In re the Estate of Anonymous

204 Misc. 1045, 126 N.Y.S.2d 749, 1953 N.Y. Misc. LEXIS 2488
CourtNew York Surrogate's Court
DecidedNovember 10, 1953
StatusPublished
Cited by4 cases

This text of 204 Misc. 1045 (In re the Estate of Anonymous) 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 the Estate of Anonymous, 204 Misc. 1045, 126 N.Y.S.2d 749, 1953 N.Y. Misc. LEXIS 2488 (N.Y. Super. Ct. 1953).

Opinion

Frankenthaler, S.

The issue raised herein is whether a person alleged to be illegitimate is entitled to the benefit of section 29 of the Decedent Estate Law, the “ anti-lapse ” statute, as a “ child ” of a legatee. By his will which has heretofore been admitted to probate, decedent bequeathed $2 to each of two brothers, his sole heirs and next of kin, similar amounts to an uncle and a nephew, and the residue to a sister who was also nominated executrix. The sister predeceased the testator leaving surviving a minor child who, it is alleged, was born out of wedlock. Application is now made by one brother, upon the consent of the other, for issuance to him of letters of administration c.t.a. on the theory that the residuary bequest lapsed and passed by intestacy to the brothers. The special guardian for the infant has interposed objections on the ground the residuary bequest vested in said child pursuant to section 29 of [1046]*1046the Decedent Estate Law. The parties agreed to submit to the court the legal question so raised before the submission of proof on the issue of legitimacy.

Section 29 of the Decedent Estate Law, reads as follows: Whenever any estate, real or personal, shall be devised or bequeathed to a child or other descendant of the testator, or to a brother or sister of the testator, and such legatee or devisee shall die during the lifetime of the testator, leaving a child or other descendant who shall survive such testator, such devise or legacy shall not lapse, but the property so devised or bequeathed shall vest in the surviving child or other descendant of the legatee or devisee, as if such legatee or devisee had survived the testator and had died intestate.” At the common law a bequest lapsed whenever the legatee predeceased testator, and section 29 was enacted in order to ameliorate the rigors of the common-law rule by substituting the descendants of the devisee or legatee in his stead (2 Davids on New York Law of Wills, § 682). As the statute is remedial in purpose, it is to be given a liberal construction consonant with the intent of the Legislature.

The right of an illegitimate to inherit is set forth in subdivision 13 of section 83 of the Decedent Estate Law: “ If a woman die, leaving illegitimate children, or the legitimate descendants of deceased illegitimate children and no lawful issue, such children or descendants inherit her real and personal property as if such children were legitimate.” As decedent’s sister left no lawful issue, it is apparent that the ward of the special guardian comes precisely within the terms of section 29, for if his mother “ had survived the testator and had died intestate,” he would be deemed her ‘ ‘ child ” or “ descendant ’ ’ by virtue of the statute of descent and distribution. An analogous question was considered by the Court of Appeals in Matter of Walter (270 N. Y. 201). There, testatrix bequeathed her entire estate to her brother who predeceased her leaving surviving an adopted child. It was urged on behalf of such child that she succeeded to her foster father’s interest by virtue of section 29 of the Decedent Estate Law, and the court so held. It stated: “ The adopted child, however, is not left in this case dependent upon the adoption statute and these expressions of the courts, sufficient though they might prove to be. Section 29 of the Decedent Estate Law (Cons. Laws, ch. 13) covers the facts here presented. * * * These words as they are given and read apply precisely "and exactly to the appellant’s situation. It is conceded that if (the named legatee) had survived (the [1047]*1047testatrix) one day Ms legacy would have passed to his adopted daughter. The above statute says that if a brother, to whom personal property is bequeathed, die during the lifetime of the testatrix, leaving a child or other descendant, the legacy shall not lapse but vest in the child or descendant. What land of child or descendant? The statute states —as if such brother had survived the testatrix and had died intestate. Had he survived, the adopted daughter ivould have taken.” (270 N. Y. pp. 204-205.) This reasoning is here controlling. Had decedent’s sister survived Mm by one day and then died, the special guardian’s ward would have been entitled to her entire estate. When his mother died without leaving other issue, he was her “child” within the meaning of the Decedent Estate Law (Matter of Anonymous, 165 Misc. 62; Bunce v. Bunce, 14 N. Y. S. 659). The weight of authority in other jurisdictions supports this conclusion (Goodwin v. Colby, 64 N. H. 401; Cherry v. Mitchell, 108 Ky. 1, cf. Matter of Esposito, 57 Cal. App. 2d 859. But see Wettach v. Horn, 201 Pa. 201).

It is urged by petitioner, however, first, that an illegitimate child traditionally has been regarded as nullius films and not within the legislative intendment of the terms “ child ”, “ issue ” or “ descendant ”, and, second, that as an illegitimate has no right of inheritance from his maternal relatives, he may not succeed to the property of such relative by virtue of section 29.

In support of his contention that the term “ child ” when used in a statute does not contemplate an illegitimate, petitioner cites Matter of Cady (257 App. Div. 129, affd. 281 N. Y. 688); Matter of Simpson (175 Misc. 718, 723, affd. 262 App. Div. 1001); Matter of Vincent (189 Misc. 489); Matter of Anonymous, (supra); Bell v. Terry & Tench Co. (177 App. Div. 123), and Matter of Miller, (110 N. Y. 216). In Matter of Cady (supra), the court stated the generally accepted rule that an illegitimate child may not inherit from the heirs and next of kin of his mother and therefore is not entitled to letters of administration upon the estate of such relatives (see, also, Matter of Simpson, supra). In Matter of Vincent (supra), and Bell v. Terry & Tench Co. (supra), the illegitimate asserted a right in the property of his father. As the statute makes no provision for inheritance from the father (see Matter of Tomacelli-Filomarino, 189 Misc. 410), these decisions are not here in point. In Matter of Anonymous (supra), Surrogate Wingate held that the illegitimate was a “ child ” of his mother within section 83 whore decedent had left no other issue but was survived by a spouse. [1048]*1048It is clear therefore that the decisions relied upon by petitioner do not stand for the general proposition that whenever used in a statute the term child ” excludes illegitimates. Indeed, a contrary conclusion was reached with respect to the applicability of section 26 of the Decedent Estate Law. In Bunce v. Bunce (14 N. Y. S. 659), it was held that an illegitimate child born after the execution of a will by his mother was entitled to the benefit.of the statutory predecessor of section 26 (L. 1869, ch. 22) and for that purpose was to be deemed the “ child ” of his mother.

That the term “ child ” as used by the Legislature is not necessarily confined to the natural offspring of the marriage of the designated ancestor is further evidenced by the status accorded to adopted children. It is generally held that an adopted child is entitled to the benefit of all statutory rights accruing to a child ” or descendant ” (Matter of Walter, supra; Decedent Estate Law, § 29; Matter of Mawhinney, 146 Misc. 30, affd. 239 App. Div. 874; Decedent Estate Law, § 17; Matter of Guilmartin, 156 Misc. 699, affd. 250 App. Div. 762, affd. 277 N. Y.

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Related

Smith v. Hughes
3 Va. Cir. 475 (Roanoke County Circuit Court, 1976)
In re the Estate of Anonymous
285 A.D. 946 (Appellate Division of the Supreme Court of New York, 1955)

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Bluebook (online)
204 Misc. 1045, 126 N.Y.S.2d 749, 1953 N.Y. Misc. LEXIS 2488, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-anonymous-nysurct-1953.