Lamphear v. Alch

277 P.2d 299, 58 N.M. 796
CourtNew Mexico Supreme Court
DecidedNovember 23, 1954
Docket5775
StatusPublished
Cited by17 cases

This text of 277 P.2d 299 (Lamphear v. Alch) 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
Lamphear v. Alch, 277 P.2d 299, 58 N.M. 796 (N.M. 1954).

Opinion

SADLER, Justice.

The question for decision is whether the last will and testament of plaintiffs’ (appellants’) ancestor, duly admitted to probate in Missouri and by stipulation to be treated in all respects as having been duly probated' in New Mexico, contained language legally sufficient to transfer title to real estate. The court and counsel for all parties agreeing below, the real estate involved passes under ■ the will, if its language be held sufficient to cover real estate, we acquiesce in that view and proceed to ascertain this primary question. The parties will be referred to as they were below, unless clarity demands otherwise.

The plaintiffs at time of his death were sole heirs at law Of William Garner Lamphear, sometimes known as William Dwight Patterson, William D. Patterson, or W. D. Patterson. After his death and the filing of this suit, one of the plaintiffs named in the caption, Saidee Lamphear, the sister of William D. Patterson, died testate leaving May Townsend, H. Ward Lester and Adelaide Lester as sole devisees under her last will and testament which both below and here by stipulation is to be considered in all respects as if admitted to probate in the State of New Mexico. Accordingly, upon motion they were substituted as plaintiffs below in the place of Saidee Lamphear and are appellants here. Similarly, and because Lessing Alch and Mary Alch, his wife, had purchased a few years after Patterson’s •death, the former having sold him the acreage in the first instance, the mineral acreage involved from Lorena J. Herl, formerly Lorena J. Stallard, they were made defendants herein and are appellees here. Their grantor, Lorena J. Herl, also joined as a defendant herein died pendente lite.

The document probated as the last will and testament of William D. Patterson, de■ceased, was holographic. It was drawn and •executed on April 1, 1934, while the testator was a patient in the Missouri Pacific Hospital in St. Louis, Missouri. On his admission card, Mrs. Lorena J. Stallard, who by a subsequent marriage became Mr. Lorena J. Herl, was listed as a daughter. The testator remained in the hospital for only a short time when, following discharge, he resumed his occupation as freight adjustment agent for Missouri Pacific Railway, his employer.

Thereafter, and on August 4, 1943, the testator died, and his last will and testament was duly admitted to probate in Missouri, .as already stated. It reads as follows:

"Last Will and Testament

“I, William D. Patterson, of the City of St. Louis, State of Missouri, being of sound mind, make this my last will and testament.

“After the payment of my just debts and funeral charges I devise and bequeath as follows:

“To Lorena J. Stallard all my personal property, consisting of jewelry and a Savings and checking account at Tower Grove Bank and Trust Company.

“I hereby nominate Hannabal Stallard to be executor of this my will and request that he shall be exempt from giving a surety or sureties on his official bond.

“In witness whereof I have hereunto set my hand this first day of April, 1934.

“Signed William D. Patterson

“Signed and published as his last will by the said William D. Patterson in the presence of us, who in his presence and in the presence of each other have hereto subscribed our names as witnesses.

“Royal A. Weir, M. D.

signed

“J. A. Lembeck, M. D.

“A. G. Woolridge, M. D.

signed.”

Several years following death of William D, Patterson, Saidee Lamphear, a sister of decedent and Irene Prefontaine, a half-niece, constituting his sole heirs at law, instituted this suit to quiet title to the 5-acre mineral interest here involved, located in Lea County, New Mexico. Their complaint set up the intestacy of Patterson and consequent heirship in them. As already noted the sister, an invalid, died pendente lite, and her sole devisees mentioned, supra, were substituted as plaintiffs in her stead. The defendants, Lessing and Mary Alch, about six years after testator’s death purchased from Lorena J. Herl the mineral interest involved. In the answer filed they denied the intestacy of Patterson, pleaded ownership in Lorena J. Herl of the mineral interest under the last will quoted above and claimed through her. They sought by cross-complaint to quiet title to the acreage in themselves. In its findings and judgment the trial court upheld title in the Alches, based on the conclusion that the will mentioned, though purporting on its face to dispose of personal property only, was intended by testator as a full and complete disposition of all his property, both real and personal.

Thus it is, although without bearing on the relative rights of the parties,- the original actors in the transactions giving rise to this controversy have passed from the scene and the heirs, successors or assigns, as the case may be, carry on in their respective rights. At the outset the naked question emerges whether a purported disposal of property reading:

“After the payment of my just debts and funeral charges I devise and bequeath as follows: To Lorena J. Stallard all my personal property consisting of jewelry and a savings and checking account at Tower Grove Bank and Trust Company.”

may with propriety and correctness be given effect as if it read:

“After the payment of my just debts and funeral charges, I devise and bequeath as follows: To Lorena J. Stallard all my estate, real, personal and mixed, of whatever it may consist and wherever situated.”

. If under the factual situation here present and properly before the trial court the latter meaning may be deduced from the language quoted, the judgment rendered should be affirmed. Otherwise, it should be reversed with a direction to render judgment for the plaintiffs (appellants).

The factual situation developed at the trial, the competency of which was challenged by plaintiffs from the outset, must be stated. As already shown, the decedent was. employed by Missouri Pacific Railway as, a freight claim adjuster. He married the mother of Lorena J. Herl, nee Stallard, at some time prior to 1931, in which year decedent’s wife died. He then went to live in the home of Lorena Herl, his step-daughter and lived there continuously until his death in August, 1943. At all times during his residence with the step-daughter, he was treated as a member of the family, and felt the same affection for the step-daughter as-if she were his own daughter, though no blood relationship actually existed between them. He treated her as if she were, in fact, his own daughter and her children as his grandchildren. Throughout the period of his residence with the step-daughter, however, decedent contributed to support of the family by paying her for his room and board.

Shortly before his death on August 4, 1943, the decedent on July 22, 1943, changed the beneficiary in a life insurance policy from the one named therein as such to Lorena J.

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Bluebook (online)
277 P.2d 299, 58 N.M. 796, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lamphear-v-alch-nm-1954.