Succession of Jacobs

104 La. 447
CourtSupreme Court of Louisiana
DecidedNovember 15, 1900
DocketNo. 13,735
StatusPublished
Cited by13 cases

This text of 104 La. 447 (Succession of Jacobs) 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 Jacobs, 104 La. 447 (La. 1900).

Opinion

Statement of the Case.

The opinion of the court was delivered by

Nicholls, C. J.

On November 30th, 1899, Ernest Jacobs executed his olographic will, which read as follows:

[448]*448“Shreveport, La., Nov. 30, 1899.
“Being aware of the uncertainty of life, I make this my last will and testament.
“1st. I desire that all my just debts be paid in full at once.
“2nd. I give and bequeath to my beloved mother, Mrs. P. L. Jacobs, one-fourth of all the property of which I. may die possessed, real and personal, money, rights and credits.
“3rd. I give and bequeath to my brother, Walter B. Jacobs, all my interests and stock in the Shreveport Belt Railway Company and City Railway Company, and in the Shreveport Compress and Warehouse Company and in the Grand Opera House.
“4th. Whereas, I am engaged to marry, and expect to marry, Miss Lillie A. Ileald, the daughter of T. W. Ileald, a resident of the city of New York, in the State of New York, on the 12th day of December, 1899. Now, in the event that we are married, the said Lillie A. Ileald, becoming my wife, I give and bequeath to her all the remainder of the property of which I niay die possessed, real and personal, money, rights and credits.
“5th. I appoint my brother, Walter B. Jacobs, executor of this my last will'and testament, without bond.
“This is wholly written, dated and signed by me in my own handwriting, on this, the 30th day of November, 1899.
“Ernest Jacobs."

lie married the young lady referred to in the will shortly after its execution, and died on the 18th of January, 1900, leaving a mother, one brother and several sisters, a widow and no children, issue of his marriage, and considerable property, real and personal.

The will was probated on January 30th, 1900, and W. B. Jacobs, the brother, qualified as executor. An inventory was made of the property of the succession, showing the value of the whole estate to be $103,74S.

On the 28th of May, the executor filed a tableau of debts, praying that he be authorized to pay the same. This account showed an indebtedness of $23,842, and it was homologated on the 14th of April, 1900, and the debts ordered paid. This was done, leaving $97,985 as the net estate.

On the 5th of May, 1900, Mrs. P. L. Jacobs, widow of Edward Jacobs, and mother of Ernest Jacobs, filed a petition, in which, after reciting her relationship to the deceased — that he had died — leaving an olographic will, which had been admitted to probate, and under which Walter B. Jacobs had been confirmed and qualified as testamentary [449]*449executor, she alleged that by the terms of said will, she had been bequeathed one-fourth of all the property of the deceased; that a special iegacy of certain property had been bequeathed to W. B. Jacobs, and the remainder was left to Lillie A. BTeald (Jacobs), the widow of the deceased.

That the deceased left no children, and that his only legal heirs consisted of herself (his mother) and his brother and four sisters. That- all of the property of which he died possessed was his separate estate and property.

That, under the law, she was the forced heir of her son, and as such, was entitled to one-third of his entire estate. That to the extent of the difference between the amount stated in said will — one-fourth—and that to which she was entitled under the law — one-third, the said will was null and void or reducible to the disposable portion provided by law.

In view of the premises, she prayed for citation upon the executor and upon Mrs. Lillie A. Heald (Jacobs) (born ITeald), widow of Ernest Jacobs, and residuary legatee under his last will and testament; that on the final hearing, she have judgment decreeing her to be entitled as a forced heir to one-third of the entire estate in succession of Ernest J acobs, and for all further orders and decrees necessary in the premises, and foi general relief.

Mrs. Lillie Jacobs answered this demand. After pleading the general issue she admitted that the petitioner was the mother of the deceased; that he had died testate leaving a will, under which she was willed one-fourth of his estate; that the deceased left no descendants but a mother and brother and sisters surviving him. She specially denied the right of Mrs. P. L. Jacobs to claim and recover one-third of the property left by the deceased. She averred that her interest or legitime in said estate, was one-fourth and not one-tliird as claimed by her. That the disposable portion was three-fourths of said estate. That Mrs. P. L. Jacobs was a legatee under the will for one-fourth of said estate, which was all she was entitled to, under the law. That Mrs. P. L. Jacobs was estopped by her acts and conduct from changing the provisions of the said will.

That she had often said before and since the death of Ernest Jacobs, that she did not want any of his property and that she did not need it, and often expressed herself as being fully satisfied with the provisions of the will, leaving her one-fourth. That she notified the testator be[450]*450fore the will was written that she did not want any of his property, and would not accept it, and on being- ■ informed by the testator that the law forced him to leave her the fourth of his estate, said and informed said testator that she did not care for or want any of his estate, or property. That the mother was very old and wealthy, and in no wise needed said property. That this and other acts and conduct of the mother largely influenced and caused the testator to leave a large lega.cy to his brother, W. B. Jacobs, which, doubtless, would not have been done, had she notified the testator at the time, she was heir to one-third of his estate and would claim it.

She specially pleaded that the mother was estopped and could not now be heard to claim more than what was given her by the will; she prayed that her demand be rejected.

The executor answered the demand of Mrs. P. L. Jacobs, pleading the general issue.

The widow of Ernest Jacobs instituted a suit, in which she alleged that she was his universal legatee, under his will. That Walter B. Jacobs had administered the estate as executor and had filed his final account as such and prayed to be discharged of his trust.

That Mrs. P. L. Jacobs, the mother of the deceased, who died without issue, and surviving him, was owner under the law of one-fourth of said estate, after paying the debts of the deceased, the one-fourth being- her legitime in said estate. That the said Mrs. Jacobs was entitled to the possession of the said one-fourth of the said estate, and petitioner was entitled to the possession of the other three fourths of said estate, except a special legacy to W. B. Jacobs, being - fourths of certain stock mentioned in the will, his mother being owner of the other fourth.

That notwithstanding- Mrs. P. L. Jacobs was owner under the law as forced heir of one-fourth of said estate, and also by the terms of the will, she had brought suit for a third of said estate, which suit was still pending and could not be possibly fully disposed of before late in the fall or early next spring.

That petitioner

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Bluebook (online)
104 La. 447, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-jacobs-la-1900.