In re the Estate of Cronin

143 Misc. 559, 257 N.Y.S. 496, 1932 N.Y. Misc. LEXIS 1098
CourtNew York Surrogate's Court
DecidedMay 2, 1932
StatusPublished
Cited by14 cases

This text of 143 Misc. 559 (In re the Estate of Cronin) 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 Cronin, 143 Misc. 559, 257 N.Y.S. 496, 1932 N.Y. Misc. LEXIS 1098 (N.Y. Super. Ct. 1932).

Opinion

Slater, S.

This matter was before the court on the petition of William Cronin to compel an accounting on March 30, 1922. An accounting was directed and on June 27, 1922, the account of proceedings was filed. William Cronin, the son and devisee, filed objections thereto, one of the objections being that “ said account is erroneous in that it states that this respondent has no interest in the estate under the will of the above named decedent.”

The will of Michael Cronin was admitted to probate October 7, 1920. It was executed December 23, 1919, twenty-six days before he died. He was an old man. It is not a long will and I will quote all of its provisions:

“ First. I direct my executor named to pay all my lawful debts. “ Second. I give and devise to my Grandson James (son of my son James), my store building and grounds adjacent thereto, situate on the Post Road in ' Rye Neele/ Town of Rye, Village of Mamaroneck, Westchester County, New York, subject, however, to any mortgage that may be on it at the time of my death.

“ Third. All the rest, residue and remainder of my estate, both real and personal, I give, devise and bequeath to my executor hereinafter named, in trust, however, to invest the same in the manner prescribed by law and pay the net income in equal shares to my children me surviving. This trust is to continue for a period not longer than the life of my youngest child me surviving. If, however, my youngest child does not die within the period of five years after my death, then the trust is to terminate at the end of said five years. On the expiration of the said trust my estate is to be divided into as many equal shares as there are children of mine surviving me and is to be paid over to each of said children surviving at the termination of the trust. In case any child of mine dies before the expiration of the trust the share that would go to such child is to go to any child or children of his, me sur[561]*561viving, per stirpes and not per capita. If he leaves none, his share will fall into the remaining shares. During the period of the trust my executor and trustee may in her absolute discretion, pay over any part of the principal belonging to each share to the beneficiary thereof in addition to the said income.

Fourth. I hereby nominate and appoint my daughter-in-law, Catherine A. Cronin, to be the sole executor and trustee of this my Will.

Fifth. I hereby authorize and empower my executor, in her discretion, at such times and in such manner as she may deem for the best interest of my estate, to sell any or all of my real estate for the purpose of carrying out any of the provisions of this my Will, either at public or private sale.

Sixth. I hereby authorize and empower my executor, in her discretion, to lease and collect the rents from, and mortgage the whole or any part of the real estate disposed of by this Will of which I may die seized either in my own absolute right, or as tenant in common with any other person or persons. I also authorize and empower my said executor to pay all mortgage interest, taxes, assessments, insurance, water charges and all other usual and necessary expenses incident to the holding of my real estate. I also authorize her to do all the acts necessary to make partition of any real estate held by me in common with any other person or persons. I further direct that the word ' executor ’ when and wherever used in this Will shall mean and be held to designate the person hereinabove named and appointed who shall qualify as such and her successors.”

Upon the same day, apparently as an afterthought, a codicil was added to the will in the following words: “ I, Michael Cronin do hereby add as a codicil to my will the following: should any person named in my will contest the same or make any claim against my estate except such as is therein created, he or she shall forfeit all right or benefit" thereunder; and the share of the one taking such action shall be divided equally among the remaining beneficiaries named in said will.”

It is clear that the codicil was directed at William, as the son James and his family, under the terms of the will, partook of the estate to a large degree.

The accounting executrix, in the petition, called attention to the fact that it is provided in the codicil that should any person named in the will contest the same or make any claim against my estate,” such person should forfeit all right or benefit under the said will and the share of any such person should be divided equally among the remaining beneficiaries named in said will.

