In re Estate of Sharek

930 A.2d 388, 156 N.H. 28, 2007 N.H. LEXIS 139
CourtSupreme Court of New Hampshire
DecidedAugust 22, 2007
DocketNo. 2006-441
StatusPublished
Cited by7 cases

This text of 930 A.2d 388 (In re Estate of Sharek) is published on Counsel Stack Legal Research, covering Supreme Court of New Hampshire 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 Sharek, 930 A.2d 388, 156 N.H. 28, 2007 N.H. LEXIS 139 (N.H. 2007).

Opinion

HlCKS, J.

The appellant, M. Georgette Sharek, the former wife of the decedent, Robert Lawrence Sharek, and the named executrix in his will, appeals a decision of the Hillsborough County Probate Court (Patten, J.) applying RSA 551:13, II (2007) to revoke her interest under the decedent’s will. We affirm.

The trial court found the following facts. The appellant and the decedent were married on July 1,1963, and divorced on April 20, 1983. They had no children. The decedent’s will was executed on August 24, 1982, and left, after payment of debts, taxes and expenses, the remainder of his estate to the appellant if she survived him. If the appellant were to predecease the decedent, the will provided for two specific bequests and then left the remainder of the estate to the appellant’s parents if they survived the [29]*29decedent. They did not survive him. Following another series of specific bequests, the provision of the will here at issue left the remainder of the decedent’s estate to his brother-in-law, Raymond J. LaPlante, the appellee in this case.

In 1998, the legislature enacted RSA 551:13, II, see Laws 1998, 127:1, which currently provides, in pertinent part:

If after executing a will the testator is divorced or the marriage is annulled, the divorce or annulment revokes any disposition or appointment of property made by the will to the former spouse, any provision conferring a general or special power of appointment on the former spouse, and any nomination of the former spouse as executor, trustee, conservator, or guardian, unless the will expressly provides otherwise. Property prevented from passing to a former spouse because of revocation by divorce or annulment passes as if the former spouse and all heirs in the descending line of such former spouse who are not also heirs at law of the decedent failed to survive the decedent, and other provisions conferring some power or office on the former spouse are interpreted as if the spouse and all heirs in the descending line of such former spouse who are not also heirs at law of the decedent failed to survive the decedent.

The statute, in substantial part, tracks the language of Section 2-508 of the Uniform Probate Code. Unif. Prob. Code § 2-508 (revised 1993), 8 U.L.A. 376 (1998). “The gist of this statute is to incorporate into law the presumed intent of a testator that any disposition in a will benefitting a spouse should be terminated in the event of the dissolution of their marriage.” Matter of Will of Reilly, 493 A.2d 32, 33 (N.J. Super. Ct. App. Div. 1985).

On August 12, 2005, the decedent died. The appellant, the named executor in the decedent’s will, filed the petition for estate administration and petitioned the court for instructions as to the effect of RSA 551:13, II. The trial court initially entered an order under which the appellant would have been the “sole residuary beneficiary under the will.” Upon reconsideration, however, the court reversed itself and, ruling that RSA 551:13, II applied, suspended the appellant’s appointment as estate administrator pending the appellee’s petition for appointment within thirty days.

On appeal, the appellant argues that the trial court erred in applying RSA 551:13, II retrospectively. We will uphold the trial court’s decision “unless it is unsupported by the evidence or tainted by error of law.” Eldridge v. Eldridge, 136 N.H. 611, 613 (1993).

[30]*30Although the appellant does not cite to the State Constitution, the prohibition against retrospective laws is contained in Part I, Article 23 thereof. We have interpreted that provision “to mean that every statute which takes away or impairs vested rights, acquired under existing laws, or creates a new obligation, imposes a new duty, or attaches a new disability, in respect to transactions or considerations already past, must be deemed retrospective.” In the Matter of Goldman & Elliott, 151 N.H. 770, 772 (2005) (quotation omitted).

The question arises whether the trial court’s decision may be considered a retrospective application of RSA 551:13, II at all, as the testator’s death occurred after the statute’s enactment. See Loveren v. Lamprey, 22 N.H. 434, 449 (1851) (application of statute enacted after execution of will but prior to death was not retrospective because the will did not take effect until the testator’s death). We need not overly concern ourselves with whether the statute was actually applied prospectively or retrospectively, however, because even assuming, without deciding, a retrospective application, we conclude that it is a valid and permissible one.

On its face, RSA 551:13, II does not indicate whether it is to apply prospectively or retrospectively. ‘When the legislature is silent as to whether a statute should apply prospectively or retrospectively, our interpretation turns on whether the statute affects the parties’ substantive or procedural rights. There is a presumption of prospectivity when a statute affects substantive rights.” In the Matter of Donovan & Donovan, 152 N.H. 55, 63 (2005) (citation omitted). In addition, as indicated in our previously-cited interpretation of Part I, Article 23, the prohibition against retroactive legislation may be considered in terms of its effect upon vested rights:

Unless otherwise inhibited by either the State or Federal Constitutions, the Legislature may change existing laws, both statutory or common, at its pleasure, but in so doing, it may not deprive a person of a property right theretofore acquired under existing law. Those rights are designated as vested rights, and to be vested, a right must be more than a mere expectation based on an anticipation of the continuance of existing law; it must have become a title, legal or equitable, to the present or future enforcement of a demand, or a legal exemption from the demand of another.

Goldman, 151 N.H. at 774 (quotation omitted).

The trial court ruled that RSA 551:13, II could be applied retrospectively because the appellant’s expectation of taking under the [31]*31decedent’s will was not a vested right. We agree. See Morse v. Alley, 638 S.W.2d 284, 287 (Ky. Ct. App. 1982) (superseded by statute on other grounds) (no property rights in takers under will had vested at the time of testator’s divorce); Buehler v. Buehler, 425 N.E.2d 905, 906 (Ohio Ct. App. 1979) (application of revocation-upon-divorce statute did not violate constitutional prohibition against retroactive laws because “[a] beneficiary under a will, until the death of the testator, has nothing more than a mere expectation of receiving property”). But see In re Succession of Martinez, 729 So. 2d 22, 25 (La. Ct. App. 1999) (stating revocation-upon-divorce statute affected vested rights and could not be applied retroactively). “[A] mere expectancy of future benefit, or a contingent interest in property founded on anticipated continuance of existing laws, does not constitute a vested right.” Goldman, 151 N.H. at 774 (quotation omitted).

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930 A.2d 388, 156 N.H. 28, 2007 N.H. LEXIS 139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-sharek-nh-2007.