Successions of Gilbert

64 So. 2d 192, 222 La. 840, 1953 La. LEXIS 1221
CourtSupreme Court of Louisiana
DecidedFebruary 16, 1953
DocketNo. 40439
StatusPublished
Cited by3 cases

This text of 64 So. 2d 192 (Successions of Gilbert) 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
Successions of Gilbert, 64 So. 2d 192, 222 La. 840, 1953 La. LEXIS 1221 (La. 1953).

Opinion

HAMITER, Justice.

On June 28, 1948, at the age of 84 years, Albert Huber died at his domicile in the City of New Orleans. He left a nuncupative will by public act, of date March 20, 1945, which contained the following provisions :

“I will and bequeath to my daughter, Mary Johanna Huber all of my right, title and interest in the residence prop[843]*843■erty Nos. 4300-4302 Orleans Avenue in compensation for the services which she has rendered, day and night-to my late wife, to our deceased daughter and to me.
“I bequeath to my said daughter all .my right, title and interest in the furniture and appurtenances in my residence. One set of this furniture already belongs to her.
“In the event that it should be considered that these bequests exceed the value of the services rendered to me by my daughter, then the excess shall be received by my said daughter, Mary Johanna Huber as an extra share in my estate.
“I appoint -my daughter Mary Johanna Huber, Executrix of my estate and detainer of my property without bond.”

Surviving the decedent, besides the daughter named in the will, were other daughters namely, Mrs. Katie Huber LaRocca and Mrs. Edna Huber Chagnard.

The inventory taken in the succession proceedings disclosed that the estate of decedent had' a total value of $8,617.85 and that his interest in the real property bequeathed to Mary Johanna Huber (x%2) was worth $5,843.75.

After qualifying as testamentary executrix, Miss Huber filed a petition to which was attached her first provisional account. She prayed for the approval and homologation of the account and, further, that she be recognized in her individual capacity as the owner, and entitled to possession, of the property willed to her.

A short while later the other daughters • of decedent, Mrs. LaRocca and Mrs. Chagnard, petitioned for the annullment of his last will and testament and also opposed the provisional account. In the petition they charged that (1) the will was not dictated by the testator and written by the notary as it was dictated, (2) the will was executed under duress exerted on' the decedent by their sister, (3) in the alternative, even if the will were valid, the donation to Mary Johanna Huber was excessive and illegal. In opposing the account they alleged that their sister should list rent due and owing by her for that part of the premises Nos. 4300-4302 Orleans Avenue which she occupies.

After hearing evidence on the. allegations made by Mrs. LaRocca and Mrs. Chagnard, the district court rendered a judgment dismissing both their opposition to the account and their petition for the annullment of the will. From the judgment they appealed.

The first question to be considered is whether the will was confected in accordance with the provisions of LSA-Civil Code, Article 1578 which recites that it “must be dictated by the testator, and written by the notary as it is dictated”, appellants contending that Mr. Huber simply told the notary what he wanted and that-thereafter, without any further dictation, [845]*845the notary proceeded to write what was considered to be the testator’s wishes. From the evidence we find that on the assembling of the notary (Mr. George A. Dreyfous), the required three witnesses, and the testator, a general discussion respecting the confection of the will took place. Then the notary, after warning all persons to be quiet, prepared the preamble. Following its preparation, the testator declared his wishes to the notary, in the presence of the witnesses, and the official immediately recorded them. True, in the draft, the notary employed some language customarily contained in wills which did not constitute the exact words of the testator; however, it appears that he wrote the substance of what was dictated to him. In so doing he complied with the codal provision respecting dictation and writing as dictated. As was said in Rostrup v. Succession of Spicer, 183 La. 1087, 165 So. 307, 308, the requirement “does not mean that the notary must, in his draft of the will, use the exact words, the identical verbiage which fell from the lips of the testator in dictating the will. It is ‘identity of thoughts and not of words which the law requires.’ ” See also Succession of Saux, 46 La.Ann. 1423, 16 So. 364, and Renfrow v. McCain, 185 La. 135, 168 So. 753.

Without merit also is the charge that the will does not reflect the independent wishes of decedent in that it was executed under duress exerted upon him by Miss Huber. As correctly stated by the trial judge in his well considered written reasons for judgment, “The petitioners and-, plaintiffs have utterly failed in this attack? because the record is devoid of any testimony or -evidence as to any duress exerted upon the decedent, Albert Huber, by Mary Johanna Huber or by anyone else.”

The principal complaint made here by appellants seems to be that the trial judge should have 'sustained their alternative contention that the attempted disposition in favor of their sister is illegal because it impinges upon the legitime provided for them by law and its value greatly exceeds that of any services which such legatee might have rendered unto the testator. In this connection they take the position that, in passing upon the legality of the gift, any services rendered to the testator’s deceased wife and deceased daughter cannot be considered for the reasons that (1) claims respecting them should have been urged in their successions, and (2) in concluding the bequest the testator •made reference only to “services rendered to me”. And in taking this position, which for the sake of argument we shall assume to be -proper, appellants give recognition to the law that a remunerative donation (such as is the instant disposition) cannot be reduced below the estimated value of the-services rendered if the value of the services should be little inferior to that of the gift, not even i-f the donation infringes upon the legitime of forced' heirs. See LS A-Civil Code, Articles 1513 and 1525; Succession of Henry, 158 La. 516, 104 So. 310; Kiper v. Kiper, 214 La. 733, 38 So.2d 507.

[847]*847Decedent’s ^ interest in the real property which he bequeathed to Miss Hubei was, as before shown, appraised in the succession inventory at $5,843:75. Serving a: one of the appraisers was Mr. Allen H Generes, long prominently identified witf real estate and loan activities in the City of New Orleans, who also appeared as ai expert witness at the trial of this matter Testifying, he reaffirmed and fully justified his appraisement. The trial judge accepted it as being the true and correct value of the disputed interest as of the time o : Mr. Huber’s death. There appears- no good reason for our rejecting it.

Considering now the services rendered by Miss Huber to her father we find tha: she was born in 1890 and that thereafte • she lived continuously with her parents until their respective deaths, a great part of the time in the premises Nos. 4300-4303 Orleans Avenue. For some years prior to 1928 the household consisted of appellee, i sister named Hilda, and her father and mother, the three ladies of which shared the duties of housekeeping. In the latter year the sister was placed in a hospital because of a lingering illness (there she subsequently died), and the mother began tj develop numbness and stiffness in her limb:. The mother’s condition grew progressivel ?

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64 So. 2d 192, 222 La. 840, 1953 La. LEXIS 1221, Counsel Stack Legal Research, https://law.counselstack.com/opinion/successions-of-gilbert-la-1953.