In re the Estate of de Coppet

142 Misc. 816, 255 N.Y.S. 544, 1932 N.Y. Misc. LEXIS 1376
New York Surrogate's Court·Decided February 10, 1932·Published·Cited by 9 cases

Opinion

Foley, S.

In this probate proceeding the decree admitting the will of Louis C. de Coppet reserved for future determination by supplemental decree two material issues: (1) The domicile of the testator at the time of his death and whether in New York county, or in Paris, France; (2) the rights in the estate of Helene de Coppet, the widow, by reason of her marriage to the decedent after the making of his will and whether thereby the will was revoked under the terms of section 35 of the Decedent Estate Law (as amd. by Laws of 1919, chap. 293).* The first question has been determined by the surrogate and the legal residence of the testator held to have been in the county of New York. (Matter of de Coppet, 141 Misc. 406.)

The disposition of the second issue with respect to the effect of section 35 upon the will must now be made. Mr. de Coppet was a member of the New York Stock Exchange. He left an estate of approximately $2,500,000. He made prehminary bequests in his will to domestic servants, employees, business associates, friends and relatives. The residue is distributable in fractional shares. One-sixth is bequeathed to his brother, other fractional parts are bequeathed to other relatives, and to associates and employees in his business. The material bequest to his subsequent wife is in [817] her maiden, name “ to Helen Gerardot, one-twelfth part thereof.” By a codicil he substituted a charitable corporation for one of his partners named in the will as one of the residuary legatees. After the execution of the codicil he married Helene Gerardot. She, as his widow, contends that the subsequent marriage revoked the will as to her, and that she is entitled to her intestate share of the estate. The executors, on the other hand, contend that the bequest of a share of the residue was a provision made by Mr. de Coppet for his future wife within the terms of section 35. They urge that the legacy given to her was intended to be an antenuptial bequest. I hold that the contention of the executors must be sustained, that the provisions of the will meet the requirements of the statute and that the statutory revocation did not become effective because of the status of Miss Gerardot, at the time of the execution of the will and the codicil, as a prospective wife.

The context of section 35 of the Decedent Estate Law on January 11, 1931, the date of death of Mr. de Coppet, read as follows: “ Revocation by marriage. If after making any will, such testator marries, and the husband or wife, or any issue of such marriage, survives the testator, such will shall be deemed revoked as to them, unless provision shall have been made for them by some settlement, or they shall be provided for in the will, or in such way mentioned therein as to show an intention not to make such provision; and such surviving husband or wife, and the issue of such marriage, shall be entitled to the same rights in, and to the same share or portion of the estate of said testator as they would have been, if such will had not been made.” The provisions of the section had existed in this form from 1919, when fundamental amendments were made to it. In that year section 36 of the Decedent Estate Law, which related exclusively to the will of an unmarried woman and the effect of her subsequent marriage, was repealed. In accordance with the policy of making the rights of the surviving husband and wife uniform, section 35 was amended to include the will of a woman who later married. Previously, in the case of a man’s will, both a subsequent marriage and subsequent birth of surviving issue were required to concur in order to make the revocation applicable to the issue. If the issue were provided for and the prospective wife unprovided for in the will, the wife got nothing by way of intestacy. (Matter of Del Genovese, 169 App. Div. 140.) By the amendment of 1919 the birth and survival of issue were no longer made additional requirements. By the amendment also the revocation, when effective, became pro tanto only. The other terms of the will stood except as modified by the partial revocation [818] and the surviving spouse took his or her intestate share. The various decisions rendered before or after 1919 must, therefore, be carefully examined in order to test the existing form of the section at the date of death of the decedent.

The effect of the section, as changed by the Legislature in 1919, was carefully summarized by Mr. Justice Carswell of the Appellate Division, Second Department, in Matter of Scolpino (231 App. Div. 690). For convenience of division, the rules enunciated by him have been numbered by me.

(1) When a testator marries after making a will, it is revoked unless the manner of reference to the individual named as legatee is such as fairly to warrant the view that the reference or bequest to her is in her prospective or new status of wife.

(2) If the reference to her is in a different status, then the provision for her does not save the will from revocation. (Matter of Gall, 57 Hun, 691; affd., 131 N. Y. 593; Matter of Reilly, 130 Misc. 320; Matter of Bent, 142 id. 811.)

(3) If the reference to her is by her maiden name, but the period of time between the making of the will and the marriage of the parties is short, and the provision in the will is of such a character as to indicate that it was made by the testator with the change of status in mind, then the provision in the will may be construed to have been made in contemplation of the new status, and the presumption of revocation is overthrown. Such a provision is construed to be an antenuptial bequest. (Matter of Gaffken, 197 App. Div. 257; affd., 233 N. Y. 688.)

(4) If the language of the will is of such a character as to be fairly construed as indicating that the testator, with the prospective status in mind, made the provision for the individual considered in his or her prospective status, even though there be a considerable lapse of time between the making of the will and the marriage of the testator, such language so construed overthrows the presumption. (Matter of Lally, 136 App. Div. 781; affd., 198 N. Y. 608.)

We are concerned, therefore, with the application of these rules to the circumstances of the present estate.

The section prohibits the reception of extrinsic evidence to rebut the presumption of revocation except as herein provided.” The origin and history of that prohibition, which was enacted on the recommendation of the revisers of 1830, may be found in Matter of Del Genovese (169 App. Div. 140), in Matter of Scolpino (supra) and in Fowler’s Decedent Estate Law, page 264. In the Del Genovese case extrinsic proof of additional property, acquired by the testator after the making of the will, was held to be inad[819] missible. The proof of the existing state of material facts, at the time the will itself was made, was held to be competent and not prohibited by the statutory inhibition against extrinsic evidence. (Brush v. Wilkins, 4 Johns. Ch. 506, Kent, C.) In Adams v. Winne (7 Paige Ch. 97, 99) the rules for the reception or rejection of parol proof were accurately stated by Chancellor Walworth. The making of an antenuptial agreement may of course be proven.

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In re the Estate of de Coppet, 142 Misc. 816, 255 N.Y.S. 544, 1932 N.Y. Misc. LEXIS 1376 (N.Y. Super. Ct. 1932).

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