In Re Roeder's Estate

103 P.2d 631, 44 N.M. 429
CourtNew Mexico Supreme Court
DecidedJune 11, 1940
DocketNo. 4505.
StatusPublished
Cited by16 cases

This text of 103 P.2d 631 (In Re Roeder's Estate) 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
In Re Roeder's Estate, 103 P.2d 631, 44 N.M. 429 (N.M. 1940).

Opinion

BICKLEY, Chief Justice.

Contestees, appellants here, filed for probate an instrument purporting to be the last will and testament of H. B. Roeder in the Probate Court of Bernalillo County. Appellees opposed probate of the purported will upon the contention that the first page thereof had been .substituted, for an original first page without the essentials of signing and witnessing as required by § 154-105, N.M.S.A., 1929 Comp. The Probate Court admitted the instrument to probate. After appeal to the district court, the latter found, as evidence of a possible substitution of a different first page, that pages two and three of the purported will (Contestee’s Exhibit A) had at some previous time been stapled together, but that page one thereof was not previously stapled together with pages two and three. There was also admitted in evidence, over objection, an instrument (Contestant’s Exhibit A-l), which appellees sought to prove was a copy of a page that constituted page one of the instrument executed on July 7, 1937. Appellees offered in evidence another instrument (Contestant’s Exhibit A-2) which appears to be a copy of some will found among the papers of the decedent. Pages two and three of this copy are identical with pages two and three of the instrument offered for probate. When page one of the copy known as Exhibit A-l is placed in position with pages two and three of Contestants’ Exhibit A-2, it clearly appears that pages two and three were at one time stapled together with this page one, leading to the conclusion that so far as the copy is concerned, the three pages were originally stapled together, but that a new page was later substituted as page one. To corroborate that Contestants’ Exhibit A-l is a copy of what was originally page one of the will, appellees put on the stand a number of witnesses who testified to statements made by the deceased both before and after July 7, 1937. This testimony was objected to as hearsay and as being immaterial. The court overruled the objection, admitted the testimony, and at the conclusion of the case rendered judgment denying probate of the instrument. Reversal of the district court is sought upon two grounds: (1) that the court erred in admitting evidence of declarations and statements of the deceased to corroborate the existing physical evidence tending to show that a will made and executed by deceased on July 7, 1937, had been later changed by him, and (2) that appellees failed to show by their evidence that they have a sufficient interest in the subject matter of the proceeding to entitle them to oppose probate on the grounds that appellants are mentioned in neither Contestees’ Exhibit A, nor in Contestants’ Exhibit A — 1, and the only evidence introduced at the trial with reference to their interest in the subject matter is testimony of Pearce C. Rodey that John Roeder was a brother of deceased and Mrs. A. E. Post was his sister, and a reference to the “Affidavit of Custody of Will” (Tr. 1-2) in which E. C. Iden, as executor named in the will, included the appellants upon information and belief, among the heirs and beneficiaries.

The first and leading question presented to this court for determination is, as counsel has pointed out, one of first impression in this court; whether hearsay testimony is admissible in evidence as to declarations of the decedent to corroborate physical evidence of a change in the terms of the testator’s 'will. 'It is conceded by contestants that the evidence in question is hearsay, being in the nature of extrajudicial statements offered to prove the truth of the matter asserted therein. Admittance in evidence under the established rules relating to hearsay testimony must, "therefore, be gained through some exception to the hearsay rule. Appellants point out that the two bases' which underlie all exceptions to the hearsay rule are “necessity” and “circumstantial guarantee of trustworthiness”. If, then, this hearsay testimony was properly admitted, it must be supported either because of “necessity” or “circumstantial guarantee of trustworthiness’’, or both. It is upon the issue of whether these tests are met that counsel differ. Appellees feel that the “necessity” does exist because the declarant himself is dead and unable to testify. This is questioned by appellants who point out that there are many situations in which similar “necessity” exists, as in cases of dying declarations in non-homicide • cases and self-serving declarations of persons since deceased or otherwise unavailable to testify, where the declarations are not admitted.

The basic conception of the hearsay rule is that it should go to the admissibility of the evidence as the general rule. By talk and rehashing, facts quickly become grossly distorted. The law, by means of the hearsay rule, guards against this weakness of humanity by permitting no second-hand talk to be entered as evidence, with certain exceptions responding to the bases already noted. Some of these exceptions have become very clear and well recognized, others are more obscure and are allowed by some courts, while denied by others. The case at bar falls under none of the clearly defined exceptions. Admission, therefore, if at all, must be based upon one of the more controversial exceptions as judged from the necessity and trustworthiness angles.

The evidence in question was not offered to impeach terms of the will or as evidence of what the terms of a will are. To hold thus would assume the very facts in issue; i. e., whether this instrument is or is not a will. The evidence was not offered as a. substitute for-attestation, but rather to show that there was in fact not a proper signing and witnessing of the first page of this proffered instrument ■ and that, therefore, what was offered as a will was not in fact such an instrument. Hence, violation of the statute requiring proper attestation and signing by admitting the testimony is not involved.

The situation is closely analogous if not the same as will contests on grounds of forgery in which the evidence is offered to show that what is sought to be probated as a testator’s will is in fact not his will, since forgery may consist in altering an existing instrument. Declarations of the testator as to his intentions in such cases have been held admissible for the purpose of corroboration to show the improbability that the testator would have drafted such an instrument. So, whenever the issue is whether the testator signed a particular will which is offered for probate, the preexisting testamentary design is relevant and may be shown in evidence. State v. Ready, 78 N.J.L. 599, 75 A. 564, 28 L.R.A.,N.S., 240. We further quote approvingly the following language from Ellis v. O’Neal, 175 Ga. 652, 165 S.E. 751, 754: “It must be true that parol evidence is admissible to show by statements of the testator that the paper sought to be propounded is not the, same as that which was attested by the witnesses. * * * it is clear that statements of the testator, either before the execution of a purported will, at the time of execution, or after the execution of a paper, are admissible to aid in the determination of the fact whether the paper offered for probate is really the writing which was attested by witnesses as required by law.”

That there is conflict in the authorities as to the admissibility of these declarations under the hearsay rule is apparent. This is conceded by appellants. We will not attempt to review the decisions.

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Bluebook (online)
103 P.2d 631, 44 N.M. 429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-roeders-estate-nm-1940.