Decision
of the High Court of Paris, France
on
June 2, 1993
Pierre Vasarhelvi
vs. André Vasarhelvi and Michèle Tabarno (widow
Vasarhelvi) |
2nd
CHAMBRE 1st SECTION
DECISION OF JUNE 2, 2003 |
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APPLICANT
Mr Pierre VASARHELYI
Living at 66 Cours Sextius
13100 Aix en Provence, France
represented
by Maître Barthélémy LACAN
Attorney at the Bar of Paris, France E435
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DEFENDANTS
Mr André VASARHELYI
Living at 5 avenue Pierre Brossolette
92160 Antony, France
Mrs
Michèle TABURNO, the widow of
Jean-Pierre VASARHELYI, called YVARAL
Living at 74 rue du Faubourg Saint Antoine
75011 Paris, France
both
represented by Maître Yves BAUDELOT
Attorney at the Bar of Paris, France P113
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COMPOSITION
OF THE TRIBUNAL
Magistrates during the deliberation
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Ms
SARDA Vice President
Mrs DEKINDER Vice President
Mr Fabrice VERT Vice President |
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Hearing
of June 2, 2003
2nd Chamber 1st Section
N° 1 |
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CLERK
: Anne AGEZ
DEBATES : At the hearing of April 22, 2003. Held publicly
DECISION : Given publicly. Inter partes. In first resort
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PREAMBLE
The
painter, Victor VASARHELYI, called VASARELY, died on March 15, 1997
at the age of 91.
He
left, after his death, for his estate, his eldest son André
VASARHELYI, his youngest son Jean-Pierre VASARHELYI, the wife of
the latter Michèle TABURNO, and his grandson Pierre VASARHELYI,
who is the son of Jean-Pierre VASARHELYI.
Pierre VASARHELYI puts forward a testament hand-written by his grand-father
dated April 11, 1993 handed in amongst the documents of Maître
DECORPS, a Solicitor in Marseille, France, on June 20, 1997 under
the terms of which Victor VASARHELYI leaves his grandson all
the available share.
In
view of the provisional decision on the merits given on June 16,
1999 by the Tribunal in session, in which reference is expressly
made in the preamble designating Mr COUSIN in the capacity of expert
in order to, and in particular, state if, in his opinion, Victor
VASARHELYI was sound of mind at the moment the testament was written
on April 11, 1993.
The
experts report was handed in on May 21, 2001.
In
view of Mr Pierre VASARHELYIs last briefs notified on November
26, 2002, he requests that the Tribunal :
- state
that the testament on April 11, 1993 is valid,
- give him its full rights and, consequently, order the issuance
of his legacy at the heirs charge,
- order the liquidation and the share of Victor VASARELYs
estate,
- reject the defendants counter requests;
- order the temporary fulfilment of the forthcoming decision, notwithstanding
the appeal and without guarantee;
- order in solidum the two defendants to pay the applicant the sum
of 7,620 euros by way of Article 700 of the New French Code of Civil
Procedure;
- order in solidum the two defendants to pay all costs of the instance.
In
support of his claims,
Pierre VASARHELYI exposes that the expert, Mr COUSIN, after a meticulous,
methodical and loyal analyse of Victor VASARELYs state of
health, rightly concludes that there is no reason to doubt the civil
capacity of the latter at the date of April 11, 1993, which corresponds
to that of the hand-written testament naming Pierre VASARHELYI as
legatee of the available share; that furthermore it is established
that his grand-father had a lot of affection for and confidence
in him and hoped to see him perpetuate his work, in particular within
the framework of the VASARELY Foundation; that the variation of
Victor VASARELYs writing in the testament of April 11, 1993
is not established; that in all hypotheses, it is not susceptible
of establishing a serious deterioration of Victor VASARELYs
mental faculties; that, finally, the beginning of Victor VASARELYs
guardianship, dated March 29, 1994, almost a year after the writing
of the litigious testament, does not constitute any proof of the
latters not being sound of mind at the date of the testament.
In
view of the briefs of Mr André VASARHELYI and Mrs Michèle
TABURNO, acting as executrix and co-heir of Jean-Pierre VASARHELYI,
who died on August 2, 2002, they request that the Tribunal :
-
state that Victor VASARELY was not sound in mind when writing the
testament on April 11, 1993;
- state that consequently Victor VASARELYs testament dated
April 11, 1993 is nil and void;
- reject all Mr Pierre VASARHELYIs requests.
