Dion v. Rieser

2012 NMCA 70
CourtNew Mexico Court of Appeals
DecidedApril 4, 2012
Docket30,699
StatusPublished

This text of 2012 NMCA 70 (Dion v. Rieser) is published on Counsel Stack Legal Research, covering New Mexico Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dion v. Rieser, 2012 NMCA 70 (N.M. Ct. App. 2012).

Opinion

I attest to the accuracy and integrity of this document New Mexico Compilation Commission, Santa Fe, NM '00'04- 10:08:59 2012.08.09 Certiorari Denied, June 14, 2012, No. 33,613

IN THE COURT OF APPEALS OF THE STATE OF NEW MEXICO

Opinion Number: 2012-NMCA-070

Filing Date: April 4, 2012

Docket No. 30,699

MARGARET ANNE DION,

Petitioner-Appellant,

v.

NANCY CIMARRON RIESER, successor personal representative of the Estate of Richard Davis Rieser, deceased,

Respondent-Appellee.

APPEAL FROM THE DISTRICT COURT OF SANTA FE COUNTY Raymond Z. Ortiz, District Judge

Pregenzer Baysinger Wideman & Sale, P.C. Marcy Baysinger Albuquerque, NM

for Appellant

Catron, Catron & Pottow, P.A. Michael T. Pottow Santa Fe, NM

for Appellee

OPINION

SUTIN, Judge.

{1} An Australian court issued a judgment and order (the Australian judgment) which stated that, pursuant to Australia law, Margaret Anne Dion was the “de facto spouse” of

1 Decedent Richard Davis Rieser. Decedent owned property in New Mexico. Relying on the Australian judgment, Ms. Dion petitioned the district court in New Mexico, where a formal probate proceeding of Decedent’s estate was pending, and requested that she be appointed the personal representative of Decedent’s estate. The district court denied Ms. Dion’s petition. Ms. Dion appeals.

{2} She argues that her de facto spousal relationship with Decedent under Australia law constituted a marital relationship. She points to the rule of comity, pursuant to which New Mexico recognizes marriages that are valid where they are contracted. Therefore, she contends that this Court should conclude that she is Decedent’s surviving spouse and as such, she is entitled to priority for appointment as personal representative of his estate.

{3} We disagree with Ms. Dion’s contention. We hold that the Australian judgment does not create a marriage recognizable under New Mexico law such that Ms. Dion can be considered a surviving spouse for purposes of New Mexico probate law. We affirm the district court’s order denying Ms. Dion’s petition.

BACKGROUND

{4} Decedent died intestate in February 2007. He was unmarried, had no children, and owned property in Australia and in New Mexico. Ms. Dion had a relationship for many years with Decedent before his death. They lived together for periods of time in Australia, Indonesia, and Santa Fe, and they had financial interrelations.

{5} In May 2007, New Mexico Bank & Trust (the Bank) filed a petition in Santa Fe County, New Mexico district court, for a formal probate of Decedent’s estate (the estate) and became the estate’s first personal representative. In July 2007, Ms. Dion filed a petition to vacate the order entered by the court for formal probate, determination of heirship, and appointment of personal representative. She asserted that she was Decedent’s spouse at the time of this death and Decedent’s sole heir. At the same time, she filed an objection to the Bank’s petition and appointment on the ground that she was Decedent’s surviving spouse and had priority for appointment as the personal representative. The Bank resigned as personal representative in May 2008. After a hearing on Ms. Dion’s petition to vacate and her objection, Decedent’s sister, Nancy Cimarron Rieser, was appointed personal representative of the estate.

