In re the Estate of Lalli

340 N.E.2d 721, 38 N.Y.2d 77, 378 N.Y.S.2d 351, 1975 N.Y. LEXIS 2244
CourtNew York Court of Appeals
DecidedNovember 25, 1975
StatusPublished
Cited by25 cases

This text of 340 N.E.2d 721 (In re the Estate of Lalli) is published on Counsel Stack Legal Research, covering New York Court of Appeals 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 Lalli, 340 N.E.2d 721, 38 N.Y.2d 77, 378 N.Y.S.2d 351, 1975 N.Y. LEXIS 2244 (N.Y. 1975).

Opinion

Jones, J.

We hold that EPTL 4-1.2 (subd [a], par [2]) is not unconstitutional to the extent that it prescribes the entry during the father’s lifetime of an order of filiation declaring paternity as a condition precedent for inheritance by an illegitimate child from his or her father.

In this case an illegitimate son, over 25 years of age at the time of his father’s death, sought an order in Surrogate’s Court for a compulsory accounting by the administratrix of his deceased father’s estate. The administratrix, the decedent’s widow, moved to dismiss the son’s application on the ground that he was not a distributee and hence had no standing to compel an accounting.

The facts are undisputed. Appellant and his sister were the natural son and daughter of the decedent, having been born on August 24, 1948 and March 19, 1950, respectively. Respondent administratrix had been married to the decedent for some 34 years prior to the decedent’s death on January 7, 1973, during which time the decedent and she had resided together as husband and wife. The natural mother of appellant and his sister had died on October 11, 1968. It was not contested that during his lifetime the decedent had provided financial support for both appellant and his sister. Additionally it appeared that when appellant wished to be married in April, 1969 parental consent was required because he was then under age 21. Incident to the granting of such consent the decedent had acknowledged that appellant was his son in a writing sworn to before a notary public. It is agreed, however, that there was never any order of filiation.

The Surrogate granted respondent’s motion to dismiss the application for a compulsory accounting on the ground that appellant was not a distributee under EPTL 4-1.2 (subd [a], par [2]). In so doing the Surrogate rejected appellant’s contention that EPTL 4-1.2 (subd [a], par [2]) is unconstitutional. On direct appeal pursuant to CPLR 5601 (subd [b], par [2]) we affirm.

EPTL 4-1.2, bearing the heading, "Inheritance by or from illegitimate persons”, provides in pertinent part:

"(a) For the purposes of this article:
"(1) An illegitimate child is the legitimate child of his [80]*80mother so that he and his issue inherit from his mother and from his maternal kindred.
"(2) An illegitimate child is the legitimate child of his father so that he and his issue inherit from his father if a court of competent jurisdiction has, during the lifetime of the father, made an order of filiation declaring paternity in a proceeding instituted during the pregnancy of the mother or within two years from the birth of the child.
"(3) The existence of an agreement obligating the father to support the illegitimate child does not qualify such child or his issue to inherit from the father in the absence of an order of filiation made as prescribed by subparagraph (2).
"(4) A motion for relief from an order of filiation may be made only by the father, and such motion must be made within one year from the entry of such order.”

Appellant’s assault on EPTL 4-1.2 (subd [a], par [2]) is grounded in contentions that its provisions deny him the equal protection of the law assured him under State and Federal Constitutions and the due process of law to which he is entitled under the Federal Constitution. In disposing of his challenge we address three aspects of asserted constitutional infirmity: first, the difference in proof of parenthood necessary to establish the right of inheritance from a natural father as contrasted with the proof required to establish the right of inheritance from a natural mother; second, the insistence that there be an order of filiation; and third, insistence that the order of filiation be made during the lifetime of the natural father.

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Bluebook (online)
340 N.E.2d 721, 38 N.Y.2d 77, 378 N.Y.S.2d 351, 1975 N.Y. LEXIS 2244, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-lalli-ny-1975.