Subsidiarily,
- designate
a new expert whose mission would be to listen to the people who
had lived with Victor VASARELY and in particular Mrs Michèle
TABURNO, Mr Bruno ALLART and Maître Pierre DUBREUIL, and give
his opinion as to whether at the date of April 11, 1993, Victor
VASARELY was sufficiently lucid to establish knowingly the testament
which Pierre VASARHELYI today puts forward;
- designate an expert in graphology to analyse Pierre VASARHELYIs
writing;
- order Mr Pierre VASARHELYI to pay Messrs André and Jean-Pierre
VASARHELYI the sum of 7,620 euros by way of Article 700 of the New
French Code of Civil Procedure;
- order Mr Pierre VASARHELYI to pay all costs.
In
support of their claims, they put forward that Victor VASARELY,
who had suffered from Alzheimers disease since 1990, no longer
had any cognitive faculties since the month of November 1992, that
Dr COUSINs report could not be accepted since Dr COUSIN had
not questioned the people living with Victor VASARELY, that the
report is in contradiction with the other doctors conclusions
and that the report itself is contradictory.
They
also maintain that the conditions, in which the testament was established,
confirm that on April 11, 1993, Victor VASARELY was no longer free
of will; that, thus, the testament was received by a Solicitor,
other than the one Victor VASARELY usually turned to, that the testament
leaves an available share which Victor VASARELY knew was nil, that
his grandson had greatly disappointed Victor VASARELY; that the
testaments object to disinherit Victor VASARELY two
sons for whom the former had an equal affection, and that finally,
the testament was written under the pressure of Pierre VASARHELYI.
GROUNDS
-
On the nullity of the testament of April 11, 1993.
It
results from the clauses of Article 901 of the French Civil Code
that to make an inter vivos gift or a will one must be sound
of mind, and the clauses of Article 489 paragraph 1 of the
same Code that the proof of insanity is for the applicant to contest,
therefore he who lightens the insanity.
In
this particular case, while Mr André VASARHELYI and Mrs Michèle
TABURNO request the nullity of Victor VASARELYs testament
dated April 11, 1993 for insanity, they have to prove that Victor
VASARELY was not sound of mind at the time of the testament, any
mode of proof being admissible.
Mr
André VASARHELYI and Mrs Michèle TABURNO enumerate
a whole series of elements to try and show that Victor VASARELY
was not sound of mind in spite of the contrary report of Doctor
COUSIN, nominated as expert by the Tribunal.
It
emerges from Doctor COUSINs report that he went about this
operation in a meticulous and coherent way; that indeed, he examined
with precision the different reports of the doctors who knew about
Victor VASARELYs state of health since the latter had started
to deteriorate intellectually after his wifes death on November
27, 1990; that he examined all the documents communicated to him
by the parties and that he also interviewed Pierre, Jean-Pierre
and André VASARHELYI.
Consequently,
the Tribunal shall retain the particularly detailed briefs of this
report which indicate that :
-
Victor VASARHELYI showed the beginning of an intellectual deterioration
during 1990; that this deterioration was extremely fluctuant with
periods of confusion and disorientation of a variable length, largely
influenced by somatic or affective events which could touch a person
born in 1906, the legal battles vis-à-vis the Foundation
and the intrigues of Mr DEBBASCH, the intercurrent somatic infections
particularly lung infection and the fracturing of the neck of the
femur on November 5, 1992;
- the
practitioners who knew him all agree to state him sound of mind
until the end of 1990 and make him incapable by the beginning of
1993 (Dr FREMONTs report), that their opinions diverge as
to the precise date of the aggravation of the deteriorative symptoms
during 1993;
- the
doctors who met and knew him at that time (during 1993) were his
specialists, Doctors AUZIAS and BLED; that the first one only noticed
intellectual perturbations as from the end of 1993; that, furthermore,
apart from the very contradictory certificates supplied by both
parties, no exterior element of a behavioural type proves Victor
VASARELYs deterioration :
no unconsidered spending or incoherent management,
no unsuitable conduct or scandal,
no abnormal or dangerous behaviour for himself or others;
-
on the other hand, all the witnesses had always considered him as
a person with a suggestible character, that is to say easily influenced,
gifted with an almost pathological prodigality, which is not sufficient
to make a person civilly incapable;
-
no element can put a doubt on Mr Victor VASARHELYIs civil
capacity when he handwrote the testament on April 11, 1993.
