In Re Estate of Jewell

2001 NMCA 008, 18 P.3d 334, 130 N.M. 93
CourtNew Mexico Court of Appeals
DecidedJanuary 10, 2001
Docket20,545
StatusPublished
Cited by10 cases

This text of 2001 NMCA 008 (In Re Estate of Jewell) 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
In Re Estate of Jewell, 2001 NMCA 008, 18 P.3d 334, 130 N.M. 93 (N.M. Ct. App. 2001).

Opinion

OPINION

BOSSON, Judge.

{1} In this appeal, we construe for the first time a section of the New Mexico Uniform Probate Code (New Mexico Code) that provides statutory allowances to a surviving spouse. See NMSA 1978, §§ 45-2-401 to - 403 (1993, as amended through 1999). We hold that the surviving spouse is entitled to those allowances notwithstanding contrary intentions expressed in the deceased spouse’s will. The district court having ruled to the contrary, we reverse and remand with instructions.

BACKGROUND

{2} The parties do not dispute the facts. Robert Jewell (Husband) and Angela Jewell (Wife) were first married on February 24, 1981. They divorced on March 7, 1984, but then continued to live together for another 14 years. They remarried on January 26, 1995, and Wife died on October 23, 1998. At the time of Wife’s death, Husband became her surviving spouse.

{3} On February 14, 1984, Wife executed her Last Will and Testament which remained unaltered at her death. In an effort to protect Wife from Husband’s credit problems, Wife devised Husband a total of $10 in her 1984 Will, “said sum to constitute his entire gift from my estate.” Wife further directed that “to the extent permitted by law, [Husband] shall not receive nor be entitled to any family allowance or personal property allowance from my estate as provided by New Mexico law.” Instead, Wife devised the entire residue of her estate to her three children from a previous marriage and appointed her son, Andy Brito, as personal representative. At her death, Wife’s estate was limited primarily to the house in which she and Husband had lived during their years together. The house was Wife’s sole and separate property.

{4} The parties began probate proceedings. Husband petitioned for the family allowance prescribed by statute in the amount of $30,000 and the personal property allowance in the amount of $15,000, both to be paid from the value of Wife’s house, the primary asset of the estate. See §§ 45-2-402, -403. The personal representative rejected Husband’s petition. Relying upon his instructions in the Will, the personal representative opposed any grant of statutory allowances and sued to have Husband ejected from the residence. Husband filed a motion to dismiss the action in ejectment which the district court denied and ordered him to vacate the house. The court also denied Husband’s request for statutory allowances. Husband appeals insisting on an absolute right under New Mexico law to the statutory allowances regardless of his Wife’s stated intention to the contrary.

DISCUSSION

{5} The New Mexico Code provides statutory allowances to a surviving spouse on a priority basis exempt from creditors of the estate. See §§ 45-2-402, -403. Section 45-2-402 provides as follows:

A decedent’s surviving spouse is entitled to a family allowance of thirty thousand dollars ($30,000). If there is no surviving spouse, each minor child and each dependent child of the decedent is entitled to a family allowance amounting to thirty thousand dollars ($30,000) divided by the number of minor and dependent children of the decedent. The family allowance is exempt from and has priority over all claims against the estate. Family allowance is in addition to any share passing to the surviving spouse or minor or dependent children by intestate succession or by the decedent’s will, unless otherwise provided by the decedent in the will or other governing instrument.

Section 45-2-403 provides for a personal property allowance in the amount of $15,000. Using nearly identical language, both statutes provide that the allowances are “in addition to any benefit or share passing to the surviving spouse ... by intestate succession or by the decedent’s will, unless otherwise provided by the decedent in the will or other governing instrument.” Section 45-2-403 (emphasis added). The underscored language of both statutes cuts to the heart of this dispute.

{6} Mr. Brito, the personal representative of his mother’s estate, contends that the “unless otherwise provided” language allows a decedent to eliminate allowances by direction to that effect in the will which, in this ease, would leave Husband with $10. Husband, on the other hand, argues that “unless otherwise provided” modifies the clause “in addition to.” In other words, a surviving spouse has a presumptive right to statutory allowances “in addition to” whatever share may be devised from the estate, unless the will provides that the allowances are not “in addition to” the devised share. For example, the decedent could limit the surviving spouse to the statutory allowances in lieu of any devised share of the estate, or the decedent could force the spouse to elect between the two. But the decedent could not eliminate the statutory allowances in favor of a smaller or nonexistent, devised share.

{7} Under Husband’s theory, the statutory allowances are absolute; they provide a floor for the surviving spouse beneath which a decedent cannot go, even if it means compromising that portion of the decedent’s estate comprised exclusively of sole and separate property. Our review of both New Mexico statutes and the Uniform Laws from which they came, leads us to conclude that Husband has the more accurate argument, a conclusion that finds support in comparable case law from other jurisdictions.

{8} New Mexico adopted the Uniform Probate Code in 1975. See 1975 N.M. Laws, ch. 257, 1109-1348. See generally W. Garrett Flickinger, Intestate Succession and Wills Law: The New Probate Code, 6 N.M. L.Rev. 25 (1975). The relevant portions of the New Mexico Code, together with comprehensive amendments passed in’ 1993, and to a lesser extent in 1995 and 1997, have consistently stated that the statutory allowances are “in addition to” a devised share of the estate “unless” otherwise provided in the will or elsewhere. Compare 1975 N.M. Laws, ch. 257, §§ 2-401, -402, 1134-35 with 1993 N.M. Laws, ch. 174, §§ 20, 21, 1580-82; 1995 N.M. Laws, ch. 210, §§ 7, 8, 1985-86; 1997 N.M. Laws, ch. 95, § 1, 892-93. New Mexico’s language tracks the Uniform Probate Code with only minor variations. Cf. Unif. Probate Code §§ 402, 403, 8B U.L.A. 59-60 (1993); Unif. Probate Code §§ 2-402, -403, 8 U.L.A. 139-141 (1998).

{9} Although no reported New Mexico case has construed this language, persuasive appellate opinions elsewhere hold that the same or similar’ language taken from the Uniform Probate Code does indeed provide a minimum guarantee to the surviving spouse that is insulated from the decedent’s intent. “The purpose of the allowances is to ensure that a surviving spouse is not left penniless and abandoned by the death of a spouse.” In re Estate of Lawson, 222 Mont. 276, 721 P.2d 760, 762 (1986). The allowances are not subject to offset or defenses such as abandonment; they constitute a statutory entitlement for the benefit of surviving spouses “irrespective of whether they do or do not share” in the devised portion of the estate. Id. The allowances pass outside the will by operation of law. See Monks v. Smith, 609 So.2d 740, 742 (Fla.Dist.Ct.App. 1992). At least one ease has squarely held that the statutory allowances may be recovered from the decedent’s sole and separate property if that is all that remains in the estate after devise.

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Bluebook (online)
2001 NMCA 008, 18 P.3d 334, 130 N.M. 93, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jewell-nmctapp-2001.