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Facts

  • Margaret Anne Dion, claiming to be the "de facto spouse" of the deceased Richard Davis Rieser under Australian law, sought to be appointed as the personal representative of Rieser's estate in New Mexico, where Rieser owned property. The Australian court had recognized Dion as Rieser's de facto spouse, granting her rights to his estate. Dion's petition in New Mexico was based on this Australian judgment, arguing that her de facto spousal status should be recognized under the rule of comity, thus entitling her to priority in the appointment as the estate's personal representative (paras 1-4).

Procedural History

  • New Mexico Bank & Trust filed a petition for formal probate of Rieser's estate in May 2007, and was appointed as the estate's first personal representative.
  • Dion filed a petition to vacate this order and objected to the Bank's appointment, asserting her status as Rieser's surviving spouse and sole heir in July 2007.
  • After the Bank resigned in May 2008, Rieser's sister, Nancy Cimarron Rieser, was appointed as the personal representative following a hearing on Dion's petitions.
  • Dion petitioned the New South Wales, Australia, Supreme Court in January 2008, resulting in the Australian judgment in February 2010, which recognized her as Rieser's de facto spouse.
  • Dion filed another petition in the New Mexico probate proceeding in March 2010, seeking appointment as personal representative based on the Australian judgment, which was denied in July 2010 (paras 4-7).

Parties' Submissions

  • Petitioner-Appellant (Dion): Argued that her de facto spousal relationship with Decedent under Australian law constituted a marital relationship, which should be recognized in New Mexico under the rule of comity, entitling her to priority as personal representative of the estate (paras 2, 10-11).
  • Respondent-Appellee (Rieser): Contended that the de facto relationship under Australian law was neither a legal marriage nor a common-law marriage recognizable under New Mexico law, emphasizing the distinction between de facto relationships and marriage (para 12).

Legal Issues

  • Whether the Australian judgment recognizing Dion as the de facto spouse of Rieser should be recognized under New Mexico law, thus entitling her to be considered a surviving spouse for purposes of New Mexico probate law (para 3).

Disposition

  • The district court's order denying Dion's petition to be appointed as personal representative of the estate was affirmed (para 30).

Reasons

  • The Court held that the Australian judgment did not create a marriage recognizable under New Mexico law such that Dion could be considered a surviving spouse for purposes of New Mexico probate law. The Court found that a de facto relationship under Australian law is not equivalent to marriage and does not meet the criteria for a common-law marriage as recognized in New Mexico. The Court also concluded that the rule of comity did not require New Mexico to recognize the de facto relationship as a marriage because it was not valid in the jurisdiction where consummated as a marriage under New Mexico's understanding of such relationships. The Court emphasized the distinction between de facto relationships and marriages, noting that the Australian judgment explicitly determined that the relationship between Dion and Decedent was not a marriage (paras 3, 23-29).
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