Estate of Carrillo v. Carrillo - Probate Dispute
Summary
The Colorado Court of Appeals affirmed a probate court's decision to admit a will into probate, vacate a prior personal representative appointment, and appoint a new personal representative. The appellant's claims regarding the will's validity and undue influence were rejected.
What changed
The Colorado Court of Appeals has affirmed a lower court's decision in the Estate of Carrillo case (Docket No. 25CA0784). The appellate court upheld the probate court's order admitting the deceased's will to probate, removing Randolph A. Carrillo as the estate's personal representative, and appointing Nevaeh Carrillo as the new personal representative. The appellant, Randolph A. Carrillo, raised several contentions on appeal, including errors in admitting the will, failing to evaluate testamentary capacity and undue influence claims, excluding evidence, disregarding witness testimony, and judicial bias.
This ruling means the probate court's decisions stand, and Nevaeh Carrillo will proceed as the personal representative of the estate. The appellant's challenges to the will's authenticity and the circumstances of its creation were unsuccessful. For legal professionals involved in probate matters, this case reinforces the importance of proper evidentiary procedures and the appellate court's deference to lower court findings when supported by the record. No specific compliance actions are required for external entities as this is a specific case resolution.
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March 5, 2026 Get Citation Alerts Download PDF Add Note
Estate of Carrillo
Colorado Court of Appeals
- Citations: None known
- Docket Number: 25CA0784
Precedential Status: Non-Precedential
Combined Opinion
25CA0784 Estate of Carrillo 03-05-2026
COLORADO COURT OF APPEALS
Court of Appeals No. 25CA0784
City and County of Denver Probate Court No. 24PR191
Honorable Elizabeth D. Leith, Judge
In re the Estate of Idene Theresa Carrillo, deceased.
Randolph A. Carrillo,
Appellant,
v.
Nevaeh Carrillo,
Appellee.
ORDER AFFIRMED
Division VII
Opinion by JUDGE JOHNSON
Pawar and Gomez, JJ., concur
NOT PUBLISHED PURSUANT TO C.A.R. 35(e)
Announced March 5, 2026
Randolph A. Carrillo, Pro Se
Meurer & Potter, P.C., Matthew P. Zanotelli, Greenwood Village, Colorado, for
Appellee
¶1 Randolph A. Carrillo (Randolph) appeals the probate court’s
order admitting the will of his deceased mother, Idene Theresa
Carrillo (Idene), into probate; vacating his appointment as the
personal representative (PR) of her estate; and appointing Idene’s
daughter, Nevaeh Carrillo (Nevaeh), as PR of the estate.1 He
contends that the probate court erred by (1) improperly admitting
the will; (2) failing to evaluate Idene’s testamentary capacity and his
allegations that she was unduly influenced; (3) excluding evidence
and admitting hearsay; (4) improperly disregarding expert and lay
witness testimony; and (5) acting with bias and prejudice. We
disagree with all his contentions and, therefore, affirm.
I. Background
¶2 Idene died in March 2024 and was survived by one son,
Randolph, who was appointed PR of her estate the following month.
Weeks later, Nevaeh, Randolph’s daughter, filed her own petition
seeking to replace Randolph as PR on grounds that Idene’s
purported will disinherited Randolph and nominated her the PR. In
response, Randolph contended that the will presented by Nevaeh
1 Because the Carrillos share the same last name, we refer to them
by their first names. We intend no disrespect in doing so.
1
was not authentic or was procured through undue influence, and
that his mother lacked testamentary capacity. After the court held
a two-day evidentiary hearing, it rejected Randolph’s claims,
admitted the will into probate, and appointed Nevaeh PR.
II. Admission of the Will
¶3 Randolph claims the court erred because it did not apply the
Probate Code’s statutory requirements before admitting the will.
We disagree.
A. Preservation
¶4 Nevaeh asserts that Randolph’s contention is not preserved
based on cites he relies on from the transcript. We agree that
Randolph’s citations do not necessarily demonstrate he preserved
this issue. But the central dispute at the evidentiary hearing was
Randolph’s objection to the probate court admitting the will;
therefore, we conclude the issue is preserved. See Sebastian
Holdings, Inc. v. Johansson, 2025 COA 60, ¶ 28 n.8. (an issue is
preserved for appellate review if the court has been presented with
an opportunity to rule on the issue).
¶5 We note, however, that our review is impeded because the
record on appeal is incomplete — it contains only excerpts from the
2
transcripts from the court’s two-day evidentiary hearing. See
C.A.R. 10(d)(3) (the appellant has a responsibility to “include in the
record transcripts of all proceedings necessary for considering and
deciding the issues on appeal”). In the absence of complete
transcripts, we must presume that the missing portions of the
record support the probate court’s findings and conclusions. See In
re Marriage of Beatty, 2012 COA 71, ¶ 15; In re Life Ins. Tr.
