In re Estate of Perez

Superior Court of Guam·Decided January 3, 2024·No. PR0068-23·Unknown

Opinion

"f'ILED "SOPE~fOR COUP.T 0, GUAM

202~ JAN -3 PM l4: 44 CLERK OF COURT

IN THE SUPERIOR COURT OF GUAM

IN THE MATTER OF THE ESTATE PROBATE CASE NO. PR0068-23

OF

IGNACIO AUGUSTO ECLAVEA PEREZ, DECISION AND ORDER DENYING PETITION FOR Deceased. PROBATE OF WILL AND FOR LETTERS OF ADMINISTRATION BY

CHARLES H. McDONALD II,

Petitioner.

This matter came before the Honorable Dana A. Gutierrez upon the Petition for Probate of

Will and For Letters of Administration ("Petition"), filed by Charles H. McDonald II

("Petitioner"). The Court held Petition hearings in this matter on June 14, 2023, August 2, 2023,

August 24, 2023, and September 5, 2023. Present at the hearings were JoAnnie Hall Neal

("JoAnnie") and Petitioner. 1 Because the Will at issue is lost and Petitioner has failed to meet the

requirements to prove a lost will under 15 GCA § 1525, the Court hereby DENIES the Petition.

1 At the August 2, 2023 Petition hearing, Petitioner explained that JoAnnie is the daughter of the Decedent's

wife, Maria Flora T. Perez. DECISION AND ORDER DENYING PETITION FOR PROBATE OF WILL AND FOR LETTERS OF ADMINISTRATION PR0068-23; In the Matter of the Estate ofIgnacio Augusto Eclavea Perez, by Charles H McDonald II

BACKGROUND

Ignacio Augusto Eclavea Perez ("Decedent" and also referred to as "Testator") died on

February 11, 2005. Petition at Exhibit A (April 19, 2023). Petitioner filed his Petition on April 19,

2023. Petitioner prays that ( 1) Decedent's Will be admitted to probate; (2) letters of administration

be issued for the Estate of the Decedent; and (3) bond in this matter be waived. Id. at 3.

Petitioner claims a "good faith effort was made to locate the original Last Will and

Testament and the original Will cannot be found." Id. at 2. Petitioner attached an alleged copy of

Decedent's Last Will and Testament to the Petition. Id. at Exhibit B.

On September 5, 2023, Petitioner filed the Declaration of Elizabeth Cruz ("Elizabeth's

Declaration"). Elizabeth Cruz ("Elizabeth") was one of the subscribing witnesses to the Will, and

she described her role as a witness to Decedent signing his Will. Elizabeth's Deel. at 1-2.

Additionally, at the September 5, 2023 Petition hearing, Petitioner called JoAnnie to testify

"to prove due search was performed for the original Will and that it wasn't found." Minute

("Min.") Entry, 9:52 AM (Sept. 5, 2023).

DISCUSSION

Petitioner argues that because he has met the requirements of 15 GCA § 1519, the Court

should admit the Decedent's purported Will to probate. Min. Entry, 9:51 AM (Sept. 5, 2023).

However, the Petitioner's reliance on§ 1519 is misplaced. Section 1519 governs the proofrequired

of witnessed wills in uncontested probate proceedings once the original will is produced to the

court. However, in this matter, Petitioner has informed the Court that "the original Will cannot be

found." Petition at 2.

15 GCA § 1503 permits the Superior Court of Guam to probate a decedent's lost or

destroyed will and 15 GCA § 1525 provides the requirements for doing so. Therefore, Petitioner

2 DECISION AND ORDER DENYING PETITION FOR PROBATE OF WILL AND FOR LETTERS OF ADMINISTRATION PR0068-23; In the Matter of the Estate ofIgnacio Augusto Eclavea Perez, by Charles H McDonald II

must prove the Will under Section 1525. 2 15 GCA § 1525(a)(l) requires a petitioner prove the will

"to have been in physical existence at the time of the testator's death." Further, a lost will's

provisions must be "clearly and distinctly proved by the sworn testimony of at least two credible

witnesses in open court." 15 GCA § 1525(b).

