Succession of Braud

646 So. 2d 1168, 1994 WL 646320
CourtLouisiana Court of Appeal
DecidedNovember 17, 1994
Docket94-CA-0668
StatusPublished
Cited by13 cases

This text of 646 So. 2d 1168 (Succession of Braud) 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 Braud, 646 So. 2d 1168, 1994 WL 646320 (La. Ct. App. 1994).

Opinion

646 So.2d 1168 (1994)

SUCCESSION OF Norma Reil De Rouen BRAUD.

No. 94-CA-0668.

Court of Appeal of Louisiana, Fourth Circuit.

November 17, 1994.
Rehearing Denied January 18, 1995.

Jerome P. Halford, Joseph M. Neilson, New Orleans, for appellants.

Ronald D. Bodenheimer, George S. Hesni, II, Leigh Ann Wall, Bodenheimer & Hesni, Gretna, for appellee.

Before CIACCIO, LOBRANO and PLOTKIN, JJ.

PLOTKIN, Judge.

The issue in this appeal is the validity of an olographic will. Plaintiff Evangeline M. Vavrick, the executrix named by the decedent in a prior will, contends that the testator *1169 lacked sufficient testamentary capacity and/or was unduly influenced by defendant Thelma Bodenheimer, executrix in the will accepted for probate. Specifically, Ms. Vavrick contests a trial court judgment which admitted into probate an April 20, 1993 olographic will written by decedent Norma Reil DeRouen Braud and recalled and vacated a July 21, 1993 order probating a October 30, 1992 statutory will. We affirm.

Facts

Ms. Braud, who died on July 19, 1993, executed at least seven different wills during the last thirteen years of her life. The first four of those wills were dated March 25, 1980; April 17, 1980; September 13, 1991; and December 10, 1991. All four of those wills were prepared by Ms. Vavrick in statutory form; further, those four wills all contained similar provisions leaving particular legacies to Ms. Braud's two first cousins, Rita Wetta Adams and Mary Althea Wetta Talbot, and leaving all or most of the remainder of Ms. Braud's property to St. Henry's Catholic Church. Both the September 13, 1991 will and the December 10, 1991 will also left particular legacies to Marilyn Barbara Rose, while the September 13, 1991 will also left a particular legacy to Ms. Braud's cousin Daniel Schwartz.

On October 5, 1992, Ms. Braud executed an olographic will in which she left particular legacies to Barbara Rose, Daniel Schwartz Jr., "Martha," and "Linda," then left the balance of her estate to her "faithful and devoted companion," Ellie T. Hanners. About three weeks later, on October 30, 1992, Ms. Braud executed another statutory will, prepared by Ms. Vavrick, in which she left particular legacies to Rita Wetta Adams and Mary Althea Wetta Talbot; that will directed that 50 percent of the balance of the estate go to Thelma T. Bodenheimer, and that the remaining 50 percent be shared between Rita Wetta Adams, Mary Althea Wetta Talbot, Daniel Schwartz Jr., Marilyn Barbara Rose, and St. Henry's Catholic Church. The final will was an olographic will executed April 20, 1993, in which Ms. Braud left all her remaining property after the payment of just debts and funeral expenses to Thelma Bodenheimer; that will was witnessed by Marilyn Barbara Rose and Dominque Morgan.

After Ms. Braud's death, Ms. Vavrick, who was named co-executrix along with Ms. Bodenheimer in the October 30, 1992 statutory will, had the October 30, 1992 will probated. Additionally, Ms. Vavrick filed a rule to show cause why Ms. Bodenheimer should not be disqualified as co-executrix for breach of fiduciary duty and requested an accounting from Ms. Bodenheimer. Meanwhile, Ms. Bodenheimer filed a petition to probate the April 20, 1993 olographic will. Ms. Bodenheimer also filed a rule to show cause why Ms. Vavrick should not be recused and for a stay order. The trial judge rendered judgment probating the April 20, 1993 olographic will and recalling the order probating the October 30, 1992 statutory will. Ms. Vavrick appeals that judgment.

In his reasons for judgment, the trial judge stated as follows:

Whether justified or not, Mrs. Braud became fearful that Mrs. Vavrick and her cousins desired to place her in a nursing home. She became thoroughly disaffected with them, and rewrote her will removing them as executor and legatees.
The vast preponderance of the evidence compels the conclusion that she did not lack testamentary capacity. Indeed she was anxious and depressed. After all, she knew she was suffering from terminal cancer. But even the opponents' expert, Dr. Pardue, found her oriented, and not grossly confused on September 30, 1992. She testified that people suffering from dementia typically have good days and bad. I do not believe that depression can be equated with a lack of testamentary capacity.
I conclude that there existed between decedent and Dolly Bodenheimer a relationship of confidence within the meaning of C.C.P. Art. 1483. Imposing on the opponents only the burden of proving undue influence by a simple preponderance, their case fails. Again the evidence compels the conclusion that decedent was not susceptible to undue influence. Very much to the contrary, she kept a close watch over her affairs and the decision concerning her *1170 property were entirely hers. I was particularly impressed by the testimony of Barbara Rose.

In her brief filed in this court, Ms. Vavrick lists 19 entries in her "Syllabus," sets out 18 "Specifications of Error," and poses 10 questions in her "Issues Presented" section. However, none of the issues are formally briefed; instead, Ms. Vavrick relies on a lengthy "Statement of the Case" and a short "Argument" section, which makes no citations to statutory or jurisprudential law. Ms. Vavrick admits, however, that the "principle issue" to be decided by this court is whether Ms. Braud "possessed mental capacity on April 20, 1993," when the last olographic will, probated by the trial court judge, was executed. She also contests the trial judge's conclusion that Ms. Braud was not susceptible to undue influence. Thus, we will consider these two issues.

Testamentary capacity

Ms. Vavrick's argument that the trial court incorrectly found that Ms. Braud possessed testamentary capacity to execute a will on April 20, 1993 is based primarily on medical evidence that Ms. Braud had been diagnosed with several mental illnesses prior to that date and the allegation that Ms. Braud was taking opiate drugs for pain, as well as mood and mind altering drugs for her physical infirmities and mental weakness. Ms. Vavrick claims that the trial judge incorrectly "rejected" the competent medical evidence presented by her expert psychiatrist, Dr. Joyce Ann Pardue. Ms. Vavrick also claims that the trial judge applied the wrong standard of proof on this issue.

We find no merit in any of Ms. Vavrick's arguments on this issue. La.C.C.P. art. 1477, relative to the effect of the mental condition of the donor on his capacity to donate, states as follows: "To have capacity to make a donation inter vivos or mortis causa, a person must also be able to comprehend generally the nature and consequences of the disposition that he is making." Further, under the provisions of La.C.C.P. art. 1471, the "[c]apacity to donate mortis causa must exist at the time the testator executes the testament." Further, the existence of testamentary capacity is presumed; thus, the party attacking the will has the burden of proving lack of testamentary capacity by clear and convincing evidence. Succession of Dowling, 633 So.2d 846 (La.App. 4th Cir. 1994); Succession of Cole, 618 So.2d 554 (La.App. 4th Cir.1993); Succession of Russo, 596 So.2d 365, 366 (La.App. 4th Cir.1992); Succession of Mack, 535 So.2d 461 (La.App. 4th Cir.1988). Thus, as in the Russo case, the "narrow issue" before this court is whether the trial court was manifestly erroneous or clearly wrong in finding that Ms. Vavrick failed to meet her burden of proving that Ms.

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Bluebook (online)
646 So. 2d 1168, 1994 WL 646320, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-braud-lactapp-1994.