Mills v. Kelly

660 P.2d 124, 99 N.M. 482
CourtNew Mexico Court of Appeals
DecidedFebruary 3, 1983
DocketNo. 5837
StatusPublished
Cited by16 cases

This text of 660 P.2d 124 (Mills v. Kelly) 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
Mills v. Kelly, 660 P.2d 124, 99 N.M. 482 (N.M. Ct. App. 1983).

Opinion

OPINION

DONNELLY, Judge.

Appellant, Emma Mills appeals from an order granting summary judgment and which denied admission to probate of a purported handwritten will of Pat H. Kelly, deceased.

On appeal, the sole issue asserted by appellant is that the entry of summary judgment was improper because of the existence of genuine issues of material fact regarding the proper execution and legal sufficiency of the purported last will and testament of decedent. We reverse.

Pat H. Kelly executed a formal will dated October 18, 1974, prepared by an attorney and which left all of his real, personal or mixed property to his nephew, Kenneth Kelly. In the late fall of 1980, decedent was hospitalized in Hillcrest Memorial Hospital, in Silver City, with a serious illness. Before he entered the hospital, he allegedly directed that a handwritten will be prepared by Emma Mills, his first cousin. The handwritten document provided in its entirety:

October 28-1980
To Emma Mills—
This property in Glenwood N. Mex
My home place & water rights
My cattle & permit
My car & pickup & horse trailer & horse
also 28 acres on Grandma Kelley ranch
also tractor & plows.
To my brother Kelley Kelley 15 acres
I own on John Kelley Ranch
To my sister Emma Roberts $500
“ “ “ Nina Tipton $500
“ “Brother Esias Kelley $500
To my nephew Kenneth Kelley all savings I have in his & my name he also has a big sum in Albuquerque.
To Wayne Pierce
My saddle & spurs & a tip.
To Floyd Higgins his mother’s picture.
Pat H. Kelley
David J. Ramos (Judge)
David Ramos Jr.

In late November, during the final stages of decedent’s hospitalization, Emma Mills requested two strangers who were visiting another patient in the hospital to witness the purported handwritten will of decedent. The two, David J. Ramos, Sr., and David J. Ramos, Jr., were father and son, and each signed the document as witnesses. Decedent did not personally sign the document; his signature was written thereon by Emma Mills, decedent’s first cousin, purportedly at his request and direction. David Ramos, Sr., was a municipal judge in Hurley; at the time of the signing of the purported will, his son was thirteen years old. Approximately two weeks thereafter, decedent died on December 12,1980, while still hospitalized.

Decedent’s nephew, Kenneth Kelly, filed a petition seeking to have decedent’s will dated October 18, 1974, admitted to probate, a motion seeking to have the purported handwritten will of decedent declared invalid, and a motion seeking summary judgment.

. At the hearing on summary judgment, all parties conceded that decedent had not personally signed the document dated October 28, 1980, and that Emma Mills had in fact signed the decedent’s name thereon. It was also undisputed that Mills read the instrument out loud to decedent in the presence of both witnesses and that the signatures of both witnesses to the handwritten document proffered by appellant were in fact genuine. It was disputed as to whether the decedent normally spelled his name “Kelly” or “Kelley”, and as to whether the purported will was properly executed and witnessed and legally sufficient to constitute a testamentary disposition.

Was Summary Judgment Proper?

(A) Execution and Witnessing of the Instrument

On the motion for summary judgment, the parties tendered for the court’s consideration the deposition testimony of Emma Mills, David Ramos, Sr., and David J. Ramos, Jr. Emma Mills stated in her deposition that she had signed the signature of Pat H. Kelley in the presence of the two witnesses and that the decedent had told her to sign the document on his behalf. She also testified:

Q. Did Pat Kelley ask David Ramos, the judge, to witness that will?
A. ... I told Pat, Well, you need to sign it before these witnesses. And he said, I can’t sign that. He said, You sign it. And I said, Pat, I can’t sign it. And he said, You can. He said, You know you can sign anything I’ve got. And I still didn’t sign it. And Ramos [Sr.] said, Go ahead and sign it. I heard him tell you twice to sign it so, he said, you go ahead and sign it. So then I signed it.
Q. Was Ramos’ son there when that happened?
A. They were both right there standing just inside the door and almost at the head of Pat’s bed.

In his deposition, David Ramos, Sr., testified that Emma Mills requested that he and his son go inside decedent’s hospital room and act as witnesses. He stated that he did not remember whether decedent signed in his presence or whether the “Kelley” signature by Mills was on the document when he signed. He further testified:

Q. Could you describe for us in particularity what you saw and what you observed?
A. Well, if I remember correctly, this woman asked the gentleman that was in the bed, that I was going to go ahead and witness his signature. And then if I recall right, I think she read the document that she had in her hand.
Q. Did you see the document?
A. Yes, I read it myself before I signed it.
Q. You told us then that Mrs. Mills read this document to the gentleman?
A. Right.
Q. Could you describe for us his condition or generally what you observed about him?
A. Well, as far as I can remember, he was of sound mind and he knew what he was doing, really. That’s as far as I can remember.
Q. What did you see or observe that leads you to that conclusion, Mr. Ramos?
A. The way he was talking, the way he was answering the questions that he was asked.
Q. What did he talk about or what questions was he asked that he responded to?
A. Let’s see. One of them was about the document, if this was what he wanted to be signed. And if I remember correctly, he said yes, or I wouldn’t have signed this.
Q. What happened next, then; did he sign this document?

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660 P.2d 124, 99 N.M. 482, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mills-v-kelly-nmctapp-1983.