Succession of Vegas

145 So. 2d 613, 1962 La. App. LEXIS 2435
CourtLouisiana Court of Appeal
DecidedSeptember 4, 1962
DocketNo. 655
StatusPublished
Cited by4 cases

This text of 145 So. 2d 613 (Succession of Vegas) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Vegas, 145 So. 2d 613, 1962 La. App. LEXIS 2435 (La. Ct. App. 1962).

Opinion

LANDRY, Judge.

This is an action by certain collateral heirs of decedent Lumelia Vegas, widow of George Guidry, seeking to have declared null and void the last will and testament of said decedent executed November 12, 1957, in nuncupative form by public act. Appellants herein assert the testament in question to be null by virtue of the alleged failure of the notary before whom it was executed to comply with the provisions of LSA-R.C.C. Article 1579.

More precisely, it is contended by appellants that decedent’s last will and testament is null and void for lack of form, namely, that it was neither signed by testatrix nor does it contain testatrix’s declaration that she knew not how to sign or that she was unable to sign and the cause which hindered her from signing.

Testatrix’s will was signed by her by mark and contains the following recitation:

“* * * the said Lumelia Vegas, testatrix signed same by making her cross in my presence and in the presence of the aforesaid and undersigned witnesses * *

Subsequent to her confection of the will in question, decedent, Lumelia Vegas Guid-ry, departed this life in the City of New Orleans, Louisiana, on February 6, 1958. Following decedent’s demise, a petition to open her succession was filed February 28, 1958. As part of the succession proceedings, the herein disputed testament was registered by the court below and judgment of possession rendered placing the named legatees in possession of decedent’s estate in accordance with the terms, provisions and legacies set forth in the will.

On November 5, 1960, Eves Vegas and certain other parties (asserting themselves to be the sole surviving children and heirs at law of Pierre Vegas, predeceased brother of decedent Lumelia Vegas Guidry) instituted this action attacking the will as null and void. The petition entered in opposition to the will prays that the judgment of the trial court sending the legatees named therein into possession of decedent’s estate be annulled, rescinded and set aside and opponents recognized as the sole heirs at law of decedent’s predeceased brother, Pierre Vegas, and as such, opponents be recognized as heirs of their said deceased aunt and in such capacity, recognized as owners and sent and placed in possession of that portion of the succession of Lumelia Vegas Guidry as would devolve upon them under the laws of inheritance obtaining in this state.

To the petition of contestors herein, the parties named defendants therein (legatees [615]*615under the last will and testament of decedent) filed answer admitting contestors to be the heirs of Pierre Vegas, deceased brother of testatrix and further contending that the X or cross mark appearing on the testament in question was the signature of testatrix. Contestors then filed a motion for a summary judgment on the face of the pleadings which motion was denied and referred to the merits by the court below.

With the lines of contention thus established, the matter proceeded to trial in the lower court and culminated in the judgment of the trial court dismissing contestor’s opposition to the will and holding and declaring the will to be valid for the reason that since the evidence adduced on the trial of contestor’s opposition established that the cross or X mark on testatrix’s will was in fact the legal signature of testatrix, the provisions of Article 1579 LSA-R.C.C. were inapplicable and the failure of the notary before whom the will was received to declare the reasons why testatrix signed with an X or cross mark did not affect the validity of the instrument.

The opponents of the will have taken this appeal from the adverse judgment below contending that the testament in question is void for lack of proper form by virtue of the failure of the notary before whom it was executed to comply with Article 1579 LSA-R.C.C. which reads as follows:

“Art. 1579. This testament must be signed by the testator; if he declares that he knows not how, or is not able to sign, express mention of his declaration, as also of the cause that hinders him from signing, must be made in the act.”

The position of appellants is that the X or cross mark appearing on the testament cannot be regarded as the signature of testatrix, therefore, in legal contemplation, testatrix’s last will and testament remains unsigned. Appellants further contend that since the testament itself (1) fails to expressly recite that testatrix does not know how to sign her name; (2) fails to expressly mention testatrix’s declaration that she knew not how or was not able to sign and (3) fails to expressly mention the cause which hindered her from signing, it fails to comply with the sacramental requirements of LSA-R.C.C. art. 1579 and is, therefore, null and void for lack of proper form. In addition, appéllants cite authorities to the effect that since nuncupative wills by public act are proof of themselves, the law governing the form of such testaments must be strictly complied with and parol evidence is inadmissible to supply any essential requirement not contained in the will itself. Predicated on the foregoing premise, opponents contend the learned trial court improperly admitted evidence over their objection to establish that the X or cross mark on the testament was made by decedent and to further establish that the cross mark appearing thereon was in fact said decedent’s legal signature considering decedent, being a business woman, was shown by the evidence to customarily sign her name in the manner appearing on the testament.

Appellees concede that Article LSA-R.C. C. art. 1579 requires that a nuncupative will by public act be signed by the testator if he knows how to sign. However, appel-lees urge that under the circumstances obtaining in the case at bar, testatrix did, in legal contemplation, sign her signature by mark or cross and the notary so indicated as shown by the hereinabove quoted relevant portion of the disputed testament. In substance, appellees argue that there was no necessity for the notary to make express mention of testator’s failure to sign the testament because the cross or X mark was, in fact, her signature as established by the evidence which revealed that testatrix customarily signed her name by X - or cross mark on numerous documents executed with her purchase of several pieces of property, her operation of a restaurant or rooming house and her signing of income tax returns. Finally, appellees contend that the mark or cross affixed by testatrix to the testament in question must be regarded as [616]*616the legal signature of testatrix by virtue of the provisions of LSA-R.S. 47:2 and the jurisprudence as established in Watts, et al., v. Collier, Sheriff et al., 140 La. 99, 72 So. 822. The pertinent provision of LSA-R.S. 47:2 (which general title deals with the subject of revenue and taxation) provides as follows:

“§ 2. General definitions
“For the purposes of this Title, unless the context clearly otherwise requires or unless otherwise defined in specific portions of the Title, the following' words shall have the respective meanings ascribed to them in this Section :
⅜ ⅜ ⅜ ⅝ ⅜ *
“(3) ‘Signature’ or ‘subscription’ includes a mark in the case of a person who cannot sign his name, provided the mark is made in the presence of two subscribing witnesses. * * * ”

In the Watts case, supra, the language alluded to by counsel for appellees is the following:

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Bluebook (online)
145 So. 2d 613, 1962 La. App. LEXIS 2435, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-vegas-lactapp-1962.