Tyrrell v. McCaw

710 P.2d 733, 103 N.M. 539
CourtNew Mexico Supreme Court
DecidedDecember 12, 1985
DocketNo. 15838
StatusPublished
Cited by2 cases

This text of 710 P.2d 733 (Tyrrell v. McCaw) 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
Tyrrell v. McCaw, 710 P.2d 733, 103 N.M. 539 (N.M. 1985).

Opinion

OPINION

FEDERICI, Chief Justice.

Plaintiff-appellant Leo D. Tyrrell, Jr. (plaintiff), as personal representative of the estate of decedent Frances H. Cruse, brought this action seeking the trial court’s construction of decedent’s will based upon an alleged mistake of fact, or alternatively to have the court enforce a settlement agreement among the heirs. Following a trial without jury, the trial court held that the language of the will was unambiguous and that any mistake of fact that the testatrix might have made in her will was immaterial. The court also held that there was no valid settlement agreement among the heirs. The court held that the estate should be distributed as directed in the will. During trial the court refused to accept as evidence documents offered by plaintiff, holding that the documents were insufficient as a matter of law to show a family settlement agreement under NMSA 1978, Section 45-3-912. Plaintiff appealed to this Court.

We affirm the trial court’s construction of the will. We reverse with respect to the family settlement agreement, and remand to the trial court for the purpose of taking evidence on this issue.

The fourth paragraph of the testatrix’ will provides for her four adult children as follows:

4. It is my intention by this Will, to my way of thinking, to equalize in my own mind what has been received by my children and what will be received by my children. My thinking shall control as to the values which I place in this paragraph. I am not counting smaller gifts, in my mind, but I am counting larger gifts. It is my thought, and this will be the basis of this paragraph of my will, whether I am wrong in any way in my thinking as to such values or not, but I consider to start off with that I have given my son, Leo D. Tyrrell, Jr., the value of $130,000.00 and I have given to my daughter, Jean T. Hiestand, the value of $100,000.00, and I have given nothing to my daughters, Ann T. McCaw and Nancy T. Klein. Therefore, from the remainder of my estate, after paying for the matters mentioned in Paragraph No. 1 above, I give, devise and bequeath as follows: First, to Ann T. McCaw and Nancy T. Klein each the sum of $100,000.00; second, if there still be assets within my estate, I give, devise and bequeath to Ann T. McCaw, Nancy T. Klein and Jean T. Hiestand each the sum of $30,000.00; thirdly, if there remain assets in my estate still to be distributed, I give, devise and bequeath the same to my four children, Ann T. McCaw, Jean T. Hiestand, Leo D. Tyrrell, Jr., and Nancy T. Klein, share and share alike. (Emphasis added.)

In fact, Jean T. Hiestand had never received a $100,000 advancement as stated in the will. If the estate is distributed as the will provides the four children will not have received equal shares of the estate.

During a four-way telephone conference in January 1984, the four heirs discussed a settlement agreement to distribute the estate differently than as directed in the will. After the telephone conference plaintiff, one of the four heirs, sent a mailgram to the other three heirs and to the estate’s attorney “confirming” that an oral agreement had been reached. Two days later, however, defendant-appellee Ann T. McCaw (defendant), another of the four heirs, sent a letter in response. According to defendant, this letter disputes that any such agreement was reached. According to plaintiff, defendant’s letter attempts to repudiate the agreement but acknowledges that the four heirs did reach an agreement.

I. Construction of the Will.

Plaintiff contends that the testatrix, in drafting her will, clearly made a mistake of fact with respect to Jean T. Hiestand, and that the mistake renders the will ambiguous as to how the estate should be divided. Because of that ambiguity, plaintiff argues, the trial court should have considered extrinsic evidence to determine the testatrix’ true intent. According to plaintiff, the will in conjunction with extrinsic evidence shows that the testatrix’ intent was to equalize the distribution of her estate among her four children.

Plaintiff is correct that the testatrix’ intent is the “polestar” which must guide the court’s construction of the will. Gregg v. Gardner, 73 N.M. 347, 357, 388 P.2d 68, 75 (1963); In re Estate of Shadden, 93 N.M. 274, 279, 599 P.2d 1071, 1076 (Ct.App.), cert. denied, 93 N.M. 172, 598 P.2d 215 (1979). In this case, however, we agree with the trial court that any mistake of fact that the testatrix might have made is immaterial to a determination of her intent. First, it is the general rule that if a will unambiguously fixes the amount of an advancement and charges it against the person to whom it is stated to have been made, the will’s statement as to such amount is conclusive, and extrinsic evidence is not admissible to show a mistake by the testator as to the fact or amount of the advancement. E.g., In re Estate of Miguet, 185 N.W.2d 508 (Iowa 1971); In re Estate of Kaldenberg, 254 Iowa 1333, 121 N.W.2d 108 (1963); Engemann v. Colonial Trust Co., 378 Pa. 92, 105 A.2d 347 (1954); Annot., 98 A.L.R.2d 273 (1964). Second, the testatrix in the instant case clearly and emphatically stated in the will her intent that her thinking regarding the value of advancements which she had made to her children should control the construction of the will. This was to hold true “whether I am wrong in any way in my thinking as to such values or not.” In the face of such language, the court must distribute the estate as directed by the will. While extrinsic evidence is always admissible to aid in interpreting a will’s provisions, In re Estate of Shadden, a court may not use extrinsic evidence to vary from or contradict the language of an unambiguous will or to defeat a testator’s intent. Gregg v. Gardner; Portales National Bank v. Bellin, 98 N.M. 113, 645 P.2d 986 (Ct.App.1982).

Accordingly, the trial court is affirmed on this point.

II. Family Settlement Agreement.

Plaintiff's first contention with respect to the settlement agreement among the heirs is that Pennsylvania rather than New Mexico law should govern the question of the agreement’s validity. Plaintiff’s argument, essentially, is that this is a contract question and, under New Mexico conflict of law principles, it is governed by the law of Pennsylvania, where defendant was located when she accepted the terms of the agreement. We disagree. New Mexico law applies.

In New Mexico the validity of an agreement among the heirs to distribute an estate other than as directed in the will is clearly a matter of probate law, covered by a statute in the Probate Code. NMSA 1978, § 45-3-912. It is undisputed in this case that the applicable probate law is New Mexico’s. The issue presented, then, is whether the purported agreement in this case is valid under New Mexico’s statute, Section 45-3-912.

Section 45-3-912 provides, in pertinent part, that:

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Related

In Re Estate of Perea
New Mexico Court of Appeals, 2023
Matter of Estate of Cruse
710 P.2d 733 (New Mexico Supreme Court, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
710 P.2d 733, 103 N.M. 539, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tyrrell-v-mccaw-nm-1985.