Succession of Ernest E. Dopp

Louisiana Court of Appeal·Decided October 18, 2021·No. 2021CA0193·Unknown

Opinion

STATE OF L+

O UISIAANA

441, COURT OF APPEAL

FIRST CIRCUIT

Co A NUMBER 2021 CA 0193

THETHE SUCCESSION SUCCESSION OFOF ERNESTERNEST E.E. DOPPDOPP

JudgmentJudgment Rendered:Rendered: OCTOCT 11 88 20112011

AppealedAppealed fromfrom thethe TwentyTwenty

- - SecondSecond JudicialJudicial DistrictDistrict CourtCourt InIn andand forfor thethe ParishParish ofof St.St. TammanyTammany StateState ofof LouisianaLouisiana DocketDocket NumberNumber 2019-2019- 311.311. 2323 clwclw 2019-2019- 3i3i 125,125, DivisionDivision " " A"A"

HonorableHonorable RaymondRaymond S.S. Childress,Childress, JudgeJudge PresidingPresiding

AnthonyAnthony V.V. Ligi,Ligi, Jr.Jr. CounselCounsel forfor Appellant,Appellant, Metairie,Metairie, LALA NoraNora FrisciaFriscia

ChristieChristie L.L. TournetTournet CounselCounsel forfor Appellee,Appellee, Mandeville,Mandeville, LALA JoleneJolene DoppDopp Garcia,Garcia, daughterdaughter ofof Decedent,Decedent, ErnestErnest E.E. DoppDopp

BEFORE:BEFORE: WHIP'WHIP' PLE,PLE, C.C. J.,J., PENZATO,PENZATO, ANDAND HESTER,HESTER, JJ..JJ..

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WHIPPLE, C.J.

This succession matter is before us on appeal by Nora Friscia, the ex-wife of the decedent, challenging the trial court' s judgment removing her as Executrix of the decedent' s estate, vacating the order of probate of a purported olographic will, nullifying a purported donation inter vivos, and naming the decedent' s daughter, Jolene Dopp Garcia, as Administratrix. For the reasons that follow, we affirm.

FACTS AND PROCEDURAL HISTORY

Mr. Ernest E. Dopp died on November 22, 2019. Although he was not

married at the time of his death, Mr. Dopp was previously married to Nora Friscia, from whom he was divorced in 1997. Mr. Dopp and Nora had four children: Ernest Dopp, Jr., who predeceased him; Jolene Dopp Garcia; Colinda Dopp Burke; and Addie Dopp Evans. It is undisputed that Nora and Mr. Dopp did not stay in contact with each other after their divorce.

Mr. Dopp lived with his daughter, Addie, from March 2017 until August 10, 2018, when he was asked to leave her house to go and stay with a different daughter, Colinda. However, when Colinda appeared to pick up her father from Addie' s home, Nora was with her. Three days later, on August 13, 2018, Mr.

Dopp executed a purported olographic will and Act of Donation and Lease, leaving the entirety of his estate to Nora, to the exclusion of his daughters.

By order of the court on December 3, 2019, the purported olographic will was probated and Nora was appointed as the Executrix of Mr. Dopp' s estate. Thereafter, Jolene filed a petition to oppose the probate of the will, to vacate

Nora' s appointment as Executrix of the estate, to nullify the purported donation to

N

Nora, and to request that she be appointed Administratrix of the estate.' The

matter proceeded to trial on March 12, 2020. At the trial, various documents were

admitted into evidence, including the purported olographic will and Act of Donation, as well as some of Mr. Dopp' s medical records. The trial court also

heard testimony from several witnesses.

At the conclusion of the trial, the trial court took the matter under

advisement, and invited the parties to submit post -trial memoranda on the issues.

