Succession of Willis

149 So. 2d 218
CourtLouisiana Court of Appeal
DecidedMarch 15, 1963
Docket9841
StatusPublished
Cited by7 cases

This text of 149 So. 2d 218 (Succession of Willis) 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 Willis, 149 So. 2d 218 (La. Ct. App. 1963).

Opinion

149 So.2d 218 (1963)

Succession of John W. WILLIS.

No. 9841.

Court of Appeal of Louisiana, Second Circuit.

January 2, 1963.
Rehearing Denied February 7, 1963.
Certiorari Refused March 15, 1963.

Theus, Grisham, Davis, Leigh & Brown, Monroe, Cotton & Bolton, Rayville, Captan Jack Wyly, Lake Providence, for opponents-appellants.

Coenen & Coenen, Rayville, for proponent-appellee.

Before GLADNEY, AYRES and BOLIN, JJ.

BOLIN, Judge.

This is an action by the collateral relatives and heirs at law of John W. Willis seeking to annul his statutory will and particularly a residual legacy in favor of Mrs. Lucille Thompson McKeithen, a registered nurse who regularly attended him for several years immediately preceding his death. From a judgment rejecting their demands, plaintiffs have appealed.

At the outset, we, as did the trial judge, express our sincere appreciation for the excellent assistance able counsel and amicus curiae have rendered the court by the submission of thorough and scholarly briefs. From our review of the record and briefs, we cannot refrain from commenting that not only the litigants, but counsel as well, have pursued the cause with such zeal that personal feelings and emotions are evident throughout the record. We make such observations not in the vein of criticism, but merely as a foundation for our conclusion that when the case is objectively viewed by an appellate tribunal of law, the issues are concise and the law rather clear.

John W. Willis was married but once and his wife, Emma, became seriously ill and died in January, 1956. During the last month of his wife's illness Mrs. Lucille McKeithen, a registered nurse, was employed to nurse her. Mr. Willis, whose health was not too good, employed the nurse to care for him after his wife died, and at his request, Mrs. McKeithen agreed to move into the Willis home and care for him for a weekly salary plus more or less making the Willis home her home. Pursuant to this agreement Mrs. McKeithen, *219 her husband and her mother moved into the Willis home in July, 1956 and remained there until testator's death on May 19, 1961. Subject to objection, the record is made voluminous with testimony that during Mrs. McKeithen's stay in the Willis home, she was not received too well by the Willis family and relatives. However, insofar as the issues of this case are concerned, for the reasons expressed later, we think most of such evidence has no bearing on this decision. For the purposes of this opinion, we may concede Mrs. McKeithen was in daily and almost constant attendance on Mr. Willis; she administered medicine, gave hypodermic injections and helped him run his household. We may further assume she was well liked by Mr. Willis but not well thought of by his relatives, neighbors and friends.

After assuming the above, we come now to the real crux of this case, which is whether any legal causes have been shown to justify annulment of the last will and testament of Mr. Willis particularly as it relates to a legacy to Mrs. McKeithen. Let us first consider the contention that Mrs. McKeithen is precluded from receiving a legacy under LSA-C.C. Art. 1489, the pertinent portion thereof being:

"Doctors of physic or surgeons, who have professionally attended a person during the sickness of which he dies, can not receive any benefit from donations inter vivos or mortis causa made in their favor by the sick person during that sickness. * * *"

It must be conceded Mrs. McKeithen is a registered nurse and in such capacity attended Mr. Willis during his illness. Whether the will was confected "during the sickness of which he died" is seriously contested and was made an issue below, and the trial judge decided that the evidence preponderated to establish that the will was not made during such sickness. However, for purpose of decision, let us concede arguendo she did attend him during the illness of which he died and that the will was made during that time. We are then squarely faced with the necessity of deciding whether a registered nurse is a "doctor of physic or surgeon" under the above codal article.

In deciding whether the courts should interpret LSA-C.C. Art. 1489 in such a manner as to exclude a person from being the recipient of a legacy, we feel we should get the entire problem in its proper perspective by considering LSA-C.C. Art. 1470 which provides:

"All persons may dispose or receive by donation inter vivos or mortis causa, except such as the law expressly declares incapable." (Emphasis supplied by this court.)

Our jurisprudence interpreting the above codal article is replete with cases holding the inherent right of a person to dispose of his property as he sees fit by last will and testament should not be interfered with by the courts unless clearly and expressly authorized by law. For example, in the rather old case of Kingsbury v. Whitaker, 32 La.Ann. 1055, at pages 1062-1063 (1880) the court expressed the principle in these strong but eloquent terms:

"The law, moreover, recognizes its own unfitness to regulate such dispositions. Its absolute rules of inheritance necessarily ignore the myriad circumstances which should properly exercise their influence over the distribution of the dead man's estate, such as the differences in condition, sex, age, infirmity, necessity, of those equally related, and the claims of friendship, love, services, favors and kind treatment. It also considers the protection and care secured for old age or infirmity by the possession of this salutary power. `It is one of the painful consequences of old age,' says Chancellor Kent, `that it ceases to excite interest, and is apt to be left solitary and neglected. The control which the law still gives a man over the disposal of his property, is one of the most efficient means which he has, in *220 protracted life, to command the attentions due to his infirmity.'
"Van Alst v. Hunter, 5 John[s] Ch. (N.Y.) [148], 159.
"The desire thus to provide for his old age, and to secure such influence over his relatives and friends, is a just and efficient incentive to thrift and frugality; and to be able, even in the shadow of death, to extend his bounty to those whom he loves and who have loved and cherished him, is a consolation in a man's declining years of which he should not be lightly deprived.
"This hasty and partial review of the principles and motives underlying the freedom of testamentary disposition suggests and enforces the greatest reluctance on the part of enlightened courts to interfere with it. To wrest a man's property from the person to whom he has given it, and to divert it to others from whom he has desired to withhold it, is a most violent injustice, amounting to nothing less than post mortem robbery, which no court should sanction, unless thoroughly satisfied, either that the dispositions of the will are reprobated by law, or that the testator was legally incapable to make a will * * *"

With the admonition to consider the testament in a light most favorable to its validity and not to declare the testator or legatee incapable unless expressly authorized by law, is a registered nurse one of the persons included in LSA-C.C. Art. 1489? She is certainly not expressly included by name; only "doctors of physic or surgeons" and "ministers of religious worship" are so enumerated. It may be argued a registered nurse is very similar to a "doctor of physic", but appellants do not contend a nurse should be covered by the codal article under any such construction.

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Related

Succession of Hamiter
519 So. 2d 341 (Louisiana Court of Appeal, 1988)
Guidry v. Hardy
254 So. 2d 675 (Louisiana Court of Appeal, 1972)
Willis v. McKeithen
184 So. 2d 748 (Louisiana Court of Appeal, 1966)
Coleman v. Winsey
183 So. 2d 118 (Louisiana Court of Appeal, 1965)
Succession of Franks
168 So. 2d 446 (Louisiana Court of Appeal, 1964)
Succession of Andrews
153 So. 2d 470 (Louisiana Court of Appeal, 1963)
Succession of Willis
150 So. 2d 589 (Supreme Court of Louisiana, 1963)

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Bluebook (online)
149 So. 2d 218, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-willis-lactapp-1963.