McCarty v. Trichel

46 So. 2d 621, 217 La. 444, 1950 La. LEXIS 986
CourtSupreme Court of Louisiana
DecidedApril 24, 1950
Docket39072
StatusPublished
Cited by24 cases

This text of 46 So. 2d 621 (McCarty v. Trichel) 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
McCarty v. Trichel, 46 So. 2d 621, 217 La. 444, 1950 La. LEXIS 986 (La. 1950).

Opinion

MOISE, Justice.

Plaintiffs take this appeal from a judgment dismissing proceedings instituted by them to have annulled and set aside a nuncupative will by public act executed by Mrs. Louise Cook Hardwick on November 26, 1946, and all proceedings taken in her succession, on the ground that “At the time of the execution of the will * * * Louise Cook Hardwick was not of sound mind and mentally incapable of executing a will.” (Art. 3, plaintiffs’ petition.) They pray that an olographic will made by the testatrix on July 18, 1946, in which they were the named legatees, be declared the last will and testament of the testatrix.

*451 Defendants filed an answer denying plaintiffs’ allegations. They contend that the testatrix was fully capable of comprehending the condition and extent of her property, and that she was fully aware of the meaning of her testamentary acts; and was conscious of the effects thereof at the time said will was executed.

The case went to trial on the merits and the district court rejected the plaintiffs’ demands and dismissed their suit. They have appealed.

The sole question presented for our determination is one of fact — whether or not the testatrix was sane at the time the will of November 26, 1946 was executed.

It is our settled jurisprudence that “Testamentary capacity is presumed, and the person attacking the will has the burden of alleging and proving lack of such capacity when the will was executed.” Succession of Stafford, 191 La. 855, at page 861, 186 So. 360, 361; Landry v. Landry, 196 La. 490, 199 So. 401; Succession of Lambert, 185 La. 416, 169 So. 453; Succession of Edgar, 184 La. 775, 167 So. 438.

In our study of this case, the following factual recital is helpful :

Mrs. Hardwick died on March 3, 1947. She had no children nor descendants or ascendants whatsoever, her only relatives being distant collaterals and a husband, against whom a suit for separation from bed and board was pending at the time of her death. Her succession was opened and her last will of November 26, 1946 was filed and ordered executed. Louisa Gregory, one of the defendants herein and a principal legatee, was named and duly qualified as executrix. Some two months later, this suit was filed by two of the legatees named in a prior will of July 18, ■ 1946, one of whom is also named as a legatee in the will of November 26, 1946, which plaintiffs seek to have declared null. The will of November 26, 1946, was executed before a Notary Public for the Parish of Orleans on the eve of a major operation for a suspected brain tumor. The operation was not successful. The testatrix did not die immediately but she never recovered from its effects.

Mrs. Hardwick, the testatrix, and her husband had had a turbulent married life. They had separated on several occasions and on March 8, 1943, she obtained a judgment of separation of bed and board from him. A reconciliation in the Fall of 1943 was followed by a new separation suit in 1946. This suit was pending at the time of her death, in fact, a summons had been issued to Mrs. Hardwick while at the Touro — the case having been set for trial on November 26, the day the will was written and the day before the operation. Mr. Hardwick was insisting on the trial of the case, in spite of Mrs. Hardwick’s predicament. Although this case had not been tried on the merits, certain phases dealing with property rights had been hotly contested. Testatrix’s husband had tried to *453 force the sale of the home and she was able to remain there only by order of court. She obtained alimony by rule. While being deeply concerned and worried over her physical condition, this constant litigation with her husband and his opposition at her every turn caused Mrs. Hardwick great mental anguish and had no good effect on her state of mind. Over a period of about three years, she had written four known wills. The final will executed on November 26, 1946, revoked all previous testaments. This is the will plaintiffs seek to have annulled. By this testament, the testatrix bequeathed all of her property equally to four legatees by universal title, namely, Louise McCarty and Louisa Gregory, named in the three wills previously written, Mrs. Katie Lee Bettis, named in the previous will of July 18, 1946, and in the last will, and Mrs. Byrd Morris Lantz, who cared for testatrix almost constantly during her illness and had accompanied her to New Orleans, and was with her when she underwent surgery on November 27, 1946. The Oklahoma attorney of testatrix and her Shreveport attorney, and Louisa Gregory were named as executors.