Agreement of Julius F. Seeman, Dated Apr. 19, 1962, 841 P.2d 403,
406 (Colo. App. 1992).
B. Standard of Review
¶6 In all actions tried upon the facts without a jury, a court’s
judgment “must contain findings of fact and conclusions of law
sufficiently explicit to give an appellate court a clear understanding
of the basis of its order.” Rocky Mountain Health Maint. Org., Inc. v.
Colo. Dep’t of Health Care Pol’y & Fin., 54 P.3d 913, 918 (Colo. App.
2001); C.R.C.P. 52. A judgment is reversible under Rule 52 “only
when the findings themselves are inadequate and do not indicate
the basis for the [probate] court’s decision.” Rocky Mountain
Health, 54 P.3d at 918 (quoting Uptime Corp. v. Colo. Rsch. Corp.,
420 P.2d 232, 235 (Colo. 1966)).
3
¶7 When a probate court considers evidence extrinsic to the will
to render a ruling, we review whether its decision was “clearly
erroneous or completely unsupported by the evidence.” In re Estate
of Jenkins, 904 P.2d 1316, 1320 (Colo. 1995); see also In re Estate
of Gallavan, 89 P.3d 521, 523 (Colo. App. 2004) (an appellate court
does not set aside a court’s findings of fact unless clearly
erroneous). But we review de novo the probate court’s legal
conclusions, including its interpretation of the probate statutes. In
re Estate of Colby, 2021 COA 31, ¶ 12.
C. Statutory Requirements
¶8 A will is valid under section 15-11-502(1), C.R.S. 2025, when
three requirements are met: “(1) it must be in writing; (2) it must
bear the testator’s signature or be signed in the testator’s name;
and (3) it must also bear the signatures of at least two persons who
witnessed either the testator’s signature or the testator’s
acknowledgment of the signature.” In re Estate of Wiltfong, 148
P.3d 465, 467 (Colo. App. 2006). The probate court properly found
that these requirements were satisfied, noting that Idene had signed
the will, it had been witnessed by two individuals, and it was in
writing.
4
¶9 Nonetheless, Randolph contends that the probate court erred
by admitting the will in violation of section 15-11-502(3).
Specifically, he contends that there are irregularities with the will,
including that it (1) was not notarized, even though testimony
supported that his mother wanted it to be notarized; (2) lacked
other indicia of verification; (3) contained a blank page and missing
page numbers; (4) lacked a schedule of disinheritance; (5) lacked a
chain of custody; and (6) was typed by a beneficiary.
¶ 10 Section 15-11-502(3) says, “Intent that the document
constitute[s] the testator’s will can be established by extrinsic
evidence, including, for holographic wills, portions of the document
that are not in the testator’s handwriting.” This provision allows
the probate court to do exactly what it did here: hear and review
extrinsic evidence to determine whether the will submitted by
Nevaeh was indeed Idene’s intended will. Therefore, we do not see
how the probate court erred by applying this provision.
¶ 11 Randolph makes no argument that we can discern suggesting
that the three statutory requirements in section 15-11-502(1) were
not satisfied. Instead, his arguments relate to his claim that his
mother was unduly influenced to write the will, arguments we will
5
address below. The statute does not require that the testator’s
signature be notarized, nor does it necessitate page numbers. The
probate court noted that the will was “problematic, but also
consistent with a [w]ill drafted by a person who is unfamiliar with
the statutory requirements.” The court acknowledged the lack of a
notarized signature and disinheritance schedule. But even with
these deficiencies, its finding that the will was valid was based on
the “totality of the evidence” contained in the record.
¶ 12 Accordingly, we conclude the probate court did not err when it
admitted the will into probate because it met the requisite statutory
requirements under section 15-11-502(1).2
D. Undue Influence and Testamentary Capacity Claim
¶ 13 Next, Randolph contends that the probate court erred by
concluding that Idene did not lack testamentary capacity and was
2 For the first time in his reply brief, Randolph argues that the
probate court erred by allowing Nevaeh and her witnesses to testify
in violation of the dead man’s statute, § 13-90-102(1), C.R.S. 2025.
That statute generally prohibits living witnesses interested in the
outcome of a case to testify about conversations they had with a
decedent. But we do not consider arguments raised on appeal for
the first time in a reply brief and, therefore, decline to address this
issue further. See Meadow Homes Dev. Corp. v. Bowens, 211 P.3d
743, 748 (Colo. App. 2009).
