Succession of McDermott

66 So. 546, 136 La. 80, 1914 La. LEXIS 1906
Supreme Court of Louisiana·Decided November 4, 1914·No. No. 20800·Published·Cited by 17 cases

Opinion

LAND, J.

Thomas BlcDermott died in the city of New Orleans on July 30, 1912, leaving by will his large estate to his sister, Miss Kate BlcDermott.

On August 4, 1912, Miss McDermott made a notarial will, in which she left the bulk of her estate to Bliss Alice J. Clohecy, Miss Ella Gilmore, Joseph C. Gilmore, William U. Gilmore, and Thomas Gilmore. It appears that J. C. and Thos. Gilmore were the attorneys of Miss McDermott.

It is stated in appellant’s brief that this will was made “under the effect of a midnight attack of tuberculosis hemorrhage.”

On August 6, 1912, Bliss McDermott made another will before the same notary, in which she left the sum of $25,000, to each of the following named legatees, to wit:

Bliss Alice Clohecy, Miss Ella Gilmore, William N. Gilmore, Thomas Gilmore, Joseph C. Gilmore, Philip M. Gilmore, Miss Sallie C. Doyle, wife of Thomas Benache, Samuel Doyle, Henry B. BlcCloskey, John T. Block and Beatrice Gilmore, wife of John D. O’Beilly. Also, legacies to other persons and institutions, including one of $75,000 to the Charity Hospital of New Orleans. The residuum of the estate was left to all the enumerated legatees in proportion to the amounts stated.

On August 9, 1912, Bliss BlcDermott made a third will before Percy S. Benedict, notary, in which Bliss Clohecy and the Gilmores were left $25,000 each.

Among the new legacies appears one for $50,000 to Henry B. McCloskey. To the Charity Hospital was given $75,000 as a memorial to the testatrix and family, and the balance of the estate.

On September 12, 1912, Miss McDermott made a fourth will before Edward P. Cousin, notary, and five witnesses.

The name of Bliss Clohecy and the Gil-mores do not appear in this testament. Otherwise no important changes in the disposition were made.

On July 8, 1913, Bliss BlcDermott executed a fifth will before Cousin, notary, in which she confirmed the will of September 12, 1912, with certain stated exceptions and none others. In this testament, after reducing or revoking a few minor legacies, the testatrix revoked the donation and universal legacy to the Charity Hospital, and instituted the Loyola University of New Orleans as her universal legatee.

Among the new legacies appears one of $30,000 to William P. Burke, Jr.

Miss BlcDermott died on December 16, 1913, and on the next day Thomas Gilmore, as the nominated executor, opened her succession, producing the will of August 4, 1912, for probate. The judge refused to probate said will because of the existence of the last two wills which in a few days were duly probated. ' ■

[1,3] Whereupon Bliss Clohecy and the Gilmores instituted the present suit to probate the will of August 4, 1912, and to annul the wills of August 6, and August 8, and September 12, 1912, and July 8, 1913. The proponents have appealed from an adverse judgment. As the wills of August 6 and 9, 1912, were revoked by the will of September 12, 1912, and have never been presented for probate, and the defendants claim nothing under said wills, we think that the question of their validity vel non is not a relevant issue in this litigation. “No testament can have effect unless it has been presented to the judge of the parish in which the succession is opened.” The judge shall order the execution of the testament after its being opened and proved in the cases provided by law. C. C. 1644. “A will has no effect un[83]*83til duly proved and ordered to be executed by a competent court.” See Hennen’s Digest, vol. 1, p. 467e-6. It will be time enough to litigate over said purported wills when, if ■ever, they shall be probated, or presented for probate, at the instance of the executors, or legatees named therein.

The very lengthy petition of the proponents contains, in substance, allegations of fact as follows:

That on August 4, 1912, Miss Kate McDermott made a valid will in notarial form, in which the proponents, “her intimate friends and associates,” were constituted universal legatees of the residuum of her estate, and Thomas Gilmore was appointed executor.

That the wills of the 6th and 9th of August, 1912, were procured by coercion, fraud, •and undue influence exercised over Miss Mc-Dermott by 'Hugh McCloskey, aided by Wm. P. Burke and other parties, “who fraudulently took possession of the house, person, and estate of the said Miss Kate McDermott,” and denied her intercourse with her former friends and associates. That Miss McDermott was a person of weak mind and body, suffering from illness at the time, did not know what she was doing, and did not dictate said wills.

That the will of September 12, 1912, was procured by similar fraudulent practices, and Miss McDermott “was entirely without' physical or mental capacity to make any valid will in nuncupative form by public act, and was incapable of dictating, and did not dictate, the alleged last will and testament claimed to have been made at said time; that said last will emanated entirely from •said Hugh McCloskey and Wm. P. Burke; that Miss Kate McDermott did not even understand the dispositions contained in the •said alleged last will and testament.”

That the will of. July 8, 1913, was procured by similar fraudulent practices, and that at the time of its execution, Miss McDermott was at the point of death, and wholly without testamentary capacity; that she did not know what was transpiring at her bedside; that she was wholly without power to understand anything; and that she did not dictate the alleged will or codicil made on that occasion.

The defendants reserving their right to object to proof of the allegations, contained in paragraphs 3 and 4 of the petition, as immaterial and irrelevant, specially denied the allegations of fraud, coercion, undue influence, want of testamentary capacity, etc., set forth in the petition.

On the trial below the proponents offered evidence tending to prove the allegations of the petition as to the wills of August 6 and 9, 1912.

Objection was made that such evidence was immaterial and irrelevant, and on the further ground that the allegations covering captation, suggestion, etc., did not disclose a cause of action.

The court sustained the objections, and restricted the evidence to the nullity of the wills of September 12, 1912, and July 8, 1913. The court said:

“I sustain the objection; but I permit you to show her physical condition and mental condition on the 12th of September, 1912, and up to and on the 8th of July, 1913.”

The evidence shows that on September 12, 1912, Miss McDermott was physically able to leave her home and go to the oflflce of Mr. Benedict, for the purpose of consulting him, and of making her last will; and that she was mentally able to understand his instructions, and to dictate to the notary the dispositions which she desired to make of her estate.

A very intelligent witness to the will, who was called by the proponents, testified that Miss McDermott during the confectiop of the testament appeared “to be all right, to be absolutely rational and sane,” that he had a [85]*85long conversation with her while waiting for another witness, and she struck him “as being very sane.”

There was not a tittle of evidence adduced to show that Miss McDermott acted under duress, coercion, or restraint of any kind in the making of the will of September 12, 1912.

The same may be said of the will of July 8, 1913.

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Succession of McDermott, 66 So. 546, 136 La. 80, 1914 La. LEXIS 1906 (La. 1914).

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