Testatrix was admitted to the Schumpert Sanitarium in Shreveport on September 17, 1946, at which time she had paresis of the right arm and right leg, which subsequently was shown to have been caused by a brain tumor. She was taken to New Orleans on November 14, 1946, and was first seen by Dr. Dean Echols of the Oehsner Clinic, who was head of the Department of Neuro Surgery, who diagnosed her condition as being caused by a tumor on the brain. On November 25, she was removed to the Touro Infirmary for surgery. On the night of the 26th, Mr. Rosen, of the firm of Rosen, Kammer, Wolff, Hopkins & Burke, attorneys, and who is a member of the Board of Trustees of the Touro Infirmary, was called for Mrs. Hardwick with a view of drawing her last will. Mr. Rosen saw Mrs. Hardwick and talked with her, and then called Mr. Felix H. Lapeyre, an attorney and notary with his firm, and had him call at the Touro and take Mrs. Hard-wick’s will, explaining to him that she was to go through brain surgery the following day. Mr. Lapeyre called at the hospital and there the will of Mrs. Hardwick was executed in nuncupative form.

The plaintiffs contend that Mrs. Hard-wick was habitually insane from October 27, 1946, and that this condition became progressively worse until her death and, therefore, she was of unsound mind at the time the wi.ll was executed.

The evidence shows that testatrix was a vivacious and impulsive person; that she was talented and dramatic. She had taught school, lectured, written, played dramatic parts and written radio skits — and that just before her illness she had made plans to support herself by doing radio work, writ *455 ing and lecturing. She had traveled extensively and had given travel lectures.

At the trial of this case on the merits, a number of witnesses, both medical experts and lay witnesses, gave testimony regarding the mental condition of the testatrix prior to and at the time of the execution of the will of November 26, 1946. None of the doctors who testified were present at the time of the taking of the will, and, as is usual in such cases as this, their testimony is conflicting. The witnesses for the plaintiffs, with the exception of Dr. Echols (whose testimony is most impressive) testified that, in their opinion, Mrs. Hardwick did not have the mental faculties to execute a valid will. The expert witnesses for the defendants, gave every indication that Mrs. Hardwick was in full possession of her mental faculties and capable of making a will. Dr. Echols, an outstanding Neuro Surgeon, widely known in his field, testified that in his opinion the testatrix was capable of understanding the extent of her property and her relations with those persons who might normally expect to benefit from her beneficence.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Roderick Anderson Rick, Sr. .
Louisiana Court of Appeal, 2024
Succession of Linda F. Enos
Louisiana Court of Appeal, 2020
In Re Succession of Polk
940 So. 2d 895 (Louisiana Court of Appeal, 2006)
Succession of Juliette Bijou Polk
Louisiana Court of Appeal, 2006
Succession of Wright
376 So. 2d 589 (Louisiana Court of Appeal, 1979)
Succession of Zinsel
360 So. 2d 587 (Louisiana Court of Appeal, 1978)
Succession of Patterson
329 So. 2d 925 (Louisiana Court of Appeal, 1976)
Henry v. Blakesley
329 So. 2d 925 (Louisiana Court of Appeal, 1976)
Succession of Smith
261 So. 2d 679 (Louisiana Court of Appeal, 1972)
Guidry v. Hardy
254 So. 2d 675 (Louisiana Court of Appeal, 1972)
Succession of Chopin
214 So. 2d 248 (Louisiana Court of Appeal, 1968)
Succession of Papa
192 So. 2d 854 (Louisiana Court of Appeal, 1966)
Succession of Bisso
186 So. 2d 692 (Louisiana Court of Appeal, 1966)
Succession of Gaudin
140 So. 2d 384 (Louisiana Court of Appeal, 1962)
Condon v. McCormick
134 So. 2d 619 (Louisiana Court of Appeal, 1961)
Succession of Bradford
130 So. 2d 702 (Louisiana Court of Appeal, 1961)
Succession of Vicknair
126 So. 2d 680 (Louisiana Court of Appeal, 1961)
Succession of Holland
106 So. 2d 697 (Supreme Court of Louisiana, 1958)
Succession of Roth
94 So. 2d 270 (Supreme Court of Louisiana, 1957)

Cite This Page — Counsel Stack

Bluebook (online)
46 So. 2d 621, 217 La. 444, 1950 La. LEXIS 986, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccarty-v-trichel-la-1950.