Trimble v. St. Joseph's Hospital

253 P.2d 805, 57 N.M. 51
CourtNew Mexico Supreme Court
DecidedFebruary 19, 1953
Docket5522
StatusPublished
Cited by26 cases

This text of 253 P.2d 805 (Trimble v. St. Joseph's Hospital) 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
Trimble v. St. Joseph's Hospital, 253 P.2d 805, 57 N.M. 51 (N.M. 1953).

Opinions

COORS, Justice.

This is an appeal from an order of the District Court of San Juan County sitting in probate in the estate of Walter Lowell Trimble, intestate.

Certain creditors’ claims were filed against the estate, all of which were approved by the administratrix (the widow of decedent) and which amounted to approximately $1,700 for hospital charges, medical service and burial expense and another $500 for personal notes of. the decedent outstanding at his death.

After said claims were filed and approved, the administratrix called for a determination by the court of the question whether the real estate involved in this appeal was subject to their payment. From a ruling the property was community property of the decedent and his widow, and therefore subject to payment of claims against the estate, she appeals.

The background of the controversy is, briefly, as follows: In her original petition for probate of the estate, the administra-trix stated:

“5. That the deceased and petitioner herein, wife of the deceased, owned real property situated in the town of Farmington, New Mexico, of the approximate value of $12,500, subject to incumbrances. * * * ”

Subsequent to the filing of this petition, the administratrix learned the property in question had in fact been deeded to the decedent and herself in joint tenancy. When the inventory of the estate was filed the administratrix and widow made the following statement:

“That the abstract to said property had been deposited with the Equitable Life Insurance Company in connection with a loan on said real property: that the said administratrix was not aware that said property was held in joint tenancy until the said abstract was obtained from said insurance company together with a deed to said property, for which reason your petitioner herein was of the impression that said property belonged entirely to the estate of the said deceased as community property o'f the said Walter Lowell Trimble and your undersigned petitioner as adminis-tratrix.”

Title to the property had been conveyed t>y two deeds which described the grantees as husband and wife and were in the form of joint tenancy, deeds. Their granting clauses were identical, and provided:

“Not as tenants in common, but in joint tenancy, the survivor of them, their assigns, and the heirs and assigns of such survivor.”

It was stipulated that the properties were purchased with community funds. There is no suggestion the deeds were made in an attempt to defeat the rights of creditors.

The four assignments of error argued and presented in appellant’s brief-in-chief are inter-dependent and raise the question whether it was error for the trial court to find the property in question was community property.

The pivotal question under these facts is whether transmutation of community property (i. e., purchase funds) into the common law estate of joint tenancy has^ been effected.

Although it is unnecessary to re-examine at length the historical background of our community property system, it is important to keep in mind certain dominant principles of that system.

In New Mexico, property which is owned by either spouse before marriage, or acquired thereafter by gift, bequest, descent or devise, and the rents, issue and profits thereof, is his or her separate property. Secs. 65-304, 65-305, N.M.S.A.1941 Comp. “All other property acquired after marriage by either husband or wife, or both, is community property * * Sec. 65-401, N.M.S.A.1941 Comp., as amended, Laws 1947, ch. 191, sec. 1. This last named section establishes certain presumptions where the conveyance is to the wife alone, or to her and her husband, to which reference will be made hereafter, but, the mainstay of our community property system is contained in the first sentence of Sec. 65-401 quoted just above.

Another basic principle of community property as stated in de Funiak, Principles of Community Property, Sec. 77, p. 203, is as follows:

“There was no question in the Spanish law, of course, that upon the acquisition or purchase of other property through the use of community property, the property so acquired or purchased was also community property; the same was true of property acquired or purchased by a husband or wife through the use of money of the husband or wife, where such money was earned or gained during the marriage since it constituted community property.”

The same section at a later point, p. 205, continues:

“The rule is also usually correctly followed by, the courts of our community property states • that property acquired during marriage through the use of community property also is community property.”

Superimposed upon these doctrines is the declaration of Sec. 65-206, N.M.S.A.1941 Comp., that “Either husband or wife may enter into any engagement or transaction with the other, or with any other person respecting property, which either might, if unmarried; subject, in transactions between themselves, to the general rules of common law which control the actions of persons occupying confidential relations with each other.”

Growing side by side, and in many instances directly infused in our community property systejn are certain estates of ownership developed by the common law. N.M. S.A.1941 Camp. Sec. 65-302 provides:

“Methods for holding property. — ■■ Husband and-wife may hold property as joint tenants, tenants' in common, or as community property.”

The Circuit Court of Appeals in Hernandez v. Becker, 10 Cir., 1931, 54 F.2d 542, 547, a case involving the property laws of New Mexico and the Federal Estate Tax, declared with regard to joint tenancies:

“A joint tenancy arises where two or more persons have any subject of property jointly in which there is a unity of interest, unity of title, unity of ' time, and unity of possession. 2 Bl. Com. 180. * * *
“The chief incident of such an estate is the right of survivorship by virtue of' which, upon the death of one joint tenant, his interest does not pass to his heirs or representatives, but the entire tenancy remains to the surviving co-tenants, and the last surviving tenant takes the whole; 2 Bl.Com. 183, 184; * * *. The survivor does not take the moiety of the other tenant from him or as his successor, but takes it under and by virtue of the conveyance or instrument by which the joint tenancy was created. * * * ”

There remains only one other legislative pronouncement to guide us in determining the present issue, Sec. 65-101, N.M.S.A. 1941 Comp., so far as pertinent, which provided, before amendment, as follows:

“All other property acquired after marriage by either husband or wife, or both, is community property; ■ but whenever any property is conveyed to a married woman by an instrument in writing- the presumption is that title is .thereby vested in her as her separate property.

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Trimble v. St. Joseph's Hospital
253 P.2d 805 (New Mexico Supreme Court, 1953)

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Bluebook (online)
253 P.2d 805, 57 N.M. 51, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trimble-v-st-josephs-hospital-nm-1953.