Succession of Mutin

94 So. 2d 420, 232 La. 416
CourtSupreme Court of Louisiana
DecidedApril 1, 1957
Docket43028
StatusPublished
Cited by10 cases

This text of 94 So. 2d 420 (Succession of Mutin) 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 Mutin, 94 So. 2d 420, 232 La. 416 (La. 1957).

Opinion

94 So.2d 420 (1957)
232 La. 416

Succession of Mary MORALES, Wife of Louis MUTIN.

No. 43028.

Supreme Court of Louisiana.

April 1, 1957.

*421 Elmer D. Flanders, New Orleans, for appellant.

Siegfried B. Christensen, III, New Orleans, for appellees.

McCALEB, Justice.

Mary Morales Mutin, a Negro woman about 60 years old, died at her residence in the city of New Orleans on August 7, 1955. She had neither descendants nor ascendants, her nearest legal survivors being her husband, Louis Mutin, and her two sisters, Emily Cambre and Rose Williams.

On August 15, 1955, Mutin, alleging that his wife died intestate, caused her succession to be opened in the Civil District Court where an inventory of the succession property, which consisted entirely of community assets, was taken and homolgated. The inventory disclosed that defendant's one-half share of the community amounted to $26,600.86, which her husband would have inherited under the provisions of Article 915 of the Civil Code in case she died intestate. However, before a judgment of possession was rendered in the succession proceedings, Richard J. Garvey, a practicing *422 attorney in New Orleans, filed a petition therein, as executor of a purported olographic will of the decedent, and prayed that said will be admitted to probate. Mutin opposed the probate of this will, asserting that it was null for three reasons: (1) the uncertainty of its date; (2) the lack of testamentary capacity of decedent and (3) that it was a fraudulent instrument in that it was not entirely written, dated and signed by decedent. Following the filing of his opposition, Garvey was joined in his efforts to have the will admitted to probate by Rose Williams and Emily Cambre, the sisters of the decedent, who are named as universal legatees in the testament.

After a trial on the issues raised by the pleadings, the judge found for the proponents and admitted the will to probate. Mutin has appealed and he reurges in this Court the contentions for invalidity of the testament made below.

We first address our attention to the claim that the date on the will is uncertain. The testament was written on a plain piece of white paper and backed with heavy blue paper. It reads as follows:

Feb 2/9/54 Mary Mutin My Last Will I geave every thing I own to my tou-sisters Enily Cambra and Rose Williams I make Richard Garvey My Executor and my attorney Mary Morales Mutin."

In arguing that the date "Feb 2/9/54" is uncertain, counsel for opponent complains of the judge's action in permitting the proponents to adduce testimony (over his objection) in support of their position that the will was made on February 9, 1954 and that the abbreviation "Feb" was written on the date line after the will had been completed to signify that the numeral "2", contained in the date, represented the month in which the will was written.

We agree with counsel that it was error for the judge to allow the introduction of evidence to exhibit the intent of the testatrix as to the date of the will. Article 1588 of the Civil Code provides:

"The olographic testament is that which is written by the testator himself.
"In order to be valid, it must be entirely written, dated and signed by the hand of the testator. It is subject to no other form, and may be made anywhere, even out of the State."

If an olographic will is undated or contains an uncertain date, its nullity results from a vice of form. Hence, it matters not whether the testator intended a particular date or not as extrinsic evidence cannot cure the defect. An uncertain date is the equivalent of no date at all and the sufficiency and certainty of the date must be determined from the face of the will. Heffner v. Heffner, 48 La. Ann. 1088, 20 So. 281; Succession of Robertson, 49 La.Ann. 868, 21 So. 586; Succession of Beird, 145 La. 756, 82 So. 881, 6 A.L.R. 1452; Succession of Curtis, 149 La. 487, 89 So. 629; Succession of Dyer, 155 La. 265, 99 So. 214; Succession of McCay, 166 La. 681, 117 So. 772; Succession of Kron, 172 La. 666, 135 So. 19; Succession of Wenling, 172 La. 673, 135 So. 21; Succession of Lasseigne, La.App., 181 So. 879 and Succession of Buck, 208 La. 556, 23 So.2d 215.

A different rule, however, applies when there has been an overcharge or surcharge of figures in the date of an olographic will. In such instances, evidence of handwriting experts may be received for the purpose of showing that the surcharged figures are visible and, if they permit the exact date to be seen and recognized with certainty, the will will be upheld. See Succession of Lefort, 139 La. *423 51, 71 So. 215 and Succession of McCay, supra. On the other hand, if, after a consideration of the evidence and an inspection of the surcharged figures, the Court finds that the exact date is not clearly visible, the testament must be rejected. Succession of Wenling, supra and Succession of Buck, supra and compare Succession of Reynolds, 224 La. 975, 71 So.2d 537.

Counsel for proponents, pointing to certain pronouncements contained in a per curiam refusing an application for a rehearing in Succession of Lefort, supra, which are to the effect that extrinsic evidence may be received in any case to throw light upon an obscure date in an olographic will and thus remove all doubt, uncertainty or ambiguity concerning it, insist that the testimony was properly admitted in the instant matter.

Counsel are mistaken. The cited observations from the Lefort case, which were pure obiter dicta as that case involved a surcharge, or superimposition of figures in the year date of the will, have been criticized and found to be incorrect in the later decisions of the Court,[1] although the ruling as to surcharges has been many times approved.

Since we hold that evidence was inadmissible to establish the date of the will intended by the testatrix, we proceed to a determination of whether the date, as written, is so uncertain that the testament must be held invalid for failure to comply with the form prescribed by law.

The will is dated "Feb 2/9/54". Obviously, the century and decade (1954) and the month of the year (February) are explicit. See Succession of Kron, supra and compare Succession of Beird, supra. Hence, if any ambiguity exists, it would appear to be in the day of the month and, as to this, the only question is whether the will is dated "Feb 2/1954" or "Feb 9/1954". We think it manifest that the date, as written, "Feb 2/9/54" cannot logically be resolved to be "Feb 2/54" as this would require that the figure "9" be disregarded. But this cannot be done as the figure "9", punctuated by virgules, is clearly intended to be part of the date. Thus, it is reasonably certain that "9" represents the day of the month on which the will was written, whereas the figure "2", which follows the abbreviation "Feb", was merely a repetition by figure of the month, February, designated in the dateline and was undoubtedly intended to signify that month. In other words, the figure "2", following the abbreviation "Feb", and not separated therefrom by a punctuation mark, may be considered as though the testatrix had written "Feb" twice and then followed it with the punctuation marks "9/54".

Counsel for the opponent makes numerous contentions in his efforts to have us declare the date of the will as uncertain. Initially, he asserts that the figure "9", as written, could be a "4" because it is not closed at the top and that the "5" in "54" could be construed to be a "6".

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Bluebook (online)
94 So. 2d 420, 232 La. 416, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-mutin-la-1957.