In Re Succession of Breaux

992 So. 2d 497, 2008 WL 2329746
CourtLouisiana Court of Appeal
DecidedJune 6, 2008
Docket2007 CA 2539
StatusPublished

This text of 992 So. 2d 497 (In Re Succession of Breaux) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Succession of Breaux, 992 So. 2d 497, 2008 WL 2329746 (La. Ct. App. 2008).

Opinion

992 So.2d 497 (2008)

SUCCESSION OF Duffy Joseph BREAUX, Jr.

No. 2007 CA 2539.

Court of Appeal of Louisiana, First Circuit.

June 6, 2008.
Writ Denied October 3, 2008.

*498 Daniel A. Cavell, Annette M. Fontana, Thibodaux, LA, for Appellant, Lourie Plaisance Breaux, Individually and in her capacity as Testamentary Executrix.

James E. Toups, Jr., Thomas R. Temple, Jr., Baton Rouge, LA, for Appellees, Kim Breaux, Katie Boudreaux, and Lisa Breaux.

Monique Mary Breaux, Lockport, LA, In Proper Person Appellee.

Laurie Ann Breaux, Lockport, LA, In Proper Person Appellee.

Before CARTER, C.J., PETTIGREW, and WELCH, JJ.

WELCH, J.

In this appeal plaintiff, Lourie Plaisance Breaux, a proponent of a notarial will, challenges a judgment rendered in favor of Kim Breaux, Katie Breaux Boudreaux, and Lisa Breaux, opponents of the will, declaring the will to be absolutely null. We affirm.

BACKGROUND

On November 20, 2005, Duffy J. Breaux, Jr. executed a document purporting to be his last will and testament. At the time, he was suffering from terminal brain cancer. In the notarial testament, Duffy Breaux left all property owned by him to his wife of 49 years, Lourie Plaisance Breaux. Duffy Breaux died at Terrebonne General Medical Center on December 13, 2005.

On September 1, 2006, Lourie Breaux filed a petition to probate the will and to be named as the Testamentary Executrix. The will was probated on September 5, 2006. On March 14, 2007, three of Duffy and Lourie Breaux's children, Kim Breaux, Katie Breaux Boudreaux, and Lisa Breaux, filed this petition seeking to annul the probated testament against their mother and two of their sisters, Laurie Breaux and Monique Breaux. Therein, the opponents of the will charged that the formalities prescribed for a will were not observed and therefore, the will was absolutely null. They also charged that the will was invalid because their father lacked capacity to donate and because it was the produce of undue influence exerted on Duffy Breaux by his wife and two of his daughters.

The proponents of the will urged that it complied with La. C.C. art. 1578, which sets forth those formalities for executing a will when the testator can read and sign his name, but because of a physical infirmity, is unable to sign his name. This provision requires that the testator, in the presence of the notary and two competent witnesses, declare or signify to them that: *499 (1) the instrument is his testament; (2) that he is able to see and read; and (3) that he is unable to sign because of a physical infirmity. It further requires that the will contain a clause in which the notary and witnesses attest that these declarations were in fact made by the testator, and that the testator affix his mark where his signature would otherwise be required.

A bench trial was held, at which the attorney who prepared the will, the witnesses to the will, the Breaux children, and Lourie Breaux testified. Medical testimony and evidence was also offered on the issue of capacity. The evidence demonstrated that Duffy Breaux was unable to sign his name because of paralysis affecting the right side of his body. The evidence also showed that Duffy Breaux did not declare in the presence of the notary and the witnesses that he could see and read or that he was unable to sign his name because of a physical infirmity.

Following the conclusion of the trial, the trial court ruled that the Breaux's siblings failed to carry their burden of proving by clear and convincing evidence that their father lacked capacity to execute the will or that he had been unduly influenced. The court then concluded that the formalities prescribed by La. C.C. art. 1578 had not been observed. The court noted that although Duffy Breaux did not declare or signify to the notary and the witnesses that he was unable to sign his name because of an infirmity, the evidence was undisputed that a brain tumor caused paralysis of the arm and hand previously used by Duffy Breaux to sign his name. The court also stated that there was evidence that Duffy Breaux could see on the day in question. The court noted, however, that although it was undisputed that Duffy Breaux was literate, his ability to read on the day the will was executed was in dispute. The court stressed that the attorney overseeing the execution of the will did not ask Duffy Breaux if he could read and critically, the attorney was unable to testify that Duffy Breaux could read on that date. The court held that because Duffy Breaux did not declare or signify to the notary and the two witnesses that he was able to see and read, all of the formalities prescribed by La. C.C. art. 1578 were not met, and therefore, the will was absolutely null.

Lourie Breaux appealed, challenging the trial court's invalidation of the will. The opponents of the will, Kim Breaux, Katie Breaux Boudreaux, and Lisa Breaux answered the appeal, challenging the trial court's rulings on mental capacity and undue influence.

DISCUSSION

At issue in this appeal is whether the will meets the statutory requirements for a valid and enforceable testament under La. C.C. art. 1578 where the testator does not declare or signify in the presence of the notary and witnesses that he is able to see and read and knows how to sign his name but is unable to do so because of a physical infirmity. For the reasons that follow, we conclude it does not.

The will executed by Duffy Breaux on November 20, 2005, contains a clause attesting that Duffy Breaux declared and signified that he knows how and is able to read but is unable to sign his name due to a physical infirmity. Thereafter, the will leaves all of Duffy Breaux's property to his wife. Appearing below the bequest is an "X." Thereafter, signatures of two witnesses and the notary, along with Duffy Breaux's mark, appear after an attestation clause containing the language suggested in La. C.C. art. 1578(2). The clause states that in their presence, the testator declared or signified that the instrument is *500 his testament and that he is able to see and read and knows how to sign his name but is unable to do so because of a physical infirmity, and that in their presence, he affixed or caused to be affixed his mark or name at the end of the testament. However, the evidence demonstrated that Duffy Breaux did not declare or signify that he was able to see, read, and knew how to sign his name but was unable to do so because of a physical infirmity.

The record reflects that at the time of the execution of the will, Duffy Breaux was suffering from an aggressive and fatal brain cancer. In January of 2005, he was diagnosed with a brain tumor and had surgery that month to remove the tumor. The doctors indicated that without chemotherapy and radiation, Duffy Breaux had a short time to live. Duffy Breaux went to MD Anderson Cancer Center, where he was treated with chemotherapy and radiation for eight weeks.

In November of 2005, Duffy Breaux made his final visit to MD Anderson. He returned home on November 15 or 16. His daughter, Laurie Breaux, attested that shortly before leaving for his final trip, her father telephoned her and asked her to call an attorney to inquire whether the law changed so that a person could leave everything to a spouse. She stated that after his return, her father called her and asked her to set up an appointment with an attorney to make a new will.

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992 So. 2d 497, 2008 WL 2329746, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-breaux-lactapp-2008.