Succession of Dalier

19 So. 3d 8, 2009 La.App. 4 Cir. 0393, 2009 La. App. LEXIS 1484, 2009 WL 2480032
CourtLouisiana Court of Appeal
DecidedAugust 12, 2009
DocketNo. 2009-CA-0393
StatusPublished
Cited by4 cases

This text of 19 So. 3d 8 (Succession of Dalier) 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 Dalier, 19 So. 3d 8, 2009 La.App. 4 Cir. 0393, 2009 La. App. LEXIS 1484, 2009 WL 2480032 (La. Ct. App. 2009).

Opinion

MAX N. TOBIAS, JR., Judge.

_JjThe petitioner, Diana Dalier Janet (“Diana” or “the appellant”), filed suit seeking to annul the probated copy of the “Last Will and Testament” of her father, John C. Dalier (“the decedent”), on the basis that the decedent had destroyed the original testament with the intent of revoking it. The trial court held that the copy of the will presented for probate was valid and that the original was presumptively destroyed in Hurricane Katrina with no intention of revocation by the decedent. The trial court entered judgment against Diana dismissing her claims. For the reasons that follow, we affirm.

On 8 May 2009, Deborah Dalier Gex (“Deborah”) and John C. Dalier, Jr. (“John Jr.”) (collectively, “the appellees”), both children of the decedent, filed a petition to probate a copy (not the original) of the testament of their father, the decedent, and for the appointment of an independent executrix.1 Attached to the petition was a copy of the decedent’s Last Will and Testament, in notarial form, dated 12 December 2004, and a lost will affidavit executed by attorney-at-law and notary public, Marilyn G. Pepper (“Ms. Pepper”), who had prepared and notarized the original testament. In his will, the decedent provided for payment of certain |2debts and bequeathed the remainder of his entire estate jointly to the appellees. The will is devoid of any reference to the decedent’s daughter, Diana.2 The copy of the dece[10]*10dent’s will was admitted to probate by order of the court dated 8 May 2009. By order of that same date, the court confirmed the appointment of Deborah as the independent executrix.

Diana filed a petition to annul the probated copy of her father’s testament on 2 June 2008. An answer to the petition was filed by the appellees on 30 June 2008. A trial was held on 1 August 2008. On 15 October 2008, judgment was rendered in favor of the appellees and against Diana, dismissing the petition for annulment.

Diana timely appealed assigning three errors: the trial court (1) failed to apply the correct legal presumption that arises when a will is lost or destroyed; (2) misinterpreted the trial testimony of a witness on a crucial point; and (3) erroneously concluded that the decedent’s will was ac-cidently destroyed with no intent of revocation. The first and third assignments of error are interrelated; we discuss them together. A discussion of the second assignment of error follows.

In an action to annul a notarial testament, the party seeking to annul the will bears the burden of proving the invalidity of the testament. La. C.C.P. art. 2932 B. However, when the original of a will cannot be found after the testator’s death, a presumption arises that the testator destroyed the will with the intention of revoking it.3 Succession of Hatchell, 03-0163, p. 3 (La.App. 1 Cir. 11/7/03), 868 So.2d 36, 38; Succession of Talbot, 530 So.2d 1132, 1134-35 (La.1988). The burden then shifts to the proponents of the will to rebut the presumption and to establish that the testator did not intend to and/or did not revoke the will by destroying it. See Succession of Talbot, 530 So.2d at 1135.

The presumption applied to lost or destroyed wills “may” be rebutted by “clear proof’ (1) that the testator made a valid will; (2) of the contents or substan-tiality of the will; and (3) that the will was not revoked by the testator. Id., 530 So.2d at 1134-35. See also In Re Succession of Claiborne, 99-2415, p. 3 (La.App. 1 Cir. 11/3/00), 769 So.2d 1267, 1268, citing Succession of Nunley, 224 La. 251, 69 So.2d 33, 35 (1953). In discussing the presumption, the Court in Succession of Talbot stated:

The presumption may be weak or strong, and more or less easily rebutta-ble, depending on the clarity of the evidence as to whether the testator was the author of the will’s destruction, whether he expressed an intention to revoke the will, whether he had access to other originals of the will prior to his death, whether he treated any extant copy of the will as not having been revoked, and as to any other issue bearing upon the testator’s intention with respect to destruction and revocation of the will.

See also Succession of Altazan, 96-0409, p. 4 (La.App. 1 Cir. 11/8/96), 682 So.2d 1320, 1322.

[11]*11Thus, Louisiana jurisprudence has created a variable scale of the requisite proof necessary to refute the presumption, depending upon the weakness or strength of the evidence surrounding the lost or destroyed original. Id.; see also In Re Succession of Claiborne, 99-2415, p. 4, 769 So.2d at 1269. Moreover, clear and convincing proof that a person other than the testator destroyed the will without the direction, consent, or permission of the testator would be sufficient to overcome the presumption that the testator revoked the will by destroying it. Succession of Doucet, 42,963, p. 7 (La.App. 2 Cir. 2/6/08), 975 So.2d 738, 741; Succession of Bagwell, 415 So.2d 238, 240 (La.App. 2nd Cir.1982).

In the case at bar, the first two requirements for rebutting the presumption of intentional revocation are met and largely undisputed. We find that the notarial will of 12 December 2004 and its contents were proven through the testimony of Ms. Pepper, the decedent’s attorney, who prepared and notarized it. Ms. Pepper testified that she was retained by the decedent and on 12 December 2004 at his direction, prepared and the decedent executed his Last Will and Testament in notarial form. Ms. Pepper stated that the decedent was given the original of his will and she retained a copy. At trial, Ms. Pepper verified that the copy of the decedent’s will contained in the trial court record was an accurate copy of the executed will of 12 December 2004.

As to the third requirement of Succession of Talbot — whether the decedent revoked his will — we find no evidence in the record establishing that the decedent’s will was ever intentionally revoked by him or any other person. To the contrary, evidence is abundant showing the decedent was adamant that he wanted only Deborah and John Jr. and not the appellant to inherit from him in order to rectify the inequities the decedent believed to have been created previously by his brother’s succession.4

IsAccording to Ms. Pepper, the decedent advised her of his specific intentions not to bequeath anything to Diana due to a dispute between the two regarding property she had previously inherited from the decedent’s brother, Bertrand Dalier. According to Ms. Pepper, the decedent remained upset about his brother’s succession even after Hurricane Katrina, and it was his continuous desire through the making of his own will to rectify the disparity caused by the unequal distribution of assets among his three children in his brother’s will.

Ms. Pepper testified that, at the time the decedent executed the will, she advised him that he could revoke the will by destroying it whereby his estate would thereafter be divided equally among his three children in the event he died intestate. Ms. Pepper stated that she represented the decedent for at least one year prior to the death of his brother and considered herself to be the decedent’s attorney.

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Bluebook (online)
19 So. 3d 8, 2009 La.App. 4 Cir. 0393, 2009 La. App. LEXIS 1484, 2009 WL 2480032, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-dalier-lactapp-2009.