Barka v. Hopewell

219 P. 799, 29 N.M. 166
CourtNew Mexico Supreme Court
DecidedOctober 9, 1923
DocketNo. 2726
StatusPublished
Cited by9 cases

This text of 219 P. 799 (Barka v. Hopewell) is published on Counsel Stack Legal Research, covering New Mexico Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barka v. Hopewell, 219 P. 799, 29 N.M. 166 (N.M. 1923).

Opinion

OPINION OP THE COURT

BRATTON, J.

The plaintiff in error, Jean Barka, is the daughter of Willard S. Hopewell, deceased,- and is a legatee under his last will and testament, which is being probated in the probate court of Bernalillo county. The defendant in error, Anna H. Hopewell, is the surviving widow of the said Willard S. Hopewell, and is the duly qualified and acting executrix under such will.

In her complaint the plaintiff in error charged that the inventory and appraisement which was filed in the probate court includes real estate of the value of $4,783.33, stocks and bonds of the value of $9,427.50, and a certificate of deposit in the sum of $6,700; that said executrix filed a report in the probate court showing she had collected cash in the sum of $3,419.22; and that since said report was filed she had collected, in cash, the further sum of #1,500. It was further charged that certain described real estate, of the value of $49,-000, belonging to such estate, was omitted from the inventory; that claims not exceeding $855 had been approved and allowed; and tbat a judgment in the sum of $14,500 was outstanding and unpaid. She further charged that she was a legatee under such will, by which she was given the sum of $5,000, of which sum she had been paid $650; that she had demanded payment of the remainder of her legacy, which had been refused for the reason the debts due by said estate had not been paid. A copy of the will was made a part of the complaint. The 'provision under which plaintiff in error derives her right is as follows:

“I hereby give, and bequeath and devise unto my daughter, Mrs. Jean Barka, the sum of five thousand dollars ($5,000) to be paid to her by my said executrix hereinafter named out of any part or portion of my estate after the payment of my debts.”

She prayed that the executrix be compelled to account to her for all the assets belonging to said estate, including the real estate not incorporated in the inventory and appraisement, and that said executrix be compelled to pay the remainedr due upon such legacy.

The defendant in error interposed a demurrer which attacked the sufficiency of this complaint in several respects, among them being that the district court of Bernalillo county had no jurisdiction of the matters pleaded, but that the probate court of said county had the exclusive original jurisdiction thereof. This demurrer was sustained- and the complaint dismissed.

The probate courts of the several counties within this state are, by statute, given exclusive original jurisdiction in numerous matters concerning estates and the duties of executors, administrators, and guardians with reference thereto, among them being the settlement and allowance of all accounts; the hearing and determination of all controversies respecting wills; the hearing and determination of all controversies respecting the duties, accounts, and settlements of such executors, administrators, and guardians. Section 1430. Code 1915, which confers this jurisdiction, provides:

“The probate oourts shall have exclusive original .iurisdiction in all the following causes, to wit: The prohate of last wills and testaments, the granting of letters testamentary and of administration and the repealing and revocation of the same, the appointment and removal * * * of guardians' of orphans and persons of unsound mind, the binding, out of apprentices, the settlement and allowances of accounts of executors, administrators and guardians, the hearing and determination of all controversies respecting wills, the right of executorship, administration and guardianship, the hearing and determination of all controversies respecting their duties, accounts and settlements of executors, administrators and guardians, the hearing and determination of all controversies between master and those bound to him, the hearing and determination of all controversies respecting any order, judgment or decree in such probate courts with reference to any Of the foregoing matters of which the probate courts are herein given exclusive original jurisdiction, and no suit shall be prosecuted or begun in any district court to review or in any manner inquire into or reopen or set aside any such order, judgment or decree, and no such order, judgment or decree shall be reviewed or examined in any district court except upon an appeal taken in the manner provided by law.”

. The terms of this statute are very broad, and they embrace a wide field. The probate. courts are thereby given the exclusive original jurisdiction to hear and determine all controversies with regard to the settlement and allowances of accounts of executors, administrators, and guardians, and to determine all controversies respecting their duties, accounts, and settlements. The apparent object in view and purpose sought to be accomplished was to give complete jurisdiction to the prolate court over the management of estates in so far. as administering legal relief was concerned. And it is now the well settled and firmly declared law in this state that, by virtue of its provisions, the district courts have no original jurisdiction of matters concerning estates which are in process of probate, unless equitable relief is necessarily sought. To obtain relief in equity is the only instance in which the district courts can éxercise original jurisdiction on siich subjects. Perea v. Barela, 5 N. M. 458, 23 Pac. 766, and Id., 6 N. M. 239, 27 Pac. 507; Candelaria v. Miera, 18 N. M. 107, 134 Pac. 829; Michael v. Bush, 26 N. M. 612, 195 Pac. 904.

Plaintiff in error contends that by the terms of the Constitution tlie district courts alone are vested witb tbe exercise of original equitable jurisdiction; that the statute referred to cannot be held to grant exclusive original jurisdiction to the probate courts with regard to matters involving equitable jurisdiction., because it would run afoul with such constitutional provision. With this as an abstract statement of law, we have no quarrel. She asserts that she is proceeding in equity to compel an accounting on the part of the • executrix of all the property of the estate, including that omitted from the inventory, so that it becomes necessary for us to determine whether under the facts pleaded she is entitled to such relief. To begin with, resort to equity cannot be had where the party has a complete and adequate remedy at law. This is a principle so well established that we deem it altogether unnecessary to cite authorities to support it.

The only possible necessity for an accounting on the part of the executrix, under the facts shown in the complaint, arises from the omission to include in the inventory certain described real estate, as it does not apuear that any controversy exists with regard to the validity of the bequest in question, nor the liability of the estate for its payment. To the contrary the validity of the legacy seems to be admitted and certain payments made to apply on it. If this inventory was filed while section 2246, Code 1915, was still in force and effect, such real estate should not be included therein, because by the terms of such statute personal property alone should be included in an inventory. This statute, however, was superseded by chapter 179, Laws 1921, which became effective on March 14, 1921, by the terms of which it is made the duty of executors ,and administrators to include in an inventory both real and personal property. The pertinent part thereof is found in section 10 as follows:

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Bluebook (online)
219 P. 799, 29 N.M. 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barka-v-hopewell-nm-1923.