In Re Succession of Fisher

970 So. 2d 1048, 2007 WL 2713353
CourtLouisiana Court of Appeal
DecidedSeptember 19, 2007
Docket2006 CA 2493
StatusPublished
Cited by5 cases

This text of 970 So. 2d 1048 (In Re Succession of Fisher) 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 Fisher, 970 So. 2d 1048, 2007 WL 2713353 (La. Ct. App. 2007).

Opinion

970 So.2d 1048 (2007)

SUCCESSION OF Vera Ferguson FISHER.

No. 2006 CA 2493.

Court of Appeal of Louisiana, First Circuit.

September 19, 2007.

*1049 Mark R. Callender, Baton Rouge, Counsel for Plaintiffs/Appellants Guy Bruno, Jr., Charles H. Fisher, Christian Kijora as the Successor of Mary Ann Kijora, John Robert Fisher, J.W. Bruno, Margaurite Brueck, and Carl Glen Ferguson.

Linda S. Melancon, Prairieville, Counsel for Defendants/Appellees Plaine Toups, Priscilla Newman, Laverne Parnell, Juanita Barbay, Huey Simms, and Lee Gilchrist.

*1050 Dana K. Larpenter, Plaquemine, Counsel for Defendant Masonic Lodge of Plaquemine.

Paul Borron, III, Plaquemine, Counsel for Defendant First Methodist Church.

Before: GAIDRY, McDONALD, and McCLENDON, JJ.

McCLENDON, J.

Plaintiffs appeal a summary judgment rendered in favor of defendants dismissing their petition to annul a testator's will due to lack of testamentary capacity and undue influence. For the reasons that follow, we reverse the judgment and remand the matter to the trial court for further proceedings.

FACTUAL AND PROCEDURAL HISTORY

The Fishers were an elderly married couple who had no children. Their closest living relatives primarily consisted of various nieces and nephews who visited them often. In April 1986, Mrs. Fisher executed her will. Therein, she bequeathed her entire estate to her husband; however, in the event he predeceased her, her estate was to be divided among various family members, including certain nieces and nephews.

In 1999, the Fishers hired Elaine Toups. Initially, Ms. Toups' job was to prepare meals and run errands for the Fishers. However, following the recurrence of Mr. Fisher's cancer, Ms. Toups ultimately became the Fishers' paid caregiver/sitter and routinely stayed overnight in their home.

On April 12, 2000, Mrs. Fisher executed a new will. Therein, she again manifested her desire to leave her entire estate to her husband. However, in the event he predeceased her, she bequeathed her home to her nephew, Guy Bruno, Jr., $25,000 to her church, and $25,000 to Ms. Toups. Subject to these particular legacies, the remainder of her estate was to be divided among the Fishers' nieces and nephews.

On April 25, 2002, the Fishers executed reciprocal wills wherein each bequeathed their entire estate to the other. In the event her husband should predecease her, Mrs. Fisher's will granted eight particular legacies of $50,000. Subject to these bequests, and in contrast to her prior wills, Mrs. Fisher bequeathed the remainder of her vast estate to Ms. Toups.

On January 22, 2003, five days after Mr. Fisher's death, Mrs. Fisher again met with her longtime attorney to execute a new will. In this will, Mrs. Fisher made specific bequests of $50,000 to her church and $40,000 to Ms. Toups, in addition to granting substantially lesser amounts to five other individuals. Mrs. Fisher then bequeathed one-half of the residue of her estate to her nieces and nephews and the other half to Mr. Fisher's nieces and nephews. On this date, Mrs. Fisher also executed a power of attorney in favor of her cousin, Curtis Larson.

Less than two weeks later, Mrs. Fisher contacted another attorney, at Ms. Toups' behest, and had him draft yet another will. While omitting any provision in favor of her husband who had just died, this new will, dated February 3, 2003, was essentially identical to her April 2002 will. Hence, Ms. Toups was once again made Mrs. Fisher's universal legatee. At this time, Mrs. Fisher also executed an instrument to revoke the power of attorney that she had granted to her nephew, Guy Bruno, Jr. This document was apparently the product of some confusion on Mrs. Fisher's part since she had granted power of attorney to her cousin, Curtis Larson, not her *1051 nephew.[1] Mrs. Fisher then proceeded to grant a power of attorney in favor of Ms. Toups.

On February 5, 2003, Mrs. Fisher executed her last known will. This final will was essentially the same as the one she had executed two days earlier, except that it contained an additional provision specifying that each bequest would be subject to a reduction for taxes due as a result of the bequest as well as a pro rata share of the attorney fees, executrix fees, and other succession costs.

Upon learning that Mrs. Fisher had changed her will to exclude her family members and to favor Ms. Toups, two of her nephews instituted interdiction proceedings. Mrs. Fisher subsequently was interdicted and a restraining order was issued against Ms. Toups enjoining her from having any further contact with Mrs. Fisher. Following entry of the order, Ms. Toups had to be forcibly evicted from Mrs. Fisher's home by police officers.

In the interim, Mrs. Fisher's nephews also filed a separate suit in their capacity as curator and undercurator of Mrs. Fisher, naming Elaine Toups as defendant. That suit sought to annul Mrs. Fisher's February 5, 2003 will, as well as the power of attorney granted in favor of Ms. Toups. The nephews alleged that Mrs. Fisher did not possess the requisite capacity to comprehend the nature and consequences of her acts. They also alleged that Mrs. Fisher's estate consisted of approximately two million dollars in liquid assets, and that Mrs. Fisher executed the pertinent documents only as a result of Ms. Toups' ability to have undue influence over her. These claims were still pending when Mrs. Fisher died on June 27, 2005.[2]

Within eight and a half hours of Mrs. Fisher's death, Ms. Toups filed a petition to probate her February 5, 2003 will.[3] On July 1, 2005, two of Mrs. Fisher's nephews filed an emergency petition seeking to annul the will. On August 22, 2005, an amended petition to annul was filed, adding all of the Fishers' nieces and nephews as plaintiffs and adding as named defendants eight purported legatees of Mrs. Fisher's February 5, 2003 will. Again the plaintiffs claimed that Mrs. Fisher lacked the requisite capacity to execute the will and/or that she had been unduly influenced by Ms. Toups.

Thereafter, Ms. Toups and several other legatees of the will filed a motion for summary judgment seeking to dismiss the plaintiffs' petition to annul, claiming that there was no genuine issue of material fact "relating to the questions of incapacity or undue influence." In support of their motion, the defendants primarily relied on the affidavits of the two attorneys who had drafted wills for Mrs. Fisher in 2003, as well as the affidavits of some of the witnesses to those wills who stated that Mrs. Fisher seemed competent and did not appear to be under the influence of anyone.

In opposing the defendants' motion, the plaintiffs submitted the affidavits of numerous individuals. En masse, the affiants asserted Mrs. Fisher greatly feared being placed in a nursing home, yet her family members had absolutely no intention of ever putting her in one. Nevertheless, Ms. Toups repeatedly told Mrs. Fisher *1052 the falsehood that her relatives were planning to take her money and put her in a nursing home, thereby causing Mrs. Fisher to be continually upset and fearful.[4] They further maintained that Ms. Toups had gained complete control over the Fishers by September 2002, that she controlled all of their finances, and denied Mrs. Fisher access to her checkbook and to her money. They further claimed that Ms. Toups isolated Mrs. Fisher from her family by prohibiting her from speaking to her relatives on the phone and restricting their visits with her. When they did visit, Ms. Toups would not allow them to be alone with Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
970 So. 2d 1048, 2007 WL 2713353, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-fisher-lactapp-2007.