Succession of Chopin

214 So. 2d 248
CourtLouisiana Court of Appeal
DecidedJuly 1, 1968
Docket3154
StatusPublished
Cited by8 cases

This text of 214 So. 2d 248 (Succession of Chopin) 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 Chopin, 214 So. 2d 248 (La. Ct. App. 1968).

Opinion

214 So.2d 248 (1968)

Succession of Mrs. Laurence LOPEZ, divorced wife of Armand B. CHOPIN.

No. 3154.

Court of Appeal of Louisiana, Fourth Circuit.

July 1, 1968.
Rehearing Denied October 7, 1968.

*249 Benjamin E. Loup, Theodore A. Mars, Jr., New Orleans, for Mrs. Charline Chopin Baudier and Mrs. Lynne Chopin Thomas, appellants.

John B. Hattier, Beuker F. Amann, New Orleans, for Mrs. Edna Lopez Amann, appellee.

Before YARRUT, CHASEZ, and BARNETTE, JJ.

BARNETTE, Judge.

This is an appeal from a judgment which ordered probated, over opposition, the last will and testament of Mrs. Laurence Lopez, divorced wife of Armand B. Chopin. The opponents of the will, Mrs. Charline Chopin Baudier and Mrs. Lynne Chopin Thomas, granddaughters of the decedent, attacked its validity on two grounds. First they alleged that it did not meet certain of the formal requirements of LSA-R.S. 9:2442 pertaining to statutory wills. Second they contended that the decedent did not possess the proper testamentary capacity to execute a last will and testament. Judgment was rendered against them rejecting their opposition, and they reurged these contentions on appeal.

Mrs. Laurence Lopez Chopin was admitted to Montelepre Hospital on December 14, 1965, suffering from what was later described by her physician as a cerebral vascular accident, or in layman's terms, a stroke. On December 21, 1965, while a patient in the hospital, Mrs. Chopin executed *250 the last will and testament which is now under attack before John B. Hattier, notary public. The pertinant parts of the will are as follows:

"STATUTORY WILL "I, MRS. LAURENCE M. CHOPIN, divorced wife of A. B. CHOPIN, do hereby declare the following to be my last will and testament, revoking all prior wills made by me. [Dispositive sections omitted] "Since I have had a stroke, which has effected my ability to write, I have to make my will with a mark, although I certify that I have read all of the above and it is as I have desired it to be. MRS. LAURENCE M. CHOPIN "Signed and declared by the testatrix above-named in our presence to be her last will and testament and in the presence of the testatrix, who understands the contents of the will, has signed with her mark, and the Testatrix having declared that [End of first page] [Beginning of second page] she is not able to sign her name because of the physical disability which has left her unable to write, but that she is able to read and does make her mark as the sign of her intent that this be her last will and testament, and in the presence of the Testatrix and of each other, we have hereunto subscribed our names on this 21st day. of December, 1965. MRS. LAURENCE M. CHOPIN WITNESSES: John B. Hattier, Notary Public"

*251 By the terms of this will Mrs. Chopin left two-thirds of all of her property both movable and immovable to her sister, Mrs. Edna Lopez Amann. She left the other one-third of her property to her only child, Charles Henry Chopin. She further stipulated that in the event her son, Charles Henry Chopin, should predecease her, her entire estate should then go to her sister, Mrs. Amann.[1] Her son did predecease her.

We treat first the second of the two areas of opposition to the will, namely the question of Mrs. Chopin's testamentary capacity. Opponents argue that the situation which is presented in this case involves not a question of the sanity of the decedent, but actually her mental ability, due to her physical condition, to confect a valid will. In this they argue that the case is res nova.

We think the opponents are attempting to make what seems to us to be a distinction without a difference. Whether we speak of the testatrix's sanity or mental ability to understand the import and effect of her actions, we are, in the final analysis, speaking of her mental capacity necessary to make a valid will. The trial judge's interchangeable use of the words "insanity" and "mental capacity" in his reasons for judgment does not lessen the force of his decision that opponents failed to overcome the presumption that Mrs. Chopin had the sufficient mental capacity to make a valid will.

The cases are legion which hold that testamentary capacity is presumed and the persons attacking a will have the burden of proving lack of capacity at the time the will was executed. Succession of Holland, 236 La. 8, 106 So.2d 697 (1958); McCarty v. Trichel, 217 La. 444, 46 So.2d 621 (1950); Succession of Stafford, 191 La. 855, 186 So. 360 (1939); Rostrup v. Succession of Spicer, 183 La. 1087, 165 So. 307 (1936); Succession of Papa, 192 So.2d 854 (La.App. 4th Cir.1966).

Here the only proof as to Mrs. Chopin's lack of capacity was the testimony of her treating physician to the effect that as a result of her stroke her thought processes were in his opinion slowed. His testimony however was indeed, as stated by the trial judge, "voiced in terms of probability only and lacked any degree of positive and overwhelming certainty that our jurisprudence required."

The testimony of the two witnesses to the will, Mrs. Lillian Duggan and Mrs. Lillian Billodoux, revealed that it was their observation that Mrs. Chopin did have sufficient mental capacity to make a will. Mrs. Billodoux had been employed to sit with Mrs. Chopin for 12 hours a day during her entire hospital stay. Mrs. Duggan was a close personal friend of the testatrix of longstanding. Certainly the testimony of these two impartial lay witnesses must be accorded due consideration in determining the testatrix's true mental capacity. Succession of Holland, supra; Succession of Guidry, 160 So.2d 759 (La.App.3d Cir. 1964).

For the want of any clear and convincing proof regarding her lack of capacity we must decide, as did the trial judge, that Mrs. Laurence M. Chopin had the necessary testamentary capacity when she placed her mark upon her will.

As previously stated, the first attack upon the will was based on the allegation that it does not meet the formal requirements for a valid statutory will as set out in LSA-R.S. 9:2442. In particular it is alleged that the will is not signed by the testatrix at the end of each page; that the signatures of the notary and the witnesses do not appear at the end of the will; and *252 that the testatrix made no declaration to the notary that she was unable to sign her name.

LSA-R.S. 9:2442 reads as follows:

"In addition to the methods provided in the Louisiana Civil Code, a will shall be valid if in writing (whether typewritten, printed, mimeographed, or written in any other manner), and signed by the testator in the presence of a notary public and two witnesses in the following manner:
(1) In the presence of the notary and both witnesses the testator shall signify to them that the instrument is his will and shall sign his name on each separate sheet of the instrument.

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Bluebook (online)
214 So. 2d 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-chopin-lactapp-1968.