Gilbert v. Barra
34,560
| N.M. Ct. App. | Oct 5, 2016Background
- This is an appeal from a probate dispute concerning the estate of Gilbert S. L. Gilbert; appellant is Andrew S. Bara and an intervenor also sought participation in related appeals.
- The Court of Appeals issued a notice of proposed disposition to affirm and initially issued a memorandum opinion affirming, but withdrew it after learning an opposing memorandum had been filed in a related appeal; this opinion replaces the earlier one.
- Intervenor (in a separate appeal) moved for reconsideration, sought consolidation of the two appeals, and asked that filings from the related appeal be allowed in this appeal; the Court denied those requests because the intervenor is not a party and consolidation was unwarranted.
- Appellant’s sole contested issue on appeal is that district court erred in admitting expert testimony from Dr. Cave, who is not a medical doctor, concerning the decedent’s brain tumor contributing to mental incompetence.
- The Court applied the discretionary standard for admitting expert testimony and observed that any doubts about expert evidence are typically addressed through cross-examination and rebuttal, not exclusion.
- The Court affirmed the district court’s judgment, concluding that the judge in the bench trial could properly weigh the expert and non-expert evidence and that other evidence of incompetence existed beyond Dr. Cave’s testimony.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Admissibility of Dr. Cave’s expert testimony on decedent’s incompetence | Dr. Cave was not a medical doctor and lacked qualifications to opine that a brain tumor was a major contributor to incompetence | District court properly exercised its discretion to admit expert testimony; doubts go to weight, not admissibility | Admitted; appellate court affirmed. Trial court discretion governs and bench trial judge could assess credibility and weight |
| Relief for allegedly questionable expert evidence | Exclusion/remedy needed because of deficiencies in Dr. Cave’s qualifications | Remedy is cross-examination, rebuttal evidence, and argument rather than exclusion | Reversal not warranted; deficiencies do not require exclusion; affirmance affirmed |
| Motion to reconsider and consolidate appeals by Intervenor | Intervenor sought consolidation and to import filings from related appeal | Court: intervenor is not a party in this appeal; rules do not permit non-party participation; separate appeals raise different issues | Motion for rehearing and consolidation denied |
| Reliance on notice of proposed disposition and lack of opposition | Appellant challenged only the expert issue; no other specific challenges were presented to the proposed disposition | Court may rely on unchallenged portions of its notice; party must point out specific errors | Court relied on its prior discussion and affirmed the remainder; appellant’s limited challenge insufficient to disturb other conclusions |
Key Cases Cited
- Loper v. JMAR, 311 P.3d 1184 (N.M. Ct. App. 2013) (admission of expert testimony is within district court discretion)
- Lee v. Martinez, 96 P.3d 291 (N.M. 2004) (questionable expert evidence should be addressed by cross-examination and rebuttal rather than exclusion)
- State v. Ibarra, 864 P.2d 302 (N.M. Ct. App. 1993) (party opposing summary disposition must specifically point out errors)
