49 La. Ann. 1376 | La. | 1897
Lead Opinion
The opinion of the court was delivered by
This is a suit by the legal heirs of Margaret Hennessey, to annul her asserted will in nuncupative form by public act. The grounds advanced in the petition, we understand from the argument in this court, to be confined now to those that deny she dictated the will or signed it in the presence of the witnesses, or that she was in a condition to enable her to make a will, or that the act itself contains the recitals by the notary essential to give validity to acts of last will by public act. The appeal is by plaintiffs from the judgment maintaining the will.
The will assailed bears date the 18th of October, 1894. It was preceded by wills at different periods stated in the will of 1894, to be revoked. In all these wills there are bequests to charitable institutions. In the last will the amounts of previous bequests of this character are changed; one or more are omitted, and in the will of 1894 the testatrix makes provision for other charities not mentioned in
The variances in these wills, all made within the year, have been the subject of discussion in plaintiff’s briefs, in connection with the question of the mental condition of the testatrix. As significant on the point, it is brought to our notice she denied in a newspaper publication that she had signed or made any previous wills. Then, too, we have a mass of testimony tending to show the testatrix was addicted to the immoderate use of liquor, and was supplied with it on the morning of the day of the making of the will in controversy. In view of the withdrawal of the attack on the sanity of the deceased, the testimony as to drunkenness, the great age of the testatrix, and tending to show that advantage was taken of her infirmity, must all be deemed to refer to her condition, or rather her capacity as affected by drink. To all this testimony we have given attention. While there is testimony that she used liquor freely, there is also the testimony of a number of witnesses w-ho were brought in contact with her, and the current of their statements is that she was intelligent and entirely competent to manage her affairs. It is true that some of these witnesses saw her only occasionally, others had better opportunities of knowing her capacity, and if drink had destroyed her mind, or affected her testamentary capacity, it is our conclusion it could not have escaped the attention of even the casual visitor.
It will not, however, be contended the excessive use of liquor will, of itself, disqualify the party for making a will. The text writers restrict the inquiry on this point to the testator’s condition when the will was made. The testamentary capacity exists unless the testator “ is so excessively drunk as to be bereft of reason,” and, it is added, “although his understanding is obscured and his memory troubled, yet ho may make his testament.” The testimony in this case, in our view, falls far short of any exigency requiring the application to the full extent of the tests of competency laid down by text writers. Mr. Jarman adds, to avoid a will for insanity produced by
The nuncupative will by public act must exhibit on its face compliance by the notary with the requisites of the law. Civil Code, Art. 1878. Another contention of plaintiffs is, the will bearing the mark of the testatrix, it does not appear from the certificate of the notary the mark was made by her. The preliminary question is whether any mark at all was necessary. The certificate contains the statement that in answer to the notary’s request for her signature, she declared she was illiterate, did not know and never knew how to write, but would make her mark. It is urged on us that the mark of a party who can not write must be treated as his signature, and in this connection there is an elaborate citation of authority from the decisions of other States, and some drawn from our own jurisprudence. But these authorities deal with contracts requiring the signature or an equivalent. Civil Code, Art. 2234. Whether in a will of the kind under discussion the mark of the testatrix is essential, is to be determined by the articles of the Code dealing with the testaments and with the aid of the authorities explanatory of these articles. In the mystic testament the signature of the testator is exacted, and it is naturally accompanied with the denial of that form of will to those who can not write or sign their names. That will may be written out of the presence of the notary in the presence of the witnesses. There is an obvious reason that will should carry the guarantee of the testatrix’ signature. Civil Code, Art. 1384. In the nuncupative will, under private signature, the provision is, it must be signed by the testator if he knows how or is able to sign, or at least by two of the witnesses, if all of them can not sign, to whom the testator presents the paper with the declaration it contains his last will. Civil Code, Art. 1581. The nuncupative will by public act, the Code declares, “must be signed by the testator; if he declares he knows not how, or is not able to sign, express mention of his declaration and of the cause that hinders him must be made in the act. Civil Code, Art. 1579. The articles of the Code would seem to carry the plain implication that the declaration of the testator of ignorance or inability how to sign takes the place, without any mark of the testator, of the signature required of testators who can sign their names. Undoubtedly, it is usual for the testator to affix his mark when he knows not how or is unable to sign, but the
It is claimed also that the certificate does not show that the declaration of the testatrix of inability was made and received by the notary. In Shannon vs. Shannon, 16 An., p. 9, the decision turned on the question whether there was any declaration at all by the testator, not whether it was made to the notary. The court held the certificate was insufficient. In the case of Connor vs. Brashear, 25 An. 663, the point was the certificate did not state the presence of the witnesses when the will was dictated. In the Succession of Wilkins, 21 An., p. 115, the will was annulled, because the certificate stated neither reading or dictation in the presence of the witnesses. The decision in Succession of Vollmer, 40 An. 593, holds that the certificate must show the competency of the witnesses. The question here is different from those presented in these cases cited by plaintiff. We have already given the certificate of the notary. It recites the request by the undersigned notary of the testatrix to sign; that she declared in the presence and hearing of the witnesses her inability, assigning the cause that she did not know and never did know how to write or sign her name, but would make hex-mark. Civil Code, Art. 1579. The French authorities dwell on the relation between the request “ interpellation ” by the notary to the
