In re the Estate of Hume

139 Misc. 327
CourtNew York Surrogate's Court
DecidedFebruary 15, 1931
StatusPublished
Cited by5 cases

This text of 139 Misc. 327 (In re the Estate of Hume) 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 Hume, 139 Misc. 327 (N.Y. Super. Ct. 1931).

Opinion

O’Connor, S.

Arthur G. Hume died on the 22d day of December, 1930, a resident of the town of Harpersfield, county of Delaware, State of New York, leaving him surviving his widow, Kate F. Hume, and two daughters, Helen Hume and Margaret Hume, aged, at the time of their father’s death, nine and seven years, respectively. He left a last will and testament dated May 17, 1911, in and by which, after the payment of his debts and funeral expenses, he gave, devised and bequeathed all of his real and personal property of every name and nature to his wife, Kate F. Hume. Deceased had married said Kate F. Hume prior to the making of his said will. As the issue of said marriage, Helen Hume was born January 10, 1921, and Margaret Hume was born March 27, 1923. On the probate of said will Ralph S. Ives, as special guardian for said infant children, asked for a construction of the same and a determination by the surrogate as to what share the widow and the two children above named, as heirs of law and next of kin of the deceased, will respectively take in the deceased’s property. The facts above stated have been stipulated by the attorney for the said Kate F. Hume and special guardian for the said infants.

At first there was some question in the mind of the surrogate as to whether he had jurisdiction to determine the respective interests of the parties in the estate of the deceased in this proceeding or whether the infant children should be relegated to the action provided for by the Decedent Estate Law. Section 26 of the Decedent Estate Law provides, in substance, that a child born after the making of a will, who is entitled to succeed to a part of the real or personal property of the testator, may maintain an action to recover his share of the property.

In Matter of Sauer (89 Misc. 105) it was held that the child, as heir, was put to his special statutory action under section 26 of the Decedent Estate Law and only the Supreme Court could determine whether or not the action would lie and that a petition to the Surrogate’s Court asking for a determination as to whether or not a testator by his last will had provided for his afterborn child must be dismissed. The decision in Matter of Sauer was made in 1915, prior to the amendment of the Surrogate’s Court Act in 1921 which enlarged thq equitable powers and jurisdiction of the Surrogate’s Court. Under section 40 of the present Surro[329]*329gate's Court Act, each surrogate has, in addition to the powers conferred upon the Surrogate’s Court or upon the surrogate by-special provision of law, jurisdiction upon the return of any process to try and determine all questions, legal or equitable, arising between any or all of the parties to any proceeding as to any and all matters necessary to be determined in order to make a full, equitable and complete disposition of the matter by such order or decree as justice requires. Also, by paragraph 8 of said section, the surrogate is given jurisdiction to determine the validity, construction and effect of any disposition of property contained in any will proved in his court, whenever a special proceeding is brought for that purpose, or whenever it is necessary to make such determination as to any will in a proceeding pending before him or whenever any party to a proceeding for the probate of any will, who is interested thereunder, demands such determination in such proceeding. It is perfectly apparent from the language of this section that the surrogate now has jurisdiction to determine the questions at issue in this proceeding upon the probate of the will of the deceased.

This very question was decided by Surrogate Schultz in Matter of Dick (117 Misc. 635), and he there held that the Surrogate's Court has jurisdiction to construe a will as to afterborn children, which jurisdiction may be allowed in the probate proceeding, in a special proceeding brought for that purpose or upon an accounting. (See, also, Matter of Halvordson, 137 Misc. 75; Matter of Dwyer, 192 App. Div. 72.)

I, therefore, hold that this court has jurisdiction to construe this will and to determine the share of each of the parties in the estate of the deceased.

The will of the deceased was made on the 17th day of May, 1911. Both of his children were born subsequent to the making of the will, one in 1921 and the other in 1923. Naturally, no mention is made of them in the will of the deceased and they were not provided for therein, nor were they provided for by any settlement. They, therefore, come fully within the provisions of section 26 of the Decedent Estate Law which provides as follows: Whenever a testator shall have a child born after the making of a last will, either in the lifetime or after the death of such testator, and shall die leaving such child, so afterborn, 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 [330]*330and legatees, in proportion to and out of the parts devised and bequeathed to them by such will.”

The provisions of this statute do not revoke the will in its entirety but only so much of the will as disposes of that portion of the decedent’s estate to which the afterborn children are entitled to under the statute. (Smith v. Robertson, 89 N. Y. 555, at p. 558.) Therefore, the question to be determined is what portion of their father’s real and personal estate would have descended or been distributed to these children if he had died intestate. The question at to what share the children would take of their father’s personal property is very easily answered. Both under the statute in force prior to September 1, 1930, section 98, subdivision 1, of the Decedent Estate Law, and that now in force, section 83, subdivision 1, of the Decedent Estate Law (as amd. by Laws of 1929, chap. 229), the children are each entitled to one-third of the personal property of their father, after the payment of his debts, funeral expenses and expenses of administering his estate and his widow is entitled to one-third.

The question as to what portion of the real estate the children are entitled is not to be determined so readily for the reason that the amendments to sections 82 and 83 of the Decedent Estate Law and section 190 of the Real Property Law, which went into effect September 1, 1930, abolished the inchoate right of dower and gave the widow, in lieu of her dower, one-third of the real estate of deceased outright. These statutes, as amended, apply to the estate of a person dying intestate after August 31, 1930, and to the estate of a testator leaving a will executed after that date. It is perfectly apparent from sections 82 and 83 of the Decedent Estate Law that these provisions were intended to be in lieu of any and all rights of dower. Section 82 specifically so .provides and the note of the Commission thereunder expressly states: “ It is intended that no surviving spouse shall have a right to dower in addition to the greatly increased participation provided under section 83.”

However, section 190 of the Real Property Law (as amd. by Laws of 1929, chap. 229) specifically provides as follows:

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Related

In re the Probate of the Will of Newins
29 Misc. 2d 614 (New York Surrogate's Court, 1961)
In re the Probate of the Will of Heckel
200 Misc. 52 (New York Surrogate's Court, 1951)
In re the Will of Owens
186 Misc. 777 (New York Surrogate's Court, 1945)
In re the Estate of Griffin
159 Misc. 12 (New York Surrogate's Court, 1936)
Bush v. Bush
151 Misc. 196 (New York Supreme Court, 1934)

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Bluebook (online)
139 Misc. 327, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hume-nysurct-1931.