Succession of Pizzati

50 So. 2d 189, 218 La. 549, 1950 La. LEXIS 1102
CourtSupreme Court of Louisiana
DecidedDecember 11, 1950
Docket39327
StatusPublished
Cited by12 cases

This text of 50 So. 2d 189 (Succession of Pizzati) 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 Pizzati, 50 So. 2d 189, 218 La. 549, 1950 La. LEXIS 1102 (La. 1950).

Opinion

HAWTHORNE, Justice.

Mrs. Marie Pizzati Toro died in the City of New Orleans on February 15, 1948, at the age of 67 or 68, leaving a last will and testament in olographic form dated October .22, 1945, in which she bequeathed all of her property to John Eugene Lindner, Jr., minor son of Dr. John Eugene Lindner, Sr., constituting him her sole heir and universal legatee.

Mrs. Toro left neither ascendants nor descendants, but the execution of her will was opposed by her brother, Salvador A. Pizzati, who contended, first, that the will was invalid because it was not entirely written-, dated, and signed by the testatrix. In the alternative he also pleaded (1) that the will was a forgery; (2) that the testatrix was insane openly, notoriously, and for a long time prior to, and at the moment of, the confection of the will, and continued so until her death; (3) that Dr. Lindner was the physician who treated the testatrix during the illness from which she died, and that for this reason neither he nor his minor son, a person interposed, could inherit by donation mortis causa; (4) that the will was not the free and voluntary act of the decedent, but was written under duress, force, and undue assistance. Finally the opponent of the will opposed the application of Dr. Lindner to be appointed testamentary executor and urged that as the closest living relative of the testatrix he was entitled to be preferred in the appointment.

After a lengthy trial in the lower court, opponent’s contentions were all rejected by the trial judge, and the will was admitted to probate and ordered executed according to law, and Dr. John Eugene Lindner was named dative testamentary executor. From this judgment Salvador A. Pizzati, the opponent, appealed.

In support of his contention that the will was not wholly written, dated, and signed by the testatrix, the opponent evidently relied on the testimony of the operator of a home for the aged and infirm and that of her relatives who assisted her, *554 who testified that from October, 1945, when Mrs. Toro was admitted to this home, until her death on February 15, 1948, she was unable to write or even sign her name. We are not impressed by this testimony, for in our opinion it was proved beyond a doubt that the will in question was entirely written, dated, and signed by the testatrix. This fact was established by the testimony of the parties who actually saw her write and sign it, as well as by the testimony of Mrs. Peter Spicuzza, who was acquainted with the decedent for over 60 years and had corresponded with her frequently, and who positively identified the will to be in the handwriting of Mrs. Toro. Further, it was conclusively shown that on two occasions subsequent to writing the will the testatrix visted a bank in the City of New Orleans and signed the record of that institution for the purpose of entering her bank box, and also it was admitted without dispute that as late as the year 1946 she signed her name to an affidavit in opposition to an interdiction proceeding brought against her. After our examination of the will itself together with the various exhibits of the testatrix’ handwriting, we are unable to distinguish any obvious differences between the handwriting in it and that in the exhibits.

As to the contention that the will is a forgery, there is no evidence whatsoever to support it, but on the contrary the proponent of the will by competent and sufficient evidence has proved its validity.

We next pass to the question of the testamentary capacity of the deceased. Under Article 1475 of our Civil Code, one must be of sound mind to make a donation either inter vivos or mortis causa. However, testamentary capacity is always presumed ; that is, a testator is presumed to be sane until the contrary is affirmatively established, and a legal presumption exists in favor of the validity of the will. Chandler v. Barrett, 21 La.Ann. 58; Kingsbury v. Whitaker, 32 La.Ann. 1055; Succession of Mithoff, 168 La. 624, 122 So. 886; Rostrup v. Succession of Spicer, 183 La. 1087, 165 So. 307; Succession of Edgar, 184 La. 775, 167 So. 438; Succession of Lambert, 185 La. 416, 169 So. 453; Succession of Stafford, 191 La. 855, 186 So. 360; Landry v. Landry, 196 La. 490, 199 So. 401; Artigue v. Artigue, 210 La. 208, 26 So.2d 699; Clanton v. Shattuck, 211 La. 750, 30 So.2d 823; McCarty v. Trichel, 217 La. 444, 46 So.2d 621.

