In re the Estate of D'Allesandro

55 Misc. 2d 909, 286 N.Y.S.2d 914, 1968 N.Y. Misc. LEXIS 1789
CourtNew York Surrogate's Court
DecidedJanuary 29, 1968
StatusPublished
Cited by18 cases

This text of 55 Misc. 2d 909 (In re the Estate of D'Allesandro) 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 D'Allesandro, 55 Misc. 2d 909, 286 N.Y.S.2d 914, 1968 N.Y. Misc. LEXIS 1789 (N.Y. Super. Ct. 1968).

Opinion

Edward S. Silver, J.

This is a proceeding to construe a joint and mutual will executed by decedent and his wife on March 5, 1956. The wife died on March 31, 1964 and said instrument was probated in this court as her last will and testament. Shortly thereafter decedent was adjudicated an incompetent. He died on November 27, 1966 and the same instrument was probated as his last will and testament on June 2, 1967. The probate decree reserved the present construction question raised by decedent’s brother for determination upon the accounting or, as now, in an independent proceeding.

Following the customary exordium and imprimus clauses, the testators by paragraph Second of the will devised and bequeathed all our estates -and effects * * * unto the survivor of either of us.” Paragraph Third provides: In the event that we both die simultaneously or in the same catastrophe, we hereby devise and bequeath all the rest, residue and remainder of our estate and our effects whatsoever and wheresoever the same may be situated, whereof we may be seized or possessed, or to which we may be in any manner entitled, or in which we may be interested at the time of our decease, unto our dear beloved nieces Christine Lazzarini Fiorillo and Gloria Lazzarini, to share and share alike absolutely and forever.”

In paragraph Fourth, Christine is named executrix and in paragraph Fifth Gloria is named alternate executrix, to serve without bond or security. Then follow the testimonium and attestation clauses with the necessary signatures of the testator and the attesting witnesses. Incidentally, one of the witnesses was the attorney draftsman who also probated the instrument on each occasion, but he does not represent the executrix in this proceeding.

The will thus does not provide for the contingency, which occurred, of the husband and wife not dying simultaneously or in the same catastrophe and for distribution upon the death of the survivor of them.

The records in this court and the papers-in the current file show that decedent left an estate of about $20,000 derived almost entirely from the estate of his wife. He was survived by a brother, petitioner herein, and a sister both residing in Italy, as his sole distributees, with whom it is alleged he had little or [911]*911no contact. His wife was survived by two brothers in Italy and a widowed sister, as her sole distributees. Christine and Gloria aforementioned, respondents, are the latter’s children. They allegedly were regarded by decedent and his wife as their own, especially Christine who had suffered an injury in their home where she- was brought up.

The foregoing explains to some extent why decedent and his wife, after providing exclusively for each other as survivor, made respondents .their sole beneficiaries in the event they died simultaneously or in the same catastrophe. It is significant that respondents’ appointment as executrix and alternate executrix respectively was general and not dependent upon the simultaneous deaths of the testators. Consequently Christine as executrix previously administered the estate of the testatrix and is now administering -testator’s estate.

In this proceeding respondents request a hearing in order to establish that the testators intended them to be their sole testamentary beneficiaries even, as it occurred, that they did not die simultaneously or in a common disaster, although the will does not expressly so indicate. They claim the right to share equally in the estate of decedent as surviving testator, on the basis of a gift by implication consonant with this alleged intention. They rely upon Matter of Thall (18 N Y 2d 186), Matter of Hardie (176 Misc. 21, affd. without opn. 263 App. Div. 927, mot. for lv. to app. den. 288 N. Y. 739) and Matter of Kajkowski (24 Misc 2d 72, revd. 13 A D 2d 994).

Petitioner, on the other hand, contends that the failure to provide for distribution in the -event which occurred, namely, the nonsimultaneous death of decedent herein, results in intestacy and that his estate must, therefore, be distributed to petitioner and his sister as his sole distributees. He relies mainly upon Matter of Imperato (44 Misc 2d 639, revd. 24 A D 2d 598, revd. 18 N Y 2d 825), as the controlling* authority for the rule to be applied here, namely, that since it is argued that the will is clear and unambiguous there is no need or room for construction and there is no duty or authority on the part of the court to supply the missing element in the testamentary scheme even at the risk of producing complete intestacy.

But petitioner’s contention overlooks the most important and overriding duty that rests upon the court to ascertain the testator’s intent if at all possible and to endeavor to construe his will so as to carry out his intention if not contrary to law. The court may not, of course, rewrite a will and supply an omission, even if inadvertent, based upon extrinsic evidence of intent. But where a firm basis for the construction is found m the will the [912]*912court may add, excise, change or transpose language or provisions in order to effectuate testamentary intention as ascertained. One result of such construction in circumstances like those present is the finding of a gift by implication. There are many instances in which a testamentary disposition, made in a contingency which is provided for but did not occur, is held to apply by necessary implication to a contingency which did occur' although not provided for in the will.

The Court of Appeals in Matter of Englis (2 N Y 2d 395) called it a rare case in which a gift by implication may be upheld but emphatically asserted the existence of the power to do so "when it said (p. 402) There are, of course, situations where common sense and justice require that the courts correct situations resulting from obvious error or omissions in wills. Such was the Seiner case ” (261 App. Div. 618, affd. 287 N. Y. 664), and went on (p. 403) to justify a gift by implication “ in those cases [in which] one could discover a group of people to whom as a group the testator limited his beneficence.”

This case falls within that classification. The group mentioned in the will herein as the only beneficiaries thereunder is composed of the two nieces of the wife but described as “ our dear beloved nieces.” The only testamentary disposition in the will, after the one to the surviving testator, is made to respondents in a remote contingency which is provided for but did not occur, namely, “in the event that we both die simultaneously or in the same catastrophe.” Is there a solid basis in the will as a whole in the light of the surrounding circumstances to read the omitted usual and most probable contingency into the common disaster clause, paragraph Third, and to hold that the same disposition of testator’s estate applies to that contingency which did occur, thereby constituting a gift by implication to respondents? The inescapable answer appears to be in the affirmative.

In Matter of Thall (18 N Y 2d 186, supra) the court said that intestacy must be decreed where the intent of the testator is not sufficiently clear to permit a bequest or devise by implication, but found a clear indication in the language of the will to support such bequest. The case was mentioned by Surrogate Di Falco in Matter of Harris (N. Y. L. J., April 20, 1967, p. 17, col.

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Bluebook (online)
55 Misc. 2d 909, 286 N.Y.S.2d 914, 1968 N.Y. Misc. LEXIS 1789, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-dallesandro-nysurct-1968.