Garcia v. Garcia

734 P.2d 250, 105 N.M. 472
CourtNew Mexico Court of Appeals
DecidedJanuary 29, 1987
DocketNo. 8615
StatusPublished
Cited by1 cases

This text of 734 P.2d 250 (Garcia v. Garcia) 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
Garcia v. Garcia, 734 P.2d 250, 105 N.M. 472 (N.M. Ct. App. 1987).

Opinion

OPINION

DONNELLY, Chief Judge.

Appellants Emilio T. Garcia, Stella P. Garcia, his wife, five of their children, and Pablo Perea, a son-in-law of Emilio T. Garcia, appeal from an order of the district court in probate denying the claims filed by them against the estate of Edita G. Salas and from denial of appellants’ motion to reconsider their claims. Two issues are presented on appeal: (1) whether appellee, Willie Garcia, is estopped from asserting title to decedents’ property; and (2) whether the trial court erred in failing to award appellants the sum of $12,313.88 for improvements to realty deeded to appellee and in disallowing reimbursement for funeral expenses of decedent Edita G. Salas, paid by Emilio T. Garcia. We reverse and remand.

On November 2, 1983, appellant Emilio T. Garcia filed an application for appointment as personal representative and to probate the estates of Nicolas Salas, who died September 9,1968, and Edita G. Salas, who died on March 14, 1983, in Albuquerque, New Mexico. Nicolas and Edita G. Salas were husband and wife; appellant, Emilio T. Garcia, was a brother of Edita G. Salas. Nicolas Salas died intestate. Edita G. Salas executed two last wills and testaments. The first, dated August 10, 1982, specified that after payment of the costs and expenses of her estate, the remainder of her estate would pass to the appellant Emilio T. Garcia. Neither Nicolas Salas nor Edita G. Salas left any surviving children.

An order appointing Emilio T. Garcia as the personal representative of decedents’ estates was entered on November 3, 1983, authorizing the administration of decedents’ estates. Thereafter, on November 16, 1983, appellee, a nephew of the decedent Edita G. Salas, filed an application for informal probate of will seeking appointment as personal representative of the estate of Edita G. Salas. Appellee also filed with his petition a copy of a different will alleged to have been executed by Edita G. Salas, dated September 20, 1982. Under the terms of the latter will, Edita G. Salas designated appellee as the personal representative of her estate and further specified that “I give, devise and bequeath to my nephew, WILLIE GARCIA, all of my property * * * absolutely.” In addition, copies of two warranty deeds signed by Edita G. Salas and dated September 20, 1982, were attached to the application for appointment. Each deed conveyed separate parcels of land in Bernalillo County, Atrisco Precinct No. 28, to the appellee as grantee. Recording data on the deeds indicates that the deeds were recorded on February 9,1983, prior to the death of Edita G. Salas.

Following a hearing, the trial court entered an order dated November 31, 1984, finding “That the last will and testament of EDITA G. SALAS dated September 20, 1982, is the last will and testament of EDI-TA G. SALAS, deceased[,]” and appointed appellee as the personal representative of the estate of decedent Edita G. Salas.

Thereafter, appellants herein filed individual claims against the estate of Edita G. Salas totalling $21,761.53. The claims of appellants alleged that they performed labor on decedents’ real estate; appellant Emilio T. Garcia also claimed that he paid certain medical and funeral expenses of Edita G. Salas, and paid for labor and materials to repair and improve decedents’ real estate.

Following a hearing, the trial court entered an order dated April 16, 1985, providing, among other things, that the two conveyances executed by Edita G. Salas on September 20, 1982, were valid and conveyed her interest in the realty to appellee; that the remaining estate of Edita G. Salas consisted of three (3) shares of stock in the Westland Development Corporation and certain items of personal property; and that Emilio T. Garcia is entitled to judgment personally and not as personal representative against appellee, in the sum of $2,000, representing improvements made to the real estate conveyed to appellee.

Appellants filed a motion to reconsider the court’s order and on May 13, 1985, the trial court, without disturbing the prior award of $2,000, denied the motion.

I. CLAIM OF ESTOPPEL

Appellants assert that the trial court erred in failing to find that appellee was precluded under the doctrine of equitable estoppel from asserting title to the realty deeded by Edita G. Salas to him prior to her death, by reason of his standing by and allowing the appellants to make improvements and expenditures on the property without protesting and asserting his own title.

Appellants contend that Emilio T. Garcia took possession of the real estate shortly after the death of Edita G. Salas, believing that he had a clear right thereto as sole beneficiary under a prior will of the decedent. Emilio T. Garcia testified that he moved into a house located on decedents’ property and that he and the other claimants, consisting, of his wife and family, performed labor and incurred expenses in repairing and improving the realty.

Appellants argue that the trial court erred in failing to find that appellee was estopped from obtaining title to decedents’ real estate because he allegedly knew of the prior will dated August 10, 1982, leaving the estate of Edita G. Salas to Emilio T. Garcia, and did not inform them of the subsequent will until it was filed for probate. Appellants also allege that appellee remained silent while Emilio T. Garcia paid for the funeral of Edita G. Salas, and paid taxes on the realty.

The procedure for probating wills and testaments in New Mexico is strictly statutory and is an action in rem. In re Towndrow’s Will, 47 N.M. 173, 138 P.2d 1001 (1943). The district court sitting in probate and the probate courts are not invested with general civil jurisdiction. In re Porter’s Estate, 47 N.M. 122, 138 P.2d 260 (1943); see also In re Conley’s Will, 58 N.M. 771, 276 P.2d 906 (1954); N.M. Const. art. VI, § 23; NMSA 1978, § 45-1-302 (Cum.Supp.1986). The courts do, however, have the power to apply the principles of equity in aid of its functions as probate courts unless specifically displaced by particular provisions of the Code. NMSA 1978, § 45-1-103; see also In re Estate of Bissinger, 60 Cal.2d 756, 36 Cal.Rptr. 450, 388 P.2d 682 (1964) (en banc).

Appellee has not assisted the court herein by filing an answer brief to the brief-in-chief of appellants. Examination of the record, however, indicates that the trial court’s refusal to apply the doctrine of equitable estoppel against the appellee as personal representative was not an abuse of discretion or contrary to law. Appellants have not challenged the validity of the last will and testament of Edita G. Salas, dated September 20,1982, or the two conveyances given by her to appellee.

Appellee testified that he was aware that his uncle Emilio T. Garcia had moved into the house on the property and cleaned up the premises, but did not know that they were spending money on the property.

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Related

Matter of Estates of Salas
734 P.2d 250 (New Mexico Court of Appeals, 1987)

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Bluebook (online)
734 P.2d 250, 105 N.M. 472, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garcia-v-garcia-nmctapp-1987.