Succession of Maquar

849 So. 2d 773, 2003 La.App. 4 Cir. 0041, 2003 La. App. LEXIS 1772, 2003 WL 21362975
CourtLouisiana Court of Appeal
DecidedJune 4, 2003
DocketNo. 2003-CA-0041
StatusPublished
Cited by5 cases

This text of 849 So. 2d 773 (Succession of Maquar) 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 Maquar, 849 So. 2d 773, 2003 La.App. 4 Cir. 0041, 2003 La. App. LEXIS 1772, 2003 WL 21362975 (La. Ct. App. 2003).

Opinion

Judge MAX N. TOBIAS, JR.

On 7 February 2000, Lloyd Anthony Maquar. Jr. (hereinafter “the decedent”) departed this life. His probated last will and testament, dated 15 December 1999, left the entirety of his estate to his wife, Denise Ott, the appellee herein, and nothing to his only child, Nia Christine Maquar (“Nia”), the appellant.1 At the time of the execution of the testament, the decedent was unable to sign his name due to physical infirmity. He signed each page of the will with an “X” or similar mark. The final page of the testament contained an attestation clause that read:

The testator, LLOYD ANTHONY MAQUAR, JR., has declared that he knows how to sign his name, but is unable to sign it because of a physical infirmity and so has affixed his mark, an “X” at the end and on each separate page of this will and declared in our presence that this is his last will and testament and in the presence of the testator and each other we have hereunto subscribed our names this 15 day of December, 1999, New Orleans, Louisiana.

The testament was signed by the decedent in the presence of two witnesses and a notary public. Upon opening the succession, the notary that was present for the signing of the will executed an “AFFIDAVIT FOR PROBATE OF STATUTORY I ¿TESTAMENT.” The affidavit stated that the “testator stated to the affiant that the document was his last will and testament, and that they, as attesting witnesses, along with the Notary, signed at the end of the will with an ‘X’ in each others’ presence, and that they recognized the signature of the testator as affixed by him in several places on the will and also their own signatures, and that of each other.”2

On 24 April 2001, the appellee filed a petition for probate of a “statutory testament,” as well as a motion to be confirmed as the executrix of the succession, as had been provided in the decedent’s testament. The appellee was confirmed as executrix of the succession on that day.

On August 28, 2002, Nia filed a petition to annul the probated testament of the decedent on the grounds that it failed to meet the statutory requirements for a valid and enforceable testament found in La. C.C. art. 1578. We note that Nia made no allegation in her pleadings that the decedent was unable to see or read. As such, one could assert that the testamentary capacity of her father, the decedent, was not an issue. Thus the issue becomes whether the testament fulfilled the formalities set forth under article 1578 and is valid as a matter of law. We note that La. C.C. art.1573 provides that “[t]he formalities prescribed for the execution of a testament must be observed or the testament is absolutely null.” [Emphasis added.].

[775]*775Nia’s petition to annul the probated will also sought to remove her stepmother, the appellee, as the testamentary executrix. Further, she alleged that the testament as a matter of law was invalid. As a consequence, she alleged that j ¡¡the decedent died intestate and that under Louisiana law she is the heir to his estate. As noted above, the petition to annul the testament does not contain any allegation of fraud or undue influence and does not allege that the decedent was illiterate or suffered from any impairment of vision at the time the testament was executed.

In response to Nia’s petition to annul the testament, the notary executed an additional affidavit, which was filed into the record and received in evidence without objection.3 This second affidavit stated that the notary, who was a licensed attorney and who prepared the testament, knew the testator to be literate; that the notary observed the testator watching television when he arrived at his house to have the testament executed; that he read the testament to the testator and that the testator followed the text with his eyes; that he questioned the testator about the contents of the will and confirmed that it was his last will and testament; that the testator was aware that his wife, Denise Ott, would inherit everything and that his daughter would inherit nothing from him; and that the testator’s only disability on the day he signed the testament was that he was physically unable to sign his name. This affidavit fails, however, to note that the testator declared or signified to the notary and two witnesses that he was “able to see and read” as required by La. C.C. art. 1578(1) or (2). Additionally, the record is devoid of any evidence that the decedent declared to the witnesses that he could see and read or that the witnesses knew in any manner or way that the decedent could see and read.

^Pursuant tó a motion for judgment on the pleadings, a summary proceeding was held on 25 October 2002 to determine the validity of the 15 December 1999 testament. The court rendered a judgment on 7 November 2002, finding that the attestation clause was “substantially similar” to the clause recommended by La. C.C. art. 1578 and that the absence of the clause, “is able to see and read,” would only be potentially fatal to the testament if it had been alleged by Nia that the decedent had not, in fact, been able to see and read. Because no issue of fact on that issue existed, the trial court upheld, the testament and the petition to annul was denied.

Nia appealed that judgment asserting that, as a matter of law, the attestation clause contained in the probated testament rendered the entire instrument unenforceable and invalid, because it did not conform to the requirements found in article 1578. Specifically, she assigns four errors of the trial court. First, she asserts that the trial court erred by holding that the formalities for execution of the testament were followed when the attestation clause of the testament did not state that the decedent was able to see and read. Second, she asserts that the trial court erred by ignoring the newly enacted provision of law requiring the attestation clause of a testament executed by a testator who is able to see and read but is physically incapable of signing to contain the aforementioned language. Third, she argues that the trial court erred by ruling that the attestation clause in question was substantially similar to the clause contained in La. C.C. art. 1578, even though it did not [776]*776contain the phrase at issue. Finally, she takes issue with the trial court’s reliance on Succession of Fletcher, 94-1426 (La.App. 3 Cir. 4/5/95), 653 So.2d 119, which she asserts is inapplicable to the case at bar.

| .The appellee maintains that the phrase “is able to see and read” is not mandatory and that the attestation clause as drafted is “substantially similar” to the attestation clause found in article 1578. Further, the appellee argues that the purpose of the revisions to succession law was to simplify the probate procedure, not to impose additional formalities and requirements on testaments, and that the formalities that do exist are present to prevent fraud, which is not alleged in this case. As such, she contends that any deviations from the statutory requirements of the decedent’s will are minor and should not invalidate the testament, especially in light of the fact that no allegation is made that the decedent did not execute the will or that it did not reflect his intentions.

La. C.C. art. 1578 provides:

When a testator knows how to sign his name and to read, and is physically able to read but unable to sign his name because of a physical infirmity, the procedure for execution of a notarial will is as follows:

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Bluebook (online)
849 So. 2d 773, 2003 La.App. 4 Cir. 0041, 2003 La. App. LEXIS 1772, 2003 WL 21362975, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-maquar-lactapp-2003.