Thereafter, the trial court issued reasons for judgment on May 21, 2020,

concluding that the olographic will was invalid, due to both issues of form and a lack of capacity based on Mr. Dopp' s dementia and lack of medication. The trial

court similarly found that the Act of Donation was also invalid, due to lack of capacity, undue influence, and lack of gratitude by Nora. On June 18, 2020, the

trial court signed a judgment in accordance with its reasons, declaring the Act of Donation and olographic will null; vacating the Letters of Administration issued to Nora, the Order of Probate of Olographic Will, and Nora' s appointment as

Executrix; and appointing Jolene as Administratrix of Mr. Dopp' s estate.

From this judgment, Nora appeals, contending that the trial court committed manifest error by:

1) finding that she failed to prove the olographic will was entirely written, dated, and signed by Mr. Dopp;

2) finding that the appellee met her burden of proof and showed that Mr. Dopp lacked capacity to comprehend generally the nature and consequences of the dispositions in the olographic will;

On December 3, 2019, Jolene also filed a " Petition and Request for Notice of Application for Appointment of Succession Administrator," which she stated she attempted to file on December 2, 2019, but was unable to do so due to an issue with the trial court' s e -file website. Because the two petitions were submitted on the same day, but sent to different judges of the 22nd Judicial District Court, Jolene requested that the two proceedings be consolidated, and the trial court signed an order to consolidate the proceedings on December 23, 2019.

3) finding that the appellee met her burden of proof and showed that Mr. Dopp lacked capacity to comprehend generally the nature and consequences of the dispositions in the Act of Donation; and

4) finding that the Act of Donation was null and void due to undue influence and/ or lack of gratitude by Nora.

DISCUSSION

Form of Olographic Will

Assignment of Error No. 1)

On appeal, Nora first contends that the trial court committed manifest error

when it found that she failed to prove the olographic will was entirely written, dated, and signed by Mr. Dopp.

There are two forms of testaments: olographic and notarial. LSA-C. C. art.

1574. An olographic testament is one entirely written, dated, and signed in the handwriting of the testator. LSA- C. C. art. 1575. In addition to the form

requirements, an olographic testament must contain testamentary intent, which is to say, " it must, by its own language, show on its face that it purports to dispose of the property of the testator on his death." In re Succession of White, 2006- 1002

La. App. 1' Cir. 5/ 4/ 07), 961 So. 2d 439, 441, quoting Succession of Shows, 158 So. 2d 2939 295 ( La. App. 1St Cir. 1963), affirmed, 166 So. 2d 261 ( La. 1964). A

valid olographic testament must do more than express or explain the wishes or

desires of a decedent; the document must show intent to convey the decedent' s property by the instrument itself. In re Succession of Cannon, 2014- 0059 ( La.

App. 1St Cir. 3/ 25/ 15), 166 So. 3d 1097, 1102, writ denied, 2015- 0816 ( La. 6/ 5/ 15), 171 So. 3d 948. The olographic testament must be proved by the testimony of two credible witnesses, and the court must satisfy itself, through interrogation or from the written affidavits or the depositions of the witnesses, that the handwriting and signature are those of the testator. LSA-C. C. P. art 2883( A).

The proponent of an olographic will has the burden of proving its authenticity and its compliance with all of the formal requirements of law. LSA-

C. C. P. art. 2903. In will contest cases, absent a finding of manifest error, the factual findings of the trial court are accorded great weight and will not be

disturbed on appeal. In re Succession of Caillouet, 2005- 0957 ( La. App. 4' Cir.

6/ 14/ 06), 935 So. 2d 713, 715, writ denied, 2006- 1732 ( La. 10/ 6/ 06), 938 So. 2d

The plaintiff in an action to annul a probated testament has the burden of

proving the invalidity thereof, unless the action was instituted within three months of the date the testament was probated. In the latter event, the defendants have the

burden of proving the authenticity of the testament, and its compliance with all of the formal requirements of the law. LSA- C. C. P. art. 2932. In the instant case,

because Jolene filed her petition to annul the probated olographic testament within

three months of the date that the testament was probated, Nora bore the burden of

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