Succession of Cole

618 So. 2d 554, 1993 WL 132512
CourtLouisiana Court of Appeal
DecidedApril 28, 1993
Docket92-CA-2639
StatusPublished
Cited by7 cases

This text of 618 So. 2d 554 (Succession of Cole) 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 Cole, 618 So. 2d 554, 1993 WL 132512 (La. Ct. App. 1993).

Opinion

618 So.2d 554 (1993)

Succession of Ellard Leroy COLE.

No. 92-CA-2639.

Court of Appeal of Louisiana, Fourth Circuit.

April 28, 1993.

R. Chadwick Edwards, Jr., Edwards & Edwards, Abbeville, for appellants.

P. Fred Siegel, New Orleans, for appellee.

Before ARMSTRONG, PLOTKIN and JONES, JJ.

ARMSTRONG, Judge.

Appellant, Louis Cole, appeals from a judgment confirming the validity of the olographic will of his father, Ellard Leroy Cole (Cole). The issues for review are whether the trial court erred in assigning the burden of proof and in upholding the will against challenges of lack of donative capacity and undue influence.

On June 15, 1990, Cole executed an olographic will in favor of his sister-in-law, Thelma Cole (hereinafter "Donee"). It is undisputed that the will is entirely written, dated, and signed in the testator's hand, and is therefore valid in form as an olographic will. See La.C.C. Art. 1588. The will states in its entirety:

*555 This is my will and testament.
I Ellard L. Cole have decided to leave all my possessions personal and real to my sister-in-law Mrs. Thelma Cole excep my house. I want to leave my house to my son Louis Cole at 100 Lamar St. Abbeville. Since my brother died Thelma never changed she has treated me the same. I could not have been treated any different. They were the only family to take me in their home. I cant thank her enough. please see that she get everything I promised.

The will is signed by Ellard L. Cole and three "witnesses," all of whom were present at the party.

Cole died in New Orleans on December 11, 1991, leaving property in Orleans and Vermillion Parishes. He was predeceased by his wife, and his only living issue was his son Louis, the appellant in this matter. For the last nineteen years of his life, Cole had resided in New Orleans under the care and custody of Donee.

A veteran of World War II, Cole returned to the United States with a mental infirmity known as "shellshocked syndrome." From 1946 until 1972 he resided at V.A. Hospitals under the custody of the Veterans Administration. On April 21, 1970, Cole was judged incompetent by a Louisiana Court. In 1972, he was placed under the custody of his brother, Robert Cole, husband of Donee. He resided in their home in New Orleans from 1972 until 1978, and then lived on his own in a nearby apartment. In 1984, Robert Cole died. For the next seven years, Donee assumed sole responsibility for Cole, continuing to feed him daily, wash his clothing and bedding, and to disburse his monthly veterans benefits in satisfaction of his living expenses. Cole was in the care of Donee at the time of his death.

Following Cole's death, Appellant filed a Petition for Confirmation as Administrator in Vermillion Parish on March 2, 1992. On March 23, 1992, Donee filed a Petition for Probate of Olographic Testament in Orleans Parish. By order dated the same day, Cole's olographic will was recorded for execution in Orleans Parish. Appellant subsequently filed a Petition to Annul Testament, and the parties proceeded to trial.

Trial was held August 17, 1992. Sitting as trier of fact, the trial judge heard testimony from Appellant, Donee, one of Cole's brothers, and the three witnesses who signed Cole's olographic testament. On September 3, 1992, the trial court rendered judgment finding the will valid and dismissing Appellant's petition to annul. No reasons for judgment were assigned.

The first issue for review is whether the trial court erred in assigning the burden of proof. In his appellate brief, Appellant alleges that "the trial court declared during pre-trial discussions that the burden of proof would rest with the appellant to first prove that the deceased was mentally infirm before any presumption of invalidity would be imposed upon the testament." There is nothing in the record which indicates that this was the exact pre-trial ruling of the trial court. Furthermore, review of the trial transcript reveals that Appellant correctly assumed the burden of proving undue influence, pursuant to La.C.C. Art. 1479, and that Donee correctly assumed the burden of proving donative capacity, pursuant to La.C.C. Art. 1482.

La.C.C. Art. 1479, nullity of donation procured by undue influence, provides:

A donation inter vivos or mortis causa shall be declared null upon proof that it is the product of influence by the donee or another person that so impaired the volition of the donor as to substitute the volition of the donee or other person for the volition of the donor.

La.C.C. Art. 1482, proof of capacity to donate, provides:

A person who challenges the capacity of a donor must prove by clear and convincing evidence that the donor lacked capacity at the time the donor made the donation inter vivos or executed the testament. However, if the donor made the donation or executed the testament at a time when he was judicially declared to be mentally infirm, then the proponent of the challenged donation or testament must prove the capacity of the donor by clear and convincing evidence.

*556 Under the plain wording of La.C.C. Art. 1479, the party challenging a will on the basis of undue influence must provide "proof that it is the product of influence by the donee." Accordingly, Appellant proceeded as plaintiff at the trial on this matter, attempting to show that Donee exercised undue influence. As part of his case, Appellant introduced exhibits showing that Cole had been judicially declared mentally incompetent. Under La.C.C. Art. 1482, this showing shifted the burden of proof to Donee to prove that Cole had the capacity to make a donation mortis causa. However, nothing in La.C.C. Art. 1479 indicates that a showing of mental infirmity shifts the burden of proof on the issue of undue influence; in fact, the comments to La.C.C. Art. 1477 draw a clear distinction between the two issues: "This Article * * * presumes a donor who has capacity. Obviously, if a donor lacks capacity, then the entire donation or will is invalid for that reason alone, and issues of * * * undue influence are irrelevant." Id., comment (b). Accordingly, when counsel for Appellant rested at the conclusion of Appellant's case, counsel for Donee stated: "Inasmuch as the jurisprudence is certainly clear that the capacity to make a will is tested at the time the will is made, I want to call the witnesses who were there at the time this document was confected." This statement, together with the testimony which followed, shows that Donee assumed the burden of proving capacity.

The record reveals no error in the trial court's assignment of the burden of proof. We therefore confine the remainder of our opinion to the issue of whether the trial court erred in determining whether the parties met their respective burdens of proof.

Donee's showing as to capacity:

La.C.C. Art. 1477, capacity to donate, provides:

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.

La.C.C. Art. 1477 was enacted in 1991 and is intended to change the law. Id., comment (a). Comment (c) to La.C.C. Art. 1477 sets forth the following criteria for determining donative capacity: "The donor who is capable of understanding has donative capacity even though he may not actually understand the exact instrument that he executes.

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Cite This Page — Counsel Stack

Bluebook (online)
618 So. 2d 554, 1993 WL 132512, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-cole-lactapp-1993.