Succession of Talbot

530 So. 2d 1132, 1988 WL 94402
CourtSupreme Court of Louisiana
DecidedSeptember 12, 1988
Docket88-C-0296
StatusPublished
Cited by21 cases

This text of 530 So. 2d 1132 (Succession of Talbot) 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 Talbot, 530 So. 2d 1132, 1988 WL 94402 (La. 1988).

Opinion

530 So.2d 1132 (1988)

SUCCESSION OF Robert Mirkil TALBOT.

No. 88-C-0296.

Supreme Court of Louisiana.

September 12, 1988.
Rehearing Denied October 20, 1988.

Sidney Blitzer, Jr., Richard Zimmerman, Jr., Kantrow, Spaht, Weaver & Blitzer, A.P.L.C., Baton Rouge, for applicant.

Eugene Groves, Taylor, Porter, Brooks & Phillips, Baton Rouge, for respondent.

DENNIS, Justice.

The question presented is whether a testator's intentional destruction of one of the multiple originals of his will creates a presumption that he intended to revoke all of the other copies of the testament, and, if so, whether in the present case the presumption was rebutted by evidence to the contrary. The widow of the testator opposed the petition to probate the will filed by the contingent beneficiary under the will. After a hearing the trial court concluded that the will had been revoked, but the court of appeal reversed. 516 So.2d 431 (La.App. 1st Cir.1987) We reverse the court of appeal decision and reinstate the trial court judgment. A testator's intentional destruction of his will gives rise to a rebuttable presumption that he intended to revoke his testament and all copies thereof. Thus each copy of the will is revoked unless the presumption is overcome by sufficient proof establishing the lack of an intention to destroy or to revoke. In the present case, in which the testator died suddenly and unexpectedly about twelve hours after he, in his attorney's presence, had expressed his intention to revoke his will and had destroyed a multiple original of it, the presumption of revocation by destruction was not rebutted by evidence that an undamaged original copy of the will was found in a safe at the testator's condominium.

FACTS

Robert Mirkil Talbot, the testator in this case, was married twice. In 1981 during his first marriage to Miriam Talbot, he executed a will in multiple originals which bequeathed his entire estate to Miriam, or, if she should predecease him, to his friend *1133 J. Barker Kilgore as contingent legatee. Miriam Talbot died in 1983.

After his first wife's death, Robert Talbot moved into a small condominium on Wooddale Boulevard in Baton Rouge. After dating Lois McClen Mills for several months, Robert Talbot married her in November, 1984. The couple moved into Lois's apartment, but soon decided to purchase a new home on East Sheraton Boulevard. Neither of the Talbots' separately owned residences had been sold prior to purchase of the East Sheraton residence. This fact, coupled with the reality that their other wealth was also separate property, prompted the Talbots to consider the formulation of reciprocal wills.

Lois Talbot, who did not have a will at the time, knew that under the laws of intestacy her entire separate estate would go to her descendants. Mrs. Talbot, was concerned that, in the event of her death, Mr. Talbot might be unable to maintain the payments on the community mortgage from his income and property alone. On the other hand, the Talbots determined by consulting a Louisiana intestacy chart that, if Robert Talbot died intestate, Lois would receive Robert's entire estate under the laws of intestacy, as he had neither descendants, nor surviving parents or siblings. These concerns and their understanding of the law prompted them to consult the attorney who had prepared Mr. Talbot's 1981 will about drafting a will for their current situation.

The attorney advised them that it was necessary for Lois to make out a will if Mr. Talbot was to receive any of her separate property. Accordingly, the attorney was instructed to draft a testament in which Mr. Talbot was left $20,000 in cash, and the usufruct of the East Sheraton home. In addition, the will provided that Lois' townhouse was to be sold as soon as practicable after her death, with the net sale proceeds to be applied to the balance of the community indebtedness.

Mr. Talbot asked the attorney if a will was necessary in his case. The attorney advised Mr. Talbot to execute a reciprocal will. Nevertheless, he also advised Mr. Talbot that his entire estate would go to Lois, if he died intestate. The attorney assumed that Mr. Talbot's 1981 will had been voided by his first wife's death, although he had not recently checked the provisions of that will. Based upon his false impression that his wife would inherit his entire estate under the law of intestacy, Mr. Talbot rejected the attorney's advice to make a new will in order to save the $75 fee the new will would cost.

Some time prior to a later meeting with the Talbots, the attorney reviewed the duplicate original 1981 will which had been retained in his files. He discovered that although Mr. Talbot's late wife was the primary beneficiary of the will, a contingent beneficiary in the person of J. Barker Killgore had been created.

Upon the Talbots arrival at the attorney's office for the execution of Mrs. Talbot's will, the lawyer discretely steered Mr. Talbot to one side of the conference room to discuss the matter of the previous will. Speaking softly so as not to be heard by Mrs. Talbot, the attorney informed Mr. Talbot of the content of his 1981 will, showing him the attorney's office copy, and asked him if he wanted his present wife, Lois, to inherit his separate property, rather than Mr. Kilgore.

Mr. Talbot said "yes" and "seemed surprised" by either the existence or the content of the 1981 multiple original will. The attorney told Mr. Talbot that if he wanted to leave everything to his wife he had to destroy that will. Mr. Talbot said he would destroy the will, and before he left the attorney's conference room he tore the will in two in the attorney's presence. Before Mr. Talbot left, the attorney reminded him that there was another multiple original copy of the will in Mr. Talbot's possession. The lawyer testified that he made certain that Mr. Talbot understood that he should destroy that will and that he intended to do so. The lawyer did not discuss with Mr. Talbot what the consequences would be if he failed to "take care of" the other copy.

After the execution of Mrs. Talbot's will, the Talbots left the attorney's office at around 11:00 a.m., and went to a local truck *1134 sale to search for furnishings for their new home. After the sale, they went to lunch, and then on to K-Mart to purchase a set of lawn sprinklers for their East Sheraton home. Upon returning to the East Sheraton home at about 2:30 p.m. to unload the sprinklers, Mr. Talbot began to feel a pain in his chest. Sitting down for a while at the kitchen table, he took some medicine for what he believed to be indigestion. Mrs. Talbot testified that the Talbots remained at the East Sheraton residence until 5 p.m., at which point Mr. Talbot began to feel somewhat better, allowing them to return to their existing residence in Lois' townhouse. Around 9 p.m., Mr. Talbot became extremely short of breath, and was taken to the Medical Center for treatment. He died at 10:25 that evening.

Mrs. Talbot could not recall visiting Mr. Talbot's former residence at any time after leaving the lawyer's office on July 12, 1985. She only recalled visiting the condominium earlier in the week to move some of Mr. Talbot's things to the East Sheraton residence. Two residents of Mr. Talbot's former complex, Nellie Prestridge and Annette Morris, testified that they saw Mr. and Mrs. Talbot carrying boxes out of the condominium on the afternoon of Friday, July 12, 1985.

On the Saturday after Mr. Talbot's death, Barker Killgore accompanied Mrs. Talbot to Mr. Talbot's condominium to look up the name of Mr. Talbot's mother and father.

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Cite This Page — Counsel Stack

Bluebook (online)
530 So. 2d 1132, 1988 WL 94402, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-talbot-la-1988.