The
fact that Doctor COUSIN did not question in an exhaustive way the
people around Victor VASARELY is not in itself a valid reason to
have a second expertise ordered on his state of health; this request
shall therefore be dismissed by the Tribunal.
The
Tribunal does not draw any conclusions on the state of Victor VASARELYs
mental faculties, at the moment the litigious testament was written,
the circumstance in which this testament was received by a different
Solicitor than the one Victor VASARELY usually used nor the circumstance
in which he legated an available share which he knew did not exist,
even more so in this particular case, as this latter circumstance
is proceeded by the defendants simple assertion.
As
to the state of the relationship having existed between Victor VASARELY
and his grandson, there results a number of documents handed into
the debates on this subject, and, in particular, letters written
by Victor VASARELY himself, that the latter showed himself to be
particularly generous with his grandson giving him a number of works
of art or sums of money during his visits and that if Victor VASARELY
complains in his letters of
. permanent demands from
Petit-Pierre [letter dated May 28, 1990 addressed by Victor
VASARELY to his son Jean-Pierre VASARHELYI], they no less certify
the attachment Victor VASARELY had for his grandson, attachment
corroborated by the fact that Pierre VASARHELYI occupied different
posts within the VASARELY Foundation with Victor VASARELYs
approval as certifies a letter dated October 23, 1992 from the latter
in which terms he writes that it has never been brought to
my knowledge that you failed in your obligations. On the contrary,
you work with passion and devotion for the Foundation, without ever
drawing any personal benefit from your name, just as I have always
ask of you.
Finally,
the variation of Victor VASARELYs writing exposed by the defendants,
and moreover not at all obvious, is not sufficient to show that
the testator was not sound of mind.
A
graphological expertise is not at all essential and the defendants
request on this point shall therefore be rejected.
There
are grounds to consider, in view of all the above mentioned elements,
that if they establish that Victor VASARELY went through a certain
weakening of the mind as from the end of 1990 due to age and sickness,
they do not enable a characterisation of a state of insanity in
Victor VASARELY on April 11, 1993 of a kind to annul the testament
written at that date.
Consequently,
the Tribunal validates the testament of April 11, 1993, orders the
issuance of the legacy, orders the operations of accounting, liquidation
and sharing of Victor VASARELYs estate under the conditions
of the present pronouncement, reject all the defendants requests.
As
no emergency is characterised, there are no grounds to order temporary
execution.
It
seems equitable that the parties shall be in charge of their own
unclaimable expenses and state there are no grounds for the application
of Article 700 of the New French Code of Civil Procedure.
ON
THESE GROUNDS
The TRIBUNAL,
Ruling
publicly in an inter partes decision and in first resort;
Validates Victor VASARELYs testament of April 11, 1993;
Orders the issuance of the legacy to Mr Pierre VASARHELYI;
States, in application with Article 1016 of the French Civil Code,
that the costs of the issuance request are at the charge of the
estate without nevertheless there resulting a reduction of the legal
reserve, the registration rights remaining due by the legatee;
Orders, at the suit of Mr Pierre VASARHELYI in these proceedings,
in the presence of Mr André VASARHELYI and Mrs Michèle
VASARHELYI, and those duly summons, through the President of the
Solicitors Interdepartmental Chamber of Paris, France, that
the Tribunal appoint any member of their body with faculty of delegation
and replace him if needs be, it shall be proceeded with the operations
of accounting, liquidation and sharing of Victor VASARELYs
estate;
Designates the President of the High Court of Paris, France or such
other magistrate appointed by him to draw up a report on the market
value of the estate if there are grounds;
States that there are no grounds to order temporary execution;
Dismisses the requests of Article 700 of the New French Code of
Civil Procedure;
Orders in solidum Mr André VASARHELYI and Mrs Michèle
VASARHELYI to pay the costs of the instance to counsel following
their demand in conformity with Article 699 of the New French Code
of Civil Procedure.
Drawn up and decided in Paris, France, on June 2, 1993
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