Succession of Talluto

118 So. 2d 427, 239 La. 326, 1960 La. LEXIS 930
CourtSupreme Court of Louisiana
DecidedFebruary 15, 1960
DocketNo. 43700
StatusPublished
Cited by4 cases

This text of 118 So. 2d 427 (Succession of Talluto) 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 Talluto, 118 So. 2d 427, 239 La. 326, 1960 La. LEXIS 930 (La. 1960).

Opinion

HAWTHORNE, Justice.

Mrs. Catherine Talluto, widow of Joseph Spatafora, died in New Orleans in June, 1955. She left a nuncupative will by public act dated March 11, 1954, in, which she bequeathed real and personal property to her brother, her sister, and several nieces and nephews. Her estate had an inventoried value of over $85,000.

The brother of the deceased and some of her nieces and nephews instituted this suit to have the will declared null and void. The attack on the will is twofold: . (1) That the testatrix at the time of the execution of the will did not possess testamentary capacity because she was mentally incapable of making a valid will,, and (2) that certain formalities required'1in the execution of a nuncupative will by public act were not complied with because there was an interruption and turning aside to other acts during the execution of the will. The prayer was that the will be decreed void and that petitioners and Mrs. Spatafora’s sister be recognized as the sole heirs at law of the deceased and as such entitled to her property. The case was tried on its merits, and the lower court rendered judgment dismissing plaintiffs’ suit. They have appealed.

This appeal presents two issues of fact. The first is whether the testatrix possessed testamentary capacity on March 11, 1954, and the second is whether all the formalities required by law for the making of a nuncupative will by public act were complied with.

Under the law there is a presumption that a testator possessed testamentary capacity, and the persons attacking the will have the burden of showing lack of this capacity when the will was made. The test of testamentary capacity is the ability of the testator to comprehend the condition of his property and his relation to those who may naturally expect to receive it after his death. Succession of Prejean, 224 La. 921, 71 So.2d 328; Succession of Moody, 227 La. 609, 80 So.2d 93; Succession of Lafferanderie, 228 La. 871, 84 So.2d 442.

In the record before us in this case we have the testimony of both lay and medical witnesses about Mrs. Spatafora’s state of mind for' the 21-year period from 1934 until her death in 1955. The evidence of the lay witnesses, who were for the most part relatives of Mrs. Spatafora by blood or marriage, is so conflicting that it is not of much value. Fortunately, however, there is reliable and impressive medical evidence by qualified psychiatrists which is quite sufficient to resolve the question whether the deceased possessed testamentary capacity at the time of making the will.

It was brought out during the trial of the case that in 1934 Mrs. Spatafora spent approximately three months in De Paul Hospital, a hospital in New Orleans for emotionally and mentally disturbed persons, at which time she was treated by a psychiatrist, Dr. H. Randolph Unsworth, for depression apparently induced by the menopause; that in 1953, when she was 67 years old, she became depressed during the illness of her husband and spent two months under Dr. Unsworth’s care in Southern Baptist Hospital, where she received shock treatments in an attempt to alleviate her depression; and that in March, 1955, one year after the making of the will here under attack, an interdiction proceeding was brought against Mrs. Spatafora by many, or all, of the relatives who are here seeking to overthrow her will.

Throughout the trial of this case counsel for petitioners stressed the various illnesses which beset the testatrix from 1934 on — such as broken rib, cancer of the left breast and of the uterus necessitating a mammectomy and a partial hysterectomy, broken wrist, fever, chills, bronchitis, inflamed gall bladder and gall stones, and uremia — , and counsel argues that so many ills must have affected her mind. It seems reasonable to conclude that the many ill[429]*429nesses from which she suffered caused Mrs. Spatafora to be very depressed and disturbed at certain periods of her life, but the question here is whether she possessed testamentary capacity when the will was made.

The really crucial evidence on Mrs. Spatafora’s capacity to make a will on March 11, 1954, is given by Dr. H. Randolph Unsworth, the psychiatrist who treated her off and on for the last 21 years of her life, and who was called as a witness by the parties attacking the will, and by two other psychiatrists who examined her during that time — Dr. C. P. May, who saw Mrs. Spatafora professionally in connection with the interdiction proceeding in April, 1955, and Dr. Kenneth August Ritler, who examined her the following month at the request of the notary before whom the will was executed.

As mentioned above, Dr. Unsworth began treating Mrs. Spatafora for a depressive illness in 1934, when she was 48 years old. He testified that although at that time the deceased was depressed, agitated, self-depreciatory, and subject to insomnia, she showed no evidence during the hospital period of having a psychosis; that she was always in touch with reality, and that she could have taken care of any business situation which arose. In regard to her stay in Baptist Hospital in 1953, Dr. Unsworth stated that she had been found at that time to be suffering from arteriosclerosis; that because of her deep depression she received electrical shock treatments, which are invariably associated with forgetfulness and a state of confusion for several months following the treatments; that although Mrs. Spatafora was depressed at this time, she was in touch with reality and showed no evidence of psychosis. During the period between her discharge from Baptist Hospital in May, 1953, and the making of her will in March, 1954, Mrs. Spatafora paid several visits to Dr. Unsworth’s office. On June 17, 1953, a month after she left the hospital, she was oriented in all spheres, had no mental confusion, and showed no evidence of delusions or hallucinations, and although she was still moderately depressed, she was cooperative and took care of her business affairs, such as rent checks and bank deposits. Her next visit to Dr. Uns-worth was on March 7, 1954, just four days before the will was made. In describing the state of his patient’s health on that date the psychiatrist said:

“And her physical health was good and psychically she was oriented in all spheres and she had no mental confusion and I discussed with her the awareness of her properties, of her assistance to Mrs. Rao in her checking account, her rental, her deposits, and I found that she knew of errors in certain tabulations which were made in her bank deposits and called attention to that effect; she knew what tenants were delinquent in their rent in that they would pay half of it we will say, and she was aware of the fact they owed her the other half.”

When asked by the court whether in his opinion Mrs. Spatafora was capable of making a will, Dr. Unsworth replied: “Completely. At no time did I think she was incompetent or lacked testamentary capacity.”

Dr. C. P. May, a witness for the defendants, had been appointed by Judge Alexander Rainold, along with another psychiatrist, Dr. John W. Bick, in the interdiction proceedings, to make a psychiatric examination of Mrs. Spatafora and to report the results of that examination to the court. Dr. May, with Dr. Bick, first examined Mrs. Spatafora on April 30, 1955. That examination lasted about an hour and a half, and no delusions or hallucinations were found. With Dr. Gene Usdin, also a psychiatrist, Dr. May made another examination on May 7, 1955. Drs. May, Bick, and Usdin were in complete accord in their findings that Mrs.

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118 So. 2d 427, 239 La. 326, 1960 La. LEXIS 930, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-talluto-la-1960.