6
not unduly influenced. He also claims that the probate court
violated C.R.C.P. 52 because it failed to properly consider this
argument in its order. We disagree with both contentions.
- Applicable Law
¶ 14 If the validity of a will is contested, the proponent has “the
burden of presenting prima facie evidence to show the will was duly
executed.” Wiltfong, 148 P.3d at 467. The person contesting the
will’s validity has “the burden of proving by a preponderance of the
evidence lack of testamentary capacity, undue influence, fraud, or
the like.” Id.; accord In re Estate of Romero, 126 P.3d 228, 230-31
(Colo. App. 2005).
¶ 15 A person lacks testamentary capacity “if she does not
understand (1) the nature of her act; (2) the extent of her property;
(3) the proposed testamentary disposition; (4) the natural objects of
her bounty; and (5) that the will represents her wishes.” In re
Estate of Everhart, 2021 COA 63, ¶ 39.
¶ 16 Undue influence is “words or conduct, or both, which, at the
time of the making of a will, (1) deprived the testator of her free
choice and (2) caused the testator to make at least part of the will
differently than she otherwise would have.” Id. at ¶ 33; CJI-Civ.
7
34:14 (2025). When a will contestant establishes that the decedent
had a fiduciary or confidential relationship with the grantee and the
grantee was actively involved in the drafting of the document, a
rebuttable presumption of undue influence arises. Krueger v. Ary,
205 P.3d 1150, 1154-55 (Colo. 2009). To rebut the presumption, a
grantee must present “some evidence” that there was not undue
influence. Id. at 1153.
- Analysis
¶ 17 The probate court’s findings that Idene was not unduly
influenced and did not lack testamentary capacity are supported by
the record.
a. Testamentary Capacity
¶ 18 During the evidentiary hearing, witnesses testified about
Idene’s drinking habits — with conflicting opinions about whether
she was an alcoholic or had a drinking problem — and whether she
may have been depressed during the time that her will was drafted.
Witness testimony also established that her cause of death was
hypertension with complications of alcohol abuse. At some point
8
during the hearing, Randolph implied that Idene was under undue
influence when the will was drafted.3
¶ 19 As a result of this testimony, Randolph contends that the
probate court erred by not delving deeper into whether Idene lacked
capacity to execute the will. He relies on In re Estate of Romero, 126
P.3d at 231, indicating that the division in that case purportedly
emphasized that “mere conclusory assertions of capacity are
insufficient where there is evidence of diminished mental health or
substance abuse.” We do not see such language in that case.
Regardless, the division held that, despite the decedent being
appointed a guardian for his veterans’ disability benefits, the
probate court did not err in finding that he had testamentary
capacity to execute the will admitted to probate because he had a
general idea of his assets and understood the nature of the
oversight of his benefits. Id. at 232-33; see also Breeden v. Stone,
992 P.2d 1167, 1173 (Colo. 2000) (the probate court correctly found
that the decedent was of sound mind at the time he executed his
3 Because we were only provided excerpts of the record, it is difficult
to discern exactly when this argument was advanced. The probate
court addressed this issue in its order, so we assume Randolph’s
claim is preserved.
9
will despite findings that he had used alcohol and cocaine for
several years, suffered from mood swings, and worried excessively
about threats against his and his dog’s lives). Thus, the court’s
ruling is consistent with similar cases finding that a decedent’s
drinking or depression, without more, does not necessarily prove a
person lacks testamentary capacity.
¶ 20 As the party contesting the validity of the will, Randolph had
the burden to present evidence that his mother’s daily drinking and
depression diminished her capacity. Wiltfong, 148 P.3d at 467. He
has not pointed to any evidence, besides his own testimony, on this
fact. In supporting its finding that Idene was competent, the
probate court relied on witness testimony it found credible that
Idene had driven herself to the location where the will was executed,
she had asked the drafter of the will to help her write up the
document three years before it was executed, and she did not want
to leave anything to Randolph because the two were estranged. It is
left to the trier of fact — not us — to assess witness credibility and
to weigh and resolve conflicting evidence. See Jenkins, 904 P.2d at
1320; see also People in Interest of Ramsey, 2023 COA 95, ¶ 38 (we
defer to a probate court’s weight and credibility determinations).
10
¶ 21 Therefore, we discern no error in the probate court’s
determination that Idene was competent to execute the will.
b. Undue Influence
¶ 22 Randolph largely relies on the evidence that his mother drank
and had depression to support that she was unduly influenced to
draft the will and that the probate court should, again, have delved
more deeply into those issues. But, as we discussed above, we
already addressed and rejected his arguments on this point.
