In re the Estate of Griffin

159 Misc. 12, 287 N.Y.S. 514, 1936 N.Y. Misc. LEXIS 1107
CourtNew York Surrogate's Court
DecidedApril 14, 1936
StatusPublished
Cited by6 cases

This text of 159 Misc. 12 (In re the Estate of Griffin) 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 Griffin, 159 Misc. 12, 287 N.Y.S. 514, 1936 N.Y. Misc. LEXIS 1107 (N.Y. Super. Ct. 1936).

Opinion

Wingate, S.

The present decedent, who was an executive of a well-known local corporation, died on May 24, 1935, leaving a will executed in September, 1916, which, with extreme brevity, left all his property to his wife and appointed her executrix. His [13]*13estate concededly amounts to $140,000 in personalty and $6,250 in realty. In addition, there is insurance on his life in the sum of $55,000, which is payable to the widow as named beneficiary, and- it was stated at the hearing that he had left a number of survivorship bank accounts, which passed to her on his death,. the aggregate of the avails of which was not made to appear.

On April 5, 1932, the decedent and his wife legally adopted the respondent, Florence Louise Griffin, who is now an infant under the age of fourteen years. No change was made in the will, and it has been conceded that there is no mention of, * * * and * * * is no provision made for the child in the will.”

Section 26 of the Decedent Estate Law provides: “ Whenever a. testator shall have a child born after the making of a last will, either in his lifetime or after the death of such testator, and shall die leaving such child, so after-born, unprovided for by any settlement, and neither provided for, nor in any way mentioned in such will, every such child shall succeed to the same portion of such parent’s real and personal estate, as would have descended or been distributed to such child, if such parent had died intestate, and shall be entitled to recover the same portion from the devisees and legatees, in proportion to and out of the parts devised and bequeathed to them by such will.”

It is the law of this State that a legally adopted child is within the contemplation of this enactment and that its rights are identical with those of a natural child of the testator. (Bourne v. Dorney, 184 App. Div. 476; affd., 227 N. Y. 641; Matter of Marsh, 143 Misc. 609, 613; Matter of Hardenbergh, Slater, S., 144 id. 248, 250; Matter of Horvath, Foley, S., 155 id. 734, 737; Matter of Guilmartin, 156 id. 699, 700.)

The question presented for determination, therefore, is as to the rights under this statute of Florence Louise Griffin by reason of the fact that she was adopted subsequent to the date of the will and was concededly neither provided for, nor in any way mentioned in such will.”

Under the precise terms of the statute, she is entitled to the rights therein accorded, provided the other condition stated in the statute has not been met, namely, that she is “ unprovided for by any settlement.” It is, however, asserted that provision was thus made for her, and the facts in relation to such “provision ” being conceded, their adequacy in this regard becomes a question of law.

[14]*14The events upon which reliance is placed in this connection are reflected in the testimony of a member of the decedent’s household which was adduced without objection. In January, 1933, the decedent said to his wife: I would like you to go to the South Brooklyn Savings Bank and purchase some of those little silver banks that they have there and I’m going to give one to each of the children, and I’m going to try to encourage them to save like I have saved.” By his reference to “ children ” the decedent meant this adopted daughter, his two nephews and the witness. The banks were accordingly procured, and on the evening of their arrival the decedent placed two fifty-cent pieces in each of the four. One was then given to the witness and one to each of the two nephews, and the fourth was marked with the daughter’s name and placed on the decedent’s dresser. From time to time he would take some change out of his pocket and say: Here’s the money that other fathers would be paying for cigarettes. I’ll put it in the baby’s bank.” The decedent is also reported to have said, Let’s see who will have their bank filled first.” The witness was the winner in this contest, her bank being filled by March 14, 1933, on which date her bank and that of the baby were taken to, and opened by, the savings bank. It then appeared that the “ baby’s ” bank contained seven dollars and thirteen cents, which was deposited in an account in the name of the widow in trust for her. To this seven dollars and thirteen cents, the bank added fifty cents because we opened it within a certain time.” No further additions were made to the account except that about eight months after decedent’s death, the bank credited to it an additional sum of fifty-two cents as interest.

The concrete issue, therefore, is whether the act of the decedent in placing small change to the amount of seven dollars and thirteen cents in the baby’s ” bank constituted a provision for her by way of “ settlement ” within the contemplation of the statute.

As was noted by this court in its recent consideration of this statute in Matter of Guilmartin (156 Misc. 699, 701), its purpose is to guard against inadvertent failure on the part of a testator to make provision for those toward whom he owes a legal or moral duty. The observations of Chancellor Kent in Brush v. Wilkins (4 Johns. Ch. 506, 518, 519) are worthy of repetition in this connection: The general reasoning on this subject, in favor of the revocation, is, that the testator having contracted new relations, such as those of husband or father, he must have intended a revocation of his prior will, because he must have meant to discharge the moral duties attached to those relations. * * * A stronger presumption of the testator’s change of mind, arises from the [15]*15birth of subsequent children; for they cannot, like the wife, take care of themselves, by a suitable settlement, nor have they any fixed, unalienable provision, as the wife has, out of the real estate. They have, therefore, a very strong natural and moral claim to a competent support and provision, out of their father’s property.”

It is unquestionable that with certain limited and clearly defined exceptions, the law does not attempt to dictate to a testator the manner of disposition of his property or the recipients of his bounty. He is free to do as he will with his own. (Matter of Watson, 262 N. Y. 284, 293, 294; Matter of Farkouh, 134 Misc. 285, 286; Matter of Shumway, 138 id. 429, 433; Matter of Kennedy, 149 id. 188, 189; Matter of Sidman, 154 id. 675, 676.) There is, however, a strong factual inference that a man wishes to do that which is right and just, and the rule of law here under consideration is merely a crystallization of that inference. If he has expressly evinced an intention to the contrary, or if the reasonable inference flowing from his acts is to like effect, the presumption will be deemed rebutted, and the expressed or naturally deducible desire of the individual will be effectuated.

The determination in each instance, therefore, becomes one of whether the demonstrated statements or acts of the testator are sufficient to rebut the inference of a desire to make adequate provision for those to whom he owes a legal or moral obligation. Stated in a substantially equivalent manner, the question to be answered is, were the words and acts of the particular testator, subsequent to the incurring of the new obligations such as to demonstrate an active intention that the particular natural object of his bounty should not participate in the property passing under his will?

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Bluebook (online)
159 Misc. 12, 287 N.Y.S. 514, 1936 N.Y. Misc. LEXIS 1107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-griffin-nysurct-1936.