In re the Estate of Goldberg

157 Misc. 49, 283 N.Y.S. 72, 1935 N.Y. Misc. LEXIS 1522
CourtNew York Surrogate's Court
DecidedOctober 8, 1935
StatusPublished
Cited by6 cases

This text of 157 Misc. 49 (In re the Estate of Goldberg) 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 Goldberg, 157 Misc. 49, 283 N.Y.S. 72, 1935 N.Y. Misc. LEXIS 1522 (N.Y. Super. Ct. 1935).

Opinion

Wingate, S.

The main question for determination in this contested acccounting is one of first impression and involves the effect on the will at bar of the amendments to section 35 of the Decedent Estate Law which were made by chapter 459 of the Laws of 1932. This question is raised by the widow’s prayer for a construction of the will, the issue being whether the document, which was executed on June 8, 1930, and admitted to probate on April 29, 1933, was revoked as to the widow by the intermediate intermarriage of the testator with the widow, which occurred on June 18, 1930.

The learned referee (Edward J. Connolly, Esq.) has rendered a gratifyingly complete and painstaking report in which he answers this question in the negative. His result is founded upon his determination that prior to the marriage the decedent and the widow entered into an agreement by the terms of which the testator undertook to bequeath to the widow the sum of $5,000, payable to her if she survived him, and to her children by a former marriage if she predeceased him, while she, in return, agreed to marry him and to make no claims upon his estate beyond this testamentary benefit.

While it is conceded by all that no written agreement to this effect was ever made, the learned referee deems that the credible testimony adduced before him establishes that a parol agreement [52]*52to this effect was consummated, and has given effect to it on the theory that it was fully executed by both parties thereto.

The only relevant undisputed facts in the case are that the will was executed on June 8, 1930; that the parties intermarried on June 18, 1930; that the testator died on April 1, 1933, survived by the widow, and that the will in question contained the following provisions:

“ 9. I hereby give and bequeath unto Pauline Silverstone, the sum of Five Thousand ($5,000.00) Dollars, provided however the said Pauline Silverstone shall become my wife. It is my intention that if, for any reason whatsoever the said Pauline Silver-stone shall not join me in marriage and shall not become my lawful wife, that then, in that event, the said bequest of Five Thousand ($5,000.00) Dollars to her given by the terms of this will shall not be paid to her, but shall become part of my residuary estate and shall be disposed of as is provided in paragraph £ 11 ’ of this will. In the event the said Pauline Silverstone shall join me in wedlock, the provision herein to the said Pauline Silverstone, as aforesaid, I hereby declare is intended to be and is so given to her in full satisfaction and in lieu of and for her dower which she may or can in anywise claim or demand out of my estate.
10. In the event that the said Pauline Silverstone shall have joined me in marriage and shall thereafter and before my demise, die, it is my request that the Five Thousand ($5,000.00) Dollars mentioned in the preceding paragraph of this will, shall be paid upon my death, share and share alike to the children of said Pauline Silverstone, to wit Jean Winkler and Evelyn Hodge.”

The finding respecting the making of the agreement is based on conflicting testimony. In view of the familiar principle that the determination of the credibility of witnesses is primarily one for the trier of the facts who has seen and heard them (Matter of Dreyer, 153 Misc. 624, 625; Matter of Suderov, Id. 214, 215, and authorities cited), the court will not interfere with the result attained, especially since there is ample testimony in the record to support the referee’s findings.

The decedent, at the time of the transactions, was a widower in his sixties. His last unmarried child had recently married and he expressed a feeling of loneliness. Through the offices of an intermediary, he had met a widow of approximately fifty years, and felt matrimonially inclined. Apparently the object of his inclinations desired financial assurance to the extent of $10,000, although the time and place of her expression of this wish was not disclosed. In any event, the prospective bridegroom sent a friend to call on the lady with an eye to her housekeeping and for the purpose of [53]*53informing her that a $5,000 bonus was his Emit and that if she was satisfied with this that he would Eke to have her come to see him, otherwise not. She stated that this was agreeable, and went. As a result, a wiE was drawn and executed leaving her $5,000 in fuH of all claims against her prospective bridegroom’s estate in the event that the marriage was consummated. This was read to her at a family gathering and a copy given to her. As originally drawn, it provided that in the event of her marriage to, and predecease of, the testator, the $5,000 bequest should fall into the residue of the estate which passed to the testator’s children by his first marriage. The prospective bride expressed dissatisfaction with this provision, insisting that in such an eventuality the $5,000 should go to her own children. Accordingly a second wiE was drawn and executed, effecting this change. This was again read to her at a famEy gathering, and she expressed her complete satisfaction with the arrangement. Thereafter the parties intermarried.

By reason of this demonstration of the knowledge of the widow of the contents of the wEl which, as noted, provided that she or her children should receive $5,000 “ in full satisfaction ” of her claims against the decedent’s estate, her subsequent statement that “ everything was satisfactory ” and, finaEy, her marriage to the decedent, the referee has found an affirmative agreement on her part that she would make no claim against the estate other than for the $5,000 bequest contained in the instrument.

This conclusion appears entirely sound, since unquestionably acceptance ” of a proposed agreement “ may be indicated by conduct or acquiescence ” (Barber-Greene Co., Inc., v. Dollard, Jr., Inc., 239 App. Div. 655, 658). Here, it had been emphatically brought to the attention of the prospective bride that no marriage would take place in case she insisted on receiving more from testator’s estate than $5,000. The arrangement for the mode of payment of this sum was altered in the manner desired by her, she expressed her satisfaction therewith and entered into the marriage.

Viewing the matter solely from the standpoint of abstract justice and equity, it would be little short of monstrous were a determination necessary that this woman who entered into this arrangement with her eyes wide open, fully conversant with the facts, and obviously alert to obtain the greatest personal advantage possible from the situation of the testator and his desire for companionship in his declining years, should be permitted to repudiate the arrangement into which she voluntarily entered and divert a much greater sum from the desired recipients of the testator’s bounty than that which it was mutuaEy agreed she should have [54]*54and to which she initially assented with “ satisfaction ” if not indeed with alacrity. A return of the parties to their status quo ante is entirely impossible and if thus employed, the Statute of Frauds would serve as a veritable bulwark of protection for fraud.

An evaluation of the present situation of the parties turns, in the first instance, upon an analysis of the mutual rights and obligations of the testator and the present widow immediately succeeding the consummation of the marriage.

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Bluebook (online)
157 Misc. 49, 283 N.Y.S. 72, 1935 N.Y. Misc. LEXIS 1522, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-goldberg-nysurct-1935.