Succession of Hagan
Succession of Hagan
Opinion of the Court
By Division C, composed of Justices DAW-KINS, ST. PAUL, and THOMPSON.
Mrs. Letitia -Duffy was married to Peter J. Hagan March 25, 1913, and they lived as husband and wife in the city of New Orleans until her death July 21, 191S. On July 2Gth following Hagan presented to the judge who tried this case below a document purporting to be the last will and testament of his wife, written with a pen at the top of a small sheet of note paper, reading as follows:
“New Orleans Feby 11th, 1918.
“I will all I have to my husband.
“Mrs. L. Hagan”
—and asked to have the same probated. There was no prayer for notice to, and none was actually given, the presumptive heirs (brother and sisters of deceased, who resided in New Orleans) as provided by article 935 of the Code of Practice. A printed form of proof was filled out, and signed by the said P. J. Hagan and a Mrs. A. P. Murray, as witnesses to the genuineness of the handwriting of the deceased; and the printed judgment of probate at the foot thereof was signed by the said judge, all on the same day that the application was filed.
August 7, 1918, Hagan was sent into possession on his ex parte application of all of decedent’s property, as legatee under the alleged will, without the knowledge of the plaintiffs.
On August 20th following the present plaintiffs, suing as sole heirs of deceased, attacked the said will as—
An injunction was granted restraining defendant from disposing of any of the property. Thereafter other proceedings were had, and this suit was finally dismissed on exception of no cause of action by the lower judge June 4, 1919; and on the 6th of that month plaintiffs renewed their demand with another petition attaching the alleged will on the following grounds, to wit:
“That the said pretended will of the deceased, Uetitia Duffy Hagan, was not written, dated, and signed by her, but was written and signed by some person unknown to petitioners, and the date written on said document was not written by the same person who wrote the other part of the document; that the probate proceedings are defective, null, and void for the reason that petitioners, although residing in this parish where the will was probated, were not cited to appear at said probation”
—practically the same allegations as those of the former petition. The injunction was renewed, and plaintiffs asked to' have the alleged will declared a forgery, and that they he recognized as the lawful heirs of deceased.
Defendant controverted all of the main allegations of plaintiffs, prayed that the will he. sustained, and in the alternative that he be held entitled to one-fourth of the estate as surviving husband in necessitous circumstances under the provisions of the Civil Code.
There was judgment for defendant “rejecting the demands of plaintiffs and recalling the injunction herein granted June 6th, 1919,” and plaintiffs appeal.
Opinion.
We would be disposed to remand this ease for the purpose of receiving the testimony thus erroneously excluded, but for the fact that wo are convinced of the nongenuineness of the alleged will by the proof already in the record.
Defendant had also summoned another witness, Mrs. M. O’Brien, the tenant of his deceased wife, to testify to the handwriting of the will, but she declined to become a witness to that end for want of familiarity with the writing of Mrs. Hagan, and defendant, the purported universal legatee, then substituted himself in her stead, and, together with Mrs. Murray, signed the proeés verbal. We feel sure that, if the proof had been developed and the lack of familiarity of Mrs. Murray with the handwriting of deceased had been shown as it now appears in this record the lower judge would not have probated the alleged will.
The brother and sisters of Mrs. Hagan, although admitting that they had not seen her handwriting often in recent years, testified that they were sufficiently familiar with it to identify the same, which is true in ordinary human experience; and they swear most positively that the will is not written in the handwriting of their sister. True, they, like the defendant, had considerable interest at stake, since one side or the other stood to lose an estate valued at more than $10,000, depending upon the genuineness or nongenuineness of the will. An expert of many years’ experience, l’rof. L. G. Spencer, whose qualifications we have had occasion to pass upon before, when shown admittedly genuine signatures of Mrs. Hagan, unhesitatingly and positively declared that the latter and the will were not written by the same person. These genuine specimens were brought up with the record, and, after careful examination and comparison with the will, which was also brought up in the original, we, too, are very much impressed that they were not written by the same hand that confected the. will. Then, again, the will was apparently written and signed at one time, with the date left blank, which appears to have been written in later with different colored ink, and this within itself is a suspicious circumstance.
We therefore conclude that the alleged will was not genuine.
The Marital Fourth.
For the reasons assigned, the judgment of the lower court is annulled and reversed, and it is now decreed that the probate proceedings be annulled, and the will is declared a forgery; that the judgment sending the defendant into possession of the property and effects of the deceased be annulled and set aside, and that the writs of injunction sued out herein be maintained, reserving to the parties the right, by appropriate proceedings, to be sent into possession of and for a division of the property of the deceased. It is further ordered and decreed that defendant be, and he is hereby, held entitled to one-fourth of the property of the deceased, after the payment of debts,. as the marital portion, and that he pay all costs.
Reference
- Full Case Name
- Succession of HAGAN
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- Syllabus
- (Syllabus by Editorial Staff.) 1. Wills The effect of probate of a will was to give-it a prima facie validity which cast the burden of proof upon those attacking it of showing, the insufficiency of the evidence under which it was probated was permissible. 2. Wills Where a will was probated without giving notice of the application for probate to the presumptive heirs, as required by Code Prac. art. 935, who afterward attacked it when they showed the insufficiency of the evidence to sustain the ex parte probate proceedings, the duty to prove the genuineness of the will was on the proponent. 3. Wills @=3294 — Refusal to admit testimony of. mistake of witness testifying at probate of wili held error. In a proceeding attacking the probate-of a will, the exclusion of testimony of the only witness in ex parte probate proceedings besides the universal legatee that the witness at the probate proceedings thought that, she-was testifying to the signature of the deceased to a lease, on the ground that the witness could not contradict her former testimony,, was. error. 4. Witnesses Ip proceedings to attack the probate of a will, in probating which there was only one witness besides the universal legatee, the exclusion of testimony of another witness who while concealed, heard the legatee afterward admit to the witness who .testified in the probate proceedings t¿at she had been told by the legatee that- she was summoned only to prove a lease by deceased, was error, since it was admissible to- corroborate testimony of the witness in the probate proceedings concerning the admission by the legatee, though the witness who overheard the admission could not identify the speaker. 5. Wills In proceedings to contest a will after being admitted to probate, evidence held sufficient to show that the alleged will was not genuine. 6. Descent and distribution &wkey;s63 — Succession; husband held entitled to one-fourth of wife’s estate, though attempting to sustain forged will. Though a husband attempted to sustain a forged will of his wife in his favor, where he was left in necessitous circumstances by wife, who died comparatively rich, within the meaning of Oiv. Code, art. 2382, he was entitled to one-fourth of his wife’s estate in pursuance of the statute. 7. Wills &wkey;?350 — Successful contestants of will not entitled to possession until- amount of inheritance tax due is determined. Where a will has been successfully contested, the successful parties cannot be sent into possession until they have determined contradictorily with the tax collector the amount of inheritance tax due the state.