Succession of Heinemann

136 So. 51, 172 La. 1057, 1931 La. LEXIS 1807
CourtSupreme Court of Louisiana
DecidedApril 27, 1931
DocketNo. 30990.
StatusPublished
Cited by7 cases

This text of 136 So. 51 (Succession of Heinemann) 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 Heinemann, 136 So. 51, 172 La. 1057, 1931 La. LEXIS 1807 (La. 1931).

Opinion

OVERTON, J.

The object of this litigation is to annul the last will and testament of Alexander J. Heinemann.

Heinemann never married. He left no heirs in the direct ascending line. His only legal heirs were collaterals. They comprised two brothers, a sister, and the children of a pre-¡deceased sister. He left an estate, consisting ■^almost entirely of corporate stocks, worth, jroughly stated, about $240,000, above liabilities.

The efforts to annul the will are made by jthe children of the predeceased sister, who are entirely omitted from it. The will is in olographic form, is written on the letterhead of the New Orleans Baseball & Amusement Company, the place where it was written, namely, “New Orleans, La.,” is in print, but all of the rest of it is indisputably in the handwriting of the testator. It is written, including the punctuation and the spelling, as follows:

“New Orleans, La. Jan 2-1930

“This makes void any other will in existance What ever money lost by Larry Gilbert while operating in stock with me He shall be paid in full out of what is left of my estate, and the remaining divided amongst my heirs B N Heinemann A D Heinemann (Mrs J M Cohn Hannah Heinemann) Henry Angella shall be executive with out bond.

“[Signed.] Alexander J Heinemann”

The will was probated, and Henry Angelle, this being 'his correct name, was appointed testamentary executor, without bond. Thereafter, the present proceeding was brought by the children of the predeceased sister, Mrs. Mathilde Heinemann Weil, to annul the will on two grounds — the first of which is that the will does not bear a date, as is required by the law of this state to make valid an olographic will, and the second, though stated in three grounds, is that Heinemann, at the particular time of writing the will, did not possess the required qualifications to make a will, inasmuch as he was then suffering from such mental diseases, superinduced by, or resulting from, physical or other diseases or ailments of the body or mind, as to be incapable of making any valid will or donation, or, in short, that he was, at that particular time, *1062 insane, and lacked the capacity to dispose of his estate.

The contention that the will does not bear a date, as is required by law, does not rest upon the fact that “New Orleans, La.,” instead of being in the handwriting of the deceased, is in print, for counsel for the children of the predeceased sister correctly recognize that the place where the will is written is properly no part of the date of the will and may be disregarded, as not appearing, without affecting the validity of the will. Civ. Code, arts. 1588, 1589; Succession of Robertson, 49 La. Ann. 868, 21 So. 586, 62 Am. St. Rep. 672. The contention, as to the lack of date, rests upon the ground that a will, dated “Jan 2-1930,” though in the handwriting of the testator, is null, because Jan-nary, if that be the month intended, is written Jan, without even a period to denote the abbreviation, whereas the name of the month should be written in full.

All that the law requires, so far as relates to the date of an olographic will, is that the date be certain, and, being a part of the will, that it be in the handwriting of the testator, or at least that so much of it be in his handwriting as to make the date certain, after disregarding such part of it as is not in his handwriting. Succession of Robertson, 49 La. Ann. 868, 21 So. 586, 62 Am. St. Rep. 672; Succession of McCay, 166 La. 681, 117 So. 772. Such also is the rule in France, under Article 970 of the French Civil Code, which is substantially similar to article 1588 of the Civil Code of Louisiana, requiring that the olographic will be entirely written, dated, and signed by the hand of the testator, and providing that it is not subject to any other form. Fuzier-Herman, Code Civil Annote, Vol. 2, under article 970 of Code, p. 655, No. 94; Baudry-Lacantinerie, Droit Civil, Vol. 2, p. 385, No. 548; Demolombe, Code Napoleon, Vol. 21, p. 76, No. 81; Aubrey et Rau, Droit. Civil Francais, Vol. 7, p. 103, No. 2; Laurent, Droit Civil Francais, Vol. 13, pp. 200-210, Nos. 188-196. These authorities, or most of. them, will show that the usual form of writing the month and day may be substituted by any equivalent enunciation, fixing, in a definite manner, the date of the testament, for instance, by the enunciation of an historical anniversary, such as an anniversary of the battle of Waterloo, or of a religious or national festival, such as Easter Day, 1860.

Neither this court nor, so far as appears, have the courts of France passed directly upon the identical question, here presented; but the principle, relative to the requirement that the date, without reference so much to the particular form in which it is written, be expressed with certainty, and not be left uncertain, is applicable here. The Century Dictionary, under the word “January,” says that it is abbreviated “Jan.” It is quite common to abbreviate that month, and to do so in the manner stated, that is, as “Jan.” That abbreviation can refer to no other month in the calendar year than January. It would be otherwise had the abbreviation been “J’y-,” for then it would refer equally as well to July as to January. Our conclusion, therefore, is that the date, “Jan 2-1930,” means January 2, 1930, and cannot mean anything else, and hence, that the abbreviated form adopted by the testator complies fully with the law. The absence of the period to denote the abbreviation is of no importance. The abbreviation is sufficiently manifest without it.

Upon the second ground of attack, relating to the mental capacity of the testator to dispose of his estate validly at the time he wrote his will, a voluminous record has been built.

The testator began his career in life without any financial means. One of his first ven *1064 tures was the handling of the concession privileges, consisting of the sale of soft drinks, peanuts, and the like at a baseball park in New Orleans. He rose, through his energy, thrift, and judgment, step by step, when, in 1914, he was elected to the presidency and treasurership of the New Orleans Baseball Club, and was- repeatedly re-elected thereto, until bis death on January 8, 1930. After his rise to prominence in baseball circles, he began speculating in stocks, buying the stocks outright, and not upon margin. He was quite successful in these ventures, and, in October, 1929,' owned over $550,000 of various stocks, and owed the bank over $200,000 for money borrowed with which to purchase stocks, the loan being secured by shares valued at approximately $450,000.

Towards the latter part of the testator’s ventures in the stock market he encouraged Larry Gilbert, named by him as one of his legatees, to enter the stock market and purchase stock, under his general guidance. He evidently hoped to assist in raising Gilbert from an humble position, such a one as he had held in his younger days, to a position of financial ease.

In October, 1929, there was a heavy deline in the stock market. The testator’, as did all similarly situated, lost rather heavily. However, to all outward appearances, he treated the loss lightly, and expressed the. view that stocks would soon regain their former position in the market. In November, 1929, there was a second heavy decline in the stock market.

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136 So. 51, 172 La. 1057, 1931 La. LEXIS 1807, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-heinemann-la-1931.