Succession of Cooper

830 So. 2d 1087, 2002 La. App. LEXIS 3181, 2002 WL 31399033
CourtLouisiana Court of Appeal
DecidedOctober 23, 2002
DocketNo. 36,490-CA
StatusPublished
Cited by6 cases

This text of 830 So. 2d 1087 (Succession of Cooper) 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 Cooper, 830 So. 2d 1087, 2002 La. App. LEXIS 3181, 2002 WL 31399033 (La. Ct. App. 2002).

Opinion

JjKOSTELKA, J.

The three adult children of Quitman Thomas Cooper, Jr. (“Mr. Cooper”) appeal the trial court’s grant of a motion for involuntary dismissal which served to dismiss the childrens’ claims to annul the probate of Mr. Cooper’s testament. For the following reasons, we affirm.

Facts

Mr. Cooper died on July 26, 2000 following a stroke in October, 1999 and months of illness. His adult children, Edwina Cooper Black (“Edwina”), Gary Cooper (“Gary”), and Patsy Cooper Lewis (“Patsy”) (collectively, “appellants”) sought to annul a notarial testament executed by their father on November 2, 1999, wherein he left virtually the entirety of his estate to his wife, Juanita Cooper (“Juanita”).

Mr. Cooper had previously been married for approximately forty years to the appellants’ mother until her death in 1981. After his wife’s death, Mr. Cooper began seeing Juanita. Although the appellants reportedly enjoyed a good relationship with their father, there was apparently some early tension over his relationship with Juanita; however, it seems that as time passed, the tension eased and the appellants came to accept Juanita.

In September, 1999, Mr. Cooper was hospitalized with pneumonia. During his hospitalization, he suffered a stroke and remained hospitalized until late October. Appellants allege that the effects of the stroke were significant and that their father was taking several medications. They farther claim that Mr. Cooper’s communication skills were particularly impacted by the stroke, alleging that he suffered from aphasia — a language disorder caused by damage to the language centers of the brain resulting from the stroke.

I ¡(When Mr. Cooper was discharged, Juanita cared for him in his home. On the evening of October 27, 1999, without the knowledge of the appellants, Mr. Cooper and Juanita were married by a justice of the peace at Mr. Cooper’s home.

A few days later, Gary, who lived out-of-town, returned to Monroe, Louisiana, where Mr. Cooper lived. Appellants claim that Gary became concerned about his father’s ability to handle his own finances when he allegedly noticed some unpaid medical bills. Years before, Mr. Cooper had opened a joint bank account with Gary, so Gary and Patsy went to the bank to inquire if Mr. Cooper was having financial problems. Instead, they discovered that their father had a checking account and money market accounts with combined balances of over $30,000. The appellants [1089]*1089claim that at that time, Gary opened two new accounts in both his and his father’s names, transferring most of the money into these accounts.

That very day, Juanita presented herself at the same bank with her and Mr. Cooper’s marriage license, asking that her name be placed on all of Mr. Cooper’s accounts. The bank officer telephoned Patsy to inform her of the situation. Later, Gary and Patsy returned to the bank, and the bank officer informed them that she had instructed Juanita a power of attorney would be necessary to change the names on the accounts. At that point, Gary and Patsy transferred the funds to an account in their names only.

Subsequently, Robert Curry (“Mr. Curry”), a Monroe attorney, was contacted to prepare a testament for Mr. Cooper.1 Mr. Curry prepared a ^notarial testament and on November 2, 1999 brought it to Mr. Cooper’s home with two employees from his firm to act as witnesses, and the testament was duly executed. In this testament, Mr. Cooper left everything to his wife, Juanita, save $1 to each of his children. Wendell L. Black, Jr. (“Black”), Mr. Cooper’s grandson (who was also married to Juanita’s daughter), was named executor.

In December, 1999, Mr. Cooper was admitted to the hospital. His condition worsened and he remained hospitalized until March, 2000. He was able to go home for a short time but soon was re-hospitalized until his death on July 26, 2000.

After Mr. Cooper’s death, appellants became aware that their father had executed the testament in favor of Juanita. In August, 2000, they filed a Petition for Notice and Opposition to Probate of Testament and learned that it had already been probated. ■ Subsequently, appellants filed a rule to show cause and this action proceeded to a three-day trial to annul the probate. At the close of appellants’ case, the appellees, Black and Juanita, moved for an involuntary dismissal,, which the trial court granted. This appeal ensued.

Discussion

In an action tried by the court without a jury, after the plaintiff has completed the presentation of his evidence, any party, without waiving his right to offer evidence in the event the motion is not granted, may move for a dismissal of the action on the ground that upon the facts and law, the plaintiff has shown no right to relief. La. C.C.P. art. 1672 B; Cupples v. Pruitt, 32,786 (La.App.2d Cir.03/01/00), 754 So.2d 328, writ denied, 2000-0945 (La.05/26/00), 762 So.2d 1108, citing Dampeer v. Dampeer, 96-0708 (La.05/03/96), 672 So.2d 176. The trial judge is required to evaluate the evidence and render a decision in accord with the applicable burden of proof: Cupples, supra; Silva v. Calk, 30,085 (La.App.2d Cir.12/10/97), 708 So.2d 418. Thus, a judgment of involuntary dismissal is subject to manifest error review. Cupples, supra; Silva, supra; Sallis v. City of Bossier City, 28,483 (La.App.2d Cir.09/25/96), 680 So.2d 1333, writ denied, 96-2599 (La.12/13/96), 692 So.2d 1063 and writ denied, 96-2592 (La.12/13/96), 692 So.2d 376.

Lack of Capacity

By their first assignment of error, the appellants submit that the trial court erred in its determination that Mr. Cooper had the capacity to execute the November, 1999 testament, arguing that as a result of his stroke, Mr. Cooper was unable to read the testament presented to him. The bur[1090]*1090den of proving Mr. Cooper’s lack of testamentary capacity is a heavy one for the appellants.

All persons have capacity to give and receive donations inter vivos and mor-tis causa, except as expressly provided by law. La. C.C. art. 1470. There is a presumption in favor of testamentary capacity. Cupples, supra, citing Succession of Lyons, 452 So.2d 1161 (La.1984); Succession of Kilpatrick, 422 So.2d 464 (La.App. 2d Cir.1982), writ denied, 429 So.2d 126 (1983). Testamentary capacity means the donor must “be able to comprehend generally the nature and consequences of the disposition that he is making.” La. C.C. art. 1477; Succession of Lyons, supra; Succession of Dodson, 27,969 (La.App.2d Cir.02/28/96), 669 So.2d 642.

| sA party alleging lack of testamentary capacity must overcome the presumption of capacity by clear and convincing evidence. La. C.C. art. 1482. To prove a matter by “clear and convincing” evidence means to demonstrate that the existence of a disputed fact is highly probable, that is, much more probable than its nonexistence. Mack v. Evans, 35,364 (La.App.2d Cir.12/05/01), 804 So.2d 730, writ denied, 2002-0422 (La.04/19/02), 813 So.2d 1088; In re Succession of Poland, 34,291 (La.App.2d Cir.04/04/01), 784 So.2d 701, citing, Succession of Bilyeu, 28,701 (La.App.2d Cir.09/25/96), 681 So.2d 56, writ denied, 96-2868 (La.01/24/97), 686 So.2d 862.

Here, the appellants argue that their father, as a result of his stroke, was incapable of reading the testament prepared for him by Mr.

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Bluebook (online)
830 So. 2d 1087, 2002 La. App. LEXIS 3181, 2002 WL 31399033, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-cooper-lactapp-2002.