Succession of Zinsel

360 So. 2d 587
CourtLouisiana Court of Appeal
DecidedJune 13, 1978
Docket9197
StatusPublished
Cited by18 cases

This text of 360 So. 2d 587 (Succession of Zinsel) 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 Zinsel, 360 So. 2d 587 (La. Ct. App. 1978).

Opinion

360 So.2d 587 (1978)

Succession of John Jacob ZINSEL.

No. 9197.

Court of Appeal of Louisiana, Fourth Circuit.

June 13, 1978.
Rehearing Denied July 26, 1978.

*589 Henry L. Klein, New Orleans, for plaintiff-appellant, Josephine Andracchio.

D. A. McGovern, III, New Orleans, for plaintiffs-appellants, Joseph G. Zinsel, Individually and as Testamentary Executor, and Mrs. Dolores Clark Zinsel.

Before LEMMON, GULOTTA and BOUTALL, JJ.

GULOTTA, Judge.

In this contest, the trial court upheld the validity of a will bequeathing decedent's estate to his wife and brother but further concluded that the decedent's only son was a putative child and entitled as such to the legitime. We affirm.

In 1939, John Jacob Zinsel, Jr. married Dolores Clark (Lola) and remained married to her until his death. No children were born of that marriage. In the late 1950's, however, Zinsel met Josephine Andraccio (Linda) and the two underwent a marriage ceremony in Cuernavaca, Mexico in August, 1959. The couple returned to New Orleans following this ceremony and lived as man and wife. In April, 1961, a son, John Jacob Zinsel, III, was born to them. In 1964, however, Linda, according to her testimony, first learned that Zinsel had never divorced Lola. Though Linda and Zinsel did not thereafter live as man and wife, Zinsel recognized John, III as his son, and supported and enjoyed a warn relationship with him.

The statutory will under attack was executed on July 25, 1975, while the decedent, John J. Zinsel, Jr. was hospitalized during his last illness. Named as legatees were the testator's legal wife and brother. The will, by its terms, revoked a prior will executed by Zinsel on December 4, 1973, which had named his son as residuary legatee.

Zinsel died on August 7, 1975, and both wills were offered for probate. On behalf of her minor son, John Zinsel, III, Linda petitioner to annul the probate of the July 25, 1975 will on the grounds that the decedent was incompetent at the time the will was signed and that the testament was defective as to form. By amended and supplemental petition, she further alleged that a putative marriage had existed between her and the decedent and that the later will, if valid, should be modified so as not to deprive John, III of his forced portion as a putative child.

After trial,[1] judgment was rendered dismissing the petition to annul the July 25, 1975 will, but further recognizing John, III as a putative child and entitled as such to the legitime, one third of decedent's estate.

On appeal, Linda contends that the testator at the time of the execution of this will was suffering from terminal cancer and was under the influence of a pain-relieving drug which deprived him of testamentary capacity. She further argues that the decedent, due to his infirmity, lacked the muscular control to sign the will; that his purported signatures on the document are at best "marks"; and that the will is therefore null because it fails to mention the physical cause hindering the decedent from signing as required by LSA-R.S. 9:2442.[2]

*590 The decedent's brother and legal wife, on the other hand, contend the trial judge erred in recognizing John, III as a putative child. According to the legatees, the mother of the child was not in good faith when she entered into the purported marriage with Zinsel because she knew or should have known of his existing marriage and failed to investigate his marital status prior to the ceremony.

VALIDITY OF THE WILL

It is well settled that testamentary capacity is presumed and a person attacking the will has the burden of proving lack of capacity at the time the will was executed. McCarty v. Trichel, 217 La. 444, 46 So.2d 621 (1950); Succession of Chopin, 214 So.2d 248 (La.App. 4th Cir. 1968). Similarly, proof of non-observance of formalities in the execution of a will must be exceptionally compelling to rebut the presumption of validity. Succession of Staggers, 254 So.2d 289 (La.App. 4th Cir. 1971), writ refused, 260 La. 11, 254 So.2d 617 (1971). Furthermore, testamentary capacity and the observance of formalities are factual questions and the findings of the trial judge are not to be disturbed unless manifestly erroneous. Succession of Brown, 251 So.2d 465 (La.App. 1st Cir. 1971); Succession of Staggers, supra.

In his written report, the commissioner concluded the opponents of the will had failed to "bear" the burden of showing "lack of testamentary capacity and form". The record supports these conclusions.

The notary and two witnesses, present at the signing of the will, testified the decedent had appeared completely lucid and competent. The notary stated that the will had been read aloud paragraph by paragraph; that the testator had answered affirmatively after each paragraph; and that the testator understood what was being read. This testimony was corroborated by decedent's brother who stated that on the day prior to the signing of the will decedent had expressed his displeasure with the earlier will and had indicated his desire to change it.

The decedent's treating physician saw the testator approximately 25 or 30 minutes before the signing of the will on July 25[3] and stated Zinsel was sitting up in bed and was wide awake though he was in pain and irritated. According to this physician, Zinsel at that time was in full possession of his mental faculties.

The doctor stated further that when he saw Zinsel on the day the will was made, Zinsel was talking on the phone to his attorney. (This is not the notary who prepared the 1975 will, but the attorney who prepared testator's earlier 1973 will.) According to the doctor, two days before the day the will was signed, Zinsel had seemed weak but "lucid". On hospital visits, Zinsel conversed with the doctor after July 25 until Zinsel died on August 6. The doctor indicated Zinsel had conversed less each day, but that he had understood the doctor's inquiries and responded to questions.

Though an injection of Dilaudid, a painrelieving drug, was administered pursuant to the physician's order at 10:55 a. m., the doctor testified that it would have taken at least 15 minutes or longer for any appreciable effect to result. The doctor further stated that the drug does not induce sleep but because of the drug's painkilling effect, sleep is permitted. The physician indicated Zinsel would not lose his mental capacity after the injection and in the event he did fall asleep he could be awakened and would be mentally competent to talk, discuss and understand.

It is true, as pointed out by opponents of the will, that a medical expert, after reviewing the hospital records, stated "the man was most probably not mentally competent to engage in detailed thinking". It is true also that this expert doubted seriously that the testator would have been capable of understanding. We are aware also that the 15-year-old son of the decedent testified that on the day before the will was *591 signed, his father had expressed a desire not to "go through with the will". This witness further stated that three days before the signing of the 1975 will his father (testator) was in poor condition. We recognize further that decedent's attorney (not the attorney who prepared the will) stated he had seen Zinsel at the hospital on the day following the signing of the will and he was unable to "communicate" with the decedent.

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Bluebook (online)
360 So. 2d 587, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-zinsel-lactapp-1978.