In the Matter of the Estate of Joaquin C. Leon Guerrero

Superior Court of Guam·Decided August 1, 2022·No. PR0149-19·Unknown

Opinion

22U—1 ri 5:21

IN THE SUPERIOR COURT OF GUAM .

IN THE MATTER OF THE ESTATE Superior Court Case No. PR0149-19

OF

DECISION AND ORDER RE MOTIONS JOAQUIN C. LEON GUERRERO, FOR SUMMARY JUDGMENT Decedent.

In this contested probate matter, the Court considers whether summary judgment is proper concerning the validity of the marriage between Decedent Joaquin C. Leon Guerrero and Elizabeth Raposa Leon Guerrero. Upon review of the undisputed facts, the record, and the parties’ arguments, the Court determines that Joaquin’s divorce from Nancy Toves was not final when he married Elizabeth. The Court further determines that Guam law does not recognize Elizabeth as Joaquin’s legal spouse. Therefore, Elizabeth lacks the priority to nominate an administrator for Joaquin’s estate and this matter shall proceed to trial on the petition filed by Joaquin’s son and appointed executor, Franklin P. Leon Guerrero. In so finding, the Court GRANTS the motion for summary judgment filed by Joaquin’s son Patrick Leon Guenero and DENIES Elizabeth’s motion for partial summary judgment.

I. PROCEDURAL BACKGROUND Franklin petitioned the Court to admit the will of his father, Joaquin. Pet. Admit Will (Sep. 3, 2019) (“franklin’s Petition”). He furnished a will that Joaquin purportedly executed in September 2003. The 2003 will states that Joaquin is married to Nancy Toves Leon Guerrero. It devises different assets among Nancy, Joaquin’s eight living children, other persons, and the

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PRO 149-19 DECISION AND ORDER RE MOTIONS FOR SUMMARY JUDGMENT Page 2 Joaquin C. Leon Guerrero Memorial Trust. He also appoints Franklin and his daughter Carlotta A. Leon Guerrero as joint co-executors.’ The 2003 will has one witness and is notarized.2 At the October 10, 2019 hearing on Franklin’s petition, the Court stated it would grant the petition contingent on his filing of certain declarations of service. By the next hearing on January 9, 2020, the Court had not finalized the appointment of Franklin. Also, Elizabeth appeared, claimed to be Joaquin’s spouse, and indicated she would contest the 2003 will.

Elizabeth then nominated Albert I. Tudela to petition the Court to admit a will purportedly executed by Joaquin on January 25, 2008. Pet. Letters Admin. (Jan. 28, 2021)

(“Albert’s Petition”). The 2008 will indicates that Joaquin is divorced. The will devises assets among Joaquin’s children and does not mention the other beneficiaries listed in the 2003 Will, such as the trust. It also appoints Franklin as the sole executor and has three attesting witnesses. Albert’s Petition seeks to disqualify Franklin from serving as Executor because Franklin failed to inform the Court of the newer will and Joaquin’s new spouse and for other reasons of improvidence and want of understanding or integrity.

The Court set the competing petitions for trial; however, the trial was vacated due to the Court’s calendar. The matter was also reassigned to the undersigned Judge.

Citing the procedure for contested will proceedings, 15 GCA § 1603, the Court issued a Citation to all persons mentioned under both wills. After issuing a Scheduling Order which allowed for discovery and dispositive motions, Patrick and Elizabeth filed separate motions for

When it comes to assets held in the trust, the 2003 Will specifies that Franklin cannot make decisions alone. If Carlotta refuses her appointment, all children must vote on a successor co-executor. Franklin’s Petition, Ex. 2 at p. 2. 2 The presence of just one witness calls into question this will’s validity. See 15 GCA § 201 (a will must have two attesting witnesses).

