Succession of Gumbel

56 So. 2d 418, 220 La. 266, 1951 La. LEXIS 991
CourtSupreme Court of Louisiana
DecidedDecember 10, 1951
DocketNo. 40134
StatusPublished
Cited by3 cases

This text of 56 So. 2d 418 (Succession of Gumbel) 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 Gumbel, 56 So. 2d 418, 220 La. 266, 1951 La. LEXIS 991 (La. 1951).

Opinion

PONDER, Justice.

Cornelius Gumbel died in the City of New Orleans, Louisiana on June 6, 1948, [270]*270leaving an estate valued at more than one million dollars. He left an olographic will and several codicils bequeathing various persons legacies and bequeathing the residue of his estate to Touro Infirmary to be used for the construction and equipment of a nurses’ home to bear his mother’s name as a perpetual memorial to her. Prior to his death, on April 23, 1948 he addressed a letter to the President of Touro Infirmary, which reads as follows:

“I am enclosing herewith for your confidential information a copy of my will and of several codicils which I have made thereto, all of these being in olographic form except the most recent codicil, which is a nuncupative act under private signature. You will note that after providing for several special legacies, I have left the residue of my estate to Touro Infirmary.

“I desire -now to increase the amount of my cash legacy to Nathan Goldwater from $10,000 to $25,000. I also desire to provide an annuity of $35.00 a week for my night nurse, Mrs. Ella Rieras, in addition to the legacy of $10,000 cash for which I have already made provision.

“I am very sick and do not feel physically equal to the strain of making another codicil to my will, even by nuncupative act. I am, therefore, writing to ask you to give me your assurance and agreement that in consideration of my permitting my legacy to you to stand you will see to it that Mr. Nathan Goldwater and Mrs. Rieras receive the additional sums mentioned in this letter, even though I do not make any codicil to that effect.

“In my original will I have provided that my executor should retain in his hands a capital sum sufficient to cover the annuities which I have provided.

“It will, however, be satisfactory to me upon receipt of the assurance herein contained to permit my executor to pay over the residuary estate to you if Touro Infirmary will execute a binding agreement satisfactory to my executor guaranteeing all the annuities for which I have provided, including the annuity mentioned in this letter, and this will be my authority to my executor to so provide.”

The President of Touro Infirmary wrote and signed the following statement at the bottom of the letter, viz.: “The undersigned, Touro Infirmary, hereby agree that in consideration of the residuary legacy to it above mentioned, and in further consideration of the provisions of the last paragraph of the foregoing letter, it will see to it that the legacy to' Nathan Goldwater and the annuity to Mrs. Ella Rieras, above mentioned, are duly paid, and that all of the other provisions of the will and codicils of Cornelius Gumbel are carried out.”

On June 13th, after the death of ihe testator, the Board of Directors of Touro Infirmary adopted a resolution confirming the action of its president of date April 23, 1948 and ratifying the agreement in order that it might be approved by the court and that the executor be authorized to carry [272]*272out the provisions contained in the letter and agreement of April 23, 1948. On June 14, 1949 the executor prepared a petition requesting the court to authorize him to carry out the provisions of the agreement set forth in the letter of April 23, 1948 and accordingly to pay Nathan Goldwater the sum of $25,000.00; to make provisions for the payment of an annuity of $35.00 a week to Mrs. Ella Rieras; and in due course to pay over the residuary estate to Touro Infirmary, upon the execution by it of a binding agreement guaranteeing all the annuities for which the decedent provided, including the annuity mentioned in the letter of April 23, 1948. The petition contains the following agreement signed by all of the legatees except Touro Infirmary, viz: “The undersigned annuitants under the will and codicils of Cornelius Gumbel, in consideration of their mutual agreements and in consideration of the filing of the foregoing by petitioner, hereby consent to said petition and request the Court to enter the order therein prayed for.”

The petition was filed in court on the next day and the court executed an order dated June 15, 1949 authorizing the executor to carry out the provisions of the agreement with Touro Infirmary, as set forth in the petition. On July 29, 1949 Mrs. Vivian Sintes Levie, one of the legatees who had signed the petition, brought proceedings attacking the order of June 15, 1949 authorizing the testamentary executor to carry out the provisions of the agreement of April 23, 1948, alleging that she was unaware of her rights at the time she signed the petition and that her consent was given under a mistake as to the effect of it on the legacy provided for her in the will and codicils of the decedent. The executor filed a provisional account on April 30, 1950 in which he proposed to carry out the provisions of the agreement set forth in the letter of April 23, 1948. Mrs. Levie opposed the account on the ground that adequate provision was not being made to carry out the legacy bequeathed to her by the decedent of $180 per month. Shortly thereafter, Mrs. Levie petitioned the court to remove the executor. We will not recite the proceedings dealing with the petition to remove the executor because the appellant is not urging any error on the part of the trial court in its refusal to remove the executor. It appears that the executor has paid Nathan Goldwater the sum of $25,000 and is continuing to carry out the provisions of the agreement of April 23, 1948 by paying Ella Rieras the sum of $35 per week.

The executor answered the opposition interposed by Mrs. Levie, calling attention of the court that he had proposed in the account to retain $60,000 of United States Government Bonds to protect the legacy of Mrs. Levie, and submitted a proposed mortgage to be executed by Touro Infirmary purporting to guarantee her annuity and those of other legatees on valuable property, located in the City of New Orleans, sufficient to take care of the annuities. On [274]*274trial of the petition to set aside the order of June 15, 1949 and the opposition to the account, the lower court refused to rescind the order and denied the opposition to the account and held that Mrs. Levie must accept the proposed mortgage because in its opinion she was more amply secured than she was under the will and codicils of the decedent. Mrs. Levie has appealed from this judgment of court.

The appellant contends that the contract between Cornelius Gumbel and Touro Infirmary was expressly prohibited by law and that it cannot form the basis of a valid and binding contract. She cites many articles of the Civil Code and decisions of this court and the Supreme Court of the United States in support of the contention. The authorities would be pertinent if the contract, as such, was being sought to be enforced. The transaction of April 23, 1948 was not a confected contract because the President of Touro Infirmary had not been authorized by a resolution of the board of directors of that institution to enter into the agreement. In the proceedings, the executor is seeking to carry out the wishes of the deceased as expressed in the letter of April 23, 1948. He is not a party to the purported contract and is not in fact endeavoring to enforce the purported contract as such. He evidently realized that the contract, as such, could not be enforced because of the action taken after the death of the testator. The resolution of the Board of Directors of Touro Infirmary, after the death of the testator, was adopted at the instance of the executor in order to carry out the wishes of the decedent.

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Related

Levie v. Touro Infirmary
138 So. 2d 844 (Louisiana Court of Appeal, 1962)
Condon v. McCormick
134 So. 2d 619 (Louisiana Court of Appeal, 1961)
Succession of Gumbel
67 So. 2d 578 (Supreme Court of Louisiana, 1953)

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Bluebook (online)
56 So. 2d 418, 220 La. 266, 1951 La. LEXIS 991, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-gumbel-la-1951.