¶ 23 He also contends that the probate court misapplied section
15-12-407, C.R.S. 2025, because he had established a prima facie
case that his mother lacked testamentary capacity or was unduly
influenced; thus, the burden shifted to Nevaeh to defeat his claim.
That provision says,
In contested cases, petitioners who seek to
establish intestacy have the burden of
establishing prima facie proof of death, venue,
and heirship. Proponents of a will have the
burden of establishing prima facie proof of due
execution in all cases, and, if they are also
petitioners, prima facie proof of death and
venue. Contestants of a will have the burden
of establishing lack of testamentary intent or
capacity, undue influence, fraud, duress,
mistake, or revocation. Parties have the
ultimate burden of persuasion as to matters
11
with respect to which they have the initial
burden of proof.
Id. As discussed above, Nevaeh presented evidence that the will
established the statutory requirements for a will.
¶ 24 Even assuming the evidence of Idene’s drinking and
depression established a prima facie case of diminished capacity,
thus shifting the burden to Nevaeh to show otherwise, we discern
no error. Nevaeh presented “some evidence” that Idene was
competent and was not unduly influenced by proffering testimony
from a number of Idene’s friends and family members about Idene’s
intent to draft a will consistent with the one presented. See
Krueger, 205 P.3d at 1154-55. Based on this record, we cannot say
that the court’s findings of fact are clearly erroneous or that the
court misapplied section 15-12-407.
III. Evidentiary Rulings
¶ 25 Randolph argues that the probate court erred by (1) not
admitting all his exhibits; and (2) rejecting his expert and lay
witness testimony. We disagree with both contentions.
12
A. Standard of Review
¶ 26 We review a district court’s rulings regarding the admissibility
of evidence for an abuse of discretion. Hall v. Frankel, 190 P.3d
852, 858 (Colo. App. 2008). A court abuses its discretion when its
decision “is manifestly arbitrary, unreasonable, or unfair,” or it
misapplies the law. Freedom Colo. Info., Inc. v. El Paso Cnty.
Sheriff’s Dep’t, 196 P.3d 892, 899 (Colo. 2008).
B. Analysis
- Exhibits
¶ 27 When Randolph tried to admit his seventy-five exhibits
wholesale, the court required him to offer individual exhibits for
admission. As a result, Randolph claims that the probate court
erred by ignoring his evidence packet “without ruling on
admissibility.”
¶ 28 But it appears that the probate court considered admissibility
for the one exhibit that Randolph offered to admit into evidence.
Randolph claims that the probate court disregarded other affidavits
and exhibits he offered. But Randolph did not offer another exhibit
from the evidence packet in the excerpts of the transcript included
in the record on appeal. He also claims that the court improperly
13
relied on hearsay, but he points to no specific testimony at issue in
which he contemporaneously objected. Given we do not have any
other evidentiary ruling from the probate court relating to his
exhibits, and he has failed to point to specific objections, we must
presume the court’s rulings were not in error. See Seeman, 841
P.2d at 406.
¶ 29 Thus, we conclude the probate court did not abuse its
discretion. See Hall, 190 P.3d at 858.
- Witness Testimony
¶ 30 During the hearing, Randolph called two handwriting expert
witnesses and two lay witnesses to support his claims that Idene’s
will was invalid, that she lacked testamentary capacity when it was
executed, and that it was a product of undue influence. Both of
Randolph’s handwriting experts testified that they believed Idene
did not author her signatures on the proffered will. The lay
witnesses testified on a range of issues generally supporting
Randolph’s claims, including Idene’s relationship with her family,
her wishes about her will, and her mental health and drinking
habits.
14
¶ 31 As we said above, the trier of fact has the duty to assess
witness credibility and weigh the evidence. Jenkins, 904 P.2d at
1320; see Ramsey, ¶ 38. Even though Randolph acknowledges this
principle, he still disagrees with the court’s conclusion and
contends that it failed to make sufficient findings. But the court
only needs to provide findings sufficient for our appellate review.
See People v. Beauvais, 2017 CO 34, ¶¶ 27-44 (reversing the court
of appeals decision that remanded the case to the district court to
make credibility findings by holding that a district court need not
make such express findings); see also Wells v. Del Norte Sch. Dist. C-
7, 753 P.2d 770, 772 (Colo. App. 1987) (holding that administrative
hearing officer was “not . . . required to explain how and why he
resolved any credibility issues”). And we have already concluded
that the court explained why it credited and rejected some of the lay
witness testimony.
¶ 32 As to his claim that the probate court improperly rejected his
experts’ testimony, a trier of fact can likewise accept all, some, or
none of an expert’s testimony, even if that testimony is
uncontroverted. Kim v. Grover C. Coors Tr., 179 P.3d 86, 97 (Colo.
