In re the Estate of Hearn

158 Misc. 370, 285 N.Y.S. 935, 1936 N.Y. Misc. LEXIS 978
CourtNew York Surrogate's Court
DecidedFebruary 5, 1936
StatusPublished
Cited by24 cases

This text of 158 Misc. 370 (In re the Estate of Hearn) 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 Hearn, 158 Misc. 370, 285 N.Y.S. 935, 1936 N.Y. Misc. LEXIS 978 (N.Y. Super. Ct. 1936).

Opinion

Wingate, S.

The present proceeding, ostensibly instituted under the authority of sections 145 and 145-a of the Surrogate’s Court Act, seeks a variety of determinations in the interest of the surviving spouse of the decedent. In the order enumerated in the prayer for relief, these are, first, that the will of the decedent did not make such provision for his surviving spouse as to bar her rights to elect to take in contravention of its terms; second, that she is entitled to take her intestate share of the estate outright; third, that if the court decide that the provisions of the will are binding upon the widow, it further determine the amount of the principal fund thereof, and in such process that it adjudge, fourth, that certain property which the decedent’s son, Murray Hearn, claims as an individual to be property of the estate.

Whereas the answers which have been interposed to the petition contain denials of certain important allegations, the parties have adopted the increasingly prevalent practice of seeking an advance adjudication as to the legal validity of the petition by what amounts to a motion for judgment on the pleadings, which, as noted on previous similar applications, amounts in effect to a demurrer to the petition under the old practice (Matter of Kirkman, 143 Misc. 342, 343; Matter of Larney, 148 id. 871, 872).

For present purposes, therefore, the facts alleged in the petition and such inferences as may fairly be drawn from them, are admitted to be true. (Greeff v. Equitable Life Assur. Society, 160 N. Y. 19, 29.) “A demurrer to a complaint for insufficiency can only be sustained when it appears that, admitting all the facts alleged, it presents no cause of action whatever. It is not sufficient that the facts are imperfectly or informally averred, or that the pleading lacks definiteness and precision, or that the material facts are argumentatively averred. The complaint on demurrer is deemed to allege what can be implied from the allegations therein, by reasonable and fair intendment.” (Marie v. Garrison, 83 N. Y. 14, 23.) It follows that where two inferences are reasonably deducible from the statements of the pleading, the one more favorable to the pleader must be indulged. If, therefore, on this basis, any foundation for relief to the petitioner can be found to exist, under the allegations made, the motion for judgment must be overruled, whereupon the issues raised by the denials become operative and must be set down for trial.

[373]*373The petition alleges that in the fall of 1932 the decedent, who was a widower, proposed marriage to the petitioner, making inducing representations to the effect that he was worth several hundred thousand dollars, was the owner of ten pieces of real estate, stocks and bonds, and could and would handsomely support her and her children by a former marriage. Upon her acceptance of his proposal, he took her to an apartment building which he represented to her that he owned, and she selected one of the apartments, which was redecorated and furnished in accordance with her wishes. They intermarried on February 18, 1933, and during the period intervening between that date and his death, on November 8, 1934, took a number of trips together, both in this country and to Europe, and sojourned during the winter of 1933-1934 in Florida.

On several occasions after the marriage the decedent reassured her as to the future, representing that she would, on his death, receive one-third of all of his property. He particularly impressed upon her that his son, Murray Hearn, who was then, and still is, a justice of the Municipal Court of the City of New York, would care for and protect her. Several of these representations were made in the presence of his son, who assented to them, saying, Pa, I am swearing I will take care of her like my own mother.” Similar statements were repeated by the son after the death of the decedent.

The only provision for the petitioner which was contained in the will of the decedent erected a trust for her life benefit in one-third of his estate, the terms of which "will hereinafter be discussed. In spite of the fact that the son of the decedent, said Murray Hearn, informed her that the estate of the decedent approximated only $60,000, she accepted the will, contenting herself with her right of limited election to take $2,500 outright. This she did, impelled by the necessity for ready money and believing and relying upon the statement of the decedent and those of his son, Murray Hearn, * * * that regardless of the provisions of said will, the said Murray Hearn would deal fairly and justly with ” her “ and would provide for ” her proper maintenance and support * * * during her lifetime.”

It is to be noted at this point that essential portions of these allegations are denied by Mr. Murray Hearn, but for the purposes of the present application these denials must be disregarded and the statements taken as true.

This presents for determination the basic question raised by the petition, namely, on this state of facts, is the petitioner entitled to alter the limited election heretofore made by her and substitute therefor an election to take her share of the estate outright, as in intestacy, in spite of the fact that the six months’ period specified in section 18 of the Decedent Estate Law has expired?

[374]*374In approaching the solution of this question, the further facts should be noted that Murray Hearn was named as executor in the decedent’s will, which accords him broad discretionary powers, and that he and his children, in the event of his death, are the sole beneficiaries thereunder other than the petitioner. It should also be noted that by an instrument dated January 16, 1933, and acknowledged February 1, 1933, less than three weeks prior to his marriage, and subsequent to his engagement to the petitioner, the decedent entered into a purported trust agreement with his son which provided that the vastly preponderant proportion of his property should be held by him and his son as trustees with income and portions of the principal payable to him for life and with the remainder payable thirty days after his death to the son if living, and if not to the latter’s children.

The contending parties, in their extremely voluminous briefs, have cited many authorities from this and other States which possess more or less relevancy in the determination. Substantially all of them have been examined, without altering the views previously expressed by this court in its opinions in Matter of Zweig and Matter of Lottman (145 Misc. 839) that in the ordinary case, in the absence of the procurance of an extension of time for the purpose, the rights of a surviving spouse to elect to take against a will, pursuant to section 18 of the Decedent Estate Law, or to alter an election theretofore made, expire on the termination of six months after the date of issuance of letters testamentary, and this, irrespective of the nature or complete absence of testamentary provisions for her benefit.

There is, however, a well-established exception to this general rule which is recognized in a considerable proportion of the cases cited, namely, that in this as in all other branches of the law, fraud renders voidable all transactions which it touches. (Stephens v. Gibbes, 14 Fla. 331, 357, 358; Whitesell v. Stickler, 167 Ind. 602, 618; 78 N. E. 845; Bullock v. Smith, 201 Iowa, 247, 249; 207 N. W. 241; Dougherty v.

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Bluebook (online)
158 Misc. 370, 285 N.Y.S. 935, 1936 N.Y. Misc. LEXIS 978, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hearn-nysurct-1936.