In re Estate of Santos

CourtSuperior Court of Guam
DecidedJune 29, 2023
DocketPR0240-21
StatusUnknown

This text of In re Estate of Santos (In re Estate of Santos) is published on Counsel Stack Legal Research, covering Superior Court of Guam 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 Santos, (superctguam 2023).

Opinion

2DZ3JLJ1,/29 p;i 1:39 CLER:( DF COURT

IN THE SUPERIOR COURT OF GUAM

IN THE MATTER OF THE ESTATE PROBATE CASE NO. PR0240-21

OF DECISION AND ORDER JUAN PEREZ SANTOS, RE SECOND AMENDED PETITION AND CROSS-PETITION Deceased.

The matter came before the Honorable Dana A. Gutierrez on February 16, 2023 for hearing

on competing petitions, Petitioner Devon Santos-Martinez's ("Devon") Second Amended Petition

to Admit Will and for Letters Testamentary ("Second Amended Petition"), and Cross-Petitioner

Julie Marie D.J. Materne's ("Julie") Cross Petition for Probate of Will and for Letters

Testamentary ("Cross-Petition"). Present at the February 16, 2023 Hearing was Devon with

counsel Attorney Georgette Bello Concepcion and Julie with counsel Attorney Charles McDonald.

Based upon the arguments presented and applicable laws, the Court hereby GRANTS Devon's

Second Amended Petition and DENIES Julie's Cross-Petition.

BACKGROUND

On December 30, 2021, Devon filed a Petition to Admit Will and for Letters of

Administration with Will Annexed. On February 4, 2022, Devon filed an Amended Petition to

Admit Will and for Letters of Administration with Will Annexed ("Amended Petition"), adding

that Julie revoked her right to serve as executor pursuant to 15 GCA § 1505 and that the Court

should order Julie to produce the original will pursuant to 15 GCA § 1513. Amended Petition, at

1-2 (Feb. 4, 2022). On February 28, 2023, Julie Santos Adamos, a beneficiary of the Estate, filed DECISION AND ORDER RE SECOND AMENDED PETITION AND CROSS-PETITION PR0240-21; In the Matter of the Estate ofJuan Perez Santos

an Appearance, Consent, and Nomination, nominating and consenting to Devon servmg as

Executrix. On March 1, 2022, a Petition Hearing was held, and Devon stated that she needed to

amend the Amended Petition because it failed to list Devon and Julie as heirs, and that Devon

would ensure Julie received notice of the next amended Petition. See Min Entry, at 9: 12:21-9: 17:34

AM (March 1, 2022).

On March 17, 2022, Devon filed the Second Amended Petition. On April 20, 2022, two

beneficiaries of the Estate, Anthony Santos Ballares and Francis Santos Ballares, filed Appearance,

Consent, and Nominations, nominating Devon. On April 26, 2022, Julie Santos Adamos filed a

new Appearance, Consent, and Nomination, nominating Devon again. On April 27, 2022, two

beneficiaries, John Troy Santos and Kim M. Santos also filed Appearance, Consent, and

Nominations, nominating Devon.

On April 28, 2022, a hearing on the Second Amended Petition was held, and Julie was not

present. Devon infonned the Court that Julie had the Decedent's original will but would not

respond to Devon's requests to deliver the original will to the Court, and upon these representations

the Court continued the hearing to allow for the issuance of an order to Julie to produce the original

will. See Min Entry, at 10:46:46-10:58:45 AM (April 28, 2022).

On May 6, 2022, the Court issued an Order to Produce Original Will; Order to Show Cause,

ordering Julie to produce the Decedent's original will or show cause why she should not. Order to

Prod. Orig. Will; Order to Show Cause, at 1-2 (May 6, 2022). On May 26, 2022, at the Continued

Second Amended Petition and Order to Show Cause Hearing, Julie appeared with counsel

Attorney McDonald and produced the original will to the Court. Min Entry, at 10:07:11-10:29:18

AM (May 26, 2022). Attorney McDonald requested thirty (30) days to respond to the Second

Amended Petition because he was "recently hired." Id. The Court granted Julie fourteen (14) days

to file a response. Id.

2 DECISION AND ORDER RE SECOND AMENDED PETITION AND CROSS-PETITION PR0240-21; In the Matter of the Estate ofJuan Perez Santos

On June 9, 2022, Julie filed the Cross-Petition. On August 4, 2022, a hearing was held, and

the Court set the briefing schedule for the competing petitions. See Min. Entry, at 10:29:41-

10:33 :48 AM (Aug. 4, 2022). On August 5, 2022, Julie filed a Notice of Errata, stating that Julie

"inadvertently omitted" Devon's name as an heir of the Decedent and sought to correct it. Notice

of Errata, at 1 (Aug. 5, 2022).

On September 1, 2022, Devon filed an Objection to Julie's Petition ("Objection to Cross-

Petition") and a Declaration of Georgette Bello Concepcion ("Deel. of Concepcion") in support.

Further, on September 1, 2022, Julie filed an Objection to the Amended Petition 1 ("Objection to

Second Amended Petition") and a Declaration ("Sept. 1, 2022 Deel. of Julie") in support. On

September 15, 2022, Devon filed a Reply to Julie's Objection ("Devon's Reply") and a Declaration

in support ("Deel. of Devon"). On September 15, 2022, Julie filed a Reply to Devon's Objection

("Julie's Reply") and a Declaration in support ("Sept. 15, 2022 Deel. of Julie").

On February 16, 2023, the hearing on the competing petitions was held. 2 After hearing

testimony and oral arguments, the Court took the matter under advisement.

DISCUSSION

The issue before the Court is whether to grant Devon's Second Amended Petition or

whether Julie has shown good cause for her delay in filing her Cross-Petition and it should be

granted.

A. Devon Claims that Julie Renounced Her Right to Be Appointed as the Named Executrix and Therefore, Devon Seeks to be Appointed as the Alternate Executrix

In Devon's Second Amended Petition, Devon "requests that the Court renounce Ms.

Mateme's right to Letters by failure to petition pursuant to 15 GCA § 1505," and that the Court

1 Although the Objection was to the "Amended Petition," the objection was to the Second Amended Petition. 2 Aside from the current filings and parties before the Court, no other objections to either petition were filed in this case.

3 DECISION AND ORDER RE SECOND AMENDED PETITION AND CROSS-PETITION PR0240-21; In the Matter of the Estate ofJuan Perez Santos

appoint Devon as Executrix because Devon was named the "alternate Executrix" in the Decedent's

will. Second Amended Petition, at 2.

1. The Court May Hold That an Executor Has Renounced the Right to Be Appointed If a Petition Is Not Filed within Thirty (30) Days of the Testator's Death Unless Good Cause Is Shown

Under the Guam Probate Code, any natural person named in a Decedent's will may be

appointed to serve as executor as long as she is: of age, a resident of Guam, physically present in

Guam, [has] not been convicted of a felony,3 and [is] not adjudged to be incompetent to serve due

to drunkenness, improvidence, or want of understanding or integrity. See 15 GCA § l 70l(a),(c).

However, a named executor may be considered to renounce her right to be appointed by

the Court and the Court may appoint another person if the named executor is unable to show good

cause for the delay. See 15 GCA § 1505. The section of the Probate Code, 15 GCA § 1505, titled

Renouncement of Named Executor's Right to Letters by Failure to Petition, states:

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Related

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Matter of Estate of Bearden
800 P.2d 1086 (Court of Civil Appeals of Oklahoma, 1990)

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