[562]*562It was claimed by the executrix that William Cronin, the son, contested the probate of the will.

In this shape the matter has lain dormant for ten years. Aroused from this Rip Van Winkle sleep in some manner, on December 4, 1931, the executrix filed a supplemental account of proceedings, and on December 11, 1931, William Cronin again filed similar objections to this new account of proceedings.

It is settled in this State that such conditions in wills are not ■against public policy. In some States it is held otherwise because :of the fact that there may exist probabilis causa litigandi. Most ; of the authorities support the contention of forfeiture without ; recognizing any exception. Their underlying principle is that the testator may attach any condition to his gift, and, in the event the legacy is given over to another person, the restriction no longer ¡ continues as a condition in terrorem, but assumes the character of a conditional limitation. (Smithsonian Institution v. Meech, 169 U. S. 398, 413.)

Referring to agreements not to contest a will, made upon the receipt of advance payments, the Court of Appeals has said: Such agreements are akin to those implied in the taking of a legacy bequeathed upon the condition stated in the will that no contest shall be made. Such provisions have been recognized as good.” (Matter of Cook, 244 N. Y. 63, 69.)

The probate papers disclose the fact that the same firm of lawyers has been acting for the probating and accounting executrix from the start; in the probate proceeding, service of citation was perfected on William Cronin on January 28, 1920. On February 20, 1920, this son filed objections to the probate, setting forth the usual ones of invalid execution, lack of mental capacity, and undue influence, and demanding trial by jury of the issues raised. On April 9, 1920, an order was made framing the issues for a jury trial. On April 13, 1920, a notice was given that the issues would be brought to trial at the jury term to be held on May 3, 1920. The trial of the cause went over to the October jury term of 1920. On September 21, 1920, the attorney for the executor filed the issue of fact. However, before the October term of the trial of jury cases, beginning on the first Monday of October, 1920, William Cronin filed in this court, on September 29, 1920, a withdrawal of objections, viz.: “ I, William Cronin, being one of the heirs-at-law of Michael Cronin, deceased, having heretofore and on or about the 20th day of February, 1920, filed objections to the Probate of the paper writing propounded as the Last Will and Testament of Michael Cronin, and demanding a trial by jury of the issues [563]

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Ellis
252 A.D.2d 118 (Appellate Division of the Supreme Court of New York, 1998)
Winningham v. Winningham
966 S.W.2d 48 (Tennessee Supreme Court, 1998)
In re the Estate of Stiehler
133 Misc. 2d 253 (New York Surrogate's Court, 1986)
Sheffield v. Scott
662 S.W.2d 674 (Court of Appeals of Texas, 1983)
In re the Estate of Pasternack
52 Misc. 2d 413 (New York Surrogate's Court, 1966)
Emmons v. Sanders
342 P.2d 125 (Oregon Supreme Court, 1959)
In re the Accounting of Zuckerman
13 Misc. 2d 93 (New York Surrogate's Court, 1957)
Hart v. Mutual Ben. Life Ins.
166 F.2d 891 (Second Circuit, 1948)
Barry v. American Security & Trust Co.
135 F.2d 470 (D.C. Circuit, 1943)
In re the Estate of Carpenter
171 Misc. 363 (New York Surrogate's Court, 1939)
In Re Simson
196 A. 451 (New Jersey Superior Court App Division, 1938)
In re the Estate of Sanderson
157 Misc. 473 (New York Surrogate's Court, 1935)
In re the Judicial Settlement of the Account of Proceedings of Cronin
237 A.D. 856 (Appellate Division of the Supreme Court of New York, 1932)

Cite This Page — Counsel Stack

Bluebook (online)
143 Misc. 559, 257 N.Y.S. 496, 1932 N.Y. Misc. LEXIS 1098, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-cronin-nysurct-1932.