Artigue v. Artigue

26 So. 2d 699, 210 La. 208, 1946 La. LEXIS 781
CourtSupreme Court of Louisiana
DecidedApril 22, 1946
DocketNo. 37168.
StatusPublished
Cited by15 cases

This text of 26 So. 2d 699 (Artigue v. Artigue) 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
Artigue v. Artigue, 26 So. 2d 699, 210 La. 208, 1946 La. LEXIS 781 (La. 1946).

Opinion

FOURNET, Justice.

The plaintiffs, Jules Artigue and Mrs. Flavie Artigue, wife of George King, two of the legal heirs of the late Robert Artigue, instituted this proceeding against their brother Frank Artigue and his wife Lena Arceneaux, legatees under the will of the decedent, to set aside the will and the proceedings thereunder placing them in possession of decedent's estate on the grounds (1) that the formalities required by law for the preparation of a nuncupative will by public act were not complied with and (2) that at the time the will was executed the decedent was insane, as he had been for some time previous thereto and as he continued to be until his death approximately 40 days thereafter.

The defendants denied the formalities were not followed when the will was prepared or that the decedent had ever been insane, either at the time the will was made or previous or subsequent thereto until his death.

The trial judge, without passing on the question of whether or not the formalities for the making of the will were followed, found that the overwhelming preponderance of the evidence showed the decedent was habitually insane before the time of the making of the will, which condition continued until his death, and that the defendants had failed to show the will was executed during a lucid interval; consequently, he rendered judgment in favor of .the plaintiffs, decreeing the will to be null and void and of no effect, as well as all proceedings thereunder, which he ordered set aside; further decreeing the plaintiffs and the other heirs of Robert Artigue to be entitled to be sent into possession of his estate upon due proof in proper proceedings. The defendants are appealing from this judgment.

Robert Artigue died on May 28, 1942, leaving neither father nor mother nor children, his only legal heirs being his two living brothers and a sister, the two plaintiffs and the defendant Frank Artigue, and sixteen nieces and nephews, children of two predeceased brothers and one predeceased sister. He left what purported to be a nuncupative will by public act executed on April 17, 1942, wherein he gave, share and share alike “all of the property which I may possess■ at my death” to the two defendants, Kenry Artigue, son of the defendants and nephew of the plaintiffs being named the executor without bond. This last will was probated on June 15, 1942; the legatees were duly sent into possession of the property and effects of the decedent on October 20, 1942; and the *214 executor was discharged. This suit was filed on November 23, 1942.

It is the contention of the defendants that the trial judge erred in holding it was incumbent upon the defendants to prove the will was executed during a lucid interval, it being the burden of the opponents of this will to not only prove the insanity of the decedent but also that the will had not been executed by him during a lucid interval, and that such proof by the plaintiffs should establish these facts beyond a reasonable doubt, the same kind of proof being required as is needed to rebut the presumption of innocence in criminal cases.

While a person of unsound mind cannot make a donation either inter vivos or mortis causa (Article 1475 of the Revised Civil Code), one is presumed to be sane until the contrary is affirmatively established; consequently, there is a strong presumption in favor of the validity of a will. Chandler v. Barrett, 21 La.Ann. 58, 99 Am.Dec. 701; Kingsbury v. Whitaker, 32 La.Ann. 1055, 36 Am.Rep. 278; and Wilcox v. City of Hammond, 163 La. 489, 112 So. 375. In rebutting this presumption of sanity it is not necessary that the testator be proved to be notoriously insane. Subdivision 10 of Article 1788 of the Revised Civil Code. It is only necessary to prove that the testator’s mental capacity was such that at the moment the will was made he was not of sufficiently sound mind “to ijully understand the nature of the testamentary act, and appreciate its effects.” Succession of Bey, 46 La.Ann. 773, 15 So. 297, 301, 24 L.R.A. 577.

[4/5] A review of the jurisprudence of this court discloses the evidence has been found sufficient to warrant the annullment of the will under attack in only a few instances. The capacity of the testator to make the will and the degree of proof needed to prove his incapacity depends, of course, upon the type of insanity from which he is suffering. Our law recognizes that these types can be divided into two categories, furiosus and mente captus. Persons falling into the latter category are habitually insane and are presumed to be incapable of having a lucid interval whereas those in the former category are recurrently insane and capable of-having a lucid interval.

The evidence, in our opinion, conclusively shows the decedent in this case was suffering from a condition that brought about softening of the brain, or deterioration of the brain cells, and that as a result thereof he had begun to show signs of mental incompetence or insanity as early as the fall of 1941, his condition growing progressively worse. About the time the will was made and for some time prior thereto his condition was apparent1 and notorious, in the small community where he resided. It was such, in fact, that it was suggested by some of his friends and relatives that he should be sent to an institution for -treatment and by others that the proper authorities should be informed. Also, upon *216 their suggestion, Mrs. J. D. Bass, daughter of the defendants and a niece of the decedent, who lived in Texas, was sent for on April IS and was there to take charge of the decedent’s business on April 17, the day the will was confected.

The decedent’s physician whc .ad not only treated him during his last uness but had also treated and known him for many years, testified that in his condition the decedent was suffering a loss of recordation and was unable to think or to reason and that while it was possible for him to have a lucid interval it was not probable that such an interval would be of a sufficient length of time for him to make the will, he being unable to concentrate for that long or to appreciate the import of the will, designating the medical term for the disease from which the decedent was suffering as paresis.

We are unable to evaluate the decedent’s testamentary capacity at the time the will was made from the will itself since it was not written by him in his own handwriting and it does not contain any provision that would indicate he knew anything about his affairs. In fact, we are unable to say from the record whether or not the,idea of making the will was originally that of the decedent for we find he was taken to the notary’s office by Mrs. Bass and Kenry Artigue, children of the defendants, and later -to the notary’s home by Frank Artigue one of the defendants and a beneficiary under the will, and Kenry Artigue, his son, who was named executor without bond in the will, and none of these parties testified.

While as a rule the testimony of the notary and those who witness a nuncupative will by public act will be given great weight in determining the competency of the testator to make the will at the time it was made, it is to be noted that no special defense of a lucid interval was pleaded by the defendants.

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Bluebook (online)
26 So. 2d 699, 210 La. 208, 1946 La. LEXIS 781, Counsel Stack Legal Research, https://law.counselstack.com/opinion/artigue-v-artigue-la-1946.