Interdiction of Taliaferro

91 So. 2d 578, 231 La. 394, 1956 La. LEXIS 1530
CourtSupreme Court of Louisiana
DecidedNovember 5, 1956
DocketNo. 42980
StatusPublished
Cited by4 cases

This text of 91 So. 2d 578 (Interdiction of Taliaferro) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Interdiction of Taliaferro, 91 So. 2d 578, 231 La. 394, 1956 La. LEXIS 1530 (La. 1956).

Opinions

HAMITER, Justice.

Willie R. Taliaferro instituted this suit to obtain a judgment decreeing the interdiction of his mother, Mrs. Eliza T. Taliaferro. The petition charged (among other things) that the defendant is 82 years of' age, unable to read, write, sign her name, or count money; that she has converted all of her real property to cash, having sold it to her daughter, Mrs. Bess Taliaferro Long, and has withdrawn her life savings from the bank, all without any apparent need or reason; and that, because of mental and physical infirmities, she is incapable of caring for either her person or property.

Answering, the defendant admitted having converted her real property to cash and having withdrawn her life savings from the bank. 'However, she averred that the money received is intact in a bank box to which she has the key. She further averred that she is fully capable of attending to herself and her affairs.

After a trial of the merits of the cause the district judge pronounced the interdiction demanded by plaintiff. As stated in assigned written reasons for the judgment he concluded “ * * * that the defendant falls within the provisions of the article 422 and should be interdicted, not for insanity but for other infirmity, as prescribed in article 422 R.C.C. * * * ” (The pertinent part of this article of the LSA-Civil Code recites: “Not only lunatics and idiots are liable to be interdicted, but likewise all persons who, owing to any infirmity, are incapable of taking care of their persons and administering their estates.”)

On this appeal the defendant complains: “The word ‘infirmity’ as used in Revised Civil Code Article 422, is a mental infirmity having relation to and affecting the capacity of an individual to administer his estate and care for his person, * * *. The Trial Court erred in pronouncing a sentence of interdiction in this case where there is absolutely no testimony as to a mental infirmity in the defendant, that renders her incapable of handling her estate and taking care of her person.”

In answer to these complaints counsel for appellee state: “We make no issue of appellant’s assertion that'only mental infirm[397]*397ities subject a person to interdiction, for we feel there is an abundance of evidence that conclusively shows Mrs. Taliaferro was mentally incompetent to understand the purport of the transactions that divested her of all her property and placed it in the hands of an unworthy and scheming daugh- ”

Accordingly, it appears that the only question to be resolved on this appeal is one of fact, namely, whether the evidence introduced discloses that the defendant is mentally incompetent to care for her person and property.

From the record we find that the defendant, a widow who is unable to read or write and was 83 years of age when this suit was instituted on October 24, 195S, has for several years resided with her daughter, Mrs. Bess T. Long. Prior to moving to her daughter’s home, and subsequent to her husband’s death, she lived with her son, Willie R. Taliaferro, the plaintiff herein. Either at the time of the removal or thereafter the mother and son became estranged, but the reason for the estrangement is not shown.

Within a month previous to the commencement of this proceeding, and which seem to have provoked it, the defendant performed certain acts relative to her property that met with plaintiff’s disapproval. Thus, she executed three separate deeds transferring to her daughter (Mrs. Bess T. Long), for a recited total cash consideration of $5,700, all of the real estate that she owned, including her interest in two tracts containing producing oil wells from which she was being paid royalties. Also, she sold 3,116 shares of $1 par value Olla State Bank stock, receiving therefor $1.50 per share or a total of $4,674; and she withdrew $1,300 from a savings account at the Citizens Progressive Bank of Columbia. Further, she attempted to withdraw savings of $3,000 on deposit in the Olla State Bank, but a six months’ notice requirement prevented the withdrawal. Subsequently, all of the mentioned funds received were delivered to Mrs. Long who placed them in a bank safety deposit box (the name and address of the bank are not disclosed) and gave- the key thereto to the defendant.

With respect to those transactions counsel for plaintiff argue: “The irrational acts in withdrawing money in savings accounts to place in a safety deposit box, disposing of her oil producing properties for a mere pittance, selling bank stock in her brother’s bank without need for the money, placing all her money and property in the hands of an unconscionable and unscrupulous daughter, and her inability to read, write or count money clearly establishes defendant’s mental incompetence to manage her estate.”

This argument does not take into consideration the testimony of Mr. A. D. Flowers, a practicing attorney at the Louisiana Bar who had represented the defendant since 1927. According to him the defendant, accompanied by Mrs. Long, came to [399]*399his office and stated that “she wanted to turn over her property to Bess.” After informing her of the limitations respecting donations inter vivos and mortis causa he advised that “the only way Bess could get legal ownership of that property was to be by a sale”, and that the consideration therefor must actually be paid. Later, the defendant returned to his office and said that she wanted to sell the property to Bess. Following a discussion of the proposed transactions he prepared the necessary deeds, counted the cash considerations paid by Mrs. Long to the defendant, and officiated as Notary in the execution of the instruments.

Mr. Flowers also stated that the defendant knew exactly what she was doing in signing the deeds and fully understood the nature and import of the transactions. On this point the following testimony is pertinent :

“Q. Now, Mr. Flowers, regardless of the consideration Mrs. Taliaferro wanted Bess to get this property. Is that correct? A. Very definitely she said so.
“Q. And she further definitely said that she didn’t want her son
“Mr. Sanders: Object to the leading question.
“Q. All right. What did she say with reference to her son? A. She said she didn’t want Bill to have a penny that she had.
“Q. Was she too much concerned as to what consideration was set forth in the deed if the property actually went to and vested in Bess Long? A. She told me that she didn’t care whether she got a dollar for it or not but I told her that I didn’t think she could give away that much property.
“Q. Did you or did you not, Mr. Flowers, advise Mrs. Taliaferro that the cash sale form was the best means to your opinion to carry into effect what she wanted to be done? A. That’s right. I followed what I thought was the best plan for her to carry out what she had told me that she wanted.
“Q. Was there any question in' your mind that Mrs. Taliaferro fully and completely understood the entire—
"Mr. Sanders: Objection to the leading question.
“A. I know she understood it. I want to add a little to my other testimony. I have known Mrs.

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209 So. 2d 363 (Louisiana Court of Appeal, 1968)
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91 So. 2d 578, 231 La. 394, 1956 La. LEXIS 1530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/interdiction-of-taliaferro-la-1956.