Flatauer v. Loser

156 A.D. 591, 141 N.Y.S. 951, 1913 N.Y. App. Div. LEXIS 5897
Appellate Division of the Supreme Court of the State of New York·Decided May 16, 1913·Published·Cited by 13 cases

Opinions

Scott, J.:

.The plaintiff is the widow of Max Flatauer, deceased, who died in the city of New York on November 25, 1911, leaving a last will and téstament which was admitted to probate in the Surrogate’s- Court óf the county of New York, and letters testamentary thereon were issued to the defendant, who in that capacity has received and now holds personal property of said decedent, said to be of the value of $15,000.

The plaintiff’s claim is that, although Max Flatauer resided in the county and State of New York at the time of his death, . and all the personal property which he possessed was within this State at- the time, yet that he was domiciled in the State of Florida; that the disposition of his personal estate.is controlled by the law of that State, and that under that law she is. entitled to one-half of said estate absolutely.

The complaint sets forth at length certain statutes-of the State of Florida (Gen. Stat. § 2306 et seq.) which provide in effect that if a person' shall make a will containing no express provision.for his wife by giving her such part of his. real and personal estate as is satisfactory to her, she may file a dissent in the Circuit or County Judge’s Court and shall then be entitled (there being as in this case no real estate and no children) to one-half of the personal estate free from all liability for the debts of the deceased.

The plaintiff brings herself within, the terms of these statutes by alleging that in the will left by her husband no provision whatever was made for her, and that she duly filed the prescribed dissent. She also shows that the decedent left no real estate and that all of his personal property at the time of his [593] decease was without the State of Florida as are and were all persons interested in said estate.

Briefly stated, therefore, the essential facts alleged, which for the purposes of this motion must be taken as true, are that Max Flatauer, the husband of plaintiff, was at - the time of his death domiciled in Florida, but a resident of New York, and left only personal property all of which, at the time of his death, was physically situated in the State of New York. Upon these facts the plaintiff claims that the disposition of the personal estate, so far as she is concerned, must be governed by the laws of Florida, the place of decedent’s domicile.

The answer, besides the formal denials designed to put plaintiff to proof, pleads: First. The probate proceedings before the Surrogate’s Court to which plaintiff was a party and in which the surrogate determined that Max Flatauer, at the time of his death, was a resident of the State of New York, from which defendant argues that the question of said Flatauer’s domicile was res adjudicata. Second. That since said Flatauer died in this State, and all of his personal property was here when he died, the' law of Florida has no application. Third. That there is a defect of parties in that all the legatees named in the will of said Flatauer should be made parties to the action.

Section 2476 of the Code of Civil Procedure confers jurisdiction upon a Surrogate’s Court to take proof of a will and grant letters testamentary either where the deceased at the time of his death was a resident of the county, or where, not being a resident of the State, he left personal property within the State. The surrogate’s findings of fact in the proceeding for the probate of Flatauer’s will find that both of these jurisdictional requisites existed, that is, that Flatauer at the time of his death was a resident of the county of New York, and. that he left personal property within that county. As either of these findings alone would have been sufficient to confer jurisdiction it is urged on behalf of the plaintiff that the decree is not res adjudicata of either fact. However that may be, and even if it be- assumed that the decree of the Surrogate’s Court conclusively .established the fact of Flatauer’s residence at the time of his death, it did not determine the [594] question of his domicile, for although the two words are often used as if synonymous there is in fact a marked distinction between them. As was recently said by the Court of Appeals: “As domicile and residence are usually in the same place, they are frequently used, even in our statutes,, as if they had the same meaning, but they are not identical terms, for a person may have two places of residence, as in the city and country, but only one domicile. Residence means living in a particular locality, but domicile means living in that locality with intent to make it a fixed and permanent home. Residence simply requires bodily presence as an inhabitant in a given place, while domicile requires bodily presence in that place, and also an intention to make it one’s domicile. The existing domicile, whether of origin or selection, continues until a new one is acquired, and the burden of proof rests upon the party who alleges a change. "x" * * Mere change ,of residence, although continued for a long time does not effect a change of domicile, while a change of residence even for a short time, with the intention in good faith to change the domicile, has that effect.” (Matter of Newcomb, 192 N. Y. 238, 250.) Following this well-established rule this court has recently decided that a testator had retained his domicile in the city of New York under the facts proven as to his intention, notwithstanding he had for many -years resided in Paris, France (United States Trust Company v. Hart, 150 App. Div. 413), quoting from de Meli v. de Meli (120 N. Y. 485) the statement that domicile may exist, without actual residence, but never without intention.

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Flatauer v. Loser, 156 A.D. 591, 141 N.Y.S. 951, 1913 N.Y. App. Div. LEXIS 5897 (N.Y. Ct. App. 1913).

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