Succession of Landry

545 So. 2d 1107, 1989 La. App. LEXIS 1167, 1989 WL 62469
CourtLouisiana Court of Appeal
DecidedJune 7, 1989
DocketNo. 89-CA-72
StatusPublished
Cited by1 cases

This text of 545 So. 2d 1107 (Succession of Landry) 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 Landry, 545 So. 2d 1107, 1989 La. App. LEXIS 1167, 1989 WL 62469 (La. Ct. App. 1989).

Opinion

CHEHARDY, Chief Judge.

This appeal involves a will contest in which the children of the testator’s first marriage assert their father lacked testamentary capacity when he signed his will from his hospital bed a few hours before his death. From judgment upholding the validity of the testament, the opponents of the will appeal.

William Burton Landry, M.D., the testator, expired at 2:27 a.m. on May 18,1988, at the Veterans Administration Hospital in New Orleans, Louisiana. The cause of death was listed on the death certificate as cardiopulmonary arrest. He had been brought to the hospital less than two days earlier, suffering from pneumonia in addition to pre-existing medical problems resulting from a stroke about a year before. He had been living in a nursing home for some time prior to his final hospitalization.

Dr. Landry’s will was probated by ex parte judgment on July 12,1988. The will, in statutory form and dated May 17, 1988, recited that the testator was married twice, first to Victoria Moussa, from whom he was divorced in 1970 and with whom he had four children: Juanee Landry, Paula Landry, Susan Landry, and William B. Landry III. His second marriage was to Gun-vor J. Finsnes, with whom he had two children: William Kai Alexander Landry and Andrew Gunnar Landry.

In the dispository provisions, Dr. Landry appointed Gunvor J. Finsnes executrix of his estate, with full seizin and without bond, and directed that she receive a fee for her services. He appointed Richard L. Edrington attorney for his estate and for his executrix. He bequeathed to his wife the disposable portion of his property, both community and separate, and directed that his wife have a usufruct for life over all his property, both community and separate. Finally, he bequeathed the balance of his estate conjointly to his six children.1

On July 18, 1988, a suit to annul the testament was filed by William Burton Landry III, Victoria Juanne [Juanee] Landry, Susan Landry and Paula Landry. They asserted that the will had not been executed in the presence of the testator, the notary and the two witnesses as required by law and that, at the time the will was allegedly executed, the decedent was dangerously ill, in a semi-comatose state, out-of-touch with reality, and entirely unable to form testamentary intent.

At a hearing on September 2, 1988, testimony was presented regarding the circumstances under which the will was executed and on Dr. Landry’s condition, not only at the time the will was signed but also during the course of -the evening thereafter until he died. In a judgment rendered September 26, 1988, the trial judge ruled that the petitioners failed to show testamentary incapacity or any other defect and, thus, that the will is valid.

In the reasons for judgment the court found, first, that there was no evidence to refute the representations of the attestation clause regarding the signing of the will in the presence of both witnesses and a notary. Next, the court discussed some of the testimony regarding the decedent’s apparent physical and mental condition at the time the will was signed. He concluded there was “not even a preponderance of the evidence, much less the clear and convincing evidence needed,” to show that the decedent lacked testamentary capacity when he executed his will. The court pointed out that the unsteadiness of the testator’s signatures resulted from the splint and intravenous tube attached to Dr. Landry’s arm rather than from mental incapacity.

The plaintiffs filed a motion for new trial on the ground of newly-discovered evidence, specifically, the testimony of a hospital chaplain who was out of the country during the trial and therefore could not be [1109]*1109subpoenaed to testify. The court granted a new trial solely to permit the introduction of this witness’ deposition into evidence. After considering the deposition, the court concluded there was still insufficient evidence to overcome the presumption of testamentary capacity, and again upheld the validity of the will.

The plaintiffs have appealed. They argue the testator lacked the capacity to understand and to sign the will at the time it was executed and that the executrix failed to prove that the will was executed according to the statutory formalities.

FACTS

The evidence adduced at trial established that the 60-year-old testator had suffered a stroke approximately a year before his death. His left side was paralyzed from the stroke. He had been a patient in a Kenner nursing home for some time prior to his final hospitalization, which occurred on May 16, 1988. He used eyeglasses when reading. Because some of the evidence is vigorously disputed, we set forth the relevant testimony of all the witnesses.

CHARLES WARTELLE

Charles F. Wartelle, the notary on the will, testified as follows: He is an attorney associated with the law firm of Richard Edrington, Dr. Landry’s attorney. He had never met Dr. Landry prior to the execution of the will, but at Mr. Edrington’s request he took the will to Dr. Landry at the Veterans Administration Hospital in New Orleans so it could be signed.

The signing of the will took place between 2:30 and 3:00 in the afternoon of May 17,1988. Wartelle observed the testator and the witnesses sign the will. Dr. Landry was lying in a hospital bed in the Intensive Care Unit (hereafter referred to as “ICU”) with a removable plastic oxygen mask over his face. Other family members were present and Dr. Landry conversed with them from time to time. When the will was signed, the pen was placed in Dr. Landry’s hand by someone else, but no one assisted him in signing his name, except for holding the paper steady. Dr. Landry was wearing his wife’s glasses when he executed the will.

Wartelle was aware Dr. Landry suffered from some kind of medical condition. A doctor was in the room during part of the time he was there. Wartelle had no conversation with any medical personnel regarding Dr. Landry’s competency.

MARGARET BRADLEY

The witnesses to the will were Margaret Landry Bradley, the testator’s sister, and C. William Bradley, Jr., who is her son and the testator’s nephew. Mrs. Bradley testified as follows:

She had been at the hospital since nine or ten that morning. She went in the room from time to time, but mostly stayed outside the room observing her brother through the glass enclosure. She and her brother conversed during the course of the day — “He seemed very restless. He was very alert. He was not able to sleep.” Dr. Landry’s wife, Gunvor, and their son Kai also were there most of the day. Later Mr. Wartelle and Mrs. Bradley’s son came.

Mrs. Bradley was unaware that a will was to be signed until a half-hour after Mr. Wartelle arrived, when he asked her to be a witness. He had asked the attending physician, Dr. Yvonne Satterwhite, to be a witness but, Mrs. Bradley said, the doctor declined on the basis it was against the hospital policy.

The execution of the will took place in the early afternoon, in the presence of Gun-vor Landry, Kai Landry, Margaret Bradley, William Bradley, Mr. Wartelle, and a male nurse. When the will was brought to him Dr. Landry read the will and signed it, then said he was glad this had finally come about, he had been waiting for this.

Dr. Landry signed the will himself. He was paralyzed on the left side and had a splint on his right arm that extended almost to his fingertips.

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Related

In Re Succession of Fisher
970 So. 2d 1048 (Louisiana Court of Appeal, 2007)

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Bluebook (online)
545 So. 2d 1107, 1989 La. App. LEXIS 1167, 1989 WL 62469, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-landry-lactapp-1989.