In re the Estate of Maul

176 Misc. 170, 26 N.Y.S.2d 847, 1941 N.Y. Misc. LEXIS 1647
CourtNew York Surrogate's Court
DecidedApril 11, 1941
StatusPublished
Cited by24 cases

This text of 176 Misc. 170 (In re the Estate of Maul) 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 Maul, 176 Misc. 170, 26 N.Y.S.2d 847, 1941 N.Y. Misc. LEXIS 1647 (N.Y. Super. Ct. 1941).

Opinion

Vandermeulen, S.

The decedent, who was unmarried at the time, executed a will on January 25, 1935, by which, except for two legacies to church and charitable uses, he gave his estate to his two brothers and named them executors therein.

On August 19, 1939, the decedent married the petitioner, Lynda M. Maul. Following the marriage ceremony and on the same day he executed a codicil to his will, both of which have been duly admitted to probate. By the codicil he bequeathed to the peti[171]*171tioner $2,500 in money, the use of his home and its furnishings while she remained unmarried and the income for life from a trust fund of $25,000 until she remarried. Concurrently with the execution of the codicil, the petitioner executed an instrument in accordance with subdivision 9 of section 18 of the Decedent Estate Law, by which she waived the right of election to take the share of decedent’s estate secured her by the preceding subdivisions of that section.

There was no certificate of acknowledgment attached to the instrument, but it was witnessed by William A. Drews and A. W. Dietrich and they affixed their signatures after the signature of the petitioner.

Pursuant to section 305 of article 9 of the Real Property Law, a subpoena was served on William A. Drews. He appeared in the Surrogate’s Court, was examined, testified that the waiver of election was signed by the petitioner in his presence and answered the questions in compliance with section 304 of the Real Property Law. To comply with section 306 there was attached to the instrument the necessary certificate of the surrogate before whom the witness was examined.

Counsel for the petitioner questioned the right of the surrogate to issue the subpoena on the ground that section 305 has no application inasmuch as it applies solely to the examination of a witness to a conveyance. But whether the instrument in question is a conveyance or not, this court had the right to send out a subpoena in this proceeding. It is the duty of any court to aid in disclosing the facts, not in suppressing them.

The widow seeks by this proceeding to secure a determination that she is entitled under the provisions of section 18 of the Decedent Estate Law to elect to take her share of the estate of Peter Maul as in intestacy. Her contention is that the said instrument was not acknowledged as required by the statute and consequently is ineffective to bar her right of election.

The petitioner stresses Matter of McGlone (284 N. Y. 527), decided by the Court of Appeals on December 31, 1940. The distinction between that case and the instant one lies in the fact that there were two witnesses to the instrument executed by the petitioner, whereas the instrument in the McGlone case bore neither an acknowledgment nor the signature of a witness.

Subdivision 9 of section 18 of the Decedent Estate Law provides: “ The husband or wife during the lifetime of the other may waive the right of election to take against a particular last will and testament by an instrument subscribed and duly acknowledged, or may waive such right of election to take against any last will and testa[172]*172ment of the other whatsoever in an agreement so executed, made before or after marriage. An agreement so executed made before the taking effect of this section wherein a spouse has waived or released all rights in the estate of the other spouse shall be deemed to release the right of election granted in this section.”

Section 291 of the Real Property Law provides: “ A conveyance of real property, within the State, on being duly acknowledged by the person executing the same, or proved as required by this chapter, and such acknowledgment or proof duly certified when required by this chapter, may be recorded in the office of the clerk of the county where such real property is situated.”

Section 292 of the Real Property Law provides: “Except as otherwise provided by this article, such acknowledgment can be made only by the person who executed the conveyance, and such proof can be made only by some other person, who was a witness of its execution, and at the same time subscribed his name to the conveyance as a witness.”

Section 304 of the Real Property Law provides: “ When the execution of a conveyance is proved by a subscribing witness, such witness must state his own place of residence, and that he knew the person described in and who executed the conveyance. The , proof must not be taken unless the officer is personally acquainted with such witness, or has satisfactory evidence that he is the same person, who was a subscribing witness to the conveyance.” Was this instrument duly acknowledged so as to make it sufficiently effective to accomplish the apparent intent? The section does not specify the manner of acknowledgment. It does not state the acknowledgment must be made at the time of execution, before a specified person or officer, nor that it must be made by the person executing the instrument. Acknowledge means “ to own or admit the knowledge of; to recognize as a fact or truth.” (Webster’s New International Diet. [2d ed.]; Words and Phrases [Permanent ed.], vol. 1, p. 620.)

In legal conception the term mentioned is defined as follows:

“ The acknowledgment is an authentication or verification of the signature of the petitioner. * * * It establishes merely that the petition was ‘ duly signed.’ It proves the identity of the person whose name appears on the petition that such person signed the petition.” (Matter of Bristol v. Buck, 201 App. Div. 100.) Sections 10 and 11 of the General Construction Law provide:'

“ 10. The terms acknowledge and acknowledgment, when used with reference to the execution of an instrument or writing other than a deed of real property, include a compliance with the provisions of the next section by either such proof or acknowledgment.

[173]*173“11. When the execution of an instrument or writing is authorized or required by law to be acknowledged, or to be proven so as to entitle it to be filed or recorded in a public office, the acknowledgment may be taken or the proof made before any officer * * * authorized to take the acknowledgment or proof of the execution of a deed of real property to entitle it to be recorded in a county clerk’s office, and shall be made and certified in the same manner as such acknowledgment or proof of such deed.”

The court is of the opinion that the section applies to instruments of the nature now before it as well as many others. Certainly to be of any effect it must be filed or recorded in the surrogate’s office and to entitle it to be so filed or recorded the execution must be acknowledged, or the proof made, and the certification must« be in the same manner as the acknowledgment or proof of a deed. Section 11 does not state that the instrument must be a conveyance.

The petitioner contends that the instrument in question is not a conveyance and, therefore, the sections of the Real Property Law relative to the acknowledgment of conveyances do not apply. This court does not agree with this contention. Subdivision 3 of section 290 of the Real Property Law states:

“3. The term ‘ conveyance ’ includes every written instrument, by which any estate or interest in real property is created, transferred, mortgaged or assigned, or by which the title to any real property may be affected.”

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Bluebook (online)
176 Misc. 170, 26 N.Y.S.2d 847, 1941 N.Y. Misc. LEXIS 1647, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-maul-nysurct-1941.