In re the Estate of Burr

168 Misc. 240, 4 N.Y.S.2d 832, 1938 N.Y. Misc. LEXIS 1639
CourtNew York Surrogate's Court
DecidedApril 6, 1938
StatusPublished
Cited by2 cases

This text of 168 Misc. 240 (In re the Estate of Burr) 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 Burr, 168 Misc. 240, 4 N.Y.S.2d 832, 1938 N.Y. Misc. LEXIS 1639 (N.Y. Super. Ct. 1938).

Opinion

Cone, S.

This is a proceeding under section 18, subdivision 7, of the Decedent Estate Law, providing as follows: “An election made under this section shall be in lieu of any right of dower, and must be made within six months from the date of the issuance of letters testamentary * * * and shall be made by serving written notice of such election upon the representative of the estate personally or in such other manner as the surrogate may direct and by filing and recording a copy of such notice with proof of service in the Surrogate’s Court where such will was probated. The time to make such election may be enlarged before its expiration by an order of the Surrogate’s Court where such will was probated, for a further period of not exceeding six months upon any one application. If a spouse shall default in filing such election within six months after the date of issuance of such letters, such Surrogate’s Court may relieve the spouse from such default and authorize the making of such election within a period to be fixed by order, pro[241]*241vided no decree settling the account of the fiduciary has been made and provided further that twelve months have not elapsed since the issuance of letters. Such an application for enlargement of time to elect or for relief from default in electing shall be made upon a petition showing reasonable cause and on notice given to such persons and in such manner as the surrogate may direct.”

The petitioner, Hattie Burr, as widow, having defaulted in filing the election within six months from the date of the issuance of letters, to wit, November 24, 1937, now asks that her default be opened to permit her to file an election.

The question presented by the petition herein is contained in the words of that part of the section, as follows: “ If a spouse shall default in filing such election within six months after the date of the issuance of such letters, such Surrogate’s Court may relieve the spouse from such default and authorize the making of such election within a period to be fixed by order, provided no decree settling the account of the fiduciary has been made and provided further that twelve months have not elapsed since the issuance of letters. Such an application for enlargement of time to elect or for relief from default in electing shall be made upon a petition showing reasonable cause.”

It is stipulated upon the hearing herein that no decree settling the account of the fiduciary had been made, and that twelve months had not elapsed since the issuance of letters.

The attorney for the petitioner and the special guardian and the attorneys for the residuary legatees have presented exhaustive briefs discussing the legal phases of the question involved, together with several hypothetical questions and typical cases, that might be suggested within this section, to aid the court in its decision. No reported cases are cited in the briefs, nor has the court discovered that this question, under this section, has been passed upon by the courts since the added amendment of September 1, 1936 (Laws' of 1936, chap. 114, above quoted).

Prior to the amendment the question under this section, subdivision 7, including the history of dower right and the right of election by surviving spouse, was fully and ably discussed by Surrogate Wingate in bis opinion and decision in Matter of Zweig and Matter of Lottman (145 Misc. 839), holding that, in the absence of fraud, this is clearly a Statute of Limitations, and that the application made for the extension of the period to file the right of election, after the expiration of the six months, could and should not be extended, and it is, therefore, unnecessary in this proceeding to review the legal principles so ably presented in the Zweig case.

[242]*242Nevertheless, in Matter of Hearn (158 Misc. 370), decided in February, 1936, Surrogate Wingate did permit the surviving spouse to modify her election following the six months’ period, under the facts and circumstances presented by that case. And it is apparent that as a result of the Hearn case the amendment of 1936 and subdivision 7 was enacted, as above quoted.

Prior to the amendment the statute permitted the surviving spouse, at any time before the expiration of six months, on petition showing reasonable cause, to have the period extended for not exceeding six months upon any one application.

It is, therefore, apparent that a surviving spouse, at any time before the expiration of the six months’ period — be it a month or a week — on reasonable cause shown, could have the time extended for an additional six months’ period.

This section 18 of the Decedent Estate Law, in effect September 1, 1930, changed the common-law right of a surviving spouse and was intended to give additional rights of property to a surviving spouse, and provided the method of approach as to how they should be ascertained, in order that, within a limited period, the legatees and the share of the surviving spouse in the estate would become definite and certain as to all parties.

The amendment of September, 1936, was for the purpose of granting further rights under the statute, after the expiration of the six months’ period of limitations, without application, thereby permitting a surviving spouse to file an election for additional time on reasonable cause being shown to exercise her right of election.

This application is, therefore, made by Hattie Burr, widow of Edwin P. Burr, to permit her to open a default after the six months’ period has elapsed from the date of the issuance of letters testamentary in this estate. Letters testamentary were issued to the executor out of the Surrogate’s Court of the county of Genesee on May 24, 1937, and the six months’ period to file an election expired on November 24, 1937. The petition of the widow herein was dated December 3, 1937, and was filed in the Genesee county surrogate’s office on December 10, 1937. And, pursuant to the provisions of the section, an order to show cause was granted, directed to the representative of the estate and the legatees, to show cause why the default should not be opened.

The infant legatees, through their special guardian, filed a guardian’s answer raising the issue of whether reasonable cause had been shown to permit the opening of the petitioner’s default in failing to file her notice of election within the six months to take under the statute rather than under the provisions of the testator’s will.

[243]*243One hundred and eighty-five pages of testimony were taken, referring principally to the friendly relationship which had existed between the testator, his relatives and the surviving widow, and her many conversations with the executor and his attorney as to her right to elect, the circumstances surrounding her residence in Florida, as devised to her, and her acceptance of a part of a specific legacy of $1,000 under the will.

It is the contention of the respondent that, the widow having accepted part under the terms of the will —■ which fact is beyond dispute — she is estopped from claiming otherwise; that it violates the principles of right, justice and fair dealing; and then that she should later repudiate the other provisions of the same instrument that gave her the benefits she has already accepted; and that the petitioner, having been informed of her rights before accepting the benefits, cannot thereafter change her mind; and that the doctrine of equitable estoppel applies, and cites the Zweig

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Bluebook (online)
168 Misc. 240, 4 N.Y.S.2d 832, 1938 N.Y. Misc. LEXIS 1639, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-burr-nysurct-1938.