In Re Succession of Burguieres

802 So. 2d 660, 0 La.App. 5 Cir. 147, 2000 La. App. LEXIS 2541, 2000 WL 1536407
CourtLouisiana Court of Appeal
DecidedOctober 18, 2000
Docket00-CA-147
StatusPublished
Cited by3 cases

This text of 802 So. 2d 660 (In Re Succession of Burguieres) 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 Burguieres, 802 So. 2d 660, 0 La.App. 5 Cir. 147, 2000 La. App. LEXIS 2541, 2000 WL 1536407 (La. Ct. App. 2000).

Opinion

802 So.2d 660 (2000)

SUCCESSION OF William W. BURGUIERES, Sr.

No. 00-CA-147.

Court of Appeal of Louisiana, Fifth Circuit.

October 18, 2000.

*661 Steven J. Koehler Leefe, Gibbs & Koehler, Metairie, Louisiana, Counsel on behalf of Barat B. Pollingue, Executrix/Appellant.

Roger J. Larue, Jr., Metairie, Louisiana, Counsel on behalf of William Burguieres, Jr., et al., Appellees/Cross Appellants.

Court composed of Judges CHARLES GRISBAUM, Jr., MARION F. EDWARDS and CLARENCE E. McMANUS.

*662 McMANUS, Judge.

In this matter, we are asked to review a judgment declaring null an olographic will and disqualifying the will's named executrix. The issues here surround the testator's—an interdict's—capacity to execute the will. For the reasons that follow, we affirm the judgment.

STATEMENT OF THE CASE

The succession in this matter was opened on November 15, 1995, with a Petition for Probate of Olographic Will and Confirm Executrix (sic) filed by Barat B. Pollingue, Appellant and surviving sister of the deceased, William Burguieres, Sr., who had been handicapped since 1964 and interdicted in 1988. Pollingue was confirmed as executrix on November 15, 1995, and on this date letters testamentary were issued; Pollingue thereafter disposed of some minor matters incidental to the succession.

On April 30, 1996, a Petition to Nullify Olographic Will and Petition to Disqualify Executrix and Attorney for Succession and Petition to Appoint Paul Burguieres as Administrator of Succession was filed (as a single pleading) on behalf of Paul, William, Jr., and Dion Burguieres, William, Sr.'s, surviving children, Appellees here.

Trial of Paul's petition was held November 9 and 10, 1998; judgment and lengthy written reasons were issued June 28, 1999. Barat Pollingue now appeals, raising the following assignments of error:

1. Since the petition for interdiction stated that the reason for the interdiction was the interdict's physical limitations, the trial court committed legal error in determining that the interdiction was a judicial declaration that William was mentally infirm;
2. Since there was no evidence at all that any influence was exerted over William when he wrote his will, the trial court erred when he found that the will was the product of legal error.

Paul, William, Jr., and Dion Burguieres, Appellees here, filed a timely answer to this appeal, and assigned as error rulings on various evidentiary issues.

FACTS

William Burguieres, Sr., died on October 18, 1995. He is survived by the three children named above, Pollingue and one other sister, and one brother. William's will had been executed on November 7, 1991; the will distributes his estate among all survivors.

In August of 1964, William had been in a very serious automobile accident that left him in a coma for several months. He subsequently underwent lengthy rehabilitation therapy for the injury and never lived on his own again. There is documentary evidence in the record indicating that as of 1982, Dr. Howard Russell, Jr., M.D., an internist who had been treating William since 1971, was of the opinion that William was "mentally incapable of caring for his own affairs."

William had been interdicted in 1988; the judgment in the interdiction proceedings decreed that William was "incapable of taking care of his person and of administering his affairs." In addition, the judgment appointed Pollingue as William's curator, and the bond executed by her pursuant to the appointment stated that the interdiction was necessary "because of physical and mental infirmities rendering Mr. Burguieres [William] incapable of caring for his own personal and financial affairs."

The following pertinent testimony regarding William's incapacity and interdiction *663 was offered at the trial in the recent proceedings.

Jerry W. Sullivan, the attorney who had represented William in the interdiction proceedings, testified that though William had not given any sign of not comprehending the interdiction proceedings, the interdiction had been undertaken because of "very serious" limitations on William's mental capacity—limitations of such severity as would have prevented him from handling his own financial affairs.

Dr. O'Neill Pollingue, Barat's husband, testified that he had known William for over fifty years. Dr. Pollingue testified that the limitations caused by William's automobile accident had been strictly physical, and that up until and during the period of time in which William had executed the will, William had been "smarter than average." Dr. Pollingue testified that William had read the newspaper every day, that he loved to read, and that he had always been "up on everything."

Dr. Howard Russell, Jr., an internist, as noted above, had begun to treat William in 1971 and continued to do so until William's death. Regarding William's head injury, Dr. Russell testified that the damage had been to the "way back part" of the brain— that there were no lasting deficits to the frontal lobes. He testified that the lingering infirmity was physical, obvious only in speech and motor defects. Dr. Russell testified that William had never exhibited signs of mental incompetence and that he had never had any problems communicating with William about his medical condition or treatment. However, Dr. Russell also testified that William had become emotionally unstable as a result of the head injury and that William was, at times, "irresponsible." He testified that William's volatile emotional state, coupled with the physical handicaps resulting from the accident, could produce "frustration" on William's part, which frustration could result in inattention to such tasks as monthly bill-paying.

Barat Pollingue testified that even after his accident, William had been an "intelligent," "independent" man. However, she also testified that William had lived with their parents after his release from rehabilitative care and that she had been taking care of William's financial affairs since 1979. She had continued to do so after William had been placed in residential care and up until his death. This notwithstanding, Pollingue testified that she was "sure" that William had been able to handle his own affairs after his accident.

Dr. Robert DeTrinis, M.D., who was qualified as an expert in the field of child, adolescent and adult psychiatry, testified regarding William's head injury and the long term effects of such an injury. Dr. DeTrinis testified that there were signs immediately after William's injury that the injury would be severe and of permanent duration. He testified that an EEG done some three months after the accident was still "abnormal," and that William's post-traumatic amnesia had lasted for more than seven days, an indication that there was only a seventy-two percent chance that William would recover his pre-injury intellectual capacity. Dr. DeTrinis described William's condition as frontal lobe syndrome with possible damage to other areas of the brain, effects of which are cognitive impairment and memory deficits. He testified that disinhibitions of action and speech and emotional lability, both exhibited by William, are symptoms of frontal lobe syndrome. Dr. DeTrinis also testified that though such individuals may continue to engage in such behavior as reading magazines or newspapers, this activity is not so much an intellectual exercise as a "perseverative and simplistic" repetition of meaningless activity—"just *664

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Bluebook (online)
802 So. 2d 660, 0 La.App. 5 Cir. 147, 2000 La. App. LEXIS 2541, 2000 WL 1536407, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-burguieres-lactapp-2000.