Succession of Christensen

649 So. 2d 23, 1994 WL 739175
CourtLouisiana Court of Appeal
DecidedDecember 22, 1994
Docket94 CA 0263
StatusPublished
Cited by5 cases

This text of 649 So. 2d 23 (Succession of Christensen) 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 Christensen, 649 So. 2d 23, 1994 WL 739175 (La. Ct. App. 1994).

Opinion

649 So.2d 23 (1994)

SUCCESSION OF Diane "Polly" McGhee CHRISTENSEN.

No. 94 CA 0263.

Court of Appeal of Louisiana, First Circuit.

December 22, 1994.
Writ Denied April 7, 1995.

Victoria L. Bartels, New Orleans, for appellant, Cheryl Christensen Gooch.

*24 R. Scott Buhrer, New Orleans, for appellees, Diane Reddoch and Bonnie Rawlins.

Before GONZALES, FOGG and PARRO, JJ.

GONZALES, Judge.

This is a contest regarding a testamentary will provoked by Bonnie Christensen Rawlins (Bonnie) and Diane Christensen Reddoch (Diane), daughters of the decedent, Diane "Polly" McGhee Christensen (Mrs. Christensen), on the ground that Mrs. Christensen lacked testamentary capacity when she wrote an olographic testament on November 15, 1990, leaving her entire estate to a third daughter, Cheryl Christensen Gooch (Cheryl).[1] Alternatively, Diane and Bonnie attack the validity of the testament based on the alleged undue influence asserted by Cheryl over Mrs. Christensen.

The trial court declared the olographic testament invalid based on its finding that Mrs. Christensen lacked testamentary capacity on November 15, 1990. The trial court found it unnecessary to reach a decision on the issue of the alleged undue influence exerted over Mrs. Christensen by Cheryl. Cheryl appeals the decision of the trial court.

FACTS

In February of 1989, Mrs. Christensen was diagnosed with a mild to moderate case of Alzheimer's disease by Dr. Patricia Cook, a neurologist. By February of 1990, Dr. Cook's diagnosis was that Mrs. Christensen had definitely progressed to a moderate stage of the disease; and in May of 1991, Dr. Cook found that although Mrs. Christensen remained in a moderate stage, the disease had further progressed. Based on her observations of Mrs. Christensen from the visits of February 1990 and May 1991, Dr. Cook testified at trial that Mrs. Christensen would not have been able to understand the ramifications of executing a testament on November 15, 1990.

On November 15, 1990, the day Mrs. Christensen executed the testament, she had contact with three persons: (1) Scarlett Johnson,[2] a sitter who had spent the previous night with her and who escorted her from her home in Covington, Louisiana, to New Orleans for two appointments; (2) William Wessel, the attorney at whose office the testament was executed; and (3) Cheryl, who met Ms. Johnson and Mrs. Christensen to go to the doctor's office and then to Mr. Wessel's office.

According to Ms. Johnson, who testified at trial, Mrs. Christensen was unable to dress herself on November 15, 1990 and could not remember why they were going to New Orleans. Once they arrived at Mr. Wessel's office, Ms. Johnson was instructed to remain in the lobby while Mrs. Christensen and Cheryl proceeded with Mr. Wessel to another part of the office. Ms. Johnson remained in the lobby for approximately 45 minutes to 1 hour.

William Wessel also testified at the trial. Regarding Mrs. Christensen's visit, Mr. Wessel testified that her primary purpose was to retrieve some jewelry left with him by either Bonnie or Diane; however, after giving the jewelry to Mrs. Christensen, Mr. Wessel asked Cheryl to leave the room so that he and Mrs. Christensen could discuss her desire to execute a testament.

After learning of Mrs. Christensen's wish to leave all of her property to Cheryl, Mr. Wessel attempted to discourage her from writing a testament to this effect. He reminded her that her deceased husband, with whom Mr. Wessel had practiced law, had left the disposable portion of his estate equally to the three daughters and encouraged Mrs. Christensen to do the same. Mrs. Christensen clearly told Mr. Wessel that she was aware of what her husband had done but still wanted to leave all of her property to Cheryl. Mrs. Christensen told Mr. Wessel that Diane had treated her badly and did not need the money but that Cheryl needed the money. Mr. Wessel could not recall the reason given by Mrs. Christensen for not leaving anything *25 to Bonnie. Mr. Wessel was not aware that Mrs. Christensen had previously executed a testament in May of 1990, leaving her estate equally to her three daughters.

After discussing her options with her, Mr. Wessel left Mrs. Christensen alone with two drafts of a testament—one leaving all of her estate equally to her three daughters and one leaving it solely it Cheryl. While alone, Mrs. Christensen executed an olographic testament, proper in form, which is reproduced below:

When Mr. Wessel returned to the room, Mrs. Christensen was reviewing the testament she had just copied from the draft she had chosen and remarked to him that she made the mistake of leaving the word "last" out of the text she had copied. She asked Mr. Wessel whether she should rewrite the entire testament, but upon his suggestion, chose to merely insert the omitted word at its proper place in the first sentence of the testament. It can also be seen that Mrs. Christensen underlined the word "all" in the second sentence of the testament. According to Mr. Wessel, the underline was not contained in the draft he gave Mrs. Christensen to copy, nor did he suggest that she include the underline.

As is evident from the above reproduction, Mrs. Christensen revoked the former testament leaving her estate equally to her three daughters, gave all of her property to Cheryl, and appointed Cheryl as executrix of her estate. Although he admitted that Mrs. *26 Christensen's mind "wandered off" from time to time, Mr. Wessel clearly testified that on November 15, 1990, he had no problem with Mrs. Christensen's ability to confect a testament and believed that she had the "mental capacity to understand what she was doing and [to understand] the length and [breadth] of her estate." Mr. Wessel also stated that there "was no question in [his] mind" that Mrs. Christensen fully understood that Bonnie and Diane were not going to get any part of her estate as a result of the testament she had executed.[3]

Cheryl testified that on November 15, 1990, her mother was aware that she owned her own home, aware that she had ample money to maintain herself in her home for her lifetime, and knew that the money was located in a particular account. Cheryl further testified that she did not suggest to her mother on November 15, 1990, or at any time before that, that she should change her testament to leave all of her property to Cheryl.

In addition to the testimony summarized above, several other witnesses testified regarding their impressions of the mental capacity of Mrs. Christensen in the few years preceding her death on March 10, 1993. Among these witnesses were several persons employed as sitters for Mrs. Christensen between the years of 1990 and 1993. As noted by the trial court in its written reasons for judgment, "[t]he testimony of the different sitters produced by both the proponent and opponents of the will is in direct opposition to each other, to such an extent that it is irreconcilable." For example, the testimony of Sonja Johnson and Sheila McCarron, two of Mrs. Christensen's sitters, indicates that, as early as March or April of 1990, Mrs. Christensen could not remember anything and could not do much for herself. On the other hand, Marion Treadway, another sitter employed from September of 1991 until Mrs. Christensen's death, testified that Mrs. Christensen was different from other Alzheimer's patients that she sat with, in that Mrs. Christensen "knew things," was aware of what was going on around her, and always knew the people around her. Ms.

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Bluebook (online)
649 So. 2d 23, 1994 WL 739175, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-christensen-lactapp-1994.