In Re Succession of Crawford

923 So. 2d 642, 2005 WL 2320696
CourtLouisiana Court of Appeal
DecidedSeptember 23, 2005
Docket2004 CA 0977
StatusPublished
Cited by6 cases

This text of 923 So. 2d 642 (In Re Succession of Crawford) 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 Crawford, 923 So. 2d 642, 2005 WL 2320696 (La. Ct. App. 2005).

Opinion

923 So.2d 642 (2005)

SUCCESSION OF Patricia Lee Davis CRAWFORD.

No. 2004 CA 0977.

Court of Appeal of Louisiana, First Circuit.

September 23, 2005.

Richard M. Michalczyk, Cronvich, Wambsgans & Michalczyk, Metairie, for Defendant-in-Rule/Appellee Alwynn J. Cronvich, Executor of the Succession of Patricia Crawford.

*643 Harold E. Molaison, Bruce A. North, Molaison & Greenberg, L.L.C., Gretna, for Plaintiff-in-Rule/Appellant Garrett Crawford.

Before: PARRO, KUHN, and WELCH, JJ.

PARRO, J.

Garrett Crawford, son of the decedent/testatrix, appeals from a summary judgment in favor of the executor of his mother's succession, dismissing his rule to oppose or annul the testamentary documents executed by his mother on the grounds that he did not establish that he could meet his burden of proof at trial by clear and convincing evidence that the testatrix lacked testamentary capacity. For the following reasons, the judgment is affirmed.

Factual and Procedural Background

On June 28, 2002, Patricia Lee Davis Crawford, who was suffering from cancer, executed a statutory testament, which, in pertinent part, provided:

I have been married but twice .... There were no children born of the first marriage and there was one child born of the second marriage, namely, Garrett Glen Crawford, II. I have had no other children, have adopted no one, nor have I been adopted. I have not seen my son since 1995 and I hereby disinherit him and leave nothing to him.

She followed with particular legacies to John B. Wascom and the Bridge House. In this testament, the "rest and remainder of [her] estate" was bequeathed to the Mississippi Gulf Coast Community College Foundation, Inc. to provide scholarships for needy students attending Mississippi Gulf Coast Community College at the Perkinston campus.

The testament was revised by a codicil, in olographic form, dated August 1, 2002, in which Ms. Crawford revoked the legacy to Mr. Wascom, since the automobile previously bequeathed to him had been stolen. She added particular bequests to Kim Thibodaux of her pet dog and a specified sum of money for the care of the dog. Otherwise, the provisions of her June 28, 2002 testament remained unchanged. Ms. Crawford died shortly afterwards on August 22, 2002.

After these documents were submitted for probate by the named testamentary executor, Ms. Crawford's only child, Garrett Crawford (Garrett), moved to annul the probated statutory testament and the olographic codicil pursuant to LSA-C.C.P. art. 2931, on the ground that Ms. Crawford lacked the requisite capacity to execute the testamentary documents. His objection was based on an incurable mental condition — schizophrenia with paranoia—that Ms. Crawford had been diagnosed with some years earlier, which he alleged had made her delusional about him and rendered her incapable of rational decisions concerning the disposition of her property to him.

Subsequently, the succession representative moved for summary judgment on the issue of capacity. In support of his motion, the succession representative offered the affidavits of the following individuals, all of whom declared that they had had contact with Ms. Crawford during the last year of her life: Dr. Michael Mahoney (Ms. Crawford's treating psychiatrist), Alma Lee Carpenter (her half-sister), James H. Lee (her half-brother), Sara Lee (her sister-in-law), Tammy Marshall (her banker), Brian T. Bernos (her attorney's legal assistant), Alwynn J. Cronvich (the independent testamentary executor of her succession), Richard M. Michalczyk (her attorney and notary), Kimberly Thibodaux *644 (an employee of Progressive Funeral Services), and Donna and David Hodge (her neighbors and landlords).

Dr. Mahoney, a psychiatrist employed by the Jefferson Parish Mental Health Center, averred that he had treated Ms. Crawford when she was briefly hospitalized for an "episode" in 1999. Afterwards, he continued to see her on an out-patient basis every three months, with the last visit occurring two months prior to her death. In Dr. Mahoney's opinion, after her release from the hospital in 1999, Ms. Crawford "had no further episodes, was capable of taking care of her own affairs, making her own decisions, writing Wills, was no danger to herself or others, and was sane."

Ms. Carpenter declared that she and Ms. Crawford communicated by telephone at least three times each week when they were not together. She had visited and lived with Ms. Crawford during Thanksgiving 2001 and March, June, and August 2002, and was living with Ms. Crawford when she died. During the time that she communicated and lived with her, Ms. Crawford "attended to all of her own affairs, paying bills, making appointments, purchasing the mobile home, and making arrangements for renting the property on which the mobile home was to be placed, and decisions on all other matters that might have been necessary." According to Ms. Carpenter, Ms. Crawford "was capable of attending to all of her own affairs and was as balanced and sane as anyone [she] had ever known."

Mr. Lee said he had visited with Ms. Crawford on many occasions during the last years of her life and had spoken with her frequently by telephone. He stated that "at all times that he was in contact with [Ms. Crawford] she was coherent, was capable of making her decisions, and did so; she was in control and clear in her thinking; to say that she was anything but sane is absurd." Aware of the serious nature of her illness, she told him where she wished to be buried and gave him a letter with instructions for her funeral and burial, a copy of which was attached to his affidavit. Her letter closed with the comment, "I do not care for flowers—flowers are for the living."

Sara Lee also said that she had visited Ms. Crawford on several occasions and had spoken with her frequently by telephone. She stated that Ms. Crawford "made her own decisions and was capable of doing so;... was an intelligent lady and was aware of everything at her death and was sane."

The executor of her succession, Alwynn J. Cronvich, averred that Ms. Crawford first contacted him in October 2001, after learning that she had cancer, and asked him to administer her estate. He lived in Mississippi, and referred her to Mr. Michalczyk to explain Louisiana's forced heirship and succession law and to discuss the provisions of her will. She discussed her illness with Mr. Cronvich and gave him explicit instructions concerning her burial. Mr. Cronvich stated she was competent to write a will, noting:

Appearer has had many contacts with persons suffering from mental illnesses, and has represented clients in interdiction and commitment proceedings over the years; Mrs. Crawford exhibited none of the symptoms of a person suffering from Schizophrenia or paranoia.

Mr. Michalczyk declared that he had advised Ms. Crawford on the laws of succession and forced heirship. According to Mr. Michalczyk, she understood the purpose for writing a testament and was decisive and clear in her intentions pertaining to her testament. Ms. Crawford had informed him that she wanted the bulk of her estate to go to charity. She was also interested in the care of her pet dog. He *645 said Ms. Crawford was adamant that no bequest be made to her son, and requested that the testament contain language specifically disinheriting him. Mr. Michalczyk averred that the "statutory Will was read by [him], it was clearly understood and it was not complicated." He explained that the testament and codicil reflected Ms. Crawford's intention. His legal assistant, Brian T.

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Cite This Page — Counsel Stack

Bluebook (online)
923 So. 2d 642, 2005 WL 2320696, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-crawford-lactapp-2005.