Succession of Bradford

130 So. 2d 702, 1961 La. App. LEXIS 1121
CourtLouisiana Court of Appeal
DecidedMay 5, 1961
Docket9460
StatusPublished
Cited by18 cases

This text of 130 So. 2d 702 (Succession of Bradford) 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
Succession of Bradford, 130 So. 2d 702, 1961 La. App. LEXIS 1121 (La. Ct. App. 1961).

Opinion

130 So.2d 702 (1961)

Succession of Nora BRADFORD.

No. 9460.

Court of Appeal of Louisiana, Second Circuit.

May 5, 1961.
Rehearing Denied June 1, 1961.

*703 Love & Rigby, Shreveport, for appellant.

Brown, Fleniken & Dormer, Shreveport, for appellee.

Before GLADNEY, AYRES and BOLIN, JJ.

AYRES, Judge.

This appeal is prosecuted from judgments sustaining the validity of the last will and testament of the decedent, Nora Bradford, and approving and homologating the final accounts of the executrix and discharging her from her trust. The attack upon the will is directed to the alleged want, or lack, of testamentary capacity on the part of the testatrix at the time of its execution.

The rules of law applicable to actions of this character are well established. For instance, under the provisions of LSA-C.C. Art. 1475, one must be of sound mind to make a donation, either inter vivos or mortis causa. Testamentary capacity is always presumed until the contrary is affirmatively established by satisfactory and convincing evidence. Therefore, a legal presumption exists in favor of the validity of a will. Succession of Franz, 232 La. 310, 94 So.2d 270; Succession of Lafferanderie, 228 La. 871, 84 So.2d 442; Succession of Pizzati, 218 La. 549, 50 So.2d 189.

The issue now under consideration is therefore one of fact. The will, by private act, nuncupative in form, was dated January 16, 1948. At the time, the testatrix was 91 years of age-she died ten years later, January 19, 1958, at the age of 101 years. By the terms of her will, a daughter, Exie Bradford, was bequeathed one-third of her property, consisting of real estate valued, following her death, at $18,847.78 and a bank account of $7,487.27. The remaining two-thirds of the estate was bequeathed to the testatrix' eight children, including Exie Bradford, share and share alike. The will was probated February 6, 1958, at the instance of Exie Bradford, who was appointed and confirmed as executrix. The action to annul the will was instituted by the remaining seven children.

Plaintiffs, in the action to annul the will, specifically allege that the testatrix, at the time of the execution of the will, was purportedly suffering from senile dementia so as to render her incapable of understanding the nature of her act in making said will; that the testatrix was extremely feeble and almost completely helpless, deaf, childish, and unable to care for herself; and, hence, that the will was null and void.

The trial court, in our opinion, very correctly appraised and evaluated the testimony and concluded that the testatrix was, at the time of the execution of her will, of sufficient mental testamentary capacity. In commenting on the evidence and in formulating its conclusions, the court stated:

"The evidence shows that throughout decedent's life prior to 1946 she was a very active and shrewd business woman; she handled her own business, and never talked to her children about what she had or what she was doing. In 1946 she had reached the age of 89 years and had become feeble; her eyesight was bad; and she then `turned over her business' to her daughter Exie Bradford, and from then on this daughter would carry her mother from place to place, and looked after her temporal needs. Decedent owned a large house, which was made into apartments. Decedent resided in one of the apartments and either one or two of her children lived in other parts of the house. Exie Bradford lived nearby in a separate building.
"The opponents, children of decedent, testified that decedent did not know them and when they spoke to her she would inquire of the speaker `who is that?' and upon being told, would then *704 converse with them. These children also testified that as far back as 1946 their mother had lost her mind, but gave no facts from which the Court was justified in believing the statement to be true. None of the children, including Exie, knew that their mother had made a will until after her death. The family, including decedent, had used Mr. Otis W. Bullock as their attorney over a period of many years, and after Nora Bradford's death they came to Mr. Bullock's office for the purpose of settling up the estate, and on their arrival they were informed by Mr. Bullock that he had decedent's will in his office.
"We think perhaps Exie Bradford may have known that her mother had executed a will. She denied the matter, but testified that on January 16, 1948 she had to go to Shreveport from Belcher, Louisiana to visit a doctor; that her mother desired to come to Shreveport with her and did so, and was put out of the taxicab at Gamm's Store, where the family did their trading, and that Exie would return there later in the day for her mother; that she did so, and did not know what Nora did during the day.
"Mr. Otis Bullock, the attorney, testified that he had represented decedent's family since 1937; that in January 1948 Nora Bradford came to his office to see about making a will; that no one was present during the discussion. He states that decedent advised him that she owned a half interest in certain property and that her deceased husband had inherited certain property in which she had no interest, and that she wanted to give a part of her property to her daughter Exie; that he explained to her the law relative to forced heirship, and she then stated that she wanted to give Exie all that the law allowed. Mr. Bullock then called Mrs. Hassler, his secretary, and gave her the data to prepare the will. After the will was prepared she came back into Mr. Bullock's private office where he and Nora Bradford had been in conversation; he then explained the will to Nora; then they repaired to the library and called in the witnesses, where the will was finally read and signed; that he had seen Nora Bradford in 1952, when she executed an oil and gas lease to Mr. Trahan, and had seen her in the fall of 1957; that while Nora Bradford was old, hard of hearing, and nearly blind, she was in possession of her faculties.
"There were several other witnesses who transacted business with Nora Bradford respecting oil and gas leases, farm leases, etc., and all of them testified that Nora Bradford seemed to know what she was doing. There is no evidence by opponents pinpointing Nora Bradford's mental condition on January 16, 1948, other than that she was old and infirm, hard of hearing, and nearly blind. The evidence by proponents proves conclusively that on January 16, 1948 Nora Bradford had mental testamentary capacity."

We may add, too, that we were also greatly impressed with the testimony of Mr. Bullock, an active, distinguished, learned, and honorable member of the Shreveport Bar for half a century.

In determining the validity of a will, the trial court's findings of fact are entitled to great weight and should not be disturbed unless clearly or manifestly erroneous. Succession of Franz, supra; Succession of Pizzati, supra; McCarty v. Trichel, 217 La. 444, 46 So.2d 621

The true test of testamentary capacity is whether, at the time of making a will, the testatrix is of sufficient mind to understand the nature of the testamentary acts and appreciate their effects, or the ability to comprehend the condition of her property and her relation to those who may naturally expect to become the object *705 of her bounty. Kingsbury v. Whitaker, 32 La.Ann. 1055; Succession of Bey, 46 La.Ann. 773, 15 So. 297, 24 L.R.A. 577; McCarty v. Trichel, supra; Succession of Moody, 227 La. 609, 80 So.2d 93; Succession of Lafferanderie, supra.

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Bluebook (online)
130 So. 2d 702, 1961 La. App. LEXIS 1121, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-bradford-lactapp-1961.