In Re Succession of Parham

755 So. 2d 265, 1999 WL 743950
CourtLouisiana Court of Appeal
DecidedSeptember 24, 1999
Docket98 CA 1660
StatusPublished
Cited by3 cases

This text of 755 So. 2d 265 (In Re Succession of Parham) 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 Parham, 755 So. 2d 265, 1999 WL 743950 (La. Ct. App. 1999).

Opinion

755 So.2d 265 (1999)

SUCCESSION OF Wilhilda Pabel PARHAM.

No. 98 CA 1660.

Court of Appeal of Louisiana, First Circuit.

September 24, 1999.

*266 Edward J. Deano, Jr., Mandeville, for Defendants/Appellants, Lee C. and Dorothy Grevemberg.

William J. Jones, Jr., Covington, for Defendants/Appellees, John and Philip Parham.

Salvador J. Liberto, Jr., Covington, for Defendants/Appellees, Grace Strauss.

Yvette Stucker, Isabel, Plaintiff/Appellee—Pro Se.

Before: CARTER, C.J., LeBLANC, and PETTIGREW, JJ.

*267 CARTER, C.J.

This appeal arises from a judgment in a will contest involving two statutory wills of Wilhilda Pabel Parham (Hilda Parham). The trial court found that a will executed in 1996 by Hilda Parham had not been revoked by a subsequent will executed in 1997, 34 days prior to her death. The trial court also invalidated provisions contained in the later will, which bequeathed an 85% interest in her estate to her attorney, Lee C. Grevemberg, who had prepared and notarized both wills. Lee C. Grevemberg, and his wife, Dorothy, appeal.

FACTS

On August 26, 1996, Hilda Parham executed a statutory will (the 1996 Will, attached hereto as Appendix A) which had been prepared by her attorney and friend, Lee C. Grevemberg. Hilda Parham was the widow of Claude E. Parham. Hilda had no children or siblings, and had been predeceased by her parents. The 1996 Will named Yvette Stucker as the Executrix for the estate and provided a legacy to Stucker of $1,000.00. The remainder of her estate was bequeathed to Philip and John Parham, nephews of her late husband, who resided in Oklahoma.

Philip and John Parham, and their wives, did not have regular personal visits with Hilda but maintained frequent contact with her through correspondence and phone calls. Philip's wife, Karen, and John's wife, Kathy, both indicated they had a good relationship with Hilda. Philip and John Parham's mother, Thelma Langley, also indicated she had a good relationship with her sister-in-law. Langley testified she had unsuccessfully tried to convince Hilda to move to Oklahoma after Hilda's husband died so she could be closer to the rest of the family.

Hilda was not in good health, and in December 1996, she had a portion of one of her lungs removed because of cancer. Yvette Stucker, who was a friend of Hilda's, took care of her after the surgery and took her to her radiation treatments, chemotherapy treatments, and other doctor's appointments. According to Stucker, she made sure that Hilda's prescriptions were filled, that her groceries were bought, and that her mail was read to her. Stucker and her husband both frequented Hilda's home to assist her as her illness grew worse.

Lee C. Grevemberg had handled various legal services for Hilda since 1981, including Claude E. Parham's succession and the sale of property in Arkansas. Grevemberg was not related to Hilda Parham. Grevemberg testified that prior to Hilda's 1996 Will being executed, he talked to her at least once a week and saw her approximately four or five times a year. After her 1996 Will was executed, the frequency of her phone calls increased to the point that his wife became angry. Grevemberg himself admitted her frequent phone calls to his home had become a nuisance. Grevemberg testified he also began to see her more often, usually two to three times a week, but sometimes more often. Grevemberg explained that he was just being friendly and enjoyed the conversations he had with Hilda.

Grevemberg eventually became aware that Hilda was suffering from cancer and in April 1997, at Hilda's request, he drafted a Living Will for her and he also became her agent through a power of attorney. About this same time, Hilda sent Philip and John Parham the jewelry that belonged to her and their uncle, which she kept in her safety deposit box. In a letter dated April 14, 1997, she mentioned that Lee C. Grevemberg was her attorney, and provided his address and telephone number and also informed Philip and John that Yvette Stucker was the Executrix of her estate and listed her address and telephone number. Although they were aware Hilda was not in good health, Hilda never informed Philip and John or their families that she had cancer. Kathy Parham's last phone conversation with Hilda took place on April 21, 1997, wherein she offered to *268 go and stay with Hilda, but Hilda declined the offer and explained that her friends were looking after her. Karen and Kathy Parham both indicated that all calls and messages they left for Hilda went unreturned after Kathy's last call on April 21, 1997.

As Hilda's health began to decline, Grace Strauss, a long-time friend of Hilda's, moved into Hilda's house in early June to take care of her. Strauss administered Hilda's medicine and assisted her in her daily needs. According to Strauss, as Hilda's health began to worsen, Hilda said she did not want any visitors or calls, except for Grevemberg. Although there are conflicting accounts of the circumstances surrounding Strauss's moving into Hilda's residence, the trial court found Hilda had invited her to live with her as her health worsened. Grevemberg also indicated that Hilda had expressed gratitude for Strauss's presence because Hilda feared being placed in a nursing home.

On June 20, 1997, Hilda executed another will prepared and notarized by Grevemberg (the 1997 Will, attached hereto as Appendix B). At this time, Hilda was too sick to sign the will in Grevemberg's office so he brought the paperwork and two witnesses to Hilda's house. The 1997 Will was executed in her home and witnessed by Rene and Sherri Harris, longtime friends of Grevemberg.

The 1997 Will purportedly revoked all prior wills and named Grevemberg Executor. The legacy to Stucker was increased to $5,000.00, and Hilda bequeathed all of the furnishings of her home and a 15% interest in her real estate to Grace Strauss. Grevemberg was named a legatee of all of Hilda's cash and accounts at Hibernia National Bank and of the remaining 85% interest in her real estate. The 1997 Will also contained a clause indicating that if any of the bequests made to Lee C. Grevemberg were prohibited or a conflict of interest or legal ethics because he was the Notary Public before whom the Will was executed, or he should predecease Hilda, then Dorothy Grevemberg, who was Lee C. Grevemberg's wife, would be the alternate residual legatee. When the 1997 Will was executed, Lee Grevemberg directed Hilda to scratch a line through her signature on the 1996 Will, and he then wrote "VOID" across it. The 1996 Will was never completely destroyed and eventually was returned to Lee Grevemberg, who kept it in his office.

On July 9, 1997, Elizabeth Harig, a teller at Hibernia Bank branch where Hilda kept her accounts, received a phone call from Hilda, who was in the hospital. Harig was familiar with Hilda from previous dealings with her at the bank. According to Harig, Hilda wanted Grevemberg's name added to all of her accounts so they would be joint accounts. Harig explained that if Grevemberg were to predecease her, his family would have a right of inheritance to the money in the accounts, but Hilda indicated she understood and wanted the accounts to be joint.

On July 10, 1997, Harig went to the hospital for Hilda to complete the paperwork to add Grevemberg to her accounts. When Grevemberg later went to the bank to provide the necessary information, he told Harig that the change of accounts was for tax purposes. Harig testified that at all times she was under the impression that Hilda knew what she was doing.

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Cite This Page — Counsel Stack

Bluebook (online)
755 So. 2d 265, 1999 WL 743950, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-parham-lactapp-1999.