In re the Estate of Coletti

91 Misc. 2d 7
CourtNew York Surrogate's Court
DecidedAugust 2, 1977
StatusPublished
Cited by4 cases

This text of 91 Misc. 2d 7 (In re the Estate of Coletti) 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 Coletti, 91 Misc. 2d 7 (N.Y. Super. Ct. 1977).

Opinion

John D. Bennett, J.

In this probate proceeding objections were filed and a jury demanded by respondents George Farmer and Carolyn Warner. A motion is now made by them to dismiss the petition before any trial on the merits upon the ground that the decedent was not a (domiciliary) resident of Nassau County at her death on February 14, 1977 as specified in SCPA 206 (subd 1). They request that the proceeding be forwarded to New York County as the "proper county of residence” and also for the convenience of witnesses.

In support of the motion there have been filed affidavits of respondents’ attorney and of respondent, George Farmer, [8]*8along with copies of affidavits and exhibits which had been previously submitted to this court in connection with an application to revoke letters testamentary which had been issued to the proponent here on the estate of this decedent’s husband, John V. Coletti, who died on May 26, 1975.

In opposition to the motion various other facts are asserted to sustain proponent’s claim that Nassau County was the domiciliary residence of decedent and both attorneys have submitted memoranda in support of their respective positions. The court has examined them and will discuss below the various facts alleged by both sides.

The moving papers here argue that the marital domicile of this decedent and her predeceased husband was an apartment on 196th Street in New York County. They concede that she was injured in an automobile accident and removed to one or more New York City hospitals before going to a nursing home in Nassau County where she died. Movants contend only that as a result of a brain injury received in that accident her condition became progressively worse so that she became incompetent; that as a result of such incompetence she did not have the necessary intent to change her domicile and therefore it remains in New York County.

The proponent asserts in opposition the previous finding of this court (as to this more below); that the marital domicile was broken while both decedents were hospitalized when the husband authorized his brother (proponent here) to remove his clothing to the brother’s home in Old Westbury, Nassau County; that the husband’s bank accounts were also removed to this county pursuant to a general unlimited power of attorney which the movants concede was granted on April 21, 1975 to the proponent.

Proponent also asserts that the proceedings in Nassau County Supreme Court to appoint a conservator for decedent are res judicata on the question of this decedent’s domicile because it was held by the Justice presiding there in an opinion on February 19, 1976 that this decedent was then a "resident of the County of Nassau.; that she had not theretofore been judicially declared incompetent.” Proponent argues that the conservator proceedings and the finding of residence in Nassau County are binding upon the respondents because one of them and their present attorneys were parties therein, contested the appointment of this proponent as conservator and cross-pleaded for respondent’s appointment instead.

[9]*9The ruling of the court is that the finding of "residence” by the Supreme Court is not binding as res judicata or on collateral estoppel because that part of the decision referred only to venue of that court and was not an issue necessarily determined or essential to the appointment of a conservator under article 77 of the Mental Hygiene Law (5 Weinstein-Korn-Miller, NY Civ Prac, par 5011.28; Hinchey v Sellers, 7 NY2d 287, 293, 296 and other authorities cited under note 170, Weinstein-Korn-Miller).

Other findings in the Supreme Court, however, were essential to the judgment and constituted a determination against movants’ allegations of fraud and falsity interposed therein as against this proponent. The Supreme Court also determined that the decedent had not been declared incompetent prior to that proceeding and of course it did not therein make any finding of incompetence.

The movants affirmatively allege that decedent was a "domiciliary” of New York County at the time of her death and that her residence continued specifically to remain in Manhattan at 561 West 169th Street, which concededly was the marital domicile. The change of that domicile, however, was determined by the earlier decision of this court in the decedent’s husband’s estate. Movant Farmer’s petition therein was dismissed, and properly so, upon the grounds that he lacked status — having no pecuniary or other interest in that estate. This court’s decision in that estate is now held to bind movants on the principles of equitable estoppel, or as res judicata not because of Farmer’s personal appearance or the part he played, but because both Farmer and Warner (the movants) are claiming here by privity with and through this decedent; the latter herself having been a party to her husband’s estate proceedings.

The finding of the husband’s domicile as a fact was necessary to jurisdiction in the earlier proceeding and binds the movants here whether by res judicata or the principles of equitable estoppel (5 Weinstein-Korn-Miller, NY Civ Prac, pars 5011.25 et seq. and the authorities cited therein). In the words of Judge Learned Hand, quoted in Hinchey v Sellers (7 NY2d 287, supra, p 293 [from Evergreens v Nunan, 141 F2d 927, 928, cert den 323 US 720]): " Tt is of course well-settled law that a fact, once decided in an earlier suit, is conclusively established between the parties [or their privies] in any later [10]*10suit, provided it was necessary to the result in the first suit.’ ” (Emphasis supplied.)

The arguments and assertions now presented clearly show there is no dispute that these two decedents had lived harmoniously together as husband and wife and had not been separated either by judicial decree or by choice, until his death. Under the settled law of this State the domicile of Lillian (the wife) necessarily followed that of John (the husband). It was so held in Matter of Daggett (255 NY 243) where the question was whether the Surrogate’s Court of New York County or the Surrogate’s Court of Orange County had exclusive jurisdiction of proceedings to probate the will of a wife. The Surrogate of New York County, and the Appellate Division upon appeal, held that her will was properly admitted to probate in New York County but the Court of Appeals reversed. The language of Judge Pound is not only interesting for its review of the law but is determinative here (p 246): "A woman upon marriage takes the domicile of her husband by operation of law and the legal domicile of the wife is prima facie that of her husband. (Hunt v. Hunt, 72 N. Y. 217, 242.) This rule, no doubt, is a creation and a survival of the theory of the common law that her very being was merged in that of her husband. (Williamson v. Osenton, 232 U. S. 619.) * * * Unity of person no longer exists but the husband is still the head of the family, the bread-winner in theory and duty if not in fact. He selects the place of abode of the family and it is the duty of the wife to abide by his decision unless it is unsafe or imprudent for her to do so. (Powell v. Powell, 29 Vt. 148, 150.) * * * It is his choice that governs, not hers, until he forfeits it. * * * Even her physical presence would not be required to effect the change. Her domicile or residence would follow his. (Hunt v. Hunt, supra.)”

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Bluebook (online)
91 Misc. 2d 7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-coletti-nysurct-1977.