Succession of Oliver

165 So. 318, 184 La. 26, 1936 La. LEXIS 1041
CourtSupreme Court of Louisiana
DecidedJanuary 6, 1936
DocketNo. 33655.
StatusPublished
Cited by15 cases

This text of 165 So. 318 (Succession of Oliver) 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 Oliver, 165 So. 318, 184 La. 26, 1936 La. LEXIS 1041 (La. 1936).

Opinion

ODOM, Justice.

George B. Oliver died on October 23, 1934, leaving property which he disposed of by last will valued, according to the inventory, at $46,532.48. The Commercial National Bank of Shreveport, named executor in the will, qualified and in due course filed its account, which was opposed by Charles M. Lee on the ground that he was a creditor of the succession in the sum of $8,266, and that he had presented his account to the executor, but that the same was not allowed.

In his petition of opposition to the account, Lee alleged that from July 1, 1923, to the date of Mr. Oliver’s death on October 23, 1934, he had at the request of Mr. Oliver rendered daily and continuous services for him, for which he had never been paid; that his services were valuable to Mr. Oliver and that Mr. Oliver repeatedly *29 told him that in lieu of payments for such services as they were rendered, he (Oliver) would take care of him (Lee) liberally in his will; that the services were rendered under the belief, induced by Oliver’s statements and promises, that he (Lee) would be rewarded in Oliver’s last will. Mr. Lee alleged that his services were well worth the amount he was claiming and that he was not mentioned in the will of the deceased. He prayed that he be recognized as a creditor of the succession for the sum of $8,266, less a credit of $115, which deceased had paid him.

The executor and all the legatees under the will filed answers to the opposition in which they denied in toto opponent’s allegations, and pleaded prescription of one, three, five, and ten years. The trial judge overruled these pleas and on the merits rendered judgment in favor of Lee, the opponent, for $1,838, less $115 paid by Oliver. This allowance was based upon the finding by the trial judge that Lee’s services to Oliver were continuous from September 30, 1924, to the date of Oliver’s death on October 23, 1934, or 3,676 days, and that his services were worth on an average of 50 cents per day. The executor and legatees appealed, and opponent answered the appeal, praying that the judgment be increased to the amount claimed.

On the merits the judgment is amply supported by the testimony. Mr. Oliver died at the age of seventy-seven years, according to the testimony of Mr. Lee. For several years prior to his death he was rather feeble in body due to disease and the excessive use of intoxicating liquors. He lived in a section of Shreveport inhabited principally by colored people and seems to have been abandoned in a large measure by white people. He seems to have been a man of some business ability, as evidenced by the fact that he had accumulated considerable property, consisting partly of small residences which he leased to colored tenants. He owned also certain property on Texas avenue and some on Travis street, these being commercial districts, and some in what is known as the Carter subdivision, and had nearly $4,000 to his credit in a bank.

The testimony as a whole indicates that Mr. Oliver realized that he needed some one to look after and protect his person and to advise and assist him in the management of his business. He frequently became so intoxicated that he needed assistance in going from the streets to his home. There is testimony in the record to the effect that he was afraid to risk his own judgment in business matters — that he realized that he needed some one to lean upon.

Mr. Lee, the opponent, moved from Kentucky to Shreveport in May, 1923, and immediately engaged in the secondhand furniture business in the immediate vicinity of Mr. Oliver’s residence. It appears that Mr. Lee is a man of some education and considerable experience, having served eight years as county clerk in Kentucky. He and Mr. Oliver soon became friends; Mr. Lee testified that Mr. Oliver “seemed to want to attach himself to me”; that he soon began to ask advice and assistance. Mr. Lee says that he told Mr. Oliver that *31 he would gladly render him such assistance both to his person and in his business as he could; that the services requested by Mr. Oliver soon became somewhat burdensome to him; and that he suggested to Mr. Oliver that he should receive some remuneration therefor. He says that Mr. Oliver agreed that he should be compensated, but aslcéd that the matter of compensation be left in abeyance; that nearly two years later he again brought up the question of payment for his services; and that Mr. Oliver then told him that in lieu of cash payments he would “take care of him (Lee) liberally in his will.” He says that he continued to render services for Mr. Oliver, almost daily, on down to the date of Mr. Oliver’s death, in the belief, induced by Oliver’s statements, that he would be made a legatee in Oliver’s will for an amount sufficient to compensate him for all his services.

To corroborate his own testimony that Mr. Oliver promised to “reward him (Lee) liberally in his will,” opponent introduced two witnesses, Howard Brown and J. L. Brown. Howard Brown testified that Mr. Oliver told him in 1927 that Mr. Lee had been looking after his (Oliver’s) business fot four or five years, and that if he continued to do so he would “remember him in his will.”

J. L. Brown testified that he had known both Mr. Oliver and Mr. Lee for a number ■of years and had frequently visited Mr. Lee’s place of business. He said that on numerous occasions he had heard Mr. Oliver call on Mr. Lee to render such services as leasing houses, collecting rents, looking after the purchasing of materials for repairing houses, and looking after repairs generally. He testified that he himself was at one time a tenant of Mr. Oliver’s and that he fell behind with his rent, and asked Mr. Oliver if he could not render him some service in order to help pay his rent. The following extract from Mr. Brown’s testimony is pertinent, and we quote it:

“Well, ,1 asked Mr. Oliver for a job. I had been renting from him, got behind with my rent and I asked him for something to do and he said most of his work was done by negroes. I told him that I might collect rents for him and he said he had engaged Mr. Lee. Mr. Lee was his authorized agent and that he intended to take care of Mr. Lee’s wages in his will, thaj they had an understanding to that effect and he did not need my services.”

Mr. Brown testified that Mr. Oliver told him on another occasion that Mr. Lee was his authorized agent, and that instead of his paying Mr. Lee for his services as they were rendered, he expected to remember Mr. Lee in his will. He testified that on one occasion Mr. Lee was present when Mr. Oliver made that statement to him.

These are the only witnesses called by the opponent to corroborate his own testimony that Mr. Oliver had said that he expected to reward him by making hirn a legatee under his will. But numerous witnesses testified that to their personal knowledge Mr. Lee had rendered services for Mr. Oliver for many years. The testimony conclusively shows that Mr. Oliver habitually called upon Mr. Lee to collect rents for him, to look after his tenant houses, to *33 purchase material for making repairs, and to supervise generally the work of keeping up his buildings. Numerous witnesses testified that they had seen tenants pay sums to Mr. Lee and had heard them say that the sums paid were for rent due to Mr. Oliver. A colored man named Roberson testified that he'had been a tenant in one of Mr.

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Bluebook (online)
165 So. 318, 184 La. 26, 1936 La. LEXIS 1041, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-oliver-la-1936.