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PR0149-19 DECISION AND ORDER RE MOTIONS FOR SUMMARY JUDGMENT Page 3 summary judgment.3 Both motions concern the validity of Joaquin and Elizabeth’s marriage. The court now addresses those motions. II. UNDISPUTED FACTS The following facts appear undisputed based on the Court’s record:

1. On February 7, 2008, the Superior Court of Guam granted an interlocutory divorce decree between Joaquin and Nancy. DM047 6-05 (Interlocutory Decree Divorce (Feb. 7, 200$)). The Interlocutory Decree references a hearing held on January 16, 2008, where the Court made certain findings relative to the dissolution. The decree then states, “That the marriage of Plaintiff and Defendant is dissolved nunc pro tunc as of January 16, 200$, pending the entry of the final judgment.” Id. The court also noted the need to address issues surrounding community property and community debts. Id.

2. On March 25, 200$, Joaquin signed an affidavit at the U.S. Embassy in the Philippines declaring that his two previous marriages had been legally terminated. Mot. Partial $umm. J., Ex. 1 (Mar. 3, 2022).

3. On April 10, 2008, Joaquin and Elizabeth obtained a Certificate of Marriage from the Republic of the Philippines. Mot. Partial Summ. J., Ex. 2.

4. On July 2, 2009, the Superior Court issued Findings of Fact and Conclusions of Law which resolved the community property issues between Joaquin and Nancy. It then issued a final Judgment of Divorce on January 5, 2010. See DM0476-05.

5. Joaquin passed away on November 25, 2011.

On August 17, 2021, the Court denied Patrick’s Motion to Dismiss the Court’s citation. Relative to the issue of whether Elizabeth had standing to file her petition, the Court held that there were issues of fact surrounding the validity of the marriage and that the Court did not have sufficient evidence to render a ruling prior to the trial. Thus, the Court “denie[d] the Motion pending review of the relevant evidence.” Order Denying Mot. Dismiss and Setting Sched. Conf. (Aug. 17, 2021). These motions for summary judgment have now afforded the Court the opportunity to review evidence of undisputed material facts.

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PR0149-19 DECISION AND ORDER RE MOTIONS FOR SUMMARY JUDGMENT Page 4 III. LAW AND DISCUSSION A. Summary Judgment Standard Under Guam Rule of Civil Procedure 56(c),4 summary judgment is proper “if the pleadings, depositions, answers to interrogatories, and admissions on file, together with the affidavits, if any, show that there is no genuine issue as to any material fact and that the moving party is entitled to a judgment as a matter of law.” Summary judgment is particularly appropriate when unresolved issues are primarily legal rather than factual. Adams ex rel. Harris v. Boy Scouts ofAmerica-Chickasaw Council, 271 F.3d 769, 775 (8th Cir. 2001).

B. Patrick has standing in this case to challenge the validity of Joaquin and Elizabeth’s marriage, and is not barred by the doctrine of laches.

Elizabeth first contests Patrick’s standing to challenge the validity of the marriage. She claims that he cannot demonstrate an injury in fact, thereby depriving the court of subject matter jurisdiction.

However, this is not an action to invalidate a marriage but rather a probate matter to determine the decedent’s rightftil heirs. The Court’s probate jurisdiction encompasses determining the proof of wills and letters testamentary, as well as letters of administration and the administration of estates. 15 GCA § 1403. In exercising its jurisdiction, the Court must examine questions of competency and inheritance. As an undisputed heir of Joaquin, Patrick has the right to ask the Court to determine other persons’ interests in the estate. Moreover, the will contest statute gives Patrick the right as a person interested in Joaquin’s will to state his position on the validity of proffered wills during a will contest. 15 GCA § 1601. F or these reasons, the Court has subject matter jurisdiction over this will contest and the issues raised herein, and Patrick’s participation does not eliminate such jurisdiction.

‘ A party may seek dismissal of a will contest under the Guam Rules of Civil Procedure. 15 GCA § 1601. Although this is not a dismissal motion, the Court will apply and utilize Rule 56’s procedure to this will contest.

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