Succession of Patterson

175 So. 820, 188 La. 113, 1937 La. LEXIS 1249
CourtSupreme Court of Louisiana
DecidedJune 21, 1937
DocketNo. 34432.
StatusPublished
Cited by2 cases

This text of 175 So. 820 (Succession of Patterson) 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 Patterson, 175 So. 820, 188 La. 113, 1937 La. LEXIS 1249 (La. 1937).

Opinion

ODOM, Justice.

Mrs. Gertrude P. Patterson died in Rapides parish on November 26, 1936. Four days later Mrs. Maude W. Barton, claiming to be an heir, applied for and obtained an order to have a notary appointed to search for a will. The search was made, but none was found.

On March 18, 1937, DeWolfe Barton presented to the court an instrument alleged to be the last will of Mrs. Patterson and prayed that it be admitted to probate an<j that it be registered and executed. As the instrument presented appointed no executor, he prayed that he be appointed dative testamentary executor. On March 22 he filed a supplementary petition asking that an inventory be made, and this was ordered done. The inventory was made and showed assets amounting to $158,145.- *117 73, included in which were stocks, bonds, promissory notes, paving certificates, about $60,000 on deposit in various banks, other items of personal property, and several parcels of real estate.

On March 24, 1937, Mrs. Margaret P. Rice, who alleged that she was one of the heirs of the deceased, opposed the probate of the instrument on the ground that “said •document is not a last will and testament and not being a last will and testament same should not be admitted to probate nor should any testamentary executor be appointed.” On March 31, 1937, a similar opposition was filed by Mrs. Catherine P. Loveland, Robert Loveland, and John P. Kniskern, who also claimed to be heirs. They opposed the probate of the instrument for the same reasons as those set up by Mrs. Rice.

The application of DeWolfe Barton to probate the will, and the oppositions thereto, were all filed and put on the docket of the court under one number, “Probate Docket No. 4511.”

Before a hearing was had on the application to probate and the oppositions thereto, John P. Kniskern applied to the court on March 19, 1937, to be appointed administrator of Mrs. Patterson’s succession. He alleged that he was one of the heirs, that she died intestate leaving no forced heirs; that she left property having a value in excess of $100,000, inherited by himself and seven other collateral heirs; that the succession owed debts, privileged and ordinary, which should be paid; that the succession property consisted in part of notes, bonds, etc., the interest on which should be collected.

Referring to the document which had been presented for probate, purporting to be the last will of Mrs. Patterson, and the oppositions thereto, he alleged that if it should be held that said instrument was her last will, it did not pretend to dispose of all the property owned by Mrs. Patterson, but only of 100 shares of the capital stock of a Chicago Bank, a minor portion of her possessions; that oppositions had been made to the probate of said document and to the application of De-Wolfe Barton to be appointed dative testamentary executor and that litigation over the question raised might be long drawn out, and that in the meantime there would be no one to take charge of and administer that portion of the succession’s effects not involved in that litigation.

This application to administer was put on the court docket as “Probate Docket Number 4552.”

On March 23 DeWolfe Barton, who had presented the purported will for probate, opposed John P. Kniskern’s application to be appointed administrator on various grounds, which need not be stated. He prayed that Kniskern’s application be rejected and that he, Barton, be appointed administrator.

By consent of all parties, the two cases, the one numbered 4511 and the other numbered 4552, were consolidated for trial. In the case numbered 4511, involving the probate of the will, there was judgment as follows :

“It is, therefore, ordered, adjudged and decreed that the document presented by DeWolfe Barton for probate is not the *119 last will and testament of Mrs. Gertrude P. Patterson, deceased, and accordingly the probate thereof is denied and the application of DeWolfe Barton for appointment as dative testamentary executor is denied, and that the inventory taken and filed herein is declared null and void and of no force and effect.”

From this judgment a suspensive appeal was granted to DeWolfe Barton and to Mrs. Maude W. Barton, Mrs. Pauline V. Markel, and Mrs. Nena H. Wadleigh, the latter three being named legatees in the will.

In the case numbered 4552 involving the application to administer and the opposition thereto, there was judgment as follows:

“It is, therefore, ordered, adjudged and decreed that Mrs. Gertrude P. Patterson died intestate and that an administration of her succession is necessary.

“It is further ordered, adjudged and decreed that John P. Kniskern be and he is hereby appointed Administrator of the Succession of Mrs. Gertrude P. Patterson and that letters of administration issue to him upon his taking oath and giving bond in accordance with law.”

From this judgment DeWolfe Barton, Mrs. Maude W. Barton, Mrs. Nena H. Wadleigh, and Mrs. Pauline V. Markel were granted appeals devolutive and sus-pensive.

Counsel for John P. Kniskern, who applied for the administration, has filed a motion in this court to dismiss the appeal in the case No. 4511 in so far as it was granted to Mrs. Barton, Mrs. Wadleigh, and Mrs. Markel, on the ground that they were not parties to the litigation and had no appealable interest; and to dismiss the suspensive, but not the devolutive, appeal in the succession casé, No. 4552, for the reason “that no suspensive appeal lies from a judgment appointing an administrator of a succession, and such judgment shall have effect provisionally until the appeal is decided.” Counsel also moved to dismiss the devolutive appeal in this case in so far as the same was allowed to Mrs. Barton, Mrs. Wadleigh, and Mrs. Markel.

Taking up first the motion to dismiss the appeal in the probate proceeding, No. 4511, we find that counsel for those who opposed the probate of the will concede that DeWolfe Barton, who presented the document for probate, was entitled to a suspensive appeal from the judgment decreeing that the document presented by him was" not the last will and testament of the deceased and dismissing his application to be appointed dative testamentary executor. They do not ask that the appeal be dismissed as to him. They do, however, ask that it be dismissed in so far as it was granted to the others, for the reason that “they are not parties to the cause in which the judgment was rendered and have not alleged that they are third persons who are aggrieved by the judgment or have any pecuniary interest therein.”

This appeal was granted in open court, the minutes reading in part as follows:

“A suspensive and devolutive appeal was prayed for in open court by counsel for applicant, on behalf of Mrs. Maude W. *121 Barton, Mrs. Nena H. Wadleigh, Mrs. Pauline V. Markel, and DeWolfe Barton, individually and as agent for said parties.”

Counsel, we think, are mistaken in their view that Mrs. Barton, Mrs. Wadleigh, and Mrs. Markel are not parties to this pro-reeding. They are, in fact, the real parties. DeWolfe Barton is not an heir of the deceased, Mrs. Patterson, and was not named as a legatee in the purported will, hut Mrs. Barton, Mrs. Wadleigh, and Mrs. Markel are.

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Related

Succession of Johnson
67 So. 2d 591 (Supreme Court of Louisiana, 1953)
Succession of Patterson
177 So. 692 (Supreme Court of Louisiana, 1937)

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Bluebook (online)
175 So. 820, 188 La. 113, 1937 La. LEXIS 1249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-patterson-la-1937.