Succession of Reynolds

71 So. 2d 537, 224 La. 975, 1954 La. LEXIS 1169
CourtSupreme Court of Louisiana
DecidedFebruary 15, 1954
Docket41289
StatusPublished
Cited by11 cases

This text of 71 So. 2d 537 (Succession of Reynolds) 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 Reynolds, 71 So. 2d 537, 224 La. 975, 1954 La. LEXIS 1169 (La. 1954).

Opinion

HAMITER, Justice.

Lilian Bell Reynolds, a femme sole, died in the City of New Orleans, wherein she maintained her domicile, on January 25, 1952. Several months prior thereto she had deposited with Frank B. Wood a document purportedly constituting her holographic last will and testament in which he was appointed her testamentary executor.

On the. petition of Frank B. Wood the mentioned document was, on January 28, 1952, probated and ordered executed as decedent’s last will and testament, and such petitioner was confirmed as the testamentary executor. Immediately thereafter he commenced a regular administration of the estate.

On April 7, 1952 five collateral heirs of the decedent instituted the instant suit in which they seek to have the probated olographic will declared a nullity on the sole ground that its date is uncertain. To the action Frank B. Wood, the testamentary executor and principal defendant, first tendered exceptions of want of interest and of no right and no cause of action, all of which were referred to the merits. He then answered, averring the validity of the will and praying mainly that plaintiffs’ de7; mands.be rejected. ..

While the trial- of the merits was -in-progress all of decedent’s collateral -relav; tives in the nearest degree were joined as parties plaintiff, and all legatees under the probated will were made parties defendant. Additionally, during such hearing, there was introduced and filed in evidence certain documents purporting to be three former olographic wills of decedent that were never offered for probate, one having been particularly designated as “Wood No. 3”.

Following' the trial the- court rendered: a judgment, which, in so far as is pertinent, to this discussion, annulled and set aside, the will probated on January. 28, 1952 and, further, admitted to probate and probated the purported former will designated as, “Wood No. 3”. . . •

Both sides appealed, the defendants' assigning error to the court’s failure to dismiss plaintiffs’ demands on the exception of want of interest and, additionally, to its-decreeing an annullment of the will probated on January 28, 1952. Plaintiffs, on the other hand, primarily complain of that part of the judgment which admitted to probate and probated, as the decedent’s last will and testament, the document designated “Wood No. 3”. ^

*980 It is not disputed, in fact all parties concede,, that the will probated on January-28, 1952 and attacked herein was entirely written and was signed by the hand of the testatrix. The important question before the court for determination, therefore, is whether or not its date is uncertain, as plaintiffs allege.

Written in ink, each of the four pages of the assailed will is numbered at the top, all numbers being spelled out. In the upper right hand corner of the first page appears “New Orleans, La.”, and immediately beneath that notation is the date forming the basis of this attack and about which plaintiffs allege: “The above mentioned purported last will and testament of the decedent is invalid as an olographic testament as a matter of form, because of the uncertainty of its date; the said uncertainty of its date being the fact that the will was originally dated August 3, 1945, and the decedent has written, by superimposition, the numeral 8, over the numeral 5 of the year, without obliterating the numeral 5.” With respect to this allegation defense counsel, during the course of the trial, stated: “Plaintiffs allege in the petition that the 8 was superimposed on the 5 by the decedent and we have conceded that point.” „

Following the alleged uncertain date, and contained on the four pages of the probated document, are many paragraphs in which the testatrix declared her will and wishes, they including appointment of Frank B. Wood as testamentary executor (so provided for on the first page), directing the sale of certain real and personal properties, making of numerous particular bequests, and naming the said Wood as residuary legatee. The last mentioned provision is found on the fourth or final page of the will, immediately preceding the concluding words: “This document has been written dated and signed by me on this third of August, one thousand nine hundred forty five Lilian Bell Reynolds.”

In support of the contention of plaintiffs that the will is uncertain of date and must fail, because of decedent’s having superimposed the numeral 8 over the numeral 5 of the year portion at the beginning of the document, their counsel rely expressly, and apparently solely, on Succession of Buck, 208 La. 556, 23 So.2d 215. This decision so relied on is not authority for the proposition that any or all surcharging (writing over) of the date of a will has the effect of invalidating the instrument. It simply holds that an olographic will is rendered ineffective by a surcharge or superimposition which makes the date thereof uncertain. Incidentally, in so holding, the court gave recognition to certain principles enunciated by the French commentators, particularly one that the date is deemed uncertain, and hence no date at all, when it is surcharged in such manner that it cannot be read or that there remain two dates equally apparent. In the Buck case the original year numerals at the end of *982 the will had been overcharged to the extent that it was impossible to read them and determine the date intended by the testator.

In two cases, on the other hand, this court has given approval to the doctrine that a surcharge made by the testator does not invalidate the will if the date intended can be readily determined. Thus, in Succession of Lefort, 139 La. 51, 71 So. 215, 237, the following appears:

“It does not follow that because a date has been overcharged or surcharged, or other figures superimposed upon it, it destroys the date, or makes it fatally uncertain.

“The law in relation to overcharge and erasures is the same. 10 Baudry, § 1910, p. -. ‘Overcharges written by the testator are valid.’ 7 Aubry, p. 105, § 668.

“16 Dalloz puts it thus, in same volume, p. 759, No. 2661:

“ ‘Would the date become uncertain by the mere fact that it would present surcharges? Surcharges, in the date, would annul a notarial testament; but it is not the case with olographic testaments, concerning which we must admit a distinction. If the date is surcharged in such a manner as to indicate two different days, two different years, so that we cannot see what is the veritable date, the uncertainty will carry with it the nullity of the will. If the surcharge permits one to read distinctly the date surcharged, the act must, according to us, remain valid.’ Authorities.

“See also, 10 Baudry-Lacantinerie, p. 52, No. 1936, p. 362, No. 1960 ; 21 Demol. (4 Don. et Test.) Nos. 86, 131, 139; 5 Toull. No. 367, p. 342; 13 Laurent, § 190, p. 202; 9 Donation Nos. 28, 29, 37-3. Trop.No. 1474-1482 ; 33 Merlin, p. 356, No. IX; 1 Grenier on Donations, p. 501, No. 228 (Sept.) 228 bis. p. 486.”

Again, in Succession of McCay, 166 La. 681, 117 So.

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Bluebook (online)
71 So. 2d 537, 224 La. 975, 1954 La. LEXIS 1169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-reynolds-la-1954.