A. Petitioner Failed to Prove the Will Was in Physical Existence at the Time of the Testator's 's Death

Petitioner has not established that the Will was in physical existence at the time of the

Testator's death as required by 15 GCA § 1525(a)(l). The burden to prove the existence of the

will is upon the proponents of the will. In re Estate ofLeSure, 68 P.2d 313,315 (Cal. Dist. Ct.

App. 1937). 3

JoAnnie's testimony did not prove the Will was in existence at the time of Decedent's

death. When Petitioner asked JoAnnie if she knew what happened to the original Will, JoAnnie

stated, "I don't know exactly what happened, but I believe it was lost during the many times that

we moved. On or around 2009, my family moved to Hawaii ... and my mother followed ... I

believe when she made several copies of the Will, the original one was misplaced at that time."

2 At the June 14, 2023 Petition hearing, the Court raised that because Petitioner did not submit the original Will, Petitioner must comply with the provisions to prove a lost or destroyed Will. Min. Entry, 9:54 AM (June 14, 2023). The Court noted that Petitioner must prove the Will was in existence at the time of the Decedent's death. Min. Entry, 9:55 AM (June 14, 2023). Petitioner affirmed that he would review those provisions of the Probate Code. Min. Entry, 9:54 AM (June 14, 2023). 3 This rule was derived from California Probate Code § 350. 15 GCA § 1525, SOURCE. Therefore, California's interpretation of Probate Code § 350 is persuasive in this Court's interpretation of 15 GCA § 1525. "Generally, when a legislature adopts a statute which is identical or similar to one in effect in another jurisdiction, it is presumed that the adopting jurisdiction applies the construction placed on the statute by the originating jurisdiction." Sumitomo Constr. Co. v. Zhong Ye, Inc., 1997 Guam 8 ,r 7. For instance, in M Electric Corporation v. Phil-Gets (Guam) Intl. Trading Corp. dba J&B Modern Tech et. al., 2016 Guam 35 ,r 40, the Supreme Court of Guam held federal interpretation of Federal Rules of Civil Procedure Rule 15 was persuasive when interpreting Guam Rules of Civil Procedure Rule 15 because the federal rule was the source of Guam's statute, and the two statutes have similar language.

3 DECISION AND ORDER DENYING PETITION FOR PROBATE OF WILL AND FOR LETTERS OF ADMINISTRATION PR0068-23; In the Matter of the Estate ofIgnacio Augnsto Eclavea Perez, by Charles H McDonald II

Min. Entry, 9:52 AM. (Sept. 5, 2023). Further, JoAnnie stated that "because the ink was in black,

that caused some of the confusion, [my mother] wasn't aware which was the original Will." Min.

Entry, 9:54 AM. (Sept. 5, 2023). At that hearing, the Court asked,. "Decedent died in 2005. Do you

have any knowledge of where the Will was at that time?" JoAnnie responded, "I don't know."

Min. Entry, 9:56 AM. (Sept. 5, 2023).

JoAnnie never stated that the Will was in physical existence when Decedent died. Although

JoAnnie suggested that the original Will may have been misplaced after Decedent's death, she

conceded that she did not know exactly what happened to the Will. JoAnnie also indicated that her

mother was confused regarding which document was the original Will because the Will was signed

in black ink. Furthermore, J oAnnie stated that she does not know where the original Will was when

Decedent died. Thus, JoAnnie's testimony does not prove the physical existence of the Will at the

time of Decedent's death.

The record does not otherwise establish the Will was in physical existence at the time of

Decedent's death. Petitioner never alleges it.

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Related

Lockwood v. LeSure
68 P.2d 313 (California Court of Appeal, 1937)