Thomas v. Blair

35 So. 811, 111 La. 678, 1903 La. LEXIS 564
CourtSupreme Court of Louisiana
DecidedDecember 14, 1903
DocketNo. 14,869
StatusPublished
Cited by30 cases

This text of 35 So. 811 (Thomas v. Blair) 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
Thomas v. Blair, 35 So. 811, 111 La. 678, 1903 La. LEXIS 564 (La. 1903).

Opinions

LAND, J.

Josephine Thomas married Alexander C. I-Iutchinson in the year 1866. Their matrimonial domicile was in the city of New Orleans.

On May 23, 1880, Mrs. Hutchinson made her last will and testament, as follows, to wit:

“New Orleans, May 23rd, 1880.
“Be it known, that this is my last will and testament.
“I leave and bequeath unto Alexander C. Hutchinson, all the property I possess, real and personal, movable and immovable.
“I hereby appoint my said husband sole Executor with seizin, and in case of his death or inability to serve, I appoint John B. Richardson, my sole Executor with seizin.
“Josephine T. Hutchinson.”

At that date the community property amounted to about $300,000, and Mrs. Hutchinson had a small separate estate.

She died on January 14, 1895, and at that date the community property amounted to about $960,000.

A few days after her death the surviving husband caused her last will and testament to be probated, and obtained an order of court sending him into possession of all the property of the decedent, both as usufructuary and as universal legatee. All of these proceedings were ex parte.

Hutchinson died on December 7, 1902, leaving a last will and testament. The defendants are his executors and legatees.

Mrs. Hutchinson left no forced heirs. The plaintiffs and intervener are admitted to be her collateral heirs.

In their petition plaintiffs denied that the will of May 23, 1880, “was wholly written, dated, and signed by Josephine T. Hutchinson.” They assailed the probate proceedings as absolutely null and void for want of notice to them—the presumptive heirs.

Plaintiff further charged that said will, if valid, was revoked and annulled by a subsequent testament made by the testatrix, which was “concealed, made way with, suppressed, and destroyed” by Alexander O. Hutchinson.

Plaintiffs finally alleged that, even if said revocation was not effective, the purported will of May 23, 1880, “by its terms, only refers to the property, real and personal, movable and immovable, possessed by said Josephine Thomas Hutchinson at the time of the alleged making and execution of said instrument.”

Plaintiffs prayed for trial by jury.

The answer of defendants was a general and special denial of all the allegations of the petition, except the undisputed facts of marriage, community, death, and their tenure under the last will and testament of Alexander O. Hutchinson.

Defendants, answering further, averred the validity of the will of May 23, 1880; that it was duly probated and ordered executed, and the universal legatee sent into possession of the estate by a judgment of the court.

The answer further averred undisputed and undisturbed possession of Hutchinson, [681]*681as universal legatee, under said will, from January, 1895, until liis death, in December, 1903, to the full knowledge and acquiescence of plaintiffs and intervener, and, in bar of their demands to annul and set aside the will and the probate thereof, pleaded the prescription of five years.' The ease was tried before a jury, and the result was a verdict in favor of the defendants.

From the judgment on said verdict, plaintiffs and intervener have appealed.

In the original brief filed by counsel for appellants, their contentions are reduced to two propositions, as follows, to wit:

“First. That the will does not contain a universal legacy, and only disposes of the property which she possessed at the time she made it.
“Secondly. That A. C. Hutchinson, the legatee, has lost all rights to the property of the testatrix by having ‘embezzled’ and concealed it.”

The main issue, therefore, is whether the will imports a particular legacy of the property owned by the testatrix on May 23, 1880, or a universal legacy of all the estate of the wife as it existed at the date of her death.

This crucial question has been argued by the distinguished counsel on both sides with great learning and ability.

Defendant’s counsel strenuously contend that the question has been settled by our own state jurisprudence, and cite a number of decisions, which we shall proceed to review.

In Shane v. Withers, 8 La. 489, decided in 1835, the testator said: “I do bequeath to my wife, Margaret Delia Withers, one third part of my whole estate: I also bequeath to my sister, Sarah Ann Withers, one third part, I also bequeath to my sister Margaret Withers, one third part of my whole estate.”

The main contention of the legal heirs in that case was that the dispositions contained in the testator’s will express no time, neither past nor future, and should have been construed as referring to the time of making said will according “to the Louisiana Code (article 1715).” On this point the court ruled that universal legatees hold the place of heirs instituted by testament, and further said: “Viewed in this manner, the rules for the interpretation of legacies are wholly inapplicable to the present case. Indeed, from the example given to illustrate them, it would appear that they must find their application exclusively to special legacies or dispositions made by a testator of some determined portion of his estate, designated in genus or species.”

As to the terms of the will, the court said: . “The testator explicitly disposes of the whole of his estate to three persons, who are appointed to take by equal portions. The whole passed into the hand of his executors by the terms of the will. In administering, they were clearly bound to collect all his property, and, after the payment of debts, to distribute the remainder according to the provisions of the testament.

“It might, perhaps, be correctly assumed that in all dispositions causa mortis, the words ‘estate’ and ‘succession’ are synonymous.

“However this may be, generally speaking, it cannot be doubted, according to the seisin granted to the executors in the present instance, that the word ‘estate’ was used as an expression of the same sense and meaning which would follow from the term ‘succession.’ ”

This decision was affirmed in Succession of Burnside, 35 La. Ann. 708, overruling the Cases of Valentine and Lawson, 12 La. Ann. 286, 603.

In the Burnside Case, the testator, in the opening sentence of his testament, expressed the intention to dispose of all his worldly estate.

The testator, after making a number of particular legacies and appointing an executor, bequeathed the residue of his property of every description—say, stock in trade, notes, accounts, interest in partnership, etc. —to Oliver Beirne, subject to the payment of all his just and lawful debts, and the expenses incidental to his succession.

The court ruled that the disposition in favor of Beirne was a universal legacy, and carried the totality of the property owned by the testator at the time of his death.

In Succession of Marks, 35 La. Ann. 1054, the testator, after directing the payment of his debts, and making several legacies, gave the balance of his property, of every kind and description, to certain relatives.

Immediately following this bequest of the [683]

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Bluebook (online)
35 So. 811, 111 La. 678, 1903 La. LEXIS 564, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-v-blair-la-1903.