In re the Estate of Kelly

174 Misc. 860, 20 N.Y.S.2d 684, 1940 N.Y. Misc. LEXIS 1843
New York Surrogate's Court·Decided June 11, 1940·Published·Cited by 1 cases

Opinion

Wingate, S.

The mere fact that a legal contention is unprecedented is, of course, not conclusive as to its deficiency in merit. There is, on the other hand, however, no inference to be indulged that an individual attorney has discovered in the mountain of legal lore a vein of gold the existence of which was previously wholly unsuspected by the vast army of his contemporaries and predecessors.

The present petitioner is the widow of the testator who died m July of 1939 and whose will was admitted to probate in the latter part of the succeeding December. This will was executed in October, 1937, accords the widow the use of the family residence, free of expense, for a period of two years from the date of his death, gives her certain other benefits and makes disposition of the balance of ids estate to others. The final item of the will reads: The [861]*861provisions of this Will made for the benefit of my wife are intended by me to be and are in lieu of her dower and all right of dower in my estate.”

The present petition, after reciting the death and probate of the will, asserts that since the date of death the widow has received no benefits from the estate except the occupancy of the family residence and the exemptions under section 200 of the Surrogate’s Court Act. It then describes the family residence in some detail, sets forth certain figures respecting the income of the decedent during his life, and adds the statements: Petitioner has not yet elected to take under or against decedent’s will. No bar of quarantine benefits is set up in said will.” She then asserts that a reasonable sum for her sustenance in the chief house of the decedent for forty days succeeding his death is the sum of $1,000 and concludes with a prayer that this sum be paid her “ according to the provisions of section 204 of the Real Property Law.” Her right in this regard is contested by the administrators c. t. a., who, alone, have been cited in the proceeding.

The section upon which this claim is predicated is a part of article 6 of the Real Property Law which, in its entirety, is devoted to Dower and Curtesy.” It reads:

§ 204. Widow’s quarantine. A widow may remain in the chief house of her husband forty days after his death, whether her dower is sooner assigned to her or not, without being liable to any rent for the same; and in the meantime she may have her reasonable sustenance out of the estate of her husband.”

In the argument advanced in support of her contention the position is adopted that this statute is in effect an amplification of the exemptions in favor of a widow contained in section 200 of the Surrogate’s Court Act. None of thé authorities cited to sustain this view lend it a scintilla of support and the history and background of the two enactments definitely refute it.

The germ of the exemption statute, now contained in section 200 of the Surrogate’s Court Act, is found in sections 9 and 10 of title 3 of chapter 6 of part 2 of the Revised Statutes of 1828. The statute respecting quarantine dates back to Magna Carta (A. D. 1215) and its substance is referred to in the first English law book, written by the Chief Justiciar, Glanville, about 1175 A. D. (Beames’ Glanville, p. 131, note; Ancient Laws of England, p. 415), indicating that in this, as in many other respects, Magna Carta “was no new declaration” (Proeme, Coke’s Second Institutes), but “ was for the most part compiled from * * * the old common law ” (2 Blackstone’s Law Tracts, Introduction to the Charters, p. xiii).

Concerning this right Lord Coke writes: “ But some have said that by the ancient law of England the woman should continue [862]*862a whole year in her husband’s house, within which time if dower were not assigned, she might recover it; and this certainly was the law of England before the Conquest.” (Coke’s First Institutes, book 1, chap. 5, § 36.)

In several of the early American statutes, for example that passed by the Virginia General Assembly in 1705 (3 Henning’s Virginia Statutes at Large, p. 374), the duration of the period of occupancy was extended until dower was assigned, the language in this regard being: And till such dower shall be assigned, it shall be lawful for her to remain and continue in the Mansion house, and the messuage or plantation thereto belonging, without being chargeable to pay the heir any rent for the same.” This and similar statutes were merely an “ enlargement of her common law quarantine.” (Carnall v. Wilson, 21 Ark. 62, 66.) They were in reality “ a statutory substitute for dower ” (Shelton v. Carrol, 16 Ala. 148, 153), designed to expedite or “ coerce ” (Simmons v. Lyle, 32 Gratt. 752, 758) the assignment of dower which was at that time the only statutory right in her deceased husband’s estate which the widow possessed.

It follows that from its inception quarantine was merely a right which supplements her right as life tenant ” (Minner v. Minner, 84 W. Va. 679, 682; 100 S. E. 509) pursuant to the laws relating to dower. The widow’s possession or quarantine is an incident only to her dower, belonging to that right and inseparable from it.” (Bleecker v. Hennion, 23 N. J. Eq. 123, 125.) (See, also, Falvey v. Hicks, 315 Mo. 442, 461; 286 S. W. 385.)

The few New York cases in which the question has been adjudicated demonstrate an identical conception of the right. “ The house was a leasehold, Voeleltner being a tenant for a year, and the statute giving to the widow what is called her quarantine, the right to remain for forty days after his death, in the chief house of her husband * * * has no application to such property. It relates only to lands in which the widow has a right or claim of dower. Here the executor had a right to take immediate possession of the house, on the death of his testator.” (Voelckner v. Hudson, 3 N. Y. Super. Ct. 215, 218.)

“It is supposed that under our statute the widow has a right to her quarantine until her dower be assigned her. * * * ^he construction, therefore, of our statute and Magna Carta must be the same; and that of the latter appears to be well settled.” (Jackson ex dem. Clark v. O’Donaghy, 7 Johns. 247, 248.) (See, also, Matter of Meuschke, 61 Misc. 9, 11; Matter of Stiles, 64 id. 658, 662.)

The essential difference between quarantine and the family exemptions is pointed out in Matter of Mehn (124 N. Y. Supp. 173, 175, not otherwise reported) in which it is observed: “ Section [863]*8632713 of the Code [now Surr. Ct. Act, § 200] and this section 204 of the Real Property Law are two different and distinct rights. While every widow is entitled to have the exemptions as above construed set off to her under section 2713, it is only the widow of a deceased who left real estate in which the widow had a dower interest that is entitled to the provisions of section 204 of the Real Property Law.”

It is obvious from this review that quarantine is, in reality, substantially a preface to dower and that only a widow who is entitled to the latter may be awarded the former. Does the present applicant come witliin this category? Prima facie, she does not. The decedent died in July, 1939.

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In re the Estate of Kelly, 174 Misc. 860, 20 N.Y.S.2d 684, 1940 N.Y. Misc. LEXIS 1843 (N.Y. Super. Ct. 1940).

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