Succession of Newman

45 So. 928, 120 La. 881, 1908 La. LEXIS 588
CourtSupreme Court of Louisiana
DecidedJanuary 20, 1908
DocketNo. 16,822
StatusPublished
Cited by1 cases

This text of 45 So. 928 (Succession of Newman) 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 Newman, 45 So. 928, 120 La. 881, 1908 La. LEXIS 588 (La. 1908).

Opinion

LAND, J.

Thomas Newman, about 80 years of age, died in the city of New Orleans on May 27, 1907. His three daughters presented for probate an olographic will purporting to have been made by the deceased on October 1, 1904. Two sons of the deceased opposed the probate and execution of the testament on the ground that the testador was at the time mentally incapable of making his last will.

On the trial it was proven that the testament was wholly written, dated, and signed in the handwriting of the testator. Many witnesses were examined on the question of sanity vel non of the decedent at the time of the making of the testament. The judge a quo, after carefully considering all the evidence adduced, as shown by his written opinion, rendered judgment dismissing the oppositions, admitting the will to probate, and ordering its registry and execution. Opponents'have appealed.

The testament, entirely in the handwriting of the testator, bears date October. 1, 1904. It was written in the office and presence of a reputable member of the bar, who had been attorney of the decedent for a number of years, and who had on two former occasions furnished him with forms for drafting an olographic will. The last of prior [883]*883wills made in 1902 divided the estate equally among the' children of the testator, and appointed the attorney as executor. By the will' of October 1, 1904, one-third, or the disposable portion of the estate, was bequeathed as an extra portion to the three daughters, and the residuum left to the sons and daughters, to he divided share and share alike. The testator declared in this will that he was indebted unto his widowed daughter, Mrs. Shelly, in the sum of $5,000 for- money borrowed, and appointed Mrs. Shelly as executor without bond. The attorney testified that the testator declared what dispositions he desired to make of his estate, and what person he wished to appoint to execute the provisions of the will. The attorney further testified that he, at the request of the testator, furnished the form of the will by dictation. Undue influence is not alleged, nor formal defects in the execution of the testament. Opponents assail the will on the sole ground of insanity. As it cannot be said that the will sounds in folly, the burden of proving insanity at the time rests on the opponents. It is conceded that the testator became insane on or about January 17, 1905, and was subsequently interdicted. His previous mental condition is a subject on which much conflicting evidence was adduced on the trial below. The decedent, although old, was a man of vigorous health, and the record does not show that he was attended or examined by any physician prior to January 17, 1905. Hence the absence of expert evidence as to his previous mental condition.

Thomas Newman was the originator of a horse car line of railway on St. Charles street, and from the beginning occupied the position of foreman or superintendent, and as such purchased and eared for the mules that furnished the motive power. After the substitution of electric motive power, Newman was retained as foreman, but his duties and powers were curtailed. In the year, 1901, Newman, then about 74 years of age resigned his position. While the company did not discharge Newman on account of his long connection with the line, which had been called for many years, “the Newman Road,” the management considered that Newman’s ideas were old fashioned and not up to the time, and desired to get rid of him. Newman, finding that his duties and powers were being curtailed and that he was being treated in the light of a pensioner, resigned his position.

Newman’s wife died in 1889, and in 1890 he purchased the interest of his children in her estate. He owned a number of cottages, and resided in one of them with his widowed daughter, Mrs. Shelly, and his unmarried daughter, Honora. Mrs. Shelly collected the rents due her father, and looked after his leased properties. The two sons were married, and were engaged in business for themselves in the city of New Orleans. Neither of them, prior to the year 1907, seemed to have concerned themselves about their father’s condition, or the management or disposition of his property. They protested, in 1907, ignorance of the fact that their father during the years 1902 and 1903 had sold several pieces of real estate, as shown by the public records. This -unconcern manifested either indifference to the mental condition of the father, or the belief that his condition did not warrant any supervision of his person or affairs.

Thomas Newman was blessed with an unusually strong and vigorous constitution, which had never been impaired by dissipation or even indulgence in the smaller vices. In January, 1905, Thomas Newman was taken violently ill, suffering from intense pain, and physicians were summoned to -attend him. It was, however, not until April 1, 1907, that his sons petitioned for the interdiction of their father. The medical experts [885]*885reported that Thomas Newman was suffering from senile dementia. One of the experts had attended Newman when he was stricken in January, 1905, and testified in part as follows:

“Q. Do you know when his conditions commenced?
“A. I saw him first when he had the intense pain, and I never could get anything from him as his statements were not clear to me.”

In the absence of expert opinion, the question whether Thomas Newman was insane on October 1, 1904, must be answered on the conflicting evidence of laymen. It is admitted that Newman was harmlessly insane from and after January 17, 1905. The three first witnesses who were called to prove the will were examined as to the sanity of the testator. The first, an old acquaintance, testified that the testator’s mind was all right prior to the year 1905. The second, a daughter of the testator, testified that her father was sound in mind and body prior to his illness on January 17, 1905. The third, the attorney who furnished the form of the will, and who had advised the decedent for a number of years, testified that he had never seen any act of Newman indicating insanity prior to said illness.

The testimony of the witnesses for the opponents is in the main too uncertain to throw any great light on the question of sanity vel non on October 1, 1904. Mr. Graham said that Newman was regarded as “simple,” but cannot fix dates. Mr. Phelps thought that Newman in 1901 was getting a little bit too old and was rather in his dotage. About one year thereafter Newman insisted that he had not resigned, but had been discharged. Mr. Phelps admits that he gave no thought to Newman’s mental condition until long afterwards when certain things happened which made him think that Newman was a little peculiar. Mr. Craig testified that Newman would talk foolish once in a while, that he would say that he was going to buy mules, that the electric cars were going to turn into street cars, and that he was going back to. work for the railroad company again. Mr. Hoffman’s testimony -is that prior to Newman’s illness he talked about mules, and at one time about doctoring a mule; that sometimes Newman would say something wrong as old men do, and “sometimes he would talk as good as any man living.” Mr. Knickerbocker, who lived under the same roof with the deceased in 1903 or 1904, said:

“Well, Mr. 'Newman was a very old man, of course, and I don’t suppose that his intellect was as good as it was in his younger days. In fact I know it was not as good at that time as it was when I first knew him. He was a little childish, in other words * * * he was not in full possession of all of his faculties.

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Related

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119 So. 81 (Louisiana Court of Appeal, 1928)

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Bluebook (online)
45 So. 928, 120 La. 881, 1908 La. LEXIS 588, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-newman-la-1908.