Succession of Purkert

167 So. 444, 184 La. 792, 1936 La. LEXIS 1114
CourtSupreme Court of Louisiana
DecidedMarch 11, 1936
DocketNo. 33345.
StatusPublished
Cited by8 cases

This text of 167 So. 444 (Succession of Purkert) 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 Purkert, 167 So. 444, 184 La. 792, 1936 La. LEXIS 1114 (La. 1936).

Opinions

O’NIELL, Chief Justice.

Mrs. Bernadina Albers Purkert died leaving an estate, of both real and personal property, appraised at $30,991.18. Her heirs at law are a nephew and two nieces. They are the son and daughters of a deceased brother of Mrs. Purkert. She left a nuncupative will, by public act, written by Emanuel L., Weil, notary public, in the presence of three witnesses, of date the *795 17th day of December, 1918. The testatrix left several small cash legacies to individuals who were related to her by marriage, and a legacy of $200 to her church, and directed that a sum not exceeding $1,000 should be spent for a tomb. She did not bequeath anything to the son or daughters of her brother, but bequeathed $5,000 to him. He died, however, before the testatrix died. As to the balance of her estate, the testatrix declared in her will:

“Balance of my estate after paying all debts to go to my executor, to be given by him to any charities he may select, after giving to Jerry Schultz and Charles Thompson, both of this city, the sum of Two hundred ($200.00) each. Schultz now lives on Louisa near Rampart street; and Thompson used to live on Royal street near Elmira street.
“I hereby name and appoint my friend Emanuel L. Weil, of this city, Executor of this my last will and testament, with seizen and without bond.”.

Emanuel L. Weil, who was named as executor, is the notary public who wrote the will. He qualified as executor and filed a detailed account, on which he listed the privileged claims and the special legacies, and showed a balance of $26,102.36 belonging to the estate. The executor did not then claim that this residuum, of $26,102.36, belonged to him, as residuary legatee, or suggest what disposition was to be made of it.

The nephew and the two nieces of Mrs. Purkert brought this suit against the executor to have the residuary clause in the will decreed null, and to be sent into possession of the residuum of the estate, as the heirs of the deceased, in the proportion of one-third to each of them, on payment of the inheritance tax and subject to the payment of any unpaid debts or special legacies.

The plaintiffs, as heirs of Mrs. Purkert, did not complain of the two special legacies, of $200 each, given to Jerry Schultz and Charles-Thompson, or complain of any other of the special legacies, but averred that' the residuary clause was null and of no effect, viz.:

“Balance of my estate after paying all debts to go to my executor, to be given by him to any charities he may select.”

The executor, in his capacity as executor, filed an exception of no cause or right of action. The judge, after hearing argument on the exception, overruled it. The executor excepted to the ruling, and, with reservation of his exception, and again in his capacity as executor, answered the petition. He averred that the will spoke for itself; and he denied that the residuary clause was null. ’

The only evidence introduced by the plaintiffs on the trial of the. case was the proof that they were the heirs at law of the deceased and that the executor was the same Emanuel L. Weil who officiated as notary public in making the will. No objection was made to such proof. The executor introduced in evidence only the will itself. The judge decided that the residuary clause, “Balance of my estate after paying all debts to go to my executor, to be given by him to any charities he may *797 select,” was null, and ordered the plaintiffs sent into possession of the residuum of the estate, as the heirs of Mrs. Purkert, on payment of the inheritance tax and subject to the payment of any unpaid debts or special legacies. The executor has appealed from the decision.

The judge was right in overruling the exception of no cause or right of action. If the plaintiffs had sued to annul . the residuary clause in the will for a reason or cause not shown in the will itself, the plaintiffs would have been obliged, in order to set forth a cause of action, to state the reason or cause for which they contended that the residuary clause should be annulled; because, without an allegation of nullity dehors the will itself, evidence of such a nullity would not be admissible. But the plaintiffs in this case contended — and depended upon their contention — that the residuary clause in the will was intrinsically null; hence they needed no proof dehors the will itself to show the nullity of the residuary clause, if in fact it was null on its face. The plaintiffs were not obliged to cite, in their petition, the law governing the case. The executor’s exception of no cause or right of action, necessarily, tendered the issue as to whether the alleged nullity of the residuary clause in the will was apparent on the face of the instrument. The hearing and disposition of the exception, necessarily, informed the defendant, executor, if he was not already aware of the law which the plaintiffs were relying upon. There is no reason why the plaintiffs should have been ordered to amend their petition or supplement their allegations in that respect. Counsel for the executor cite the Succession of Hernandez, 138 La. 134, 70 So. 63, 65. In that case the plaintiff alleged that a will, made in the state of New York, when the testatrix was domiciled in Louisiana and only temporarily in New York, was “void under the laws of New York and void under the laws of Louisiana.” The plaintiff did not cite or refer to the “laws of New York,” which she intended to rely upon; neither did she say why the will was not valid under the laws of Louisiana. On an exception of no cause of action, the judge ordered the plaintiff to amend'her petition in that respect, which she refused to do; and her suit was dismissed. As to the allegation that the will was “void under the laws of New York,” it was, of course, incumbent upon the plaintiff to allege what the laws of New York were, in order to prove what they were, on the question presented. Where a suit in a state court is founded upon the law of another state, the plaintiff may be compelled to cite specifically the law of the other state, before the defendant is required to answer the suit, because the courts of one state do not have judicial cognizance of the laws of another state. Succession of Marinoni, 177 La. 592, 148 So. 888. With regard to the allegation of the plaintiff in the Succession of Hernandez that the will was “void under the laws of Louisiana,” the judge must have found, on the hearing of the exception of no cause of action, that the will did not appear on its face to be “void under the laws of Louisiana.” That finding appears from the fact, as shown in the published report of the case, that the judge allowed *799 the plaintiff five days in which to amend her petition “by alleging in what particulars the will in question is not executed according to the laws of Louisiana and is not valid in form as a Louisiana will.” And the fact that no cause of nullity appeared upon the face of the will in the Succession of Hernandez was confirmed by the fact that the plaintiff refused to comply with the judge’s order to point out “in what particulars” the will was said to be void under the laws of Louisiana. In that case, as in this case, the question propounded by the exception of no cause of action was whether the alleged nullity appeared on the face of the instrument.

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Bluebook (online)
167 So. 444, 184 La. 792, 1936 La. LEXIS 1114, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-purkert-la-1936.