Campbell v. Armstrong

260 P.2d 909, 57 N.M. 543
CourtNew Mexico Supreme Court
DecidedSeptember 2, 1953
DocketNo. 5634
StatusPublished
Cited by1 cases

This text of 260 P.2d 909 (Campbell v. Armstrong) 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
Campbell v. Armstrong, 260 P.2d 909, 57 N.M. 543 (N.M. 1953).

Opinion

LUJAN, Justice.

The claimant-appellee filed her claim with the administrator of the Estate of John Cox, deceased, alleging therein that the decedent was indebted to1 her for board and services performed at his instance in accordance to1 an oral agreement entered into by and between the decedent and herself. The administrator moved to disallow the same for the reason, as he claims, that it is barred by Chapter 66, Session Laws of 1947, being Section 33-814 of 1941 Compilation. The motion was denied and a trial was had, at the end of which, the issues were resolved in favor of appellee and the appellant appeals.

The trial court found that:

“No. 1. Pursuant to an understanding and oral agreement had and made between John Cox, now deceased, and Pearl Campbell, the claimant, in October, 1949, that she would move into his home, become and be his housekeeper, and look after and take care of him during his declining years and unto his death, and that he in turn would compensate her for such services and in particular would give or leave to her by deed or by his will the home property, house and lot, in which he lived at Hot Springs, New Mexico, the said Pearl Campbell did, on October 20, 1949, move into said home of John Cox, and take over as his housekeeper, and continued as such and looked after and took care of him, preparing, cooking and serving his meals, nursing him in sickness, attending to. his mending, washing and laundry and the care of the garden and chickens, being his maidservant and companion, and in general fulfilling and performing her duties and services under said agreement, until December 4, 1950.
“No. 2. John Cox assured the claimant that he would deed to her the house and property or -that the same would become and be hers at his death, and that his children would honor his wishes and agreement in that regard; and in reliance upon such assurance and agreement the claimant undertook and performed said services and carried out the agreement on her part until December 4, 1950'.
“No. 4. John Cox killed himself on December 10, 1950. He never paid the claimant anything for said services rendered by her, nor did he convey pr leave to her by deed or will or devise the said property, nor did he make or sign any memorandum in writing of the said agreement.
“No. 8. Cox received benefits from the services rendered by the claimant pursuant to the agreement, and the worth or value of such services can be determined. Pearl Campbell also received certain benefits as a result of the arrangement and agreement which are proper to he considered in computing the amount of the services. The reasonable worth and value of her services as determined by the court are $1540.00. ■
“No. 9. The termination of said agreement between decedent and claimant was not occasioned by any default, refusal or neglect on the part of claimant in the fulfillment of said agreement on her part.”

Based upon the foregoing findings of fact the court concluded as a matter of law:

“No. 1. The claimant is entitled to recover against the estate of said decedent, upon a quantum meruit basis, the reasonable value of her services (this including board incidentally furnished by her); and the claim of the claimant, Pearl Campbell, should be allowed against the administrator and said estate for the amount of $1540.00 found as such reasonable value as aforesaid.”

Neither of these findings, or others, is attacked by the appellant, and therefore are the facts upon which the question rests here, and are binding on this court. Krametbauer v. McDonald, 44 N.M. 473, 104 P.2d 900; Wells v. Gulf Refining Co., 42 N.M. 378, 79 P.2d 921; Arias v. Springer, 42 N.M. 350, 78 P.2d 153; In re White’s Estate, 41 N.M. 631, 73 P.2d 316.

Appellant’s sole assignment of error is:

“1. The trial court erred in overruling and denying appellant’s motion to disallow the claim, which was predicated on the grounds that the claim, as filed, was barred by New Mexico Laws 1947, Ch. 66, Sec. 1, being Sec. 33-814, New Mexico' Statutes Annotated, 1941 Compilation, Supplement, for the reason that said claim as stated, is an attempt to effect a recovery against the estate or property of a deceased person by a claim founded upon an oral agreement by appellant’s decedent to treat the claimant as an heir of said decedent.”

The pertinent part of the act in question provides :

“No claim against the estate or property of a deceased person * * * shall be brought, had, maintained or allowed * * * where such claim is founded upon an alleged agreement by the decedent, express or implied, to adopt the claimant, or to treat the claimant as an heir of said decedent, unless the decedent shall have signed a written memorandum thereof * * (Emphasis ours.)

The agreement was not an unusual one. Its provisions were such that if claimant would take care of the promisor for the remainder of his natural life, he would in turn deed to her or leave to her at his death a certain piece of real property. Does the Act prohibit a claim for reasonable value of her services rendered to carry out the agreement? We think not. Specific performance is not asked.

“To adopt” means to take into one’s family the child of another and give him or her the rights, privileges, and duties of a child and heir. An oral agreement to adopt will now support no claim against the promisor’s estate. In the instant case there is no hint of an agreement to adopt.

“To treat as an heir” is to deal with and conduct oneself towards a person as a recognized lawful owner of an interest (at least inchoate) in the whole of an estate, except as such interest may be limited or withdrawn intentionally — as by willing a different interest or by disinheriting. At the time said Act was introduced as a bill in the legislature a “treating as an heir” could be accomplished and result in a binding claim and charge against an estate without any memorandum as to such agreement or intention, as where a decedent generally, openly and notoriously recognized a person as his illegitimate child. The Act could operate in such a situation, but its companion Act, Chapter 112, Laws of 1947, accomplished a similar result directly. To agree to deed a certain piece of property to another is in no sense equivalent to “treating that person as an heir.” Whether during the prom-isor’s lifetime or after his death, the Statute of Frauds takes care of that situation if the agreement be not in writing and signed by the party to be charged. It seems clear, then, that the claim here presented can fall under the ban of the Act only if it can be said that an oral agreement to devise specific property in return for services rendered is the equivalent of cm agreement to treat the claimant as an heir. There is no hint in this case of an agreement to treat the claimant as an heir, when those words are fairly construed. A devisee or legatee, as such alone, is not an heir.

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Related

In Re Cox'Estate
260 P.2d 909 (New Mexico Supreme Court, 1953)

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Bluebook (online)
260 P.2d 909, 57 N.M. 543, Counsel Stack Legal Research, https://law.counselstack.com/opinion/campbell-v-armstrong-nm-1953.