Succession of Kamlade

94 So. 2d 257, 232 La. 275, 1957 La. LEXIS 1181
CourtSupreme Court of Louisiana
DecidedFebruary 25, 1957
Docket42872
StatusPublished
Cited by14 cases

This text of 94 So. 2d 257 (Succession of Kamlade) 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 Kamlade, 94 So. 2d 257, 232 La. 275, 1957 La. LEXIS 1181 (La. 1957).

Opinions

HAMITER, Justice.

George Jacob Kamlade died at his domicile in the Parish of Orleans on February 16, 1952, leaving an olographic last will and testament which carried the dateline “New Orleans May 27/33” and, among other things recited: “It is my wish that my estate be used for the care and keep of my brother’s widow, Selma, and * * * after the death of my sister-in-law, I wish my estate to be divided as follows, one half to go to my cousins from my Mother’s side of the family and the remaining half to my cousins from my Father’s side of the family, * * Numerous cousins were the only relatives surviving the decedent.

Following probate of the will the duly qualified co-executors petitioned the district court for a judgment, under the Uniform Declaratory Judgment Act (LRS 13:4231 et seq.), declaring and decreeing the meaning of the testator’s recital that “ * * * one-half to go to my cousins from my Mother’s side of the family and the remaining half to my cousins from my Father’s side of the family.” Cited to appear in the proceeding were some twenty-five persons allegedly the surviving cousins (or their legal representatives) of the decedent, they being first, second and third cousins on his father’s side and second and third cousins bn his mother’s side.

• All defendants answered the petition and thereafter the cause was tried on its merits, principally on an agreed stipulation of facts although some oral and documentary evidence was introduced (over objections) for the purpose of showing testamentary intent of the decedent. Ultimately, the trial judge rendered a judgment decreeing “ * * * that the disposing clause of decedent’s will wherein he left one-half of his estate to ‘my cousins from my Mother’s side of the family’ and the remaining half to ‘my cousins from my Father’s side of the family’ is void for obscurity and uncertainty * * * that the residuum of decedent’s estate should be inherited by the closest of kin to the decedent as in case of intestacy.”

But such judgment was not signed. Rather, the judge granted a rehearing and (in reversing himself) ruled “ * * * that the disposing clause of decedent’s will wherein he left one-half of his estate to ‘my cousins from my Mother’s side of the family’ and the remaining half to ‘my cousins from my Father’s side of the family’ should be interpreted as meaning that one-half of decedent’s estate should go to the nearest surviving cousins on his Mother’s side of the family and the remaining half should go to the nearest surviving cousins on his Father’s side of the Family, * *

Accordingly, the district court finally decreed that one-half of the estate of decedent be divided equally among the named first cousins on his father’s side and that the re[281]*281maining half be divided equally among the designated second cousins on his mother’s side (they were the nearest of kin on the respective sides).

From the judgment all parties defendant appealed except the nearest surviving cousins on the mother’s side of the family (second cousins of decedent).

Initially, we shall consider the contentions of the nearest surviving cousins on the father’s side of the family (first cousins of decedent and sometimes referred to hereinafter as “first cousin appellants”) who were recognized by the judgment as being entitled to one-half of the estate in question and are seeking on this appeal to recover the remaining one-half.

It is urged by them that the testamentary disposition under consideration contains a prohibited substitution and, hence, is null and void; and that they, being the nearest heirs of decedent, should inherit the entire estate as in an intestate succession. In this connection reference is made to the following recital which precedes the disposition: “It is my wish that my estate be used for the care and keep of my brother’s widow, Selma, and * * * after the death of my sister-in-law, I wish my estate to be divided as follows * *

(Then follows the disposition.)

For at least one reason such attack is not maintainable. According to the agreed stipulation of facts the mentioned sister-in-law predeceased the testator. This being true the recital in her favor was without substance when the will became effective on the death of the testator. As stated in Revised Civil Code Article 1697, “The testamentary disposition becomes without effect, if the person instituted or the legatee does not survive the testator.” It is true, as counsel point out, that the “purpose of outlawing substitutions is to prevent the practice of taking property out of commerce”; and that “a disposition of property reprobated by law, such as a substitution, is not susceptible of confirmation or ratification.” But obviously, under the circumstances, neither of these principles is appropriate here.

Again, the will is assailed by first cousin appellants as being without a certain date, the testator having dated it “May 27/33”. For at least two reasons this attack, made for the first time after trial and in a memorandum brief, likewise cannot succeed. Firstly, the issue was not properly raised by the pleadings or otherwise in the district court. City of Alexandria v. Morgan’s Louisiana & T. R. & S. S. Co., 109 La. 50, 33 So. 65; New Orleans Land Co. v. Board of Levee Commissioners of Orleans Levee District, 171 La. 718, 132 So. 121; and Weingart v. Delgado, 204 La. 752, 16 So.2d 254. Secondly, the agreed stipulation. of facts, to which counsel subscribed (and on which the case was principally tried), specifically states “that the decedent [283]*283died testate, leaving a last will and testament dated May 27, 1933 * * * ”, a date that is unquestionably certain.

Next, the first cousin appellants contend that the word “cousins” as used in the testament means “first cousins” only. Alternatively, if the word is not so interpreted, they suggest that the entire disposition must be declared void for uncertainty with the result that they, being decedent’s closest collateral relatives, would inherit (as in an intestate succession) the whole of the estate.

We can find nothing within the four corners of the will indicating that the testator intended the disposition to be restricted to his first cousins, and the extrinsic evidence introduced (over the objections of their counsel) does not disclose that they were held in greater esteem than more distant collaterals.

Counsel for those appellants correctly state in their brief: “ * * * That part of the decedent’s testament which contains the term ‘cousins’ was written by him in 1933. At that time, the decedent had four first cousins living on his father’s side of his family, and had two first cousins living on his mother’s side of the family, namely, Elizabeth Awcock and Lotta Awcock. The stipulation of facts and the evidence introduced in the record at the trial of this cause show that the two first cousins on the decedent’s mother’s side of the family, mentioned above, died on April 26, 1945 and January 4, 1941, respectively.” However, it is important to notice that the testator did not die until 1952 and that for the last seven years of his life he had no first cousins on his mother’s side of the family. Seemingly, under these circumstances, he would have changed his will during that seven year period so as to expressly restrict the disposition to the surviving first cousins if he intended that only they were to participate in the distribution of his estate.

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Bluebook (online)
94 So. 2d 257, 232 La. 275, 1957 La. LEXIS 1181, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-kamlade-la-1957.