In Re Succession of Deshotels

735 So. 2d 826, 1999 WL 304925
CourtLouisiana Court of Appeal
DecidedMay 12, 1999
Docket98-1467
StatusPublished
Cited by7 cases

This text of 735 So. 2d 826 (In Re Succession of Deshotels) 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 Deshotels, 735 So. 2d 826, 1999 WL 304925 (La. Ct. App. 1999).

Opinion

735 So.2d 826 (1999)

SUCCESSION OF Hilda Tate DESHOTELS.
Jacqueline Deshotels Cashen— Appellant.

No. 98-1467.

Court of Appeal of Louisiana, Third Circuit.

May 12, 1999.

*827 John Henri Pucheu, Eunice, for Jacquelyn Deshotel Cashen.

Jonathan C. Vidrine, Ville Platte, for Loretta Deshotel.

Before DECUIR, SULLIVAN, and GREMILLION, Judges.

SULLIVAN, Judge.

Jacqueline Deshotels Cashen appeals the dismissal on summary judgment of her opposition to the probate of her mother's will. For the following reasons, we affirm.

Facts and Procedural History

Hilda Tate Deshotels died on August 16, 1997 at the age of eighty-four. Mrs. Deshotels was survived by her adopted daughter, Jacqueline, and her biological daughter, Loretta A. Deshotels. On January 9, 1997, Mrs. Deshotels executed a statutory will in which she bequeathed her entire estate, less several items of furniture, to Loretta.

Jacqueline opposed the probate of the will, alleging that Mrs. Deshotels lacked testamentary capacity or, in the alternative, was subjected to undue influence from Loretta. Loretta then filed a motion for summary judgment, attaching as exhibits the depositions of the attorney who prepared the will, the witnesses to the will, and the sitters who cared for Mrs. Deshotels before her death. Jacqueline's opposition to the summary judgment included the depositions of Mrs. Deshotels' doctor and Loretta's roommate, who drove Mrs. Deshotels to her attorney's office for an appointment about the will. Near the close of business on the day before the summary judgment hearing, Jacqueline also filed into the record and faxed to opposing counsel the affidavits of three of Mrs. Deshotels' relatives.

The trial court refused to consider the affidavits filed by Jacqueline, finding that they were served on opposing counsel without proper notice to respond. After reviewing the depositions, the trial court concluded there was no genuine issue of material fact that Jacqueline would not be able to produce the clear and convincing evidence required to invalidate the will. On appeal, Jacqueline assigns as error (1) the trial court's failure to consider the affidavits; (2) the trial court's conclusion that Mrs. Deshotels' doctor's opinion as to her mental capacity had no factual foundation; (3) the trial court's failure to recognize that the deposition evidence revealed a genuine issue of material fact; and (4) the trial court's failure to recognize that the affidavits, together with the depositions, created a genuine issue of material fact.

Opinion

Standard of Review

Appellate courts review summary judgments de novo, applying the same criteria as the trial court in deciding whether or not summary judgment should be granted. Schroeder v. Board of Supervisors, 591 So.2d 342 (La.1991).

La.Code Civ.P. art. 966(A)(2) provides: "The summary judgment procedure is designed to secure the just, speedy, and inexpensive determination of every action, except those disallowed by Article 969. The procedure is favored and shall be construed to accomplish these ends." A motion for summary judgment "shall be rendered forthwith if the pleadings, depositions, *828 answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to material fact, and that mover is entitled to judgment as a matter of law." La.Code Civ.P. art. 966(B).

Deposition Testimony

The testament in question was prepared by Thomas Fuselier, an attorney practicing in Mamou, Louisiana. In his deposition, Mr. Fuselier stated that he had known Mrs. Deshotels all of his life. He had also performed legal work for Mrs. Deshotels and her late husband, Darby, including a donation of their principal residence to Loretta before Mr. Deshotels' death. At the time of that donation, both Mr. and Mrs. Deshotels told Mr. Fuselier of their desire to provide more for their natural daughter, Loretta, than for Jacqueline, whom "they felt they had given a lot to." On other occasions (unrelated to either the donation or the will), Mrs. Deshotels discussed with Mr. Fuselier her desire to favor Loretta over Jacqueline. Mrs. Deshotels explained that she and her husband had taken in Jacqueline, who was the child of Mr. Deshotels' brother, when Jacqueline's mother abandoned her. Mrs. Deshotels believed that they had provided Jacqueline with a good life and home, but that Jacqueline was unappreciative and caused disturbances in the family. Mr. Fuselier recalled Mrs. Deshotels stating that she felt she had done enough for Jacqueline and it was time to take care of Loretta. Mr. Fuselier was aware that Jacqueline and Loretta had received cash gifts from their parents, including a gift of $30,000 to each daughter in one year.

Mr. Fuselier met with Mrs. Deshotels twice about her will. At the first visit, Mrs. Deshotels was accompanied by Mary Ayo, Loretta's roommate. Ms. Ayo, who appeared to be friendly with Mrs. Deshotels, attended the meeting, but did not participate when they discussed the substance of the will. After Mrs. Deshotels told Mr. Fuselier that she wanted to leave her entire estate to Loretta, except the specific bequests, Mr. Fuselier suggested that Jacqueline might challenge the will. Mrs. Deshotels replied that she "wouldn't be around then," "that's where she wanted it to go," and "so be it." Even though he anticipated that the will might be challenged, Mr. Fuselier saw no need for a medical opinion about Mrs. Deshotels' capacity.

Mrs. Deshotels returned to Mr. Fuselier's office a few days later to sign the will. Mr. Fuselier first questioned Mrs. Deshotels about where she was, what she was doing, and whether she understood the consequences of her actions. He asked her to repeat her instructions about the will and whether she had changed her mind. Again, she replied that she wanted everything to go to Loretta. Mr. Fuselier was not surprised about the contents of the will because Mrs. Deshotels had previously related the same intentions to him. Mr. Fuselier admitted that Mrs. Deshotels was not as sharp as she once was, but he, nonetheless, believed her to be competent and in full control of her faculties. When asked whether anyone suggested that either Loretta or Ms. Ayo tried to influence Mrs. Deshotels, he responded that the will appeared to be Mrs. Deshotels' decision.

The will was witnessed by two legal secretaries, Leisa Deshotel and Maria Yeager, and by the sitter who drove Mrs. Deshotels to the law office that day, Veniter Joyce Duplechain. Both secretaries agreed that Mrs. Deshotels responded appropriately when asked about whether she knew what day it was and why she was at the office. According to Leisa Deshotel, Mrs. Deshotels appeared insulted that Mr. Fuselier asked her those questions.

Ms. Duplechain testified that Mr. Fuselier read the will aloud as Mrs. Deshotels followed with a copy. He then asked if this was what she wanted, and she answered that it was and that no changes would be necessary. Upon leaving Mr. Fuselier's office, Ms. Duplechain took Mrs. Deshotels to her sister's home. There, Mrs. Deshotels remarked about the will, "I *829 know Jackie won't be happy." She also commented that Jacqueline had a husband who could give her "the good life," but that Loretta was not married and would have to work for everything until she retired. Ms. Duplechain believed that Mrs. Deshotels understood what she was doing that day.

Dr. Wayne LaHaye was Mrs. Deshotels' family physician as well as her nephew. Dr.

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Cite This Page — Counsel Stack

Bluebook (online)
735 So. 2d 826, 1999 WL 304925, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-deshotels-lactapp-1999.