In Re Roeder's Estate

106 P.2d 847, 44 N.M. 578
New Mexico Supreme Court·Decided September 17, 1940·No. No. 4543.·Published·Cited by 7 cases

Opinion

SADLER, Justice.

This appeal is to review the judgment entered after a second hearing in the same probate proceeding pending in the district court of Bernalillo County on the estate of H. B. Roeder, deceased, wherein two separate instruments have been offered for probate as the last will and testament of said decedent. The separate instruments will be referred to as the First Offered Will and the Second Offered Will. See In re Roeder’s Estate, 44 N.M. 429, 103-P.2d 631, for our opinion on the first appeal in which we affirmed the judgment of the district court in denying probate to the First Offered Will.

Some confusion may be avoided if it is stated at the outset that the First Offered Will represents the second attempted disposition of his property by the testator and the Second Offered Will constitutes his first effort in that behalf. So that when we mention the First Offered Will we refer to the later writing in the order of its attempted execution and, likewise, reference to the Second Offered Will contemplates the first of the two writings claimed to have been executed by the testator as his last will and testament.

The testator died in February, 1938. After his death there was found in his safety deposit box in a bank a three page document purporting to be his last will and testament. Its first page contained all dispositive provisions and the second and third pages thereof contained respectively the appointment of an executor and the attestation, the latter dated July 7, 1937. The three pages were bound together by three wire staples which pierced the pages. Upon examination, it appeared that the second and third pages at one time had been stapled together separately and with some other first page.

The disposition of the property contained in the First Offered Will, after certain directions concerning burial and for payment of funeral expenses and debts, was as follows:

Beneficiary Bequest or Devise
1. Mary K. Cissell 100 shares of best stock
2. Jessie E. Thompson Residence and furnishings, accident policies, 1Ó0 shares of best stock, diamonds
3. Robert E. Honaker $1000, all guns and a •watch
4. Fidel Sanchez $1000, and all clothing
6. Mary E. Roeder % of residue
6. William G. Hudgins % of residue
7. James D. Hudgins % of residue

It may be mentioned that of these beneficiaries, only Mary E. Roeder, a niece of testator, was related to him.

There was also found among the testator’s effects at his home, a sealed envelope, marked in his own handwriting as containing a copy of his will, which contained a carbon copy of the First Offered Will. This, like its ■ original/ showed autoptic evidence of a substitution of first pages. Inclosed in the same envelope, 'and clipped to this document at the back with an ordinary, nonpiercing paper clip, and bearing staple perforations and other obvious indications that it was formerly the first page of the carbon copy with which it was inclosed, was a page of carbon copy typing. This page, upon examination, appeared to contain a complete disposition of the testator’s property. This disposition, after directions concerning burial and for payment of funeral expenses and debts, was as follows:

Beneficiary Bequest or Devise ,
1. Mary K. Cissell 100 shares o£ best.stock
2. Robert E. Honaker Residence and furnishings, all guns and .a watch
3. Alma Norton $1000 and all diamonds
4. Fidel Sanchez $1000 and all clothing-.
5. "William G. Hudgins Vi of residue
6. James D. Hudgins Vi of residue
7. Robert L. Cooper, Jr. Vi of residue
8. 'Richard C. Cooper Vi of residue .

The hearing out of which the judgment under review arose was one to probate as the last will and testament of the testator and as a single document, complete unto itself, this dispositive page and the second and third pages of the First Offered Will. The latter will, involved .on the first appeal to this court, had been' presented to the probate court and admitted-to probate over objections by the heirs at law. On appeal to the district court pursuant to 1929 Comp., § 34-421, it was refused probate after a trial de, novo, and we affirmed the judgment of the district court upon an appeal brought here as above stated.

In the meantime, the administration proceedings continued on remand to the probate court following tjie district court’s judgment denying probate to the First. Offered Will. The heirs at law petitioned for the appointment of E. C. Iden, whó'had been named as executor in both purported wills, as administrator and an order .so appointing him was entered. Thereafter, the executor and certain beneficiaries presented a petition to probate the Second Offered Will. The heirs at law filed a protest on the grounds of nonexecution and revocation. Upon motion' of 'certain beneficiaries under the First Offered Will, an order of continuance was entered by the ■probate court pending decision in the supreme court of the appeal from the decree denying probate to the First Offered Will. Thereupon, and pursuant to 1929 Comp., §§ 34-422 and 34-423, the entire proceeding on the estate of testator was removed to the district court upon a petition filed by the heirs at law. The order of continuance theretofore entered by the probate court was vacated by the district court and the trial before the district court was had upon the petition to probate the Second Offered Will and upon the objections filed to such probate. It is from the judgment admitting this Second Offered Will to probate that this appeal is prosecuted.

At the trial the parties entered into a stipulation that any party might introduce all or any part of the evidence received in the former trial upon the petition to probate the First Offered Will as shown by the transcript of record of the official court reporter, to the same extent and effect as if the witnesses were personally again present and testifying, subject, of course, to the right of any party to produce any other evidence he might desire and subject •to all objections which could be made were the witnesses present and testifying in person. And in connection with the present appeal, the parties stipulated that the bill of exceptions in the former cause, having been introduced in evidence in its entirety at the trial of the present cause, should not be recopied into the bill of exceptions but that reference might be made to it in the transcript on the former.appeal to the same extent as if the same were physically incorporated into the bill of exceptions for the present appeal.

At the conclusion of the trial, the court made the following findings of fact and .conclusions of law, to-wit:

“1. On July 7, 1937, H. B.

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In Re Roeder's Estate, 106 P.2d 847, 44 N.M. 578 (N.M. 1940).

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