Succession of Levy

22 So. 2d 650, 207 La. 1062, 1945 La. LEXIS 838
CourtSupreme Court of Louisiana
DecidedApril 30, 1945
DocketNo. 37660.
StatusPublished
Cited by9 cases

This text of 22 So. 2d 650 (Succession of Levy) 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 Levy, 22 So. 2d 650, 207 La. 1062, 1945 La. LEXIS 838 (La. 1945).

Opinion

HAWTHORNE, Justice.

Mrs. Luona Schwing Levy, widow of Maurice Levy, died in the Parish of Tangipahoa on September 2, 1943, leaving an olographic will which we deem it necessary to quote in full, as follows:

“Last Will and Testament
“I Mrs. Maurice Levy nee Luona Prescott Ava Schwing of the City of Hammond, State of La. being of sound mind and body and having no forced heirs, do hereby make and publish this as and for my last will and Testament, hereby revoking and making void, every and all other will or wills by me at any time heretofore made
“To Beulah Levy — I leave — Three City of N. O. La. 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 = $3000.00
“To Marquita Levy — I leave — Three City of N. O. La. 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 = $3000.00
“To Josephine Hammond — I leave — Three City of N. O. La 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 — $3000.00
“To Violet Keller Young — I leave — Two City of N. O. La 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 $2000.00
“To Marguerite Keller — I leave — Two City of N. O. La 4% Public Improvement Bonds, Issue of 1900 (§> $1000.00 = $2000.00
“To Mrs. C. C. Keller — I leave — Two City of N. O. La 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 = $2000.00
“To Mrs. Rose Levy Hammond — I leave— Three City of N. O. La 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 — $3000.00
“To Mrs. E. C. Glenn — I leave — Two City of N. O. La 4% Public Improvement Bonds, Issue of 1900 @ $1000.00 = $2000.00
“To Ellen Glenn Lightsey — I leave — One City of N. O. La 4% Public Improvement Bond, Issue of 1900 @ $1000.00 = $1000.00
*1065 “To Bessie Glenn — I leave — Two City of N. O. La. 4Vz% Serial Gold Bonds, Series of 1917 @ $1000.00 = $2000.00
“To Sophie Block — I leave — Two City of N. O. La 4V2% Serial Gold Bonds, Series of 1917 @ $1000.00 — $2000.00
“I leave One City of N. O. La 4^% Serial Gold Bond, Series 1917 @ $1000.00 To be devided between my God-children —Ole Dellucky — Gertrude Eells — Maurice Morgan and William Maurice Cronan and my Grand Niece Annie Lou Bergeron = $1000.00
“I leave, One City of N. O. La. ty2% Serial Gold Bond, Series 1917 @ $1000.00 To be devided between five Mrs. James H. Burns — Miss Ria Schwing — my friend Mrs. A. J. Mahoney — My niece Marie Schwing and Mr. and Mrs. W. K. Eells = $1000.00
“To Mrs. A. J. Wiltz — I leave One City of N. O. La 4y2% Serial Gold Bond, Series 1917 @ $1000.00 $1000.00
“I leave One City of N. O. La 4^% Serial Gold Bond, Series 1917 @ $1000.00 for Masses for the repose of my soul, to be said as soon as possible = $1000.00
“It is my wish that One City of N. O. iVz% Serial Gold Bond, Series 1927 @ $1000.00 be kept at interest. This interest to be used every year, for the upkeep of my plot and for Masses, to be said for the repose of Maurice’s and my souls $1000.00
“X leave one City of N. O. La. Serial Gold Bond @ $1000.00 to be kept at interest. This interest, to be used every year for upkeep of the graves of my family in Amelia, La. and for Masses to be said for the repose of souls of my Parents, Brothers and Sisters — $1000.00
“To the Holy Ghost Church of Hammond,
La. I leave, One City of N. O. La. 4%%
Serial Gold Bond Series 1917 @ $1000.00 $1000.00 “After all my just debts have been paid, such as Funeral, Doctor, Perpetual care of my grave in Metairie Cemetery and afore said legacies, I leave the rest of my estate to my beloved Mother. At her death, it is to be devided equelly, between my sister Mrs. Thomas L Cronan, my Brothers, Eddie Schwing and Horace Schwing and my deceased Brothers, Percy Schwing’s and Oliver Schwing’s families and my deceased sister Mrs. Wall’s children.
“I hereby appoint my brothers — Horace D. Schwing and Eddie P. Schwing; executors o£ this my last Will and Testament with full power of seizin and without, bond
“This last will has been entirely written, dated and signed in this my handwriting on this, the Fifth day of August in the year of Our Lord 1936
“(Sgd) Mrs. Maurice Levy
“Nee Luona Presoot Aya Schwing”

The heirs of Mrs. Levy instituted this suit against the legatees named in said will, alleging, among other things, that the testatrix had been married but once, and then to Maurice Levy, who predeceased her; that the testatrix acquired by last will and testament all the property left by the said Maurice Levy, and that neither she nor Maurice Levy had any forced heirs at the respective dates of their deaths. These heirs further allege that they oppose each and every bequest made in said will for the reason that the bonds described therein were not among the assets of the testatrix at the time of her death, and that none of said bonds was listed in the inventory made in her succession, with the exception of one City of New Orleans 4%% Serial Gold Bond, Series 1927, which bond the testatrix provided in her will was to be kept at interest and the interest used every year for the upkeep of her cemetery plot and for masses to be said for the repose of her soul and that of her husband;

Further attacks are made on this will on the ground that certain bequests were in the nature of fidei commissa.

The heirs in their petition attacking this will pray that a rule issue herein, directed to and against each legatee in person or corporation named in said last will and testament, to show cause why the legacies pur *1067 ported to be due each respectively thereunder should not be declared null and/or impossible of fulfillment and therefore void, and why said last will and testament as a whole should not be declared null and void and of no effect, and why they, as the legal heirs of the deceased testatrix, should not be recognized and sent into possession of the entire estate of Mrs. Luona Levy.

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Bluebook (online)
22 So. 2d 650, 207 La. 1062, 1945 La. LEXIS 838, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-levy-la-1945.