It is strenuously contended this will was not dictated by the testator. By this is meant not that the certificate does not state the dictation, but in point of fact there was none. There is no room for any contention as to the facts connected with this question, and all that is contained in the mass of testimony in the record may be gathered from one, with all sufficient distinctness, without the long repetitions we find from the other witnesses. There are minor points on which the witnesses differ, or in respect to which their statements vary, but there is in the testimony of all the witnesses a substantial concurrence on this subject. It appears that the testatrix, having already executed three wills, conceived the purpose to make that now in controversy. She had announced her design to change her will, and on the day appointed she and the notary went over the will of 1893; she indicated the changes to be made and the additional bequests she proposed to make. We gather from the testimony of the notary he noted her wishes, making the memorandum on the will of 1893 before him, or a separate paper. Then she followed his phraseology in dictating her disposition. It is, we think, the result of the testimony that in this method the notary had come to a full understanding with the testatrix as to the will he has to receive. His statement substantially is, he and the testatrix went over the will of 1893, line by line, section by section, she made the corrections she wanted, and he noted the changes and then proceeded to make the will. From the point in the beginning of the will, “ My name is Margaret Hennessey,” the notary testifies, she commenced to dictate, he asked if she wanted him to assist her in phrasing the will, she replied, she did, “ and she repeated the phrases with me, she repeated each thing with me.”
The argument for the plaintiffs assails the manner this will was dictated. It was the dictation, it is insisted, of the notary, not of the testatrix, or, as the argument puts it, it is the notary dictating and the testatrix dictating back. There has been a copious citation from the French authorities on this point, all to the effect that the dictation exacted by the law is the free, spontaneous utterance of the testator’s wishes, not the suggestions of others. With some differences in modes of expression, the commentators on the Art. 972 of the Napoleon Code, corresponding with Art. 1578 of our Code, all agree as to the sense of dictation. The requirement of the Code is in the simplest and most condensed language. The nuncupative will by public act must be received by the notary * * * dictated by the testator, and written by the notary as dictated.” Boilleux, perhaps, states the law with precision and fullness equal-to any other write: “Le testament doit étre dicté par le testateur, dieter dans le sens que donne á ce mot par de l’academie, e’est Iprononcer mot á mot ce qui doit étre écrit par un autre. La loi veut faire entendreique le testateur doit exprimer intelligiblement et de lui méme ses dernieres volontées, pour qu’elles soient éerivent par le notaire á mesure de leur prononciation. On ne peut done testa par signe. Ainsi le meut ne pourrait faire un testament par l’acte [public, le notaire ne pourrait valablement copier un projet éerits, bien plus, le testament serait nul si le testateur avait exprimé á volonté par monosylabes sur les interpellations du notaire. Toutes fois le notaire peut addresser quelque questions ou observations; il peut méme lui suggérer le mot propre á exprimer clairement sa pensée, maisil doitse garder de provoquer soit lirectement ou indirectement un acte de disposition.” 4 Boilleux, p. 99; Marcadé, Troplong, Coin De Lisle and the other authorities are to the same effect. The decision of the court in Landry vs. Tomatis, 32 An. 113, gives prominence to a similar passage from Coin De Lisle. The testator can not copy the projet of the will; nor can
Our law utterly excludes as causes to annul wills, proof of hatred, anger, or other influences capable of operating on the mind of the testator in directing his testamentary dispositions. Civil Code, Art. 1492. It does require the free dictation of his wishes. We are impressed with the importance of close scrutiny to determine whether the will faithfully represents the testator’s wishes, in all eases where he has been aided by others in that expression. We have weighed with care all the testimony connected with the dicta
It is therefore ordered, adjudged and decreed that the judgment of the lower court be affirmed with costs.
Rehearing
ON Application por Rehearing.
The legal heirs presented anew the contention that the will was a mere repetition of words by the testatrix suggested by the notary, and not the expression of her intention.
The notary testified that before he received the will he had a conference with the testatrix with reference to this will. She had made a previous will and proposed to make some changes.
With that will before her, the notary and her friend named in both her wills as executor present, she indicated the changes she desired to make. They were noted and subsequently written down in accordance with the purpose manifested by her in the conference with the executor and the notary preparatory, prior to the receiving of the will.
To the same effect as the notary was the testimony of Mr. Woulfe, who was the friend of the testatrix, and the executor of her will.
Great stress is placed in the argument for'plaintiff that a certain asserted memorandum was not produced. Mr. Rouen, the notary, testified he went over the will of 1893 with the.testatrix, line by line, section by section; that the changes were made by her; he does not remember whether he made the correction in the will of 1893 on a separate paper.
