Hagerman v. Gustafson ex rel. Gustafson

512 P.2d 1256, 85 N.M. 420
CourtNew Mexico Supreme Court
DecidedJune 1, 1973
DocketNo. 9504
StatusPublished
Cited by2 cases

This text of 512 P.2d 1256 (Hagerman v. Gustafson ex rel. Gustafson) 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
Hagerman v. Gustafson ex rel. Gustafson, 512 P.2d 1256, 85 N.M. 420 (N.M. 1973).

Opinions

OPINION

OMAN, Justice.

Plaintiff, an alleged pretermitted, illegimate son of Sven Gustafson, deceased, brought suit in the district court against decedent’s widow as the sole beneficiary under and the executrix of decedent’s last will and testament. He sought recovery of his claimed intestate share of decedent’s estate. The trial court entered summary judgment for defendant. Plaintiff appealed. We reverse.

Death of the testator occurred on January 27, 1967. His will was admitted to prohate in the probate court. On April 1, 1968, the prebate court entered a decree denominated “Decree Approving Final Account and Report, Determining Heirship and Directing Distribution,” which will hereinafter be referred to as the decree. Clearly heirship was not determined by the probate court in this decree and defendant so concedes. The final account and report of the executrix was approved, and all her acts as executrix were ratified and confirmed. It was also decreed that defendant, as executrix, “ * * * transfer, assign, pay over and distribute to herself, individually, all of the remaining assets of decedent’s estate.”

Plaintiff filed his suit on Decémber 10, 1971. It is apparent from the record that the trial court granted summary judgment for defendant upon the ground that plaintiff’s cause of action was barred either by the limitations provision of § 31-12-13, N.M.S.A.1953, or the limitations provision of § 23-1-4, N.M.S.A.1953, or by the limitations provisions of both such statutes.

Plaintiff’s claims that he is an illegitimate child of decedent, and was so recognized by decedent in writing in accordance with the provisions of § 29-1-18, N.M.S.A. 1953, are issues of fact which were in no way determined by the summary judgment. There is no doubt he was not named or provided for in the will. Thus, if his claims that he is a child of decedent, and was so recognized by the decedent in writing, are proven to be true and are not barred by the limitations provision of either § 23-1-4 or § 31-12-13, supra, he is entitled to inherit a child’s share of decedent’s estate just as if decedent had died intestate. See § 29-1-18, supra; § 30-1-7, N.M.S.A. 1953; In re Gossett’s Estate, 46 N.M. 344, 129 P.2d 56, 142 A.L.R. 1441 (1942).

Section 30-1-7, supra, provides:

“Children omitted from will — Receive intestate share. — If any person make his last will and die, leaving a child or children, or descendants of such child or children, in case of their death, not named or provided, for in such will, although born after the making of such will, every such testator, so far as shall regard such child or children, or their descendants not provided for, shall be deemed to die intestate; and such child or children, or their descendants, shall be entitled to such proportion of the estate of the testator, real and personal, as if he had died intestate; and the same shall be assigned to them, and all the other heirs, devisees, and legatees shall refund their proportional part.”

The language of this statute clearly provides, as to a pretermitted child, that a decedent shall be deemed to have died intestate. Insofar as such child is concerned, there is no will. Dunham v. Stitzberg, 53 N.M. 81, 98-99, 201 P.2d 1000; 83 A.L.R.2d 987 (1948). It follows logically therefrom that a pretermitted child’s interest does not pass to or through the executor or executrix of decedent’s will, and that the child’s interest in decedent’s estate in no way depends upon or is affected by the provisions of the will. Dunham v. Stitzberg, supra, at 89, 98-99, 201 P.2d 1000. We do not mean to suggest that the child’s interest is not subject to administration for the purpose of being reached for the payment of valid claims against the estate or a proper proportion of the costs of administration. However, these questions are not before us on this appeal, except to the extent hereinafter discussed.

Section 31-12-13, supra, which is one of the statutes relied upon by defendant and relied upon by the trial court as a basis for granting the summary judgment, provides:

“Determination of heirship — Limitation of actions. — No action or proceeding shall be brought in any court by any person, or persons, claiming an interest in or to the estate of any deceased person contrary to any judgment or decree of any probate or district court of this state purporting to determine the heirship of such deceased person or title to either the real or personal property of such deceased person’s estate, or the distribution of any real or personal property pursuant to the last will and testament of such deceased person, which shall have heretofore been entered, or which may hereafter be entered, after due notice and hearing, as provided by statute, unless such action or proceeding shall be commenced within six [6] months from the time of entry of such judgment or decree, or, if entered before the effective date of this act, within six [6] months from the effective date hereof.”

As stated above, the probate court did not determine the heirship of decedent, and it did not determine title to either the real or personal property of decedent, except to the extent that such may be inferred from that portion of the decree which directed the executrix, after paying the remaining expenses of administration, attorney’s fees and taxes, to “ * * * ■ thereupon transfer, assign, pay over and distribute to herself, individually, all of the remaining assets of decedent’s estate.” Whatever authority the probate court had to determine title to the real or.personal property of decedent, or to distribute that property, this authority was obviously exercised in this case in accordance with and for the purpose of giving effect to the provisions of decedent’s will. This is apparent from the fact that heirship of decedent was not determined and from the court’s conclusion of law :

“That Marguerite Gustafson, who is also sometimes known as Ethel Marguerite Gustafson, decedent’s surviving spouse, is the sole devisee and legatee of decedent’s entire estate, and is the sole owner of and entitled to the distribution to her of all of the remaining assets of said estate, subject only to payment of the taxes, * * * and the remaining expenses of administration and attorneys fees * *

As above stated, plaintiff’s interest in decedent’s estate, if he is a pretermitted child of decedent, which is an issue of fact to be resolved at trial, did not pass to or through defendant as executrix of decedent’s will, did not in any way depend upon and was in no way affected by the will, and there is no will within the contemplation of the applicable law, insofar as he is concerned. Therefore, it necessarily follows that the decree, insofar as it purported to distribute the real and personal property of decedent’s estate “pursuant to the last will and testament of such deceased person,” as authorized and provided by § 31-12-13, supra, distributed unto defendant only that portion of the real and personal property of decedent’s estate which passed to her as the sole devisee and legatee under the will, and this did not and could not have included plaintiff’s interest therein, if in fact he has an interest.

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Bluebook (online)
512 P.2d 1256, 85 N.M. 420, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hagerman-v-gustafson-ex-rel-gustafson-nm-1973.