In re the Estate of Bulova

14 A.D.2d 249, 220 N.Y.S.2d 541, 1961 N.Y. App. Div. LEXIS 8348
CourtAppellate Division of the Supreme Court of the State of New York
DecidedOctober 24, 1961
StatusPublished
Cited by2 cases

This text of 14 A.D.2d 249 (In re the Estate of Bulova) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York 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 Bulova, 14 A.D.2d 249, 220 N.Y.S.2d 541, 1961 N.Y. App. Div. LEXIS 8348 (N.Y. Ct. App. 1961).

Opinion

Breitel, J. P.

A widow appeals from a decree in Surrogate’s Court, granted on cross motions for summary judgment under [251]*251rule 113 of- the Rules of Civil Practice. It was held that she had, in the lifetime of decedent, validly waived her right of election as a surviving spouse under section 18 of the Decedent Estate Law. Hence, it was also concluded that her attempted exercise of a right of election was of no effect.

Decedent died in California in 1958. Under his will his widow was bequeathed $25,000, in an estate valued in many millions of dollars. Involved is a 1956 instrument purporting to waive the widow’s right of election. It was executed by the widow in Switzerland before an American consular official in the form required by the New York statute. The widow argues that there was fraud in the inducement, raising an issue of fact which cannot be resolved on affidavits alone, and that the instrument was not validly executed in accordance with the law of the place of execution, Switzerland.

On both issues, the widow’s position is not tenable, and the Surrogate’s disposition, therefore, should be affirmed in all respects.

Decedent, Arde Bulova, was a wealthy man, associated with the well-known watch manufacturing company bearing his name. In 1952 Bulova, at the age of 65, married in the State of New Jersey a woman much younger than himself. They had met that year in Switzerland, where, incidentally, Bulova had substantial assets. His new wife was a Rumanian national, resident in Switzerland. He, at the time, was domiciled in New York, and was, presumably, a United States citizen. In the same year, after the marriage, the wife became an American citizen. Since then, although decedent and his wife travelled afar and sojourned in Switzerland for extended periods, the couple were domiciled in New York.

Before the marriage, in New Jersey, the enamored couple entered into a strange antenuptial agreement. It provided, among other things, for the wife to receive $25,000 as a fund to finance a divorce or separation action, should one ever be brought between the parties. It also contained reciprocal waivers by the prospective spouses of any rights of election in each other’s estate. It suffices that none now defends the agreement as valid and enforcible.

Thus launched, the marriage ensued a very troubled course. There were alternating periods of accord and discord. Standing clear during these periods are the precipitating facts: the antenuptial agreement was of doubtful validity, a matter of continuing irritation; and Bulova became ill, and was later to be diagnosed to have and die of cancer. In Switzerland in December, 1956 the parties were living together, more or less in [252]*252accord. But, notably, each was being advised by separate and distinguished counsel on such matters as to which there was a lack of accord.

In that same month, the agreement in suit was executed by both husband and wife before the United States Vice-Consul in Zurich. It is dated December 7, 1956 and the acknowledgments, as required by New York statute law, were certified to have been taken on December 26, 1956 (Decedent Estate Law, § 18; Real Property Law, § 301).

The agreement provided for payment of $200,000 to the wife, creation of a trust fund of $400,000 for her lifetime benefit with power to dispose of the remainder, and for a testamentary bequest of $25,000. It was also provided that the wife waived and released all rights in her husband’s estate under New York law or that of any other jurisdiction. The husband also waived any rights in the wife’s estate. The agreement recited that the wife had property of her own, and that she knew the husband was worth between 10 and 15 million dollars. It also recited that the parties hoped to settle their differences and “ thereby insure that they will live together in harmony and in trust in all respects

It is with respect to this last recital that the widow contends there was fraud in the inducement. She asserts that decedent husband never intended that the parties should continue to live together, but the agreement, as well as a defaulted promise to buy her a $400,000 home in France, were lures to induce her signature to the waiver of her rights. To support this contention she supplies the affidavit of a business associate of the husband who deposed that (1) Bulova was increasingly annoyed with his wife’s refusal to sign a new Avaiver agreement, (2) he told the associate that he was considering living separate and apart from his Avife, (3) he was getting too old to live compatibly with a young wife, (4) he said “ As long as I support her, she can’t get anything more out of me or my estate ”, and (5) his lawyer had advised that an ideal solution Avould be a divorce and not to take any chance that she would try to create trouble for his estate or the watch company.

None of these assertions by Bulova’s business associate is inconsistent with an intention in Bulova in December, 1956 to effect a genuine harmony with his Avife. They merely sIioav that passion did not deprive him of all acumen, and that his laAvyer was more pessimistic than he. Even before the 1952 marriage it Aras evident that the parties vieAved the marriage as a hazardous venture. Four years of marriage had not lessened the evident hazard of failure. Bulova’s reflections to his associate — [253]*253as, indeed, the 1956 agreement itself — only show that another effort, although not certain of success, might be worth the try.

Moreover, the widow’s own affidavit destroys the very inference upon which her contention of fraud is based. She says that in September, 1957, nine months after execution of the agreement, Bulova illustrated his abiding " strong love ’ ’ by his birthday note to her:

“ Happy Birthday Baby — If you will try to be considerate of me perhaps by your next birthday I’ll be well and buy you anything you want.
“ Love and kisses ‘ ‘ Arde ’ ’.

Truly, this is not the note of one who seeks to destroy a marital relationship, but of one who still struggles, almost pitifully, to maintain the marriage, even by purchase, if necessary. Hence, even the unsupported notion of fraud is contradicted by the widow’s own proof, for it is in her affidavit that the note is set forth.

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Bluebook (online)
14 A.D.2d 249, 220 N.Y.S.2d 541, 1961 N.Y. App. Div. LEXIS 8348, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-bulova-nyappdiv-1961.