{6} Between July 2007 and May 2008, in January 2008, Ms. Dion petitioned the New South Wales, Australia, Supreme Court for letters of administration of Decedent’s estate. In February 2010, after hearing evidence regarding Ms. Dion’s claim in Dion v. Rieser [2010] NSWSC 50, the Australian court issued the Australian judgment. Based primarily on combinations of Australia laws titled the Property (Relationships) Act 1984, as amended in 1999 (the Property Act), the Property (Relationships) Legislation Amendment Act 1999 (the Property Amendment Act), and the Probate and Administration Act of 1898, as amended in 1999 (the Probate Act), together with Australia case law, the Australian court

2 declared that Ms. Dion was the “de facto spouse” of Decedent at the time of his death and declared further that she was entitled to the real and personal property of the estate.1 See generally Property (Relationships) Act 1984 (Cth) (Austl.), http://www.austlii.edu.au/au/legis/nsw/ consol_act/pa1984298/; Property (Relationships) Legislation Amendment Act 1999 (Cth) (Austl.), http://www.legislation.nsw.gov.au/sessionalview/sessional/act/1999-4.pdf; Probate and Administration Act of 1898 (Cth) (Austl.), http://www.legislation. nsw.gov.au/fullhtml/inforce/act+13+1898+cd+O+N.

{7} Following the Australian judgment, in March 2010, Ms. Dion filed another petition in the pending New Mexico probate proceeding, asking that she be appointed personal representative by virtue of her de facto spouse status under Australian law granted by the Australian court in Dion v. Rieser and based on the doctrine of collateral estoppel, as well as on New Mexico law and the rule of comity. After briefing and argument, the district court entered an order in July 2010 denying Ms. Dion’s petition. In its order denying Ms. Dion’s petition, the New Mexico district court set out the following findings of fact.

1. New Mexico recognizes common[-]law marriages if they are valid in the jurisdiction where the relationship arose and was consummated.

2. Comity should apply to recognize common[-]law marriages from jurisdictions where such relationships are valid.

3. A de facto relationship pursuant to the law of New South Wales in Australia is not equivalent to marriage in Australia.

4. A de facto relationship in Australia is a creature of property law as opposed to domestic relations law.

5. The relationship between [Ms.] Dion and the Decedent was not equivalent to a common law marriage as it has been recognized by courts in New Mexico.

6. The relationship between [Ms.] Dion and the Decedent is not a common[-]law marriage that should be recognized by this [c]ourt.

7. The relationship between [Ms.] Dion and the Decedent demonstrated a lack of intent to form a marriage relationship and there was a lack of intent by these individuals to hold themselves out exclusively as husband and wife in an exclusive marriage relationship.

1 Any conflict that may exist between the Australian judgment and the New Mexico formal probate case as to intestate inheritance is not before this Court.

3 {8} Ms. Dion appeals from the order denying her petition. She argues on appeal that, as the surviving spouse of Decedent by virtue of the Australian judgment, the district court erred in denying her petition to be appointed personal representative of the estate.

DISCUSSION

{9} To the extent we are required to engage in statutory construction, our review is de novo. Oldham v. Oldham, 2011-NMSC-007, ¶ 10, 149 N.M. 215, 247 P.3d 736. To the extent the issue at hand involves the application of law to fact, our review is de novo. Gomez v. Chavarria, 2009-NMCA-035, ¶ 6, 146 N.M. 46, 206 P.3d 157. To the extent a determination turns on facts found by the district court, we review the findings to see if they are supported by substantial evidence. See Ellen Equip. Corp. v. C.V. Consultants & Assocs., Inc., 2008-NMCA-057, ¶ 8, 144 N.M. 55, 183 P.3d 940. Before addressing the issue before this Court, we begin with the basic arguments of the parties, after which we discuss the New Mexico and Australia laws applicable to the issue before us.

Basic Arguments of the Parties

{10} Ms. Dion begins her argument with the following reasoning. Under NMSA 1978, Section 45-3-203(A) (1975) (amended 2009 and 2011), a surviving spouse has priority for appointment as the personal representative of a decedent’s estate.

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Bluebook (online)
2012 NMCA 70, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dion-v-rieser-nmctapp-2012.