Whether Mrs. Toro was insane on October 22,1945, the date the will was written, presents for our determination a question of fact, which was resolved against the opponent of the will by the trial judge, and his finding that the opponent had not overcome the presumption of sanity is entitled to great weight.

The testatrix, Mrs. Toro, resided for many years with her husband, Joe Toro, in Clermont Harbor, Mississippi. Her husband died in the year 1943, and thereafter Mrs. Toro resided alone in Clermont Har *556 bor until about October-15, 1945, when she came unaccompanied to New Orleans by train and was placed in the nursing home by Dr. Lindner.

Acquaintances of Mrs. Toro at Clermont Harbor testified that after her husband’s death and before her departure for New Orleans she did many peculiar things; appeared to suffer from hallucinations, to have lost her memory, and to be extremely forgetful and absent-minded in routine matters and transactions; put on her clothes in an eccentric manner, and was unable to care for herself and her physical needs, as demonstrated by her failure to eat the proper foods and by her untidiness. Her attorney in Mississippi testified that he did not think that she had testamentary capacity.

The operator and her assistants at the nursing home where Mrs. Toro was placed and remained until her death testified that during that period she was unable to care for her physical needs, that is, she could not dress or feed herself; was unable to read or write and to recognize individuals or persons whom she knew.

On October 22, 1945, a few days after she was placed in the nursing home, Mrs. Toro visited in the home of Dr. Lindner in New Orleans, and on this occasion the will was written.

Dr. Lindner had been her personal physician for many years but had never charged Mrs. Toro for his professional services. This undoubtedly was due to the fact that the testatrix had lived for many years in the home of Mrs. Lindner’s aunt, and the relations between the deceased and! the Lindner family seemed to be very close. This is further evidenced by the fact that the acquaintances of Mrs. Toro at Clermont Harbor called in Dr. Lindner as a friend-of the family when Mrs. Toro was in need of assistance, and it was due to his efforts-that she was placed in the nursing home. So far as the record discloses, the relations-between Mrs. Toro and her brother were-unfriendly.

Some five months after the will, was written, proceedings were instituted by Dr. Lindner for the interdiction of the testatrix. The testatrix filed an answer, which she-signed, denying that she was subject to-interdiction and asking that the proceedings be dismissed. The psychiatrists who examined Mrs. Toro at this tme were uniable to agree, as two were of the opinion-that she was subject to interdiction and the other that she was not. Thereafter by joint motion of attorneys representing Mrs. Toro and Dr. Lindner the petition for interdiction was dismissed.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Succession of Franks
168 So. 2d 446 (Louisiana Court of Appeal, 1964)
Miles v. Broussard
166 So. 2d 34 (Louisiana Court of Appeal, 1964)
Succession of Bradford
130 So. 2d 702 (Louisiana Court of Appeal, 1961)
Succession of Vicknair
126 So. 2d 680 (Louisiana Court of Appeal, 1961)
Succession of Holland
106 So. 2d 697 (Supreme Court of Louisiana, 1958)
Succession of Roth
94 So. 2d 270 (Supreme Court of Louisiana, 1957)
Succession of Franz
94 So. 2d 270 (Supreme Court of Louisiana, 1957)
Succession of Lafferan-Derie
84 So. 2d 442 (Supreme Court of Louisiana, 1955)
Lebleu v. Manning
74 So. 2d 384 (Supreme Court of Louisiana, 1954)
Cormier v. Myers
65 So. 2d 345 (Supreme Court of Louisiana, 1953)
Metropolitan Life Ins. Co. v. Anderson
101 F. Supp. 808 (E.D. Louisiana, 1951)
Succession of Schmidt
53 So. 2d 834 (Supreme Court of Louisiana, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
50 So. 2d 189, 218 La. 549, 1950 La. LEXIS 1102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-pizzati-la-1950.