In the course of a long and searching examination in which the questions as to the memorandum were repeated with great insistence and nicety of expression, the witness used the words, “ I think,” and at another time in the examination stated that he did not know whether there was any memorandum save that he followed the will of 1883; that he may have noted the changes, in memory following that will; that he may have noted the changes', on the copy of the will of 1893, or on a separate paper.
Again, the argument of the plaintiffs deals largely with the testimony of those present in the room when the will was made.
At best, the general tenor of this testimony is that they do not know of or did not see a will or memorandum. Witnesses called to give attention to the dictation and other acts necessary to the testamentary disposition might well be unable to answer positively as to a paper they had no reason to notice or remember.
The conclusion insisted upon by plaintiffs is that there was no memorandum whatever of the testatrix’ intended disposition preparatory to making her will. To accept this conclusion we must discard the positive testimony of Mr. Woulfe and of Mr. Rouen. On this branch of the investigation, whether the testatrix before she began the dictation of the will had fully considered and made known to the notary and Mr. Woulfe her intended disposition, the memorandum or copy of the will of 1893 is not at all essential to the effect of their testimony; that Mr. Woulfe can not put his hand on and produce the memorandum or copy of that will used when the will of 1894 was made; that neither he or the notary can remember or testify whether the memorandum was on the will of 1893 or on a separate paper, or testify to the color of the paper used; that the witnesses to the will itself give no supporting testimony to the memorandum or use of the copy (bub whose testimonyon the subject is only negative, not affirmative) ; that this copy was not used and the memorandum not made, are circumstances neither singly or collectively affording any basis for us to reject the testimony in this record that the testatrix had mentioned and made known to the notary and to Mr. Woulfe the dispositions her will contains.
Again, the will of 1894, in the leading features, is the counterpart of that of 1893, and in some respects similar to that of 1892. While
Tbe law excludes captation. 0. 0. 1492.
But on tbe question whether, the will' is tbe automatic utterance of dispositions procured by those about tbe testatrix, testimony of such promptings may perhaps be in place. It is true tbe argument suggests and tbe will shows that’she [made certain changes, but the modifications can not well be charged to. any influence or suggestion made by the notary or Mr. Woulfe. Her previous wills, in our appreciation, in themselves, furnish confirmation that the present will is the expression of her well formed intentions. With the intended bequests resolved upon as we think the testimony shows, is this will to be vitiated simply and only because of the assistance she asked and received from the notary in the dictation? She used his language in dictating her disposition. With the full understanding of the dispositions she desired to make, h,e penned the dispositions in suitable language, which she dictated word for word to him.
She was a woman of no education, utterly unwilling to trust to her limited power of expression and desirous to exercise the privilege of making a nuncupative will. If was but natural she should seek the notary’s assistance, and if there is no reason to suspect any prompting or influence of any kind exerted by him, the fact that he presented to her the mode of expressing the intended disposition; the dictation by her to him which followed would seem to add to, instead of detracting, irom the dictation. In our view the French authorities, rigid as they are with respect to dictation and other formalities of last will, extend no support to annulling a will because of the aid the testator may have received from the notary in the dictation, when there is no basis to question the dictation came from her intentions.
In our .own reports there are e.xtracts from leading French commentator that must be deemed to exclude an attack merely and only because of the mode of dictation pursued in the case.
The commentator dealing with the assistance the testator may receive from others in respect to his dispositions, before the dictation, adds of pertinence in this controversy: Bien n’epméehe non plus le notaire d’addresser cpielqu.es questions ou observations pour faire développer et rendre plus elaires les vólontés exprimées par le dis-
To the same effect is the other passage in that opinion, that is, in the Landry-Tomatis case, cited infra, from another French commentator.
We have considered all the decisions cited. The most pertinent authority is the case of Landry vs. Tomatis, 32 An. 113. The testatrix in that case was a French woman, whose ability to express herself in English was imperfect. Her will was in English, perfect in form and expression. She was assisted by her counsel. Relative to the strong implication from the decision that her counsel suggested the w’ords she dictated, the late Ohief Justice tersely said:
“The dictation of a will refers to substance, not style. Where it appears the real intent of the testator is expressed, the validity of the will is not affected by the fact that the language used was suggested by another, or that the words by the notary were not identically those of the testator,” and that exposition is supported by the Ohief Justice in half a page of authorities.
The decision sustained the will. We attach no weight here to the other decision, namely, the case of Godden vs. Executors of Burke, 35 An. 160. The will was sustained in that case. We do not deal with other decisions of more remote application. We think that authoiity and reason alike sustain the dictation of the will.
We have given this case on all the other points the most careful consideration. To reopen them would be to restate our original opinion, varied only by the form of expression. The point that the certificate of the notary does not show that she declared her inability to sign and that she did not make her mark in presence of the notary, we think, is answered by the certificate. There was a statement, as required, of her declaration. The authorities cited in this connection, beginning with that in the case of Shannon vs. Shannon, 16 An. 9, where there was no declaration from the testator,, do not support the averment here that the certificate was insufficient.
We have found no ground upon which to base a different conclusion from that heretofore expressed by us.
Rehearing refused.