Succession of MacK

535 So. 2d 461, 1988 La. App. LEXIS 2288, 1988 WL 119333
CourtLouisiana Court of Appeal
DecidedNovember 10, 1988
Docket88-CA-0561
StatusPublished
Cited by6 cases

This text of 535 So. 2d 461 (Succession of MacK) 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 MacK, 535 So. 2d 461, 1988 La. App. LEXIS 2288, 1988 WL 119333 (La. Ct. App. 1988).

Opinion

535 So.2d 461 (1988)

SUCCESSION OF Elvira MACK.

No. 88-CA-0561.

Court of Appeal of Louisiana, Fourth Circuit.

November 10, 1988.
Rehearing Denied January 18, 1989.
Writ Denied March 10, 1989.

Laurie E. Rolling Harvey and Garland R. Rolling, Metairie, for appellee.

John C. Derenbecker, New Orleans, for appellant.

Before SCHOTT and LOBRANO, JJ., and PRESTON H. HUFFT, J. Pro Tem.

SCHOTT, Judge.

Elvira Mack died on September 4, 1986 at the age of 86. In February 1987 McKensy *462 Turner and Joseph M. Nielsen obtained probate of decedent's statutory will executed on November 14, 1983. In March, 1987 Audie Shields (hereinafter, opponent) filed an action to annul the will on the grounds that 1) decedent lacked testamentary capacity because of mental incompetence; 2) decedent was illiterate and the will was invalid because of its form; and 3) because McKensey Turner, universal legatee, was a religious minister who attended the decedent in her final illness, the will was invalid. The trial court found that decedent lacked testamentary capacity, annulled the will, and probated a 1985 will in which two of decedent's nephews, Jessie Scott and Audie Shields, opponent, were named as legatees. Turner has appealed. The principal issue is whether the evidence was sufficient to rebut the presumption that decedent was competent when she executed the will.

The evidence consisted of the testimony of numerous friends and relatives of decedent which conflicted as to decedent's ability to read and write and as to her mental state over several years before and after she executed the will until her death. Joseph Nielsen, an attorney and the notary who presided over the execution of the will and who was named as the executor also testified. Dr. Melville J. Sternberg, decedent's physician for many years prior and at the time of her death, was the key witness.

The trial judge provided extensive reasons for judgment in which she rejected the attack on the will based upon decedent's alleged illiteracy but found that the will's opponent has proved that decedent was mentally incompetent when she executed the will. The pertinent parts of the reasons for judgment are as follows:

This court was provided with both expert and lay testimony on the issue of mental capacity. Dr. Melville J. Sternberg, was Mrs. Mack's regular treating physician from 1973 until her death. The autopsy protocol substantiated Dr. Sternberg's earlier diagnosis of senile dementia. The autopsy showed evidence of marked cerebral atrophy, predominantly in the frontal and temporal lobes, which is compatible with Alzheimer's disease. According to Dr. Sternberg, the disease has a gradual onset and was manifested over a number of years. Dr. Sternberg testified by March 1979, he began to get worried about this patient. She was more confused as to her medication, and appointments. She complained of pain, but forgot to take her medication or lost her prescriptions. She exhibited unusual fluctuations in her weight, which led him to believe Mrs. Mack was not remembering to eat.
Alzheimer's Disease is a progressive, degenerative disease that attacks cells of the brain and results in impaired memory, thinking and behavior. It is the most common form of dementia. Although symptoms vary, most patients experience confusion, poor or decreased judgment, disorientation and changes in behavior of personality.
Alzheimer's Disease is irreversible, which would not allow for the lucid intervals associated with other forms of dementia. The Court therefore is of the opinion that the line of cases which allow for confection of a will during a lucid interval, would not be applicable herein.
The court is of the opinion, that Mrs. Mack presented the classic case study of Alzheimer's patient. She was resourceful and capable throughout most of her lifetime.
Mrs. Mack was born in Ethel, Louisiana August 28, 1899. She lived in New Orleans for many years and worked as a beautician. From all testimony, the deceased had no formal schooling. She did attend night school for a brief time, but stopped attending when she took over the care of her niece, Mrs. Shields, when she was one year old.
Mrs. Mack never had children, but it appears that she was actively involved in supporting family members. Mrs. Shields lived with her aunt until 1957. At the time of Mrs. Mack's death she lived at 3201 St. Thomas Street. Her son Audie, continued to live with Mrs. Mack at 3207 St. Thomas Street until her death. This appears to have been a loving *463 family unit for many years. Neighbors testified to the continuing regard that Mrs. Shields had for this aunt. She paid bills, shopped for groceries, washed clothes and did numerous other chores, including collecting rent from Mrs. Mack's tenant.
In Alzheimer's Disease, the degenerative process is so insidious that relatives and close acquaintances go along for years before recognizing the changes in behavior and personality as disease. Former customers, neighbors, and relatives all testified to Mrs. Mack's mental incapacity.
The court found to be most convincing the testimony of Mrs. Rosalee Smith, the decedent's sister-in-law, who lived in Chicago for many years, and moved back to Baton Rouge about 1980. She described Mrs. Mack as a very pleasant, loving, generous person throughout a 50 year relationship. By 1981 Mrs. Mack had trouble recognizing her former customers, close relatives and friends. Her conversation became repetitive, and she was prone to emotional outbursts, and temper tantrums. Mrs. Edna Chapman, who was the decedent's neighbor and tenant for 33 years testified to the forgetfulness, angry episodes and other changes in Mrs. Mack's personality.
Mrs. Mack was victimized at one point by a con artist. Ms. Shields testified this occurred in 1982 or 1983. After that event, Mrs. Mack became even more suspicious and fearful of going out to take care of her business affairs. Sometime in 1979, Mr. Turner began transporting Mrs. Mack to and from church. By 1982, she offered to give her property to him. The court is convinced from all the evidence that Mrs. Mack offered her property to her sister-in-law, Mrs. Smith, and others who did favors for her. This was a manifestation of the Alzheimer's Disease. Mr. Turner is the only person who took advantage of Mrs. Mack's diminished capacity by taking her to a notary to sign a new will.

The applicable legal principles governing the disposition of this case are that the capacity to make a will is tested at the time the will is made, LSA-C.C. art. 1472; to make a donation the donor must be of sound mind, C.C. art. 1475; there is a presumption in favor of testamentary capacity and a party alleging a lack of capacity has the burden of overcoming the presumption by clear and convincing evidence, a higher standard of proof than mere preponderance of the evidence. Succession of Lyons, 452 So.2d 1161 (La.1984). From our review of the record we conclude that the evidence falls short of being clear and convincing that decedent lacked testamentary capacity on November 14, 1983 when she executed the will.

The trial judge relied in large measure on Dr. Sternberg's testimony in reaching her conclusions. But this testimony does not contain anything to establish mental incompetency when the decedent executed her will. He testified that her senile dementia from Alzheimer's disease eventually rendered her incompetent but it had a gradual onset over a number of years, (Tr.

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Bluebook (online)
535 So. 2d 461, 1988 La. App. LEXIS 2288, 1988 WL 119333, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-mack-lactapp-1988.