Karpien v. Karpien

2009 NMCA 043, 207 P.3d 1165, 146 N.M. 188
CourtNew Mexico Court of Appeals
DecidedMarch 16, 2009
Docket28,060
StatusPublished
Cited by3 cases

This text of 2009 NMCA 043 (Karpien v. Karpien) is published on Counsel Stack Legal Research, covering New Mexico Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Karpien v. Karpien, 2009 NMCA 043, 207 P.3d 1165, 146 N.M. 188 (N.M. Ct. App. 2009).

Opinion

OPINION

CASTILLO, Judge.

{1} Husband and Wife were in the process of divorce when Wife died. The district court continued with proceedings related to the division of the marital property and entered a final decree. Husband’s appeal presents us with a question of first impression: What is the effect of the death of one spouse on a pending divorce proceeding? We conclude that NMSA 1978, Section 40-4-20 (1993) is controlling, that marital property and debt covered by Section 40^4-20 is divided and distributed according to New Mexico domestic relations law, that debt incurred after the death of the decedent spouse is separate debt to be dealt with through probate, and that Husband is not considered a surviving spouse for purposes of probate. Accordingly, we reverse and remand.

I. BACKGROUND

{2} Husband filed a petition for divorce in March 2005. Before the divorce was finalized, Wife, who was suffering from cancer, died overseas while on a trip with her mother. Wife’s parents (Parents) paid medical expenses related to her last illness as well as funeral and repatriation expenses. As personal representatives of Wife’s estate, Parents were substituted for Wife as the “Respondent,” and the district court continued with proceedings to divide the marital property. A final decree was entered on June 13, 2007. The court allocated the community property of the couple, determined and divided the community debt, and ordered that the marital residence be sold in order to satisfy the debt of the community. That community debt included the balance owed on two mortgages on the home, credit card debt, certain medical bills, and repatriation and funeral expenses that were incurred after Wife’s death and paid by Parents. Husband appeals the order of the district court.

II. DISCUSSION

{3} Husband makes two general arguments on appeal. First, Husband contends that the district court erred in its division of the couple’s community property because the statutes regarding intestate succession require that Husband, as Wife’s surviving spouse, receive all of Wife’s community property. Second, Husband argues that the district court improperly ordered the sale of the family home without permitting Husband to take a homestead exemption. Both issues require statutory construction; our standard of review is de novo. See Bell v. Estate of Bell, 2008-NMCA-045, ¶ 11, 143 N.M. 716, 181 P.3d 708.

A. Division of Community Property

1. Basis for Distribution of Wife’s Community Property

{4} The starting point for Husband’s argument is in the Uniform Probate Code (Probate Code), specifically NMSA 1978, Section 45-2-102(B) (1975), which directs that “as to community property, the one-half of the community property as to which the decedent could have exercised the power of testamentary disposition passes to the surviving spouse.” According to Husband, as Wife’s surviving spouse, he is entitled to receive all of her community property by intestacy. Husband recognizes that Section 40-4-20 permits the district court to resolve a pending division of marital property in a divorce proceeding in which one spouse dies before a final decree of divorce is entered, and Husband does not dispute that the district court had jurisdiction to divide the marital property. We have difficulty in understanding Husband’s contention, but it appears he is arguing that Section 40-4-20 merely secures the district court’s jurisdiction over the property division and that the district court should have distributed the marital estate under Section 45-2-102 of the Probate Code.

{5} Before we address Husband’s first argument, we believe it is helpful to review the history and the language of Section 40-4-20(B), which states the following:

Upon the filing and service of a petition for dissolution of marriage, separation, annulment, division of property or debts, spousal support, child support or determination of paternity pursuant to the provisions of Chapter 40, Article 4 or 11 NMSA 1978, if a party to the action dies during the pendency of the action, but prior to the entry of a decree granting dissolution of marriage, separation, annulment or determination of paternity, the proceedings for the determination, division and distribution of marital property rights and debts, distribution of spousal or child support or determination of paternity shall not abate. The court shall conclude the proceedings as if both parties had survived. The court may allow the spouse or any children of the marriage support as if the decedent had survived, pursuant to the provisions of Chapter 40, Article 4 or 11 NMSA 1978. In determining the support, the court shall, in addition to the factors listed in Chapter 40, Article 4 NMSA 1978, consider the amount and nature of the property passing from the decendent [decedent] to the person for whom the support would be paid, whether by will or otherwise.

(Emphasis added.) In essence, the statute permits a district court, upon the death of one of the divorcing parties and prior to entry of a final decree, to continue the division of marital property as if both parties had survived — a statutory change to the common law.

{6} The majority of jurisdictions do not take such an approach and continue to adhere to the common law rule of abatement: “When a party to a dissolution action dies before the entry of a decree, the marriage terminates as a matter of law. The court divests of jurisdiction over the matter, including any property rights, as they are incidental to a final decree of dissolution.” Anthony Bologna, Comment, The Impact of the Death of a Party to a Dissolution Proceeding on a Court’s Jurisdiction Over Property Rights, 16 J. Am. Acad. Matrimonial Law. 507, 507 (2000) (footnotes omitted); see also Rhodes v. Pederson, 229 S.W.3d 62, 65-66 (Ky.Ct.App.2007) (“[0]nly after a decree in divorce is granted ... can the court continue to litigate the attending issues, including the equitable distribution of property.”); LeTarte v. Malotke, 32 Mich.App. 289, 188 N.W.2d 673, 676 (1971) (“The clear rule in Michigan and the majority of states is that where one of the parties to a [d]ivorce action has died after the trial has concluded but before judgment, the action abates because there is no longer any marriage to dissolve.”). Bolgona, in fact, incorrectly categorized the law of New Mexico and asserted that our courts are bound to apply the common law rule. See Bologna, supra, at 517 (citing State ex rel. Rivera v. Conway, 106 N.M. 260, 261, 741 P.2d 1381,1382 (1987) (applying the common law rule and directing dismissal of a divorce proceeding after the death of one spouse based on lack of jurisdiction)). The 2000 article, however, generally relied on case law and failed to consider the New Mexico statutory scheme.

{7} As best we can determine, only two other state legislatures have provisions in their domestic relations codes that allow distribution of marital property after the death of a divorcing spouse. See N.C. Gen.Stat.

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Bluebook (online)
2009 NMCA 043, 207 P.3d 1165, 146 N.M. 188, Counsel Stack Legal Research, https://law.counselstack.com/opinion/karpien-v-karpien-nmctapp-2009.