In re Hua Wang

20 Misc. 3d 691
CourtNew York Surrogate's Court
DecidedJuly 3, 2008
StatusPublished
Cited by2 cases

This text of 20 Misc. 3d 691 (In re Hua Wang) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Hua Wang, 20 Misc. 3d 691 (N.Y. Super. Ct. 2008).

Opinion

OPINION OF THE COURT

Diana A. Johnson, S.

Petitioner Hua Wang, also known as Judy Wang, moves for summary judgment on her entitlement to take an elective share of the decedent’s estate pursuant to EPTL 5-1.1-A.

In opposition, respondents Joel Berk and Harvey Berk, the coexecutors of the estate, argue the motion is premature as no discovery has been conducted, and there are material and triable issues of fact raised by their counterclaims and defenses.

Petitioner filed a petition seeking a decree determining that she is entitled to take her elective share against the estate, and that her notice of election was properly served, filed and recorded as provided by law.

Respondents filed a verified answer alleging various affirmative defenses1 and counterclaims seeking to: (1) have the alleged marriage between the decedent and petitioner deemed null and void ab initio, and to annul the marriage nunc pro tunc; (2) dismiss the petition in its entirety; (3) vacate petitioner’s notice of election dated October 26, 2006; and (4) award the estate damages for the costs of this proceeding. Alternatively, if petitioner is not disqualified as a surviving spouse, they seek an award of compensatory damages equal to the elective share, plus interest and costs of the proceeding for the loss to the estate resulting from petitioner’s fraudulent conduct. The decedent, Irving Berk, died on June 16, 2006, survived by two sons, the coexecutors herein, and four grandchildren from a prior marriage. Petitioner served as the decedent’s caretaker during the last decade of his life. The decedent’s will dated July 10, 1982, was admitted to probate on October 30, 2006. Letters testamentary were issued [693]*693to the nominated coexecutors on that date. The decedent’s children and grandchildren were the sole beneficiaries under the will. The record reflects that a notice of election dated October 26, 2006 was timely filed by petitioner, and was properly served upon the coexecutors.

Summary judgment is designed to eliminate from the trial calendar litigation that can be resolved as a matter of law (Andre v Pomeroy, 35 NY2d 361 [1974]). The court’s burden is not to resolve issues of fact, but merely to determine if such issues exist (Dyckman v Barrett, 187 AD2d 553 [2d Dept 1992]). It is a drastic remedy that will only be granted where there is no triable issue of fact (Barclay v Denckla, 182 AD2d 658 [2d Dept 1992]). The court, therefore, must construe the facts in a light most favorable to the nonmoving party so as not to deprive that person of their day in court (Russell v A. Barton Hepburn Hosp., 154 AD2d 796 [3d Dept 1989]).

The party moving for summary judgment must make a prima facie showing of entitlement to judgment as a matter of law, tendering sufficient evidence to demonstrate the absence of any material issues of fact (Zarr v Riccio, 180 AD2d 734 [2d Dept 1992]). Failure to make out a prima facie case requires denial of the motion regardless of the sufficiency of the opposing papers (Winegrad v New York Univ. Med. Ctr., 64 NY2d 851 [1985]). If however a prima facie case is made, the burden of going forward shifts to the opposing party to establish the existence of material issues of fact requiring a trial (Romano v St. Vincent’s Med. Ctr. of Richmond, 178 AD2d 467 [2d Dept 1991]) by tendering evidentiary proof in admissible form (Friends of Animals v Associated Fur Mfrs., 46 NY2d 1065 [1979]).

[694]*694Petitioner in her affidavit in support of the motion states that she married decedent on June 17, 2005, and remained married to the decedent until the time of his death, annexing as exhibit A, a “Certificate of Marriage Registration” which was filed with the City Clerk’s Office of the City of New York.

[693]*693Estates, Powers and Trusts Law § 5-1.1-A allows a surviving spouse a personal right of election to take a share of a decedent’s estate when the parties are in fact married on the date of the decedent’s death. This statute provides that a husband or wife is a surviving spouse within the meaning of EPTL 5-1.1-A, unless it can be established satisfactorily to the court that any of the grounds for disqualification contained in EPTL 5-1.2 exist.2 The status of a person as a surviving spouse is a condition pre[694]*694cedent to the exercise of the right of election. Thus, one claiming the right to take against a will must first establish that he or she is the lawful spouse of the decedent.

Petitioner having shown that she and the decedent were married on June 17, 2005, and remained married at the time of his death has made out her prima facie case. The burden now shifts to respondents to establish a material issue of fact precluding the grant of summary judgment to petitioner on her right to take an elective share of the estate.

Respondents argue that this motion is premature as no discovery has been conducted as grounds exist for a postdeath annulment of the marriage. In support thereof respondents proffer a voluminous submission of documents and affidavits to demonstrate to the court that the decedent did not have the mental capacity to understand the nature, effect and consequences of the marriage or to enter into a marriage contract. They also allege that the evidence suggests that the decedent’s consent to the marriage arose from force, duress or fraud. Respondents posit that under New York law marriages are voidable, even postdeath, for any one of a number of reasons, among them that a party was, “incapable of consenting to a marriage for want of understanding,” or was “incapable of entering into the marriage state from physical cause,” or that a party gave, “consent to the marriage by reason of force, duress or fraud.”

An annulment may be granted if one of the parties was incapable of consenting to the marriage for want of understanding or comprehending the significance of the decision to marry (Levine v Dumbra, 198 AD2d 477 [2d Dept 1993]). A postdeath action for annulment may be maintained provided the person(s) seeking same establishes an interest to void the marriage (Tabak v Garay, 237 AD2d 510 [2d Dept 1997]). However the granting of a postdeath annulment herein would not defeat petitioner’s right of election as a surviving spouse as petitioner’s right to [695]*695elect against the estate became fixed and unalterable upon Irving Berk’s death (Bennett v Thomas, 38 AD2d 682 [4th Dept 1971]; see also Parente v Wenger, 119 Misc 2d 758 [Sup Ct, NY County 1983]; Estate of Dominguez, 2002 NY Slip Op 50481[U] [Sur Ct, Bronx County 2002]).

As a surviving spouse’s right to elect against a will is not disturbed even if the marriage is annulled postdeath, any claim that this motion is premature as required discovery has yet to be conducted is of no moment and does not impact on this motion seeking a determination of petitioner’s right to take her elective share under EPTL 5-1.1-A. The only grounds to disqualify a surviving spouse are those contained, as indicated earlier, in EPTL 5-1.2, none of which are alleged herein.

Respondents’ argument that if the marriage is annulled it will be voided nunc pro tunc and be void from inception, negating the need to demonstrate one of the grounds for disqualification contained in EPTL 5-1.2 as no valid marriage existed in the first place, is misplaced. Pursuant to Domestic Relations Law § 7 a marriage is

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Campbell v. Thomas
73 A.D.3d 103 (Appellate Division of the Supreme Court of New York, 2010)
In re the Estate of Kaminester
26 Misc. 3d 227 (New York Surrogate's Court, 2009)

Cite This Page — Counsel Stack

Bluebook (online)
20 Misc. 3d 691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hua-wang-nysurct-2008.