In re the Estate of Huyot

169 Misc. 2d 805, 645 N.Y.S.2d 979, 1996 N.Y. Misc. LEXIS 262
CourtNew York Surrogate's Court
DecidedMay 2, 1996
StatusPublished
Cited by2 cases

This text of 169 Misc. 2d 805 (In re the Estate of Huyot) 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 Huyot, 169 Misc. 2d 805, 645 N.Y.S.2d 979, 1996 N.Y. Misc. LEXIS 262 (N.Y. Super. Ct. 1996).

Opinion

OPINION OF THE COURT

William B. Braatz, S.

By petition filed April 8, 1994, Bonnie H. Renoir, the [806]*806petitioner herein, makes application to elect against the will of the above-named decedent as a surviving spouse, based upon her alleged common-law marriage to the decedent in Paris, France. In a decision entered October 24, 1994 this court stated that the threshold issue of petitioner’s standing to elect against the will as a surviving spouse based upon an alleged common-law marriage to the decedent needed determination. Counsel were directed to submit pretrial memoranda of law addressed to the issues, including any conflict of laws arguments. A conference was held, and a time frame established for submission of memoranda of law.

Since then, the court learned that an additional interested person, Giselle Huyot, had never been served with notice of the proceeding and, accordingly, the petitioner was directed to serve a supplemental citation or to file a waiver of citation. A waiver of appearance and authorization of attorney was filed by Giselle Huyot in Putnam County Surrogate’s Court on February 22, 1996. Additionally, a notice of appearance was filed by her attorney, who indicated that he had no intention of submitting papers on the issues presented and asked that the matter be deemed fully submitted.

FACTUAL BACKGROUND

According to the submitted and uncontroverted affidavits, the petitioner and the decedent lived together in Paris, France, from November 24, 1984 to approximately August 1988, calling each other husband and wife. From August 1988 to approximately November 19, 1989 the petitioner and decedent lived together in Carmel, New York. On or about November 19, 1989 the petitioner "was cast out” of the residence in Carmel. After November 1989 until the decedent’s death on April 29, 1993 the petitioner had made "intermittent attempts” to reconcile with decedent. Respondents have conceded that for the purpose of determining the threshold question of the petitioner’s standing to elect against the will the court shall assume the truth of the allegation that petitioner and the decedent lived ”en concubinage” for a period of time in France and during that time she would have been considered to be the decedent’s concubine under French law. The relationship was terminated in 1989 against the petitioner’s will and no matrimonial action was ever commenced by either party against the other. The decedent died on April 29, 1993.

[807]*807DISCUSSION AND CONCLUSION

Petitioner and respondent have both submitted affidavits by their respective experts in French law. The petitioner’s expert, Jacqueline Rubellin-Devichi, is currently a professor at the University of Jean Moulin in Lyons, France, and an expert in family law. The respondent’s expert, John P. Heinzen, is an attorney qualified to practice in the courts of France and the United States Supreme Court. He indicates that "a substantial part of * * * [his] practice has been in the field of marital relations.” (Heinzen, affidavit of French law, Mar. 21, 1995, at 1.) One thing the experts appear to agree on is that there is a relationship called "concubinage”1 which is created by a man and a woman who choose to live together and which is terminable at will.2

The petitioner’s expert states that: "not only is * * * [concubinage] admitted as a style of conjugality, as encompassing as marriage, or a family, but the jurisprudence and French Law often give preference to the * * * [concubine], even still married elsewhere, or in other words, adulterous over the wife; it’s especially true for liveralities [sic]” (English translation of petitioner’s expert, at 3).

Later, Ms. Rubellin-Devichi discusses the effects produced by the concubinage relationship in France. She indicates: "that the * * * [concubine] who loses her * * * [concubin] at the fault of a third party (car accident, for example) is indemnified as if she was the spouse * * * that the * * * [concubine] has the right to stay in the home (domicile) or to continue in the contract as if she were the spouse” (English translation of petitioner’s expert, at 5 [emphasis added]).

[808]*808"In the matter of social security, health and maternity insurance is exactly the same for the two categories of the couple, in marriage or out of marriage: * * * [the concubine] is the married wife and married wife are the exact same beneficiaries with the same title [sic] * * * [I]t is true that the pension of reversion and the death insurance are not given to the * * * [concubine] in the general regime, but they exist in complimentary regimes; it is false to say that the * * * [concubine] has no rights after a break-up or after the death. If there is a break-up by the fault of the * * * [concubin], there are damages and interest, often very high, to whom is owed or to whom are due; after the death, the courts allocate important or great sums taking into account the help given by the * * * [concubine], on the basis of the business principle, of the enrichment without cause, of the DeFacto situation; the * * * [concubine] can use the name of her companion and she can inherit from him. It’s true that the rights of succession are raised to 60%, despite the fact that for the spouse, they can obtain 40%, but that is really not proof of the non-recognition of * * * [concubinage]! As much as it is to emphasize that the married woman does not come into the inheritance of the husband if he does not want it, and can perfectly not have rights to anything, while the * * * [concubine] comes under the inheritance if the * * * [concubin] has made a Will in her favor.” (English translation of petitioner’s expert, at 7.)

Ms. Rubellin-Devichi concludes as follows: "I very solemnly affirm, considering myself an expert in French Family Law, that our law knows two models of conjugality, marriage and * * * [concubinage], and that * * * [concubinage] has been recognized for a long time in our law * * * In the examined case, bonnie rendir should receive:

"a/the liberality that was given by order of payment, of the living Mr. Huyot, and that is founded more on the perfectly praiseworthy motive that would be very appreciated by French Judges.

"b/In the title of enrichment without cause (of Mr. Huyot), a sum that the Courts would consider an account held to the age and duration of the * * * [concubinage]; in effect, Bonnie Renoir held the place as mistress of the house, helping him in his professional life and worldly activities, as important in the profession that he was in.” (English translation of petitioner’s expert, at 8-9.)

The affidavit of French law submitted by John P. Heinzen, the respondents’ expert, indicates:

[809]*809"There is only one form of marriage which can be performed in France. This is the Civil Marriage performed by an 'Officier d’Etat Civil’ (i.e. the Mayor, one of his deputies of the commune, i.e. township) of which at least one of the spouses is a resident on the date when the bands are posted * * * (Article 165 of the French Civil Code) * * *

"The French Civil Code provides that a marriage can only be terminated by the death of a spouse or a judicially rendered Divorce Decree, (Article 227 of the French Civil Code) * * *

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Bluebook (online)
169 Misc. 2d 805, 645 N.Y.S.2d 979, 1996 N.Y. Misc. LEXIS 262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-huyot-nysurct-1996.