Matter of Succession of Chaney

413 So. 2d 936, 1982 La. App. LEXIS 7242
CourtLouisiana Court of Appeal
DecidedApril 13, 1982
Docket14688
StatusPublished
Cited by6 cases

This text of 413 So. 2d 936 (Matter of Succession of Chaney) 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
Matter of Succession of Chaney, 413 So. 2d 936, 1982 La. App. LEXIS 7242 (La. Ct. App. 1982).

Opinion

413 So.2d 936 (1982)

In the Matter of the SUCCESSION OF Ernest L. CHANEY, Sr.

No. 14688.

Court of Appeal of Louisiana, First Circuit.

April 13, 1982.
Rehearing Denied May 25, 1982.

*937 Robert E. Kleinpeter, Baton Rouge, for plaintiff-appellant Ernest L. Chaney, Jr.

Mary Olive Pierson, Baton Rouge, for defendant-appellee Willis I. Chaney, Sr. and Edith Chaney Hudson.

Before COVINGTON, COLE and WATKINS, JJ.

COLE, Judge.

The issues presented here are whether or not defendants have proven the facts upon which plaintiff's disinherison was based, and if so, whether or not plaintiff has proven the testator forgave him.

The facts are as follows. Ernest L. Chaney, Sr., (herein referred to as the testator) died on February 14, 1980, and left a statutory will wherein he disinherited his son, Ernest L. Chaney, Jr. (herein referred to as plaintiff). He stated in the will the disinherison was based upon La. Civil Code art. 1621(1) and (2) which reads as follows:

"The just causes for which parents may disinherit their children are ten in number, to-wit:
1. If the child has raised his or her hand to strike the parent, or if he or she has actually struck the parent; but a mere threat is not sufficient.
2. If the child has been guilty, towards a parent, of cruelty, of a crime or grievous injury."

The will, dated September 21, 1979, executed before a notary and two witnesses, left 1/18th of the estate to Gail Chaney (a granddaughter) and the remainder to his other children, Willis I. Chaney, Sr., and Edith Chaney Hudson. The will read in pertinent part as follows:

"On numerous occasions over the previous years, Ernest L. Chaney, Jr. has *938 cursed me, ordered me from his home and struck me requiring that law enforcement officers be called. More specifically and on February 13 and 14 of 1977, Ernest L. Chaney, Jr. cursed me, ordered me from his home in Mississippi and told me he did not desire to care for me any longer and would prefer if I went back to Baton Rouge. In addition to this, on the 20th day of July, 1979, Ernest L. Chaney, Jr. and his sons cursed and struck me, causing injuries to me, for no reason whatsoever; also during the lifetime of my deceased wife and his mother, Ernest L. Chaney, Jr. was guilty of cruelty toward her, struck her on many occasions and cursed her violently. Ernest L. Chaney, Jr. has been guilty of all of this cruelty on numerous occasions inspite of my efforts and the efforts of my deceased wife to be kind to him, provide him with all of the necessities of life and provide him with guidance in raising his family. It is my desire that he be disinherited from my estate and deprived of his forced legitime."

The will was probated by the district court. Plaintiff, Ernest Chaney, Jr., then filed suit to have his legitime enforced and named as defendants Willis Chaney, Sr., (individually and as the executor of the Estate of Ernest L. Chaney, Sr.), and Edith Chaney Hudson. Prior to trial the parties stipulated to certain facts such as the date of the testator's death, the identity of the heirs, and most importantly, the testator "had the legal mental capacity to execute the will" dated September 21, 1979. Evidence presented at trial related mainly to the alleged striking incident of July 20, 1979.[1] After hearing the evidence the trial court rendered judgment in favor of the defendants and upheld the validity of the disinherison portion of the will. Plaintiff then filed this appeal.

In written reasons for judgment the trial court noted under Civil Code art. 1624 the testator must state in his will the reasons for the disinherison and the other heirs must prove the facts on which the disinherison is founded. Therefore, the defendants have the burden of proving Ernest Chaney, Jr. either struck the testator or was guilty of other acts of cruelty. Once either allegation is proven the disinherited heir bears the burden of proving forgiveness or reconciliation so as to revoke the disinherison. Otherwise the disinherison will be upheld.

Plaintiff complains of four errors committed by the trial court. First, plaintiff contends because the testator listed several reasons for the disinherison, the other heirs must prove the facts to support each and every reason in order to uphold the disinherison provisions. This argument is totally without merit. La. Civil Code art. 1621, cited above, provides ten causes for which parents may disinherit their children. The testator singled out two causes and then recited facts to support both. Proof of either one of the causes is sufficient.

We agree with defendants-appellees this case is no different from a tort action wherein the plaintiff alleges several acts of defendant's negligence have caused his injuries. If plaintiff can prove any one of the acts alleged he has sustained his burden of proof. Similarly, a plaintiff in a suit for separation from bed and board might allege several grounds under La. Civil Code art. 138. The plaintiff will prevail if he or she is able to prove any one of the grounds alleged. A plaintiff who out of abundance of caution urges multiple grounds is not penalized by having to prove each and every one of them.

The trial court concluded the heirs had proven by a preponderance of the evidence plaintiff struck his father on July 20, 1979, and proof of this act was sufficient to uphold the disinherison provisions. We agree.

*939 Second, plaintiff contends the trial court erred in granting greater weight to the testimony of the defendants and their witnesses rather than the testimony of the plaintiff and his witnesses. The following facts were established at trial and are largely undisputed. The testator, age 89, had been residing alternatively at the home of each of his three children, spending approximately two weeks with each. At the time of this incident the testator was residing with plaintiff at his home in Mississippi. On the night of July 19, 1979, plaintiff awakened and discovered the testator had left the house. Plaintiff's two sons got a flashlight, searched the area and found the testator lying on the ground in the back yard, about six feet from a barbed wire fence. Plaintiff called Willis at approximately 1:00 A.M. and shortly thereafter plaintiff, his wife and son Wade delivered the testator to Willis' house in Baton Rouge.

There was conflicting testimony as to the nature of the phone conversation. Myra Chaney, Willis' wife, stated she answered the phone and could hear "papa" (the testator) in the background saying he wanted Willis to come get him. Willis testified plaintiff called and said he couldn't put up with the testator any longer and was going to bring him to Baton Rouge. Plaintiff testified he called Willis only at the testator's request although when Willis was reached the testator refused to talk to him. Plaintiff stated he then told Willis it would be best if the testator came to Willis' house that night.[2]

Testimony also conflicted as to the circumstances surrounding his arrival at Willis' house. Willis and his family testified there was much yelling and commotion by the testator and the plaintiff, and the testator said he had been beaten up by plaintiff and his sons. Plaintiff and his wife both denied any ruckus occurred and knew nothing of the testator's accusations that he had been beaten up.

Of primary importance is the testimony concerning the testator's physical condition when he arrived at Willis' house.

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Bluebook (online)
413 So. 2d 936, 1982 La. App. LEXIS 7242, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-succession-of-chaney-lactapp-1982.