Succession of Israel

146 So. 2d 53, 1962 La. App. LEXIS 2478
CourtLouisiana Court of Appeal
DecidedOctober 1, 1962
DocketNo. 780
StatusPublished

This text of 146 So. 2d 53 (Succession of Israel) 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 Israel, 146 So. 2d 53, 1962 La. App. LEXIS 2478 (La. Ct. App. 1962).

Opinion

CLEMENT M. MOSS, Judge ad hoc.

Miss Mamie Israel died at her domicile in New Orleans, Louisiana on April 22, 1960, leaving a last will and testament, with a codicil, which was probated on May 9, 1960. Pier will, dated April 25, 1957, and the codicil, dated May 3, 1957, contained several bequests and named the Whitney National Bank of New Orleans as executor.

On April 28, 1960, a petition was filed by Mrs. Marie Louise Levy Hiller and Stanford J. Levy, Jr., alleging they were the grandniece and grandnephew, respectively, of the decedent, and were her sole heirs, praying for judgment recognizing them as such and decreeing the will and codicil null and void. The will and codicil were attacked on the alleged insanity, imbecility and senility of the decedent on the dates thereof, producing a lack of capacity to make, or understand the meaning of, said documents.

Exceptions of no right of action and want of interest to institute said demand, were filed by the testamentary executor and various legatees and, after hearings on said exceptions, the same were maintained and the opposition to the will and codicil was dismissed. The matter is now before this Court on an appeal from the judgment.

In their petition, opponents of the will and codicil allege they are the only children of Stanford J. Levy, Sr. and his wife,. Mrs. Miriam Strauss Levy; and that the mother of Stanford J. Levy, Sr. was Ernestine Israel, wife of Albert Levy, of which marriage three children were born: Milton'. Levy, who died in infancy; Harold J. Levy and Stanford J. Levy (Sr.), both of whom-, predeceased Miss Mamie Israel. They further allege that Mamie Israel had two sisters, the said Ernestine Israel, who married Levy, and Augustine Israel, who married-Lazard Bloch; that Ernestine and Augustine both died before Mamie Israel; and that Augustine Israel Bloch left no-descendants. Opponents do not allege the parentage of Ernestine, Augustine or Mamie Israel and only inferentially, by the allegation they were sisters, allege-they have the same father and mother. It is not disputed that Joseph Israel and his. wife, Marie Louise Generes Israel, were-the legitimate parents of Ernestine and' Augustine Israel. The exceptions raise the issue of the parentage of Miss Mamie-Israel and her legitimacy vel non.

Opponents urge that there is a strong-presumption of the legitimacy of a child in the absence of the registry of birth and-' baptism to establish legitimacy, and that: hearsay evidence is admissible to establish-birth, marriage, descent and relationship. Opponents cite LSA-Civil Code, Articles. 194, 195, 950, and 952 and a number of cases, the most pertinent of which are Clapier v. Banks, 10 La. 60; Succession of Curtis, 161 La. 1045, 109 So. 832; Succession of Kneipp, 172 La. 411, 134 So. 376; [55]*55Boykin et al. v. Jenkins, et al., 174 La. 335, 140 So. 495; Succession of Anderson, 176 La. 66, 145 So. 270; Succession of Marcour, 180 La. 129, 156 So. 198; In re Gray’s Succession, 201 La. 121, 9 So.2d 481; Succession of Gaines, 227 La. 318, 79 So.2d 322; and Succession of White, La.App., 85 So.2d 528.

