Succession of Valerie Bryan Braswell

CourtLouisiana Court of Appeal
DecidedApril 9, 2025
Docket56,133-CA 56,134-CA (Consolidated Cases)
StatusPublished

This text of Succession of Valerie Bryan Braswell (Succession of Valerie Bryan Braswell) 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 Valerie Bryan Braswell, (La. Ct. App. 2025).

Opinion

Judgment rendered April 9, 2025. Application for rehearing may be filed within the delay allowed by Art. 2166, La. C.C.P.

No. 56,133-CA No. 56,134-CA (Consolidated Cases)

COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA

*****

SUCCESSION OF VALERIE BRYAN BRASWELL

Appealed from the First Judicial District Court for the Parish of Caddo, Louisiana Trial Court No. 632,226

Honorable Brady D. O’Callaghan, Judge

THOMAS, SOILEAU, JACKSON Counsel for Appellants, & COLE, LLP Kenneth Pardee and By: Steven E. Soileau Debra Pardee

WEEMS, SCHIMPF, HAINES Counsel for Appellees, & MOORE, APLC Julie Bryan White, By: Kenneth P. Haines Jennifer Bryan Clark, Kyle A. Moore Suzanna Braswell Sharman and William Bryan

Before COX, THOMPSON, and ELLENDER, JJ. THOMPSON, J.

A chronically ill woman was accompanied by her caregiver to an

attorney and executed, in quick succession, two separate wills. The scheme

of having two wills was to give the false impression to the decedent’s family

that she was leaving the majority of her property to her sisters, when in

reality, the first will was revoked and her caregiver was the primary

beneficiary of the second will. The second will was kept secret from the

decedent’s family until after her death. The decedent’s sisters probated the

first will, and the caregiver subsequently probated the second will. The

matters were eventually consolidated, and after a trial, the trial court

determined that the decedent lacked the capacity to execute either will and

that she had been unduly influenced by her caregiver. With both wills

declared null, the decedent’s daughter inherited her property through

intestacy. The caregiver and her husband now appeal this judgment. For the

following reasons, we affirm the trial court’s judgment.

FACTS AND PROCEDURAL HISTORY

Valerie Braswell (“Valerie”) suffered from chronic health problems,

including COPD and cervical stenosis, that left her virtually a quadriplegic.

She was divorced and had one child, Suzanna Leigh Braswell (“Suzanna”),

and two sisters, Julie Bryan White (“Julie”) and Jennfier Bryan Clark

(“Jennifer”). Due to her health condition, from 2017 through 2020, Valerie

and her mother were both living in Heritage Manor Stratmore nursing

facility in Shreveport, Louisiana. With the onset of Covid in 2020, Valerie’s

father, Bill Bryan (“Bill”), elected to move into a home that could

accommodate Valerie and her mother, and they moved home. Valerie’s two sisters lived in Texas but would visit the home

approximately once a month. Bill needed help caring for Valerie and her

mother, so he hired Debra Pardee (“Debra”) and Stephanie Barbo

(“Stephanie”) from the nursing home to be their caretakers. Debra and

Stephanie worked alternating 12-hour shifts in Bill’s home from 8 a.m. to 8

p.m., with Debra primarily caring for Valerie. Valerie’s mother died in

February of 2021.

On April 20, 2021, two months after her mother’s death, Valerie was

driven by Debra, and they left Bill’s home to “run errands.” They first went

to a doctor’s appointment for Valerie, where she met with the doctor and his

nurse practitioner. Next, they stopped by Valerie’s bank, where Valerie was

taken inside, and Debra was added to her bank account. From the bank, they

next went to the office of attorney Patricia Miramon (“Miramon”), who is

primarily an estate planning attorney. Valerie and Debra had previously

communicated with Miramon about executing a will for Valerie.

While at Miramon’s office, Valerie told Miramon that her sisters

hated her, and Bill was pressuring her to create a will in favor of her sisters.

She wanted to show them a will to get them to stop pressuring her, while

secretly intending for there to be a second will in favor of Debra that she was

not going to show her family. She also told Miramon she did not have a

good relationship with her daughter. Valerie executed the two wills in quick

succession. In the first will, she bequeathed two pieces of furniture to her

daughter, Suzanna, and left the remainder of her estate to her sisters as her

universal legatees (the “first will”). Three minutes later, Valerie executed a

second will that revoked the first will and bequeathed the same pieces of

2 furniture to Suzanna and the remainder of her estate to Debra (the “second

will”). Valerie returned home and showed the first will to Bill, but she and

Debra kept the existence of the second will a secret. Valerie died a few

months later, on August 11, 2021.

On August 21, 2021, Valerie’s sisters filed a petition for probate of

the first will, with no mention of the undisclosed second will. An order

making the first will executory was signed and filed on August 23, 2021 in

docket number 632,226 in the First Judicial District Court. On September 2,

2021, Debra filed a petition for probate of statutory testament under a new

docket number, docket number 632,443, also in the First Judicial District

Court, and an order filing and executing the second will was signed on

September 8, 2021. At that moment, there were competing wills and

corresponding orders.

On October 22, 2021, Debra filed a rule to annul probate and rescind

orders of appointment co-executors and independent executorship in the

matter filed by Valerie’s sisters. On February 7, 2022, the trial court granted

the rule to annul, and the two separate matters were consolidated. Numerous

motions were then filed by the parties, and the matter was set for trial to

address the sisters’ claims of undue influence exerted by Debra and

Valerie’s lack of testamentary capacity.

A bench trial began on July 27, 2023. The first witness to testify was

nurse practitioner Laura Perkins (“Perkins”). She testified that she works at

Willis-Knighton Medical Center at Internal Medical Center, where she is a

nurse practitioner, and the court qualified her as an expert nurse practitioner.

Perkins began seeing Valerie in 2017 at the Heritage Manor Stratmore

3 nursing facility. She testified that she remembers Valerie better than other

patients because she was needy and liked to be seen by medical personnel.

Valerie had severe COPD and was oxygen dependent. She testified that

Valerie had sitters to help with activities of daily living, or ADLs, including

bathing, personal hygiene, feeding, and cooking. Valerie could not drive,

had very little control over her upper extremities, and had cervical spine

disease that caused her a great deal of pain. She testified Valerie was almost

quadriplegic and had depression and anxiety.

Perkins described Valerie’s lack of what she considered “executive

function,” which she testified was the “ability to make decisions, complex

decisions, ability to do things that take more than one step, the ability to act

like an adult.” She testified that people who lack executive function are

more vulnerable to their environment. Perkins testified that she saw Valerie

on the day she executed the wills and that she did not have the executive

function to execute the wills. Perkins described that Valerie was so anxious

on April 20, 2021, she needed her medication increased and that her

weakness had dramatically increased. Perkins testified, “I don’t think she

could have made those kinds of decisions a year before, and certainly not

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