Succession of Reilly

67 So. 27, 136 La. 347
CourtSupreme Court of Louisiana
DecidedNovember 30, 1914
DocketNo. 20697
StatusPublished
Cited by37 cases

This text of 67 So. 27 (Succession of Reilly) 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 Reilly, 67 So. 27, 136 La. 347 (La. 1914).

Opinion

O’NIELL, J.

In the will of John Reilly dated the 10th of April, 1908, after numerous special legacies to his collateral relations in this country, appears the following bequest, viz.:

“And the balance of whatever I may die possessed of I give and bequeath unto Bishop Thomas Heslin, to be distributed as he sees fit among my people in Ireland and for the further education of Thomas Regan, hereby instituting Bishop Heslin my sole heir and universal legatee.”

The testator died at his domicile in New Orleans on the 26th of December, 1908, and his will was admitted to probate on the 14th of January, 1909.

Bishop Thomas Heslin died in February, 1911, while the succession of John Reilly was yet under administration by Maurice P.' Woulfe as testamentary executor. This executor died in February, 1912. James J. Woulfe was appointed to succeed him as dative testamentary executor of the will of John Reilly, and continued the administration.

This suit to annul the bequest above quoted was filed on the 19th of February, 1913, by the collateral heirs of John Reilly, residing in this country, against the executor and the attorney appointed to represent absent heirs and the tutors of certain minor heirs. James J. Woulfe resigned, and Thomas Regan was appointed to succeed him as dative testamentary executor on the 4th of April, 1913. Thereafter, by supplemental petition of the plaintiffs, Thomas Regan, as testamentary executor, was made defendant in this suit.

In their answer the tutors of the minors, made defendants, admitted all of the material averments of the plaintiffs’ petition and joined in the prayer that the above-quoted bequest under a universal title be decreed null.

Thomas Regan answered individually and as executor, denying that the bequest in favor of Bishop Thomas Heslin was null for [351]*351any reason, alleging that it was a valid testamentary disposition in favor of Bishop Thomas Heslin as universal legatee, and praying that it be so decreed.

The nearest relations and sole surviving heirs of Bishop Thomas Heslin are his two brothers, Rev. Patrick Heslin and James Heslin, and a sister, Mrs. Maria Heslin Igoe.

James Heslin filed suit on the 19th of November, 1913, against Thomas Regan, executor, and against the sureties on the bond of the former executor, James J. Woulfe, for a final account of the administration of the succession of John Reilly, and for judgment recognizing him to be the owner of a third of the residue of the estate as one of “the three heirs of the deceased universal legatee.

By supplemental petition of the plaintiffs in the original suit, the two surviving brothers and the sister of the deceased Bishop Thomas Heslin were made defendants.

In this suit therefore the collateral heirs of John Reilly are the plaintiffs or contestants, and the brothers and sister of the deceased Bishop Thomas Heslin are the defendants. Thomas Regan, executor, is nominally a codefendant. Judgment was rendered in the district court in favor of the plaintiffs, decreeing the bequest null and void; and the defendants have appealed.

The education of Thomas Regan was completed from a special legacy bequeathed to him for that purpose, and he is not claiming the benefit of the stipulation, for his further education, in the bequest to Bishop Thomas Heslin, but, as appellant, he contends that the stipulations in the contested bequest are nothing more than suggestions or recommendations which do not affect the validity of the legacy in favor of Bishop Thomas Heslin as universal legatee.

The contestants allege that the bequest is vague, uncertain, and meaningless; that it contains a substitution and fidei commissum; and that it contravenes article 1573 of the Revised Civil Code, prohibiting testamentary dispositions to be made through the medium or choice of an agent or commissary.

The defense is that the provision in the bequest, “to be distributed as he sees fit' among my people in Ireland, and for the further education of Thomas Regan,” does not make a substitution, because the legatee is not charged to preserve the property during his lifetime and transmit it to a designated person or persons; that these stipulations in the bequest make it only a fidei commissum¡ in which the recommendations or stipulations, in favor of the testator’s people in Ireland and for the further education of Thomas Regan, are to be regarded as not written, but do not affect the validity of the bequest.

Opinion.

[1,2] The only vagueness or uncertainty in the bequest is in the testator’s reference to his people in Ireland, in which he does not designate them even as his kinsmen. If this uncertainty renders that stipulation in the bequest meaningless, it is an impossible condition, the legal consequence of which is found in the provision of article 1519 of the Civil Code, that impossible conditions, in a disposition inter vivos or mortis causa, are reputed not written. And if this stipulation violates article 1573 of the Civil Code, abolishing the custom of willing by the interposition of a commissary or attorney in fact, it is an unlawful condition, and article 1519 of the Civil Code also provides that conditions which are contrary to the laws or morals are reputed not written.

Our conclusion, however, is that article 1573 of the Civil Code need not be considered in the determination of the question of validity or invalidity of, the bequest in contest. This article is in a section of the Code which treats only of the form or confection of wills, and not of the substance; whereas articles 1519 to 1522, of the Code, treating of prohib[353]*353ited substitutions and fidei commissa, are in another section, dealing with the substance, not the form, of donations inter vivos and mortis causa. There are only four articles in section 1 of chapter 6, Of Dispositions Mortis Causa.' Article 1570 provides that a disposition mortis causa shall not be made otherwise than by last will or testament, but that the name given to the instrument or manner of disposing, whether by instituting an heir or naming legatees, and whether an executor be appointed or not, are matters of no importance. Article 1571 is the definition of a testament; 1572 prohibits the making of a testament by two or more persons by one and the same act, either reciprocally or for the benefit of a third person; and article 1573 abolishes the custom of delegating the authority to make a will to an agent or attorney in fact, viz.:

“The custom of willing by testament by the intervention of a commissary or attorney in fact is abolished.
“Thus the institution of heir and all other testamentary dispositions committed to the choice of a third person are null, even should that choice have been limited to a certain number of persons designated by the testator.”

This article appeared as number 88 of the “Digest of the Laws in force in the Territory,” in the act of March 31, 1808, abrogating tbe French and Spanish laws. In the Code of 1825 it appeared as article 1566, and it was retained in the revision of 1870 as article 1573, under the brief section treating generally of the forms of testaments. In the French law prevailing here until 1768 when Gov. O’Reilly took actual possession of the colony for Spain, no mention had been made of delegating to an agent or commissary the authority to make a testament. Gov.

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Bluebook (online)
67 So. 27, 136 La. 347, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-reilly-la-1914.