Matter of Estate of Vincioni

698 P.2d 446, 102 N.M. 576
CourtNew Mexico Court of Appeals
DecidedFebruary 7, 1985
Docket7754-7769
StatusPublished
Cited by11 cases

This text of 698 P.2d 446 (Matter of Estate of Vincioni) 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 Vincioni, 698 P.2d 446, 102 N.M. 576 (N.M. Ct. App. 1985).

Opinion

OPINION

DONNELLY, Chief Judge.

Appellants Lesleigh Cash Hicks, Don Cash, and the Vincioni children appeal from a judgment of the district court adjudicating that Joe Vincioni died intestate, refusing to find that the documents proffered by appellants constituted an enforceable contract to make a will in favor of appellants and others, and denying the admission of extrinsic evidence to prove the existence of a contract to make a will between the decedent and his deceased wife. We affirm.

FACTS

The decedent, Joe Vincioni, a resident of Colfax County, died on September 13, 1982. The decedent’s wife, Elizabeth Vincioni, predeceased him in January 1982. He was the sole legal heir of her estate. Joe Vincioni had no surviving children, but had a surviving sister and brother and numerous nieces and nephews in Italy and the United States. 1 Appellant Lesleigh Cash Hicks is a niece of decedent and Don Cash is a brother-in-law.

Following decedent’s death the district court of Colfax County appointed Julio Vincioni, a surviving brother, as the special administrator of decedent’s estate. In the process of inventorying the property of decedent, the special administrator discovered among the decedent’s personal effects an envelope containing two documents, both dated July 1, 1979. They appeared to the special administrator to be testamentary in nature. He filed the documents with the court and petitioned the court to determine whether they constituted a valid last will and testament of decedent. He asked the court to construe the documents and declare what effect should be given to them.

The three documents consisted of an envelope (Plaintiff’s Exhibit 1) and two papers contained in it (Plaintiff’s Exhibits 2 & 3). Typewritten on the outside of the envelope were the words “Agreement To Be Opened In the Event of Our Death.” Plaintiff’s Exhibit 2 was a single page document stating in part:

Raton, New Mexico

July 1, 1979

To Whom It May Concern:

In the event of our death we wish to leave the following to our Niece, Lesleigh Gay Cash.

1 Complete Set Sterling Flatware (In Safe)

1 Sterling Silver Water Pitcher [Listing of miscellaneous personal property has been omitted.]

All the land listed in our name in Linwood Acres.

Regarding Spur, Inc. The Corporation owes us a note amounting to $88,000.00. After the note is paid — the balance is to be divided — one half going to Lesleigh Gay Cash and one half to Donald J. Cash. Dated this 1st day of July, 1979 Raton, New Mexico

s/Joe Vincioni

s/Elizabeth Vincioni

Plaintiff’s Exhibit 3 was a similar document, which stated:

In the event of our death we wish to leave $5,000.00 to each of Lucia Ottaviani’s [sic] five children.

The balance of our estate is to go to the Julio Vincioni children which is to be divided in equal shares.

Dated this 1st day of July, 1979 Raton, New Mexico

On December 29, 1982, appellant Lesleigh Cash Hicks entered her appearance in the estate proceedings and filed an answer contending that the documents filed with the court were valid wills and testamentary instruments. Alternatively she asserted that if the documents were not found to be valid testamentary instruments, they should be determined to be contracts to make wills between decedent and Elizabeth Vincioni, his deceased wife, governing the manner in which their property should be disposed after their deaths.

The court held a hearing in December 1983 to determine the validity of the documents relied upon by appellants. At the conclusion of the hearing, the court adopted findings of fact and conclusions of law determining that the three exhibits were not properly executed or witnessed as required by law and did not constitute valid testamentary dispositions. NMSA 1978, § 45-2-502. The court also found that the documents did not constitute enforceable contracts to make wills. During the hearing, the trial court had denied the admission into evidence of proffers of testimony by the appellants, Lesleigh Cash Hicks & Julio Vincioni, that would have purportedly shown the decedent’s interpretation of Plaintiff’s Exhibits 1, 2, and 3 and that a valid agreement existed, between the decedent and his wife, to leave their property to the appellants and other relatives.

EXCLUSION OF EVIDENCE

Appellants have not challenged on appeal the trial court’s finding and conclusion that Plaintiff’s Exhibits 1, 2, and 3 were not properly executed wills and testaments as required by Section 45-2-502. However, appellants contend that the trial court erred in excluding evidence calculated to explain Exhibits 1, 2, and 3. Appellants sought to present extrinsic evidence through Julio Vincioni, the special adminsitrator, and Lesleigh Hicks, concerning the existence of an alleged oral contract to devise property as provided in the three exhibits. Appellants claim that this extrinsic evidence should have been admitted to fully explain the agreement reached in Exhibits 1, 2, and 3. The trial court found that the exhibits did “not express the essential terms of a contract [as per NMSA 1978, Section 45-2-701] with requisite definiteness and certainty, and, at most, manifest an unexecuted intention to dispose of property.”

The trial court sustained an objection to the admission of the testimony to explain Exhibits 1, 2, and 3 on the grounds that it was contrary to the provisions of Section 45-2-701 of the Probate Code. The trial court judge determined that Section 45-2-701(A)(3) required that Exhibits 1, 2, and 3, when construed together, constitute a writing signed by the decedent evidencing the contract. This writing would have to first evidence the existence of a contract or be sufficiently drafted so that there could be an inference that a valid contract existed within the four corners of the documents. No extrinsic evidence was allowed to fulfill the contractual inadequacies of the terms contained in the exhibits. However, the court permitted a tender of the extrinsic testimonial evidence by question and answer pursuant to NMSA 1978, Evid.Rule 103 (Repl.Pamp.1983).

Included in the tender was the testimony of decedent’s brother, Julio Vincioni, that prior to decedent’s death he had several discussions with the decedent concerning his estate plans. Julio Vincioni stated that the decedent showed him Plaintiff’s Exhibits 1, 2, and 3 and also showed him where the safe was in which he was keeping the envelope and the papers. Also included in the tender of proof was testimony by Lesleigh Hicks that following the death of decedent’s wife, Elizabeth Vincioni, decedent made a gift to her of numerous items of personal property which were listed in Plaintiff’s Exhibit 2, including a set of sterling silver flatware, a silver tea service, jewelry, a cedar chest, Nambe ware, and a set of china.

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Bluebook (online)
698 P.2d 446, 102 N.M. 576, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-vincioni-nmctapp-1985.