Succession of Mithoff

122 So. 886, 168 La. 624, 1929 La. LEXIS 1843
CourtSupreme Court of Louisiana
DecidedMay 20, 1929
DocketNo. 29347.
StatusPublished
Cited by36 cases

This text of 122 So. 886 (Succession of Mithoff) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Mithoff, 122 So. 886, 168 La. 624, 1929 La. LEXIS 1843 (La. 1929).

Opinion

THOMPSON, J.

This is a controversy between two sisters of the whole blood over the disposition made by their mother of her property by a donation inter vivos and by a last will.

The mother, Mrs. Emma Mithoff, widow of Francis R. Cogswell, died in this city on July 31, 1926.

She was survived by two daughters, Mrs. Zulia Cogswell Lacy, residing in Virginia, and Miss Olive Cogswell, who resided with her mother in this city. There survived also two grandsons, issue of the marriage of a predeceased daughter, Lillian Cogswell Boone, who lived and died in Mississippi. The grandsons are not parties to this suit.

On May 17, 1924, something more than two years before her death, Mrs. Emma Mithoff made and executed a last will and testament before Francis D. Charbonnet, a notary public of this city. By this will the testatrix gave to her daughter Olive Cogswell all of the disposable portion of her estate (one-third) as an extra portion over and above the amount reserved to her by law. This daughter was also named as executrix with seizin and without bond: About a week before the execution of the will, Mrs. Mithoff made a remunerative donation to her daughter Miss Olive of certain bonds and stocks valued at about $11,000. This donation was passed before the same notary who executed the will.

The will was duly probated and ordered executed. An inventory was taken which showed the property of the estate to be worth about $64,000 exclusive of the bonds and stocks donated to Miss Olive.

Some five months after the probate of the will, the daughter residing in Virginia instituted suit against her sister Miss Olive to annul both the will and the remunerative donation, on the ground that at the time the instruments wore executed Mrs. Mithoff was suffering from an aggravated case of senile dementia and insanity and was entirely without physical or mental capacity to make any valid will or donation; that she was incapable of dictating, and did not dictate, the will or the donation inter vivos.

After a trial on which considerable testimony was heard as to the mental and physical condition of Mrs. Mithoff before, at the time of, and subsequent to the execution of the will and donation, the trial judge found that the testatrix was competent to make the will and the donation and rejected the plaintiff’s demand.

The case involves no disputed questions of law. It is conceded that if the testatrix at the time of making the will was of unsound mind and incapable of knowing what she was doing, then the will could not be sus *628 tained as a valid disposition of her property. On the other hand, if she was possessed of sufficient disposing mental capacity at the time the two instruments were executed, then they are legal and valid even though it be shown that she suffered complete dementia before and after the making of the two donations.

Testamentary capacity is always presumed. In other words, every person is considered under the law to he of sound mind, and this presumption continues until destroyed by cogent, satisfactory, and convincing evidence. The degree of proof required to overcome the presumption of sanity and of mental disposing capacity may be likened to that required in criminal cases to rebut and overcome the presumption of innocence which the law creates in favor of a person on trial for a crime. This is, we think, a settled rule of which there can be no doubt.

The court, however, so far as we are informed, has never extended the rule to the extent of requiring the person attacking a will on the ground of insanity to establish that the testatrix was violently insane or was a raving maniac at the time of making the will.

There is quite a volume of testimony in this case, containing something over 400 pages, and the printed briefs cover some 230 pages devoted principally to a review of the testimony and liberal quotations therefrom. There were some 25 witnesses who testified in

* the case, some of whom had a direct interest in the result of the case and others who had no interest whatever. It would serve no useful purpose to quote any of the testimony or to refer to it in detail, and we havei no inclination to do so. It is sufficient to say that we have read and re-read the testimony with a great deal of interest, and our conclusion is based upon what we conceive to be the salient facts established by the testimony.

The husband of Mrs. Mithoff and the father of the parties to this suit, Francis R. Cogs-well, died in 1914.

He was a dealer to some extent in stocks and bonds and had accumulated an estate of approximately $72,000. , This estate was divided between the surviving widow and her three daughters. After the death of the husband the widow with her community interest continued in business with her daughter acting as secretary until in 1918, when she gave to her daughter Olive a full power of attorney to manage her affairs and to transact all business for and on her behalf. The administration by the daughter seems to have been somewhat successful, as her mother’s estate was increased to the extent of some twenty-odd thousand dollars under the daughter’s administration.

In June, 1919, Mrs. Mithoff visited her daughter in 'Virginia, and while on this visit she experienced a fall, caused, it is suggested, though there is no definite proof of the fact, by a stroke of apoplexy or paralysis.

On her return home in course of time she became an invalid and had to be wheeled about in a chair, being unable by, reason of her palsied condition ■ to ■ handle herself. There is no pretense that during the earlier stages of her affliction that she did not still retain her mental faculties. If at any time therefore prior to the year 1923 she had executed a will, it could not have under any view of the evidence been annulled on account of the want of testamentary capacity.

It may fairly be said therefore that a greater portion, if not all, of the testimony going to show want of mental capacity, covers a period beginning in J923 and extending down to the death of the testatrix in 1926.

In 1923 a lady attendant was employed to wait upon Mrs. Mithoff and to attend to her temporal wants and necessities. This attend *630 ant remained with the testatrix until some time in 1924 after the will was executed. Much reliance is placed upon the testimony of this witness because she said that Mrs. Mithoff’s mentality was that of a child and that she had to treat her as a three months old baby; that she was not able-to carry on a conversation about things in the outer world and would not call her by the name by which she wanted to be called; that she would look at an object and say that it hurt her; that she would not do any talking, but liked to have others around her,’ and she liked things to be pleasant; that sometimes she would answer you perfectly all right.

This witness admitted that Mrs. Mithoff told her she talked too much, that she commented on things to eat that she liked and those she disliked, that she demanded certain things be done, and wanted to see the attendant and others kept 'busy about the house. This condition of the testatrix, so the attendant said, remained the same and without change for about 18 months.

There were quite a number of neighbors and acquaintances of Mrs.

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Bluebook (online)
122 So. 886, 168 La. 624, 1929 La. LEXIS 1843, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-mithoff-la-1929.