Succession of Makofsky

120 So. 2d 277, 1960 La. App. LEXIS 934
CourtLouisiana Court of Appeal
DecidedApril 11, 1960
DocketNo. 21538
StatusPublished
Cited by1 cases

This text of 120 So. 2d 277 (Succession of Makofsky) 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 Makofsky, 120 So. 2d 277, 1960 La. App. LEXIS 934 (La. Ct. App. 1960).

Opinion

JANVIER, Judge.

This matter is before us on appeal by the proponent of the purported last will and testament of Narvel George Makofsky from a judgment maintaining oppositions to the will, and declaring it to be “null and void and of no effect by virtue of being revoked by being mutilated by being torn up.”

It is conceded that the decedent, Narvel George Makofsky, executed the document in controversy on January 31, 1959, under the provisions of LSA-R.S. 9:2442.

It is also conceded that two months or more prior to his death he intentionally tore the one page document into seventeen pieces.

James David McNeill and Milton Boylan were named executors in the document and certain bequests were made, some of them to persons other than legal heirs.

The decedent died on June 2, 1959. On June 4, 1959, the legal heirs of the decedent petitioned for the opening of the succession, praying that an inventory be taken and making no mention of a will. On July 8, 1959, in the succession proceeding which had already been opened by the legal heirs there was filed a petition praying for the probate of a last will and testament, which, according to the allegations of this petition, had been left by the decedent. In this petition Milton Boylan and James David McNeill were both set forth as petitioners and it was prayed that the said will be admitted to probate. Milton Boylan, however, has since abandoned all interest in the proceeding.

On July 15, 1959, after this petition had been filed but before the will was actually produced for probate, a sister of the decedent filed opposition to the probate, basing her opposition on several grounds, one of which is stated in the petition as follows:

“A. That decedent revoked the purported will by virtue of the actual physical destruction, mutilation and defacement thereof performed by himself, which destruction will appear by simple reference and inspection to the fragmentary document itself which is being offered for probate and which is on file herein and which has been assembled together by someone other than decedent after decedent’s death.”

On the same day and also before the will was presented for probate, other legal heirs of the decedent also appeared by petition and opposed the probate of the will on practically all of the same grounds and in their opposition also alleged that the will had been revoked, making an allegation practically identical with that just above quoted. Later, by supplemental petition, certain other objections were presented to the probate of the alleged will.

The District Judge refused to probate the will, and in his reasons decreed the will; [279]*279to be null and void for the reasons already-set forth.

Only James David McNeill has appealed from this judgment.

At the start of our discussion it is well to note that most important testimony was given by one Merrill W. Wendel, who was not a legal heir and who, therefore, would have received nothing had there been no will, but who, under the will, would receive the usufruct of a fishing camp which was owned by the decedent. According to the testimony of Wendel, on a day which he says was “sometime in March” and which was, therefore, more than two months before the death of the decedent, at the request of Makofsky, he went to his home and there Makofsky took the will, which, at his request had been taken out of a locker box, and, after saying that he, Makofsky, had not “done right” by Wendel, tore it (the will) up and put it on the card table, and said to Wendel: “I haven’t done right by you. I want to leave you a little bit more. I want to leave you more than what I did.”

Wendel says that he then told Makofsky that all that he desired was the right to use the camp and that Makofsky then said: “Okay, if that is what you want.” He says that Makofsky then said: “There is a will. Take it. My lawyers have got a copy.” Wendel says that he took the pieces of the will home, but that he “never read it” and that much later Mr. McNeill put it together, and that “then I knew what was in it.”

The legal question which is presented, if the testimony sets forth the true facts, and, in passing we say that, if true, the facts are most remarkable, is whether or not a testator who makes such a statutory will as is authorized by LSA-R.S. 9:2442, and then intentionally himself tears it up, may by requesting someone else to paste the pieces together re-create it as a will by that act of the other person in pasting the pieces together at a later time.

It should be remembered that the protests were filed before the will was admitted to probate and that, therefore, if any facts were in dispute the burden of proving those facts would have rested upon the proponent of the will. In Succession of Lirette, 5 So.2d 197, 198, the Court of Appeal for the First Circuit said:

“Relative to this question, we are of the opinion that where a will has been probated as required by law, the probating of the same makes prima facie proof of its genuineness; if the will is thereafter attacked, the burden of proof rests upon the opponent to prove its invalidity. But a different rule applies when the probate of the will is opposed ab initio, the rule then being that it is incumbent upon the proponent of the will to produce proof of its execution and its genuineness and/or its validity. The rule of evidence in such a case is governed by Civil Code, Article 2245, and Code of Practice, Article 325, rather than Civil Code Article 1655, in the former. This distinction is made clear in the cases of Succession of Gaines, 38 La.Ann. 123; Succession of White, 132 La. 890, 61 So. 860; Succession of Wadsworth, 152 La. 131, 92 So. 760.”

Therefore, if it had become necessary to dispute the veracity of the statements of Wendel the burden of proof would have rested upon McNeill, the proponent of the will.

However, again assuming for the moment that the statements of Wendel are entirely true, we nevertheless are confronted with the much more interesting legal question which has already been stated.

It is, of course, conceded that if a testament is accidentally destroyed or torn into pieces, or lost it nevertheless may be proven if the necessary proof is available. Here the destruction was not accidental. Even according to the testimony of Wen-del it was the testator himself who tore the will into pieces and it is also the testimony of Wendel that the testator did this with the intention of revoking that will.

[280]*280Counsel for McNeill confidently rely upon the decision of our Supreme Court in Succession of Swanson, 131 La. S3, 58 So. 1030, 1032, as authority for the view that, where a testator ■ tears up a testament, it may be re-created with its full original effect. It is true that in that case a torn up will was admitted to probate and given full effect, but the situation here is distinguishable for several reasons. In the first place, the Swanson will was olographic, that is, it was entirely written, dated and signed by the testator himself. No notary or witnesses were required. Here, the will was originally executed under authority of a special statute which requires certain carefully set forth formalities among which are the requirements that it must be signed by the testator, the witnesses and the notary, and that there must be in it a carefully worded statement to the effect that those requirements have been complied with.

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341 So. 2d 459 (Louisiana Court of Appeal, 1976)

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120 So. 2d 277, 1960 La. App. LEXIS 934, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-makofsky-lactapp-1960.