In re the Estate of Erlanger

136 Misc. 793, 242 N.Y.S. 249, 1930 N.Y. Misc. LEXIS 1296
CourtNew York Surrogate's Court
DecidedApril 23, 1930
StatusPublished
Cited by11 cases

This text of 136 Misc. 793 (In re the Estate of Erlanger) 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 Erlanger, 136 Misc. 793, 242 N.Y.S. 249, 1930 N.Y. Misc. LEXIS 1296 (N.Y. Super. Ct. 1930).

Opinion

Foley, S.

This is an application by one of the proponents of the will of the decedent for the appointment of a temporary adminis-• trator of the estate. In the supporting affidavits and the reply affidavits the moving party requests the appointment of one of the persons named as executor in the will. The claimant, who contends that she was the common-law wife of the deceased, appears in the application, joins in the general request for the appointment of a temporary administrator, but opposes the appointment of the person nominated by the proponents and demands that she and a disinterested person be appointed by the surrogate.

The status of a temporary administrator is similar in nature to that of a receiver. He holds and conserves the assets of an estate until the ultimate issuance of permanent letters. Primarily, the surrogate must determine whether there is any emergency requiring temporary administration. If necessity be established, the selection of the person or persons to act in the temporary capacity is within the discretion of the surrogate. Certain rules, however, have been uniformly followed by the surrogates in the exercise of this discretion. In an ordinary case, consideration is first given to the persons selected by the' maker of the will as executors of his estate. In some instances representatives of the proponent and the contestant have been appointed either upon consent of the parties or by direction of the surrogate. In very exceptional cases, an impartial or neutral person is selected to act either alone or with the nominees of the parties. But in each case the particular facts of the estate must govern the selection.

After the most careful consideration of the various affidavits filed I have decided, under the special circumstances of this estate, to appoint as temporary administrator Mr. Baron, one of the persons named as executor in the will. All of the blood relatives, next of [795]*795kin and legatees named in the will offered for probate, with the exception of one legatee in a small amount who is absent from this country, join in the request for his appointment. Mr. Baron stipulates, by a written instrument, that if appointed he will act without compensation as temporary administrator. With but few exceptions, and those in extraordinary cases, it has been the practice of the surrogates to pay heed to the selection by the maker of a will of the persons he desires to manage his estate. That practice is based upon sound public policy, since it encourages and fosters confidence in our court by the living. It assures them that outsiders will not be permitted, even temporarily, to manage their estates, whether large or small. Such was the custom of my predecessor, Mr. Surrogate Fowler, and such, I understand, to be the rule followed by the learned surrogate of Kings county, Surrogate Wingate. In aid of economy, certain provisions of the Surrogate’s Court Act encourage that practice, for, under the terms of section 285 of the Surrogate’s Court Act where a person acts as temporary administrator and subsequently as executor, he is entitled to one commission only for acting in both capacities. He must elect in which capacity he requests commissions. Thereby substantial expense is saved to the beneficiaries of the estate if the will be admitted. In view of the waiver by Mr. Baron of any commissions whatsoever as temporary administrator, if the will should be denied probate, his appointment will involve no expense for that purpose to the estate.

There is an additional important consideration in this case. Mr. Baron is not only named as one of the executors by Mr. Erlanger in the will offered for probate, dated October 18, 1927, but he is likewise named as one of the executors in a second will previously made and dated February 14, 1923. He was also selected and named as one of the executors by Mr. Erlanger in a third prior will of May 2, 1922. The 1922 will was not drawn by Mr. Baron, but by Mr. Nathan D. Stern, Mr. Erlanger’s attorney at that time. These three wills, covering a period of over eight years, present practically the same testamentary plan of distribution by the testator. With the exception of certain changes in legacies of small amounts, the residuary estate is given, under each instrument, to the brother and two sisters of the testator.

The relationship of the claimant here, unlike that of 'the usual contestant of a will, is disputed. It will thus be seen that the claimant must not only establish her status as the common-law wife, but. if she is successful upon that issue, these three wills must be successively set aside as invalid before complete intestacy is reached and letters of administration will issue. If any one of the instru[796]*796ments be admitted to probate, letters will issue to Mr. Baron as one of the executors chosen by Mr. Erlanger. Certain.contentions are made by the alleged widow which indicate a claim that a valid common-law marriage was entered into by the claimant and the decedent after the date of the will offered for probate. If that determination be ultimately made, the validity of that part of the will which nominated the executors would not be affected. The revocation is only partial. The will must still be successfully attacked as invalid by reason of defective execution, lack of testamentary capacity, undue influence or fraud. In other words, under the provisions of section 35 of the Decedent Estate Law (since the amendment of 1919),

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Bluebook (online)
136 Misc. 793, 242 N.Y.S. 249, 1930 N.Y. Misc. LEXIS 1296, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-erlanger-nysurct-1930.