected to receive would be ample compensation for her claim. The only proof that we have of the value of the legacy is that it was appraised in the inventory at $1,100.” (Italics mine.)

In the Succession of Oliver, 184 La. 26, 165 So. 318, 322, there was a preponderance of evidence to show that over a period of ten years up to the date of his death the decedent had been rendered services by the claimant.

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Bluebook (online)
44 So. 2d 838, 216 La. 731, 1950 La. LEXIS 911, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-gesselly-la-1950.