In support of the claimed status of Mamie Israel as a legitimate child of Joseph Israel and his wife, Marie Louise Generes Israel, opponents produced sixteen witnesses. None could remember Joseph Israel, who died on October 26, 1871. Only three of the witnesses knew Joseph Israel’s wife, Marie Louise Generes Israel, who died in 1910. The three mentioned, and one other witness, first knew the Israel household in about 1894 to 1896, whereas the remaining witnesses, with two exceptions, knew Mamie Israel and the Levy family only within the last twenty-five or thirty years. This evidence establishes that Mamie Israel was a member of the household presided over by her alleged mother from about 1894 to the death of Mrs. Israel in 1910; that Mamie Israel was treated as a daughter during that period; that, since 1894, Mamie Israel was treated and referred to as a sister by Ernestine Israel Levy and Augustine Israel Bloch (admittedly legitimate children of Joseph Israel and Marie Louise Generes Israel); and that Mamie Israel was considered by other relatives and friends of the family as a daughter of Marie Louise Generes Israel and a member of the family. Although there was some testimony about the possible unknown parentage and illegitimacy of Mamie Israel prior to her death, the hearsay evidence referred to, properly admitted by the Court, established a presumption of the legitimacy of Mamie Israel. This presumption was further upheld by a legacy in the will of Augustine Israel Bloch naming Mamie as her “sister”, as well as by published death notices reciting the relationship now asserted by opponents. This presumption probably would have prevailed, in the absence of positive evidence to the contrary that was produced by the proponents of the will of Mamie Israel.

It was proven, by competent evidence, that Joseph Israel, the alleged father of Mamie Israel, died on October 26, 1871, It was also proven that Mamie Israel was born in December, 1873, over two years after the death of Joseph Israel, who, therefore, could not have been her father; see LSA-Civil Code, Article 187. The birth date of Mamie Israel, for which there was no birth registry or baptismal record, was established by certified extracts of United States Census Records for the years 1880, 1900 and 1910. While these records confirm the fact that Mamie Israel was a member of the household presided over by her alleged mother and refer to her as a “daughter”, they consistently reflect her progressive age based upon her birth in December, 1873.

The evidence also establishes a definite pattern of the registry of the birth and the baptism of each child of the marriage of Joseph Israel and his wife. It is not disputed that there were at least four children issue of the marriage. These were Ernestine, born March 8, 1862; Josephine, born September 2, 1863; Augustine, born July 14, 1865; and Samuel George, born February 22, 1868. The birth of each was duly registered and each was baptized, as evidenced by the vital statistics records and church baptismal records, respectively. The failure to register the birth of Mamie Israel and to accord her the usual rites of baptism is persuasively strong corroboration of the contention that Mamie Israel was not issue of the marriage of Joseph Israel and his wife.

Other evidence was submitted by proponents of the will which additionally rebuts the presumption of the legitimacy of Mamie Israel. Documentary evidence was produced to show that Joseph Israel, at the time of his death, was a partner with Simon Herman and Joseph Vignes in a mercantile business. Two days following his death, the succession of Joseph Israel [56]*56was opened on a petition filed by his co-partners, alleging that he was survived by his wife and three children, Ernestine, Augustine and Samuel George Israel, minors. In the succession proceedings, the widow qualified as natural tutrix of her said three minor children. In a subsequent proceeding in February, 1875, the Court approved a settlement of the partnership and payment to the widow and the three minor children. These proceedings were approved by the Under-Tutor of the minors, Marx Bloch, who for many years reputedly had been a member of the Israel household. As argued to this Court, it must be concluded that Joseph Israel’s partners, his widow and Marx Bloch knew that Joseph Israel was survived by only three children and proceeded accordingly to liquidate the partnership and to settle his estate. These proceedings omitted any reference to Mamie Israel.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Succession of Wesley
69 So. 2d 8 (Supreme Court of Louisiana, 1953)
Succession of White
85 So. 2d 528 (Louisiana Court of Appeal, 1956)
Succession of Gaines
79 So. 2d 322 (Supreme Court of Louisiana, 1955)
Succession of Curtis
109 So. 832 (Supreme Court of Louisiana, 1926)
Succession of Anderson
145 So. 270 (Supreme Court of Louisiana, 1932)
Succession of Kneipp
134 So. 376 (Supreme Court of Louisiana, 1931)
In Re Gray's Succession
9 So. 2d 481 (Supreme Court of Louisiana, 1942)
Succession of Marcour
156 So. 198 (Supreme Court of Louisiana, 1934)
Boykin v. Jenkins
140 So. 495 (Supreme Court of Louisiana, 1932)
Clapier v. Banks
10 La. 60 (Supreme Court of Louisiana, 1836)

Cite This Page — Counsel Stack

Bluebook (online)
146 So. 2d 53, 1962 La. App. LEXIS 2478, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-israel-lactapp-1962.