App. 2007). Although Randolph may disagree with the court’s
15
determination, we discern nothing in the probate court’s order that
suggests that it abused its discretion by rejecting his expert
witnesses’ testimony. Thus, this contention fails.
IV. Bias and Prejudice Claim
¶ 33 Finally, Randolph asserts that the probate court was
improperly biased against him because it (1) ruled against him
when he tried to object to a witness testifying; (2) made findings in
its order that he was “angry” and referred to his criminal
background; and (3) ruled that Nevaeh’s witnesses were credible
while his were not. We disagree.
A. Preservation
¶ 34 Randolph does not delineate whether his judicial bias claim is
based on actual bias or on an appearance of impropriety. Litigants
can waive a claim of judicial bias based on an appearance of
impropriety, while a claim of actual bias cannot be waived. People
v. Jennings, 2021 COA 112, ¶¶ 19, 21, 26. A litigant’s failure to file
a motion under C.R.C.P. 97 seeking recusal of a judge due to an
appearance of impropriety may constitute a waiver of such an
argument. Richardson v. People, 2020 CO 46, ¶ 33. We see no
motion for recusal in the record, nor has Randolph pointed us to
16
one. Thus, we decline to address this claim further. See In re
Marriage of Zebedee, 778 P.2d 694, 699 (Colo. App. 1988) (declining
to address unpreserved allegations of judicial bias).
¶ 35 But we will address his claim to determine whether the court
demonstrated actual bias.
B. Applicable Law
¶ 36 The party asserting that a judge was biased “must establish
that the judge had a substantial bent of mind against [the party].”
People v. Drake, 748 P.2d 1237, 1249 (Colo. 1988); see also People
in Interest of A.P., 2022 CO 24, ¶ 28 (actual bias “exists when, in all
probability, a judge will be unable to deal fairly with a party; it
focuses on the judge’s subjective motivations”). Actual bias must
be established clearly in the record, as mere speculative statements
and conclusions are insufficient. See Drake, 748 P.2d at 1249.
C. Analysis
¶ 37 We reject Randolph’s claim of actual bias for three reasons.
¶ 38 First, a judge’s adverse rulings, without more, do not establish
actual bias. See Bocian v. Owners Ins. Co., 2020 COA 98, ¶ 57
(“Unless accompanied by an attitude of hostility or ill will toward a
party, a ruling by a judge on a legal issue is insufficient to show
17
bias that requires disqualification.” (citing Brewster v. Dist. Ct., 811
P.2d 812, 814 (Colo. 1991))); see also Saucerman v. Saucerman, 461
P.2d 18, 22 (Colo. 1969) (holding that “rulings of a judge,” even if
“erroneous, numerous and continuous, are not sufficient in
themselves to show bias or prejudice.”).
¶ 39 Second, Randolph’s reliance on Caperton v. A.T. Massey Coal
Co., 556 U.S. 868 (2009), is misplaced. In that case, the United
States Supreme Court held that a judge should have recused from a
matter because there was actual bias: the judge received campaign
contributions for the judge’s election from one of the parties in the
litigation that “eclipsed the total amount spent by all [the judge’s]
other supporters and exceeded by 300% the amount spent by [the
judge’s] campaign committee.” Id. at 884. The Court also noted
that actual bias might exist, necessitating a judge to recuse, “where
a judge had no pecuniary interest in the case but was challenged
because of a conflict arising from [the judge’s] participation in an
earlier proceeding.” Id. at 880. Randolph has not directed us to
any evidence suggesting either circumstance was present to support
actual bias.
18
¶ 40 Finally, to the extent the court relied on or made findings
about Randolph’s criminal background and said he was “angry,” we
conclude these findings were relevant as part of the probate court’s
duty to assess all the evidence presented at the hearing and decide
the disputed issue based on the totality of the evidence. “Evidence
is relevant when it has ‘any tendency to make the existence of any
fact that is of consequence to the determination of the action more
probable or less probable than it would be without the evidence.’”
Bertoia v. Galaxy Mgmt. Co., 2025 COA 55, ¶ 31 (quoting CRE 401).
We read the court’s order to refer to his criminal background and
anger as reasons to explain his estrangement from his mother,
making it more probable than not, as the court found, that Idene
disinherited Randolph in her will. Therefore, we do not perceive
that the court relied on Randolph’s criminal background for an
improper reason demonstrating actual bias. Consequently, his
claim fails.
V. Conclusion
¶ 41 We affirm the probate court’s order.
JUDGE PAWAR and JUDGE GOMEZ concur.
19
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