Succession of Prejean

71 So. 2d 328, 224 La. 921, 1954 La. LEXIS 1162
CourtSupreme Court of Louisiana
DecidedFebruary 15, 1954
Docket41187
StatusPublished
Cited by4 cases

This text of 71 So. 2d 328 (Succession of Prejean) 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 Prejean, 71 So. 2d 328, 224 La. 921, 1954 La. LEXIS 1162 (La. 1954).

Opinion

FRUGE, Justice ad hoc.

This is an appeal by plaintiffs from a judgment dismissing their attack on the codicil of the will of Alida Prejean, deceased. The will, which was executed in the form of a nuncupative will by Public Act, contained certain special bequests and' appointed- her. .son,: Odea Boudoin, as her executor.’...The codicil;-also- in-the .form of. nuncupative by Public Act, was executed to appoint the defendant herein, A. J. Thomas, as her executor in lieu of her son, Odea Boudoin, who predeceased her.

Plaintiffs’ attack on the codicil is grounded mainly on five points:

1. That said codicil was executed as the result of undue influence on the part of others;
2. That the decedent lacked testamentary capacity to make said codicil ;
3. That at the execution of said codicil the witnesses thereto were not present and the codicil was not executed in the presence of the testatrix;
4. That the codicil was not written by the Notary Public at the dictation of the testatrix; and
5. That the testatrix was too illiterate to use the language in which the codicil was written.

The district court rendered judgment in favor of defendant, rejecting plaintiffs’ demands in full. Plaintiffs, on this appeal;, re-urge all five grounds of attack. We will discuss them in the order listed above.

1. We find no merit in plaintiffs’' contention of undue influence. It is expressly provided by Article 1492 of the LS A-Civil Code that proof is not admitted to attack a will on the grounds that it was executed through hatred, anger, suggestion or captation. This .same contention, of..undue *926 influence was held to be without merit in the case of the Succession of Yeates, 213 La. 541, 551, 35 So.2d 210, 213, wherein this Court said:

“The contention that the will was executed under duress and undue influence exerted on the part of its pro! ponent is also without merit, for ‘Proof is not admitted of the dispositions having been made through hatred, anger, suggestion or captation.’ ”

2. Equally without merit is plaintiffs’ contention that the decedent lacked testamentary capacity.

In the Succession of Edgar, 184 La. 775, 167 So. 438, it was held that testamentary capacity is presumed and the person attacking a will has the burden of showing lack of such capacity when the will was executed. :

A careful study of the evidence in the record does not show that Alida Prejean lacked testamentary capacity. While it is true that she was an old person of eighty-two years of age and suffering from arteriosclerosis, high blood pressure and hypertension, there is no evidence that she did not know what she was doing. She was not mentally deranged and we are convinced that she understood the terms of said codicil. Dr. Ardley Hebert who visited her for the first time about one week after the-codicil in question was written stated that-even though she had had a heart attack during the interval between the time that she wrote the codicil and the time of his visit that the decedent nevertheless was not disoriented and that she recognized people and talked to them. We conclude that the testimony on this issue affirmatively shows that the decedent was fully capable-of appointing an executor for her will; that there was nothing wrong with her mentally and that her only trouble was a natural condition resulting from old age and the ailments which usually accompany old age.

Pertinent here is the case of Rostrup v. Succession of Spicer, 183 La. 1087, 1096, 165 So. 307, 310. In that case a decedent’s will was being attacked on the ground-that she,lacked testamentary capacity. -The doctor who attended her testified that she had the mind of a ten year old child but that she was not insane. It was his further testimony that she was suffering from heart and kidney trouble and marked arteriosclerosis. She was likewise an old person of eighty years of age. The Court, in upholding the testamentary capacity of said decedent, stated:

“We have carefully read all the testimony and concur in the conclusions, reached by the trial judge that the testatrix knew and realized perfectly what she was doing when she made her will. The best answer to opponent’s attack on the will is the testimony of the five-witnesses who were present when the will was made, the physician. who attended her just before and just after the date of the will, and the minister *928 who visited her during, her last illness. These all say that, although her mental faculties may have been somewhat weakened, she understood perfectly what ■ she was doing and what was going on about her. We are convinced, as was the trial judge, that she had sufficient mental capacity at the time to realize what she had and what she: wanted to do with it. That is the true test.” ■,

In the .recent case-of McCarty v. Trichel, 217 La. 444, 454, 46 So.2d 621, 624, this Court .stated:

“Multiple: cases have reached this Court involving the question of testamentary capacity and it has been in rare instances only — where the evidence of insanity was positive and overwhelming — that the wills were an- . nulled and voided. Our court has consistently held that medical testimony unsupported by concrete factual evidence of insanity actually affecting the execution of a will is insufficient. This is' particularly true where the medical evidence is conflicting. Interdiction of Escat, 206 La. 207, 19 So.2d 96; Chandler v. Barrett, 21 La.Ann. 58, 99 Am. Dec. 701; Kingsbury v. Whitaker, 32 La.Ann. 1055, 36 Am.Rep. 278; Godden v. Burke, supra [35 La.Ann. 160]; Succession of Bey, 46 La.Ann. 773, 15 So. 297, 24 L.R.A. 577; Succession of Jacobs, 109 La. 1012, 34 So. 59.
“In the iftstant case, we have observed that there is no evidence that this testatrix was ever insane or incompetent or that interdiction proceedings were ever applied for; and the true test in all such cases as this is whether, at the time of the making of the will, the testatrix was of sufficient mind to understand the nature of the testamenT tary acts and appreciate their effect.”

3. Plaintiffs’ next contention is that the witnesses and the testatrix were not present at the time the codicil in question was executed. The codicil shows that it was prepared by Mr. F. J. Samson as notary public in the presence of the- witnesses, A. D. LeBlanc, J. G. Simon and Jules J. Broussard. Of these Mr. -.Jules J. Broussard is the only one who- testi-fied at the trial and his testimony in substance is that the codicil was executed by the decedent in the presence of F. J. Samson, notary, and in the presence of the witnesses, A. D. Le-Blanc, J. G. Simon and himself; that nobody else was present and that all proceedings as well as the signature of the codicil were carried on by the testatrix, the notary public and the witnesses in the presence of each other.

In the case of Renfrow v. McCain, 185 La. 135, 168 So. 753, this Court reaffirmed its well settled and expressed jurisprudence to the effect that a nuncupative will is proof of itself and that a nuncupative will by Public Act must be considered *930

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71 So. 2d 328, 224 La. 921, 1954 La. LEXIS 1162, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-prejean-la-1954.