In re the Estate of Avchin

158 Misc. 388, 285 N.Y.S. 762, 1936 N.Y. Misc. LEXIS 959
CourtNew York Surrogate's Court
DecidedFebruary 14, 1936
StatusPublished
Cited by3 cases

This text of 158 Misc. 388 (In re the Estate of Avchin) 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 Avchin, 158 Misc. 388, 285 N.Y.S. 762, 1936 N.Y. Misc. LEXIS 959 (N.Y. Super. Ct. 1936).

Opinion

Wingate, S.

The present proceeding to determine the validity of the election made on behalf of an incompetent spouse to take in contravention of the will of the decedent, possesses interest merely by reason of the fact that the Appellate Division for the Second Department has apparently disagreed (Matter of McGarry, 245 App. Div. 834; affd. without opinion, 270 N. Y. 514) with the results attained by all of the surrogates who have passed upon the same question. (Matter of Germer, 154 Misc. 720, Bronx county; Matter of McGarry, 155 id. 467, Kings county; Matter of Bowker, 157 id. 341, New York county.)

The facts in the case at bar are not in dispute. The surviving spouse, Lizette Avchin, was adjudicated an incompetent on October 27, 1930, and committed to the Central Islip State Hospital, of which she is still an inmate. The decedent died on January 26, 1934, leaving a will executed twenty days earlier, which expressly excluded the widow from participation in the estate. This will was admitted to probate in this court on March 17, 1934.

At the time of the probate no committee had been appointed for the widow, but such appointment was made on November 13, 1934, more than six months after the date of probate. On April 19, 1935, the committee served a notice on the executor electing, on behalf of the incompetent, to take her intestate share in the estate pursuant to the provisions of section 18 of the Decedent Estate Law, which notice, with proof of service, was filed and recorded in this court on April 20, 1935.

No order of the Supreme Court as contemplated by subdivision 6 of section 18 of the Decedent Estate Law had been procured prior to the service and filing of the purported notice of election by the committee, but on September 19, 1935, an order was made by Mr. Justice Samuel H. Hofstadter at Special Term, Part II, in New York county, reading in part: Ordered that the said Sarah Benjamin, as Committee of Lizette Avchin, an incompetent person, be and she hereby is authorized, allowed and permitted to file a notice of election in the Estate of Benjamin J. Avchin, deceased, pursuant to Section 18 of the Decedent Estate Law nunc pro tunc as of the 20th day of April, 1935.”

As hereinbefore noted, were it not for the decision of the Appellate Division in the McGarry case, the unanimous opinion of the surrogates of three of the most populous counties of the State would have determined that the attempted election of the present committee [390]*390was nugatory. It, therefore, becomes necessary to analyze the result in that case in order to determine whether it constitutes an opposite controlling authority for a contrary result.

In the McGarry Case (155 Misc. 467) the testatrix died on March 29, 1933, leaving a will executed on October 4, 1932, which was admitted to probate on January 8, 1934. By its terms no provision was made for her husband who was an adjudicated incompetent, confined in a State institution. A committee was first appointed for him on October 17, 1934, and an order authorizing election against the will on behalf of the incompetent was made on March 26, 1935. The election was served on April 4, 1935, and filed and recorded on April eighth.

The memorandum of the Appellate Division in respect to this situation read (245 App. Div. 834): “ Under the facts of this case, the court is of the opinion that the just and liberal rule of statutory construction adopted in Murphy v. Village of Fort Edward (213 N. Y. 397) should be applied here. The court does not assert the rule to be an inflexible one, to be applied even where it might work an injustice.”

This memorandum remits the inquiry to the rule enunciated in the cited case. That was an action to recover for negligent injury, against the defendant village, on behalf of a child who, at the time of the injury, was five years old. Section 341 of the Village Law provided that no such action should be maintained unless it was commenced within one year, nor unless a verified statement of the nature of the claim had been filed with the village clerk within sixty days after the cause of action accrued.

The notice in the case was not filed until about twenty-three months after the injury, and the question presented was whether such failure was a bar to the maintenance of the action ” (p. 400).

In determining this question in the negative, the court relied in considerable measure upon the authority of Winter v. City of Niagara Falls (190 N. Y. 198), which was a similar action and in which it was said (See 213 N. Y. 402): “ ‘ No rigid rule can be established. If an infant of ten years is injured, with no one capable of presenting a claim to the common council, the strict limitation of the statute should not be raised against him. If twenty years of age and mature, and not disabled unduly by his injuries, then the statutory requirement should be applicable. Each case must be a law unto itself ” within reasonable limits.’ ”

The court thereupon made the following statement (p. 402), which is apparently the “ liberal rule of statutory construction ” to which reference is made in the McGarry case: “ In this state the maxim that the law does not seek to compel a man to do that which [391]*391he cannot possibly perform has been made the basis for the principle that physical and mental inability to comply with a statutory provision of the kind under consideration excuses non-compliance. ”

Whereas, of course, an affirmance without opinion by the Court of Appeals does not furnish an ultimate precedent by that court other than for the final result in the particular case (Rogers v. Decker, 131 N. Y. 490, 493; People ex rel. Palmer v. Travis, 223 id. 150, 156; Scott & Co. v. Scott, 186 App. Div. 518, 526; Matter of Brush, 154 Misc. 480, 483), the distinction, in a case like the present, is one without a difference. The statute expressly provides that an election, to be effective, must be made within six months from the date of letters. The Court of Appeals has affirmed a result which nullifies this provision in a case in which there was a condition of mental inability to comply with the statutory provision on the part of the potential elector. Since any adjudicated incompetent would be subject to like mental inability, and since it would seem improbable in any case of total mental incapacity that the neglect or dereliction of another, whether committee or friend, over whom he had no control, would be imputed to the incompetent (Dyer v. Erie R. R. Co., 71 N. Y. 228, 234; Kupchinsky v. Vacuum Oil Co., 263 id. 128, 130; Hardin v. New York Central R. R. Co., 205 App. Div. 157, 158, 159; Callahan v. Sharp, 27 Hun, 85; affd., 95 N. Y. 672), the rule, as established by the higher courts, would appear to be that the limitation in section 18 of the Decedent Estate Law respecting the time within which the acts of election are to be performed, is substantially, if not, indeed, wholly, inoperative in such a case.

However this may be, the facts of the case at bar are in no wise substantially distinguishable from those which were passed upon by the Appellate Division in the McGarry case. In both, the survivingjSpouse was an adjudicated incompetent, having no committee at the time of issuance of letters on the estate of the decedent. In the McGarry

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Bluebook (online)
158 Misc. 388, 285 N.Y.S. 762, 1936 N.Y. Misc. LEXIS 959, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-avchin-nysurct-1936.