Matter of Estate of Padilla

641 P.2d 539, 97 N.M. 508
CourtNew Mexico Court of Appeals
DecidedFebruary 9, 1982
Docket5053
StatusPublished
Cited by13 cases

This text of 641 P.2d 539 (Matter of Estate of Padilla) 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
Matter of Estate of Padilla, 641 P.2d 539, 97 N.M. 508 (N.M. Ct. App. 1982).

Opinion

OPINION

SUTIN, Judge.

Joseph J. Padilla, unmarried, died on August 15, 1978. He left a Will allegedly executed on July 27, 1968. A petition for formal probate of the Will was filed. An Order was entered u that admitted the Will to probate and appointed a personal representative. Mary Padilla and Ramona Quintana, sisters of decedent, filed a motion to set aside the Order, which motion was granted. Objections to the probate of the Will were filed. Thereafter, Mary Padilla filed a petition for adjudication of intestacy because decedent left a Will that was not validly executed and attested to. Richard L. Sanchez filed a demand for notice pursuant to § 45-3-204, N.M.S.A.1978, in which he stated his interest to be that of a son and heir-at-law not provided for in the Will.

On January 25, 1979, a hearing was held to determine the validity of the execution and attestation of the Will. At the conclusion of the hearing, the Court orally ruled that the Will was valid relying on the presumption of due execution as set forth In re Akin’s Estate, 41 N.M. 566, 72 P.2d 21 (1937).

Subsequently, an Amended Petition of Probate of the Will was filed. On September 8, 1980, a hearing was held on the status of Richard L. Sanchez as a son and heir of decedent, as well as on the validity of the Will. Based upon both hearings, the trial court made the following pertinent findings and conclusions:

1. Decedent signed his Last Will and Testament, entitled “Will” dated July 27, 1968 of his own free will, and such was witnessed by Mr. J. J. Lueras and Mrs. E. R. Cisneros [sic — Mr. E. R. Sisneros].
2. Mr. Padilla’s will recited that he had no children whom he had omitted to name or provide for in the Will.
* * * * * *
5. Joseph J. Padilla intentionally omitted any child or children that he might have had from taking under his Will.
* * * * * *
9. That the names ... of the heirs of the decedent are: Mary Padilla * * * Ramona Quintana * * * *
10. That the decedent, by instrument dated July 27, 1968, attempted to dispose of his estate by a “Will” wherein the witnesses were Mr. J. J. Lueras and Mr. E. R. Cisneros [sic — E. R. Sisneros].

The trial court adopted the following conclusions of law:

1. The Will of Joseph J. Padilla, dated July 27, 1968 was executed in accordance with the laws of the State of New Mexico, and is therefore valid.
2. Joseph J. Padilla intentionally omitted any child or children from sharing in any distribution of his estate.
3. The distribution of Joseph J. Padilla’s estate is to be as set out in his Last Will and Testament of July 27, 1968.
4. Although Richard L. Sanchez is the natural son of Joseph J. Padilla, decedent, he was intentionally omitted from the decedent’s Last Will and Testament, therefore, he is not entitled to any distribution of the estate of Joseph J. Padilla. A final Order was entered that formally

probated the Will and that Richard L. Sanchez was not entitled to any distribution. Sanchez appeals. We reverse.

Sanchez raises two points in this appeal:

1. Decedent’s alleged Will was not executed pursuant to § 45-2-502, N.M.S.A.1978, and therefore invalid and decedent should be found to have died intestate.

2. Sanchez is pretermitted by decedent’s Will and is entitled to decedent’s entire estate.

A. Decedent’s Will was valid.

The statute in effect at the time decedent executed his Will was § 30-1-6, N.M.S.A.1953 Comp. It reads:

The witnesses to a written will must be present, see the testator sign the will * * and must sign as witnesses at his request in his presence and in the presence of each other.

The attestation clause reads:

In TESTIMONY WHEREOF, I have on this 27 day of July, 1968 signed, sealed, published and declared this to be my last will and testament, in the presence of Mr. J. J. Lueras and Mr. E. R. Sisneros who have at my request, in my presence and in the presence of each other, hereunto subscribed their names as witnesses hereto.
s/Joe J. Padilla (Seal)
Witnesses:
s/J. J. Lueras * * * [address shown]
s/E. R. Sisneros * * * [address shown]

Lueras and Sisneros testified that on different occasions decedent had requested them to drop by his home and sign his Will. Neither was present when the other witness signed the Will. Neither witness recalled seeing decedent sign the Will. When Sisneros signed the Will, he saw Lueras’ signature on it, and recognized the signature of decedent.

This testimony did not satisfy the requirements of the statute. The Will would be invalid if it were not saved by a presumption of due execution.

Akin’s Estate, supra, involved the contest of a Will with a non-attestation clause. The Will was signed by the testatrix and two witnesses. The surviving witness testified as to the statutory requirements, but he had no distinct recollection of the transaction or its details. He had only a faint recollection of the matter. The court held that the rule applicable to a Will with a complete attestation clause applied to a Will without an attestation clause. The rule was stated as follows:

It has been held innumerable times by the courts of this country and England that a complete attestation clause above the signature of witnesses to a will raises a presumption of the due execution of the will, if the signatures of the testator and witnesses are proved to be genuine. German Evangelical Bethel Church of Concordia v. Reith, 327 Mo. 1098, 39 S.W.(2d) 1057, 76 A.L.R. 604, and annotations at page 617 * * * * [Emphasis added.] [Id. 570 [72 P.2d 21].]

In German Evangelical, the two surviving witnesses testified that they did not sign in the presence of the testatrix. This was the only direct testimony on the point. A mandatory statute required witnesses to sign in the presence of the testator. The respondents who were the beneficiaries under the Will insisted that they made a case for the jury by proving the genuineness of the signatures of the testatrix and attesting witnesses. They further contended that the signatures of the attesting witnesses raised a presumption of due execution which alone was sufficient to make a prima facie case even against the unfavorable or negative testimony of the witnesses.

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Bluebook (online)
641 P.2d 539, 97 N.M. 508, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-padilla-nmctapp-1982.