Succession of Tertrou

47 So. 2d 681, 217 La. 901, 1950 La. LEXIS 1035
CourtSupreme Court of Louisiana
DecidedJune 30, 1950
Docket39677
StatusPublished
Cited by10 cases

This text of 47 So. 2d 681 (Succession of Tertrou) 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 Tertrou, 47 So. 2d 681, 217 La. 901, 1950 La. LEXIS 1035 (La. 1950).

Opinions

LE BLANC, Justice.

On January 7, 1934, Miss Cora Marie Tertrou, a femme sole, executed a last will and testament in olographic form, in the following words and figures:

“I C.ora Marie Rose Tertrou of New Orleans State of Louisiana do make this my last will and testament revoking all others.
I bequeath to the Charity Hospital of New Orleans La the sum of fifty thousand dolFirst lars. $50,000 in Gold Bonds for the maintenance of my tomb desire no further interments in said tomb but same to be hermetically sealed St, Louis Cemetery Esplanade Av.
I bequeath to the Community Chest the sum of one thou-Second sand dollars $1000 in Gold Bond. Madona Manoir one thousand dollars $1000 in Gold Bond Lighthouse for the blind one thousand dollars $1000 in Gold Bond. Maison Hospitaliere one thousand dollars $1000 in Gold Bond. N O Home for Incurable one thousand dollars $1000 in Gold Bond Salvation Army of N.O. one thousand dollars $1000 in Gold Bond. Little Sister of the Poor, one thousand dollars $1000 in Gold Bond Laharpe St. N.O. I bequeath to the City Park the sum of three thousand dollars Third $3000 in Gold Bonds for a Bridge.
I bequeath to the Delgado Art Museum the sum of one thou-Fourth sand dollars $1000 in Gold Bond for a french oil tableau I bequeath to the Carmelite Convent on Rempart St. New Orleans, the sum of one thou-Fifth sand dollars $1000 in Gold Bond for Masses for the repose of the soul of my dear mother, father brother, and me.
[911]*911I own no debs, and after paying all the legacies, if there is Sixth any money left it is to be given to the Charity Hospital of New Orleans.
I hereby appoint the Hibernia Seventh National Bank in New Or-lean my executor, with seizin This written and signed by me this seventh 7th day of January 1934 in the City of New Orleans
State of Louisiana
Cora Marie Rose Tertrou”

On March 14, 1944, she executed a codicil in the same form but as it merely effected a change in the executor and appointed an attorney to settle her estate we are not concerned with that part of it in considering and disposing of the issues that are presented in this proceeding.

Upon the will having been presented for probate to the district court by the executrix named therein, and an inventory of the estate having been made, various parties alleging themselves to be first cousins of the decedent and her nearest of kin and who would inherit her estate if there had been no will, appeared in court to oppose each and every bequest made in the will on various grounds set out in the petition filed by them in the succession proceedings. These parties were Mrs. Gabrielle Thomas, a femme sole, and Robert Thomas, residents of the Parish of St. Martin, Winnfield Scott Thomas, a resident of Port Arthur, Texas, Miss Laura Broussard and Miss Elise Broussard, •femmes sole, residents of San Antonio, Texas and J. Máxime Queyrouze, a resident of the City of New Orleans.

The first, second, third, fourth and fifth bequests are attacked on the ground that they are legacies of a specific thing, to-wit: “gold bonds”, and not demonstrative or general legacies and as the inventory taken of the decedent’s estate lists only four gold bonds of $1000, whereas the number of such bonds bequeathed greatly exceed that amount, said legacies are lost if the specific things were disposed of by the testatrix during her lifetime. The first bequest, that is the one of $50,000 in gold bonds to the Charity Hospital of New Orleans, La., is also attacked on the ground that it is illegal, null and void as being contrary to the provisions of the Civil Code of Louisiana and to the laws of this State relating to trust estates. The sixth bequest, also to the Charity Hospital, is opposed on the ground that the language used therein is vague and not sufficiently definite to constitute a testamentary disposition.

All of the legatees appeared in response to the petition of opposition and each filed a separate answer in which the question whether the bequest made to each was of a specific thing was put at issue, each contending that in each case it was a bequest of a sum of money and each asked to be paid in cash in the event it could not receive a bond as had been bequeathed in the [913]*913will. The Salvation Army also filed exceptions of no right or cause of action, of misjoinder and nonjoinder and of vagueness. These do not appear to have been acted on in the lower court and they are not urged before this Court.

The answer filed by the Charity Hospital will be discussed later as the opposition to its bequests, as was already noted, is based on the further ground that it is illegal, null and void as being in contravention of the laws of this State.

The testamentary executrix who had been cited also filed an answer in which she may be said to deny generally all the claims of the opponents to the various bequests and prays that their suit be dismissed.

After trial in the district court there was judgment upholding the will and ordering that all the bequests made therein be paid, after due course of administration, in cash, and further recognizing the Board of Administrators of Charity Hospital as universal legatee of the decedent.

While the case was pending in the district court, one of the opponents to the will, Robert Thomas, died and on motion duly made, his children and sole and only heirs, Harry Thomas, Robert Thomas, Jr., Clarence Thomas and Gertrude Thomas, wife of Larry Pritchard, were made parties plaintiff and authorized to prosecute the action in his stead. On motion made on their behalf, as well as that of the other parties plaintiff, they were granted an appeal to this Court which they have perfected.

The inventory taken in the succession proceedings reveals that the decedent left an estate which was appraised at $107,-219.54. The largest item was cash in the sum of $68,568. The following bonds are listed: 4 — City of New Orleans, 4%%■— Serial Gold Bonds, of par value of $1000, 2 — U. S. Registered bonds, par value of $1000, 12 — State of Louisiana Highway bonds of the par value of $1000 and 10— Louisiana State Board of Education bonds of the par value of $1000; a total of 28 bonds with a total valuation of $35,211.52. In addition the inventory lists a certain number of loose coupons and government checks, amounting to $70, cash and personal effects valued at $316.57, jewelry appraised at $973.50 and household furniture and effects, $2079.95.

As there are 28 bonds of $1000 each, there is therefore a sufficient number to discharge all legacies made in bonds of that denomination with the exception of the legacy to Charity Hospital. With regard to all legacies, however, it is contended that the bequests are all of “Gold Bonds,” a specific thing, and there being only 4 of those so denominated on their face, those particular legacies which cannot be carried out are therefore to be considered as adeemed and lost.

A similar contention, although the testatrix did not refer to them as “gold” bonds in her will, was made in the case, Succes[915]*915sion of Levy, 207 La. 1062, 22 So.2d 650.

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Succession of Tertrou
47 So. 2d 681 (Supreme Court of Louisiana, 1950)

Cite This Page — Counsel Stack

Bluebook (online)
47 So. 2d 681, 217 La. 901, 1950 La. LEXIS 1035, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-tertrou-la-1950.