Succession of Shaffer

23 So. 739, 50 La. Ann. 601, 1898 La. LEXIS 519
CourtSupreme Court of Louisiana
DecidedFebruary 21, 1898
DocketNo. 12,674
StatusPublished
Cited by9 cases

This text of 23 So. 739 (Succession of Shaffer) 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 Shaffer, 23 So. 739, 50 La. Ann. 601, 1898 La. LEXIS 519 (La. 1898).

Opinions

The opinion of the court was delivered by

Breaux, J.

This litigation grew out of the application of the executors of the last will and testament of the late William L. Shaffer for the approval of their account showing the assets of the estate; the debts and the dispositions of the various legacies as proposed to be paid by the petitioners.

The deceased left no forced heirs, and there existed no community between him and his wife.

He left three wills, olographic in form. They are dated respectively, February 10, 1894; March 7, 1894, and May 4, 1895.

In the first will he disposed of the greater portion of his estate, and therein makes known that he has a remainder in cash and notes, which he bequeathed to his wife and other legatees.

In the second will he bequeathed to his wife the cash in bank and [603]*603disposed of certain mortgage notes, and declared that he did not intend to revoke the first will. The paper probated as a will subsequent to the two first was written on an envelope, sealed, which was torn at the end.

On the one side, the sealed side, the following was written:

[604]*604“ These notes all goes to Mrs. William L. Shaffer in case of my death,” followed by the words “ May, the 4-95,” and the signature of the late Mr. Shaffer.

On the other side of the envelope are written the names of several makers of notes due, or the name of the plantations on which the

[605]*605notes bore mortgage; opposite each name the amount of the indebtedness was placed.

All these documents were probated.

The opponents agree in contending that the document of May 4, 1895, which was probated as a will was an absolute nullity for the reason that the words written on the envelope do not form a will-; that it lacked the-essentials of a will. That they do not designate the notes the testator had in view to give by will; that the words as above stated referred to notes formerly in the envelope and not to the list of notes written on the reverse side of the envelope; that they are not identified 'with the asserted testamentary disposition. While the opponents are in accord in asserting that this paper was a mere memoranda, and not a will, they plead other grounds.

Thomas S. Shaffer, who was a brother of the deceased and one of his legal heirs, specially opposed the proposed distribution of four notes, which he alleged had not been bequeathed to Mrs. W. L. Shaffer and should not be given to her as proposed in the account; that the notes origmally bequeathed had been paid before the death of the testator and those it was proposed to deliver were not the notes bequeathed. He opposed the delivery of a note designated as the note of Belle Brooks, and opposed the claim made by the widow to one-half of the proceeds Of the crop of 1895. He also opposed a legacy to.her of eight thousand dollars, for the reason that the funds from which he had directed it to be taken had been expended, and that the fund from which it was proposed to pay the amount could not be drawn upon for the payment of that amount. He also opposed 'the claim made by Mrs. W. L. Shaffer as a legatee of a half interest in the crop of 1895, and others named as legatees of one-sixth interest of that crop, for the reason that the crop for the year 1895 could not have been bequeathed in a will written in 1894.

Mrs. Abbie Cross, individually and as tutrix, was also an opponent, alleging that the estate is solvent, and she, in consequence, is entitled to the whole amount bequeathed to her.

Miss Susie Shaffer is another opponent. She sets forth that the clause of the will in which she is interested has been ignored and she claims its interpretation.

There were other oppositions and supplemental opposition filed to which we will refer later.

The executors moved to strike out from the oppositions all issues [606]*606arising from the alleged invalidity of the wills on the ground that these wills, after they had been probated, could not be collaterally attacked.

The court overruled the motion, and ordered the legatees to be made parties. When the oppositions were heard all parties in interest were before the court.

The court a qua rendered judgment, .reformed the tableau of distribution in conformity with the views expressed in its opinion, and, as amended, ordered the distribution to be made.

From the judgment opponents appealed and here complain of the interpretation placed upon the valid wills.

The executors, also, have appealed; they complain of the judgment annulling the last will probated — i. e., the will of May 4, 1895.

The first question for our determination arose on the motion of counsel for the executors to strike out issues indicated by him. The grounds were: the wills having been regularly probated, they can not be attacked as null by way of opposition to an account presented for homologation; that the opponents had a direct action to annul, if the will was null.

Of what use: was the question which suggested itself when the point was stated in argument.

A subsequent examination of the authorities has not led us to conclude that our first'impression was erroneous. The issues had been regularly formed by the appearance of all the opposers. All the parties were plaintiff or defendant in so far as they had an interest in the questions involved. The succession will be closed by the final account and the issues on the oppositions as effectively disposed of' as if they had been tried and decided in a direct action.

The aeiion here, in a certain sense, is a direct action. Moreover, the proceedings probating the last will probated were ex parte and not such as required a direct action for their annulment, and in addition the will is attacked on the ground that it is an absolute nullity. If it be void, as alleged, the nullity may be here urged, contradictorily with all the parties, not one of whom asserts that a single question could be raised in a direct action that is not at issue in these proceedings. This court said in Rachel, Tutor, vs. Rachel, 1 R. R. 117, that the probate of a will did not have the effect claimed; “ that it can not be considered as a judgment binding on the plaintiffs ” who were not parties.

[607]*607The rules relating to the proving of wills were considered in Fuentes vs. Guines, 25 An. 92, as a preliminary proceeding necessary to the settlement of estates which are not conclusive, citing numerous decisions.

The learned counsel representing the executors asserts that our whole law may be searched in vain to find a case where the validity of a will duly probated was ever attacked by way of opposition to an account; that the uniform practice has been a direct action of nullity with all the parties in interest before the court.

Here we find all the parties in interest before the court, and the action is in nullity. The direct action practically is a matter of mere name of the action.

In our judgment this is a stronger case for hearing the causes of nullity than any of those cited. Succession of Von Hoven, 46 An. 920.

THE) WILL OP MAY 4, 1895.

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23 So. 739, 50 La. Ann. 601, 1898 La. LEXIS 519, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-shaffer-la-1898.