Brown v. Heller

227 P. 594, 30 N.M. 1
CourtNew Mexico Supreme Court
DecidedMay 9, 1924
DocketNo. 2783.
StatusPublished
Cited by12 cases

This text of 227 P. 594 (Brown v. Heller) 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
Brown v. Heller, 227 P. 594, 30 N.M. 1 (N.M. 1924).

Opinion

OPINION OF THE COURT.

BRATTON, J.

Charles L. Brown died in Gallup, possessed of an estate of considerable value. He had been twice married. His first wife died, leaving as the only issue of that amrriage the appellant Louise B. Heller. The appellee Irene Brown was his second wife. On December 6, 1916, he secured a decree of divorce from her in which she was given a judgment for alimony at the rate of $10 per month, to begin one month after the delivery of the child of which she was then pregnant, and in which decree all property rights between the spouses were fully and finally settled and determined. Thereafter the appellee Charles Leibalt Brown was born, and he is the only issue of the second marriage, thus making the two children, Louise B. Heller and Charles Leibalt Brown, the sole heirs at law of Charles L. Brown deceased.

On April 21, 1917, and after the deceased had been divorced from his second wife and their property rights had been settled, he executed and published what purported to be his last will and testament, by which he gave to his infant son $300, with certain directions concerning its expenditure, and gave the remainder of the estate to his daughter. At the same time he executed a deed by which he conveyed to his daughter all the property which he then or at the time of his death owned, and these two instruments were placed in a bank in Gallup, where they remained until shortly before Brown’s death, when they were delivered to him and later appeared in the custody of the daughter who claims under them.

This suit was brought by the infant son, Charles Leibalt Brown, acting by and through his mother as next friend,, joined by her in her individual capacity, to set aside, vacate, cancel, and 'annul both of said instruments upon the theory that their execution and delivery was obtained by force, fraud, undue influence, improper and undue persuasion, compulsion, and by overreaching the will of said Brown. The son sought to recover his share of the estate and the mother, in her individual capacity, to collect the monthly installments upon her judgment which had accured since Brown’s decease.

The appellants denied that the instruments were executed under the circumstances pleaded by the appellees, and affirmatively charged that they were executed without the knowledge of the daughter and in consideration of the love and affection which the deceased bore for her, and, further, that the estate was not liable for anything upon the judgment in favor of Irene Brown since the death of Charles L. Brown.

The trial court filed a carefully prepared opinion, followed by full findings of fact and conclusions of law, wherein he found that the deed was secured in the mariner and by the processes charged in the complaint, and was therefore invalid, because tarnished with fraud, and hence -by decree dated October 13, 1920, it was not canceled and vacated but a trust was impressed upon the half interest which belonged to the minor son. The court further concluded that the will was adeemed by the deed, and that the two children were entitled to inherit equally from their deceasd father; that the daughter should be deemed to be a trustee for the benefit of the other child. She was directed to make an accounting of the receipts and disbursements since the death of her father, and following this, and on June 26, 1922 judgment was rendered in favor of the son for the sum found to be due him, from which this appeal has been taken.

Preliminary to our consideration of the questions involved, we note the suggestion of the appellees that the first decree and the proceedings leading up thereto are not properly before us, because it is a final judgment and was not separately appealed from in the manner and within the time prescribed by law. At the time that decree was entered, the parties filed a written stipulation waiving the requirement that a separate appeal from that decree should he taken, and expressly agreeing that the entire record might be reviewed upon this single appeal. Having thus agreed, we shall consider the entire ease in accordance therewith.

1. At the outset, the appellants contend that the trial court erred in denying them a trial by jury! A jury was regularly impaneled, and afterwards the court concluded that the suit was one in equity, that the parties were not entitled to jury trial as a matter of right, and thereupon the jury was discharged and the trial proceeded before the court. The suit was necessarily and essentially one in equity to vacate the deed upon the grounds stated. 1† could not be said to be a suit to vacate the will, because the district court had no jurisdiction to try the issues tendered by the complaint concerhing the will, as an attack of this kind upon a will canhot 'be' instituted originally in the district court, but must ’ begin in the probate court, and it can only reach the-district court by an appeal taken pursuant to a finding' the will is valid, or by being certified thereto by the probate judge upon his finding that the will was invalid. These are the only ways by which proceedings attacking the validity of a will upon the grounds charged here can reach the district court. Sections 5879-5883, inclusive, Code 1915; Miera et al. Akers et al., 25 N. M. 508, 184 Pac. 817. The complaint therefore stated no case of action as against the validity of the will, and the trial court evidently so regarded the same, because he did not determine its validity, as we shall see later. The action being essentially one to cancel the deed upon the enumerated grounds, it was necessarily a proceeding in equity, and therefore the parties were not entitled, as a matter of right, to a jury trial. The right to a trial by jury in equity cases is discretionary with the trial court, and a denial thereof is not a reversible error. The court did not, therefore, err in discharging the jury. Young et al. v. Vail et al., 29 N. M. 324, 222 Pac. 912, and Owen v. Thompson et al., 224 Pac. 405, decided by us under recent date and not yet officially reported. This assignment is without merit, for the additional reason that no objection or exception was taken to the action of the trial court in discharging the jury and proceeding with the trial before the court. On the contrary, all parties proceeded without objection or exception and thereby fully acquiesced in the action of the court, and for this further reason appellants cannot now be heard to complain.

2. It is next urged that the findings of the court with reference to the deed being obtained by the exercise of undue and improper influence, with the wrongful and fraudulent motive and purpose of inducing the deceased to disinherit his infant son, are erroneous. This contention proceeds upon the theory that the court reached such conclusion by finding that a confidential or fiduciary relation existed between the parties at the time said deed was executed, and from these facts presumed the existence of undue and improper influence. While some expressions may be found in the record indicating that the court entertained such belief, yet it appears from the findings that such influence was affirmatively found to exist without reference to any confidential or fiduciary relation. This finding of fact was made:

“That the said Charles Brown was induced and influenced by the defendant Louise Brown Heller to make the said will and to make and deliver the said deed, wrongfully, fraudulently, and by the exercise of undue and improper.

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Bluebook (online)
227 P. 594, 30 N.M. 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-heller-nm-1924.