In re the Estate of McGlone

171 Misc. 612, 13 N.Y.S.2d 76, 1939 N.Y. Misc. LEXIS 1996
CourtNew York Surrogate's Court
DecidedJune 12, 1939
StatusPublished
Cited by8 cases

This text of 171 Misc. 612 (In re the Estate of McGlone) 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 McGlone, 171 Misc. 612, 13 N.Y.S.2d 76, 1939 N.Y. Misc. LEXIS 1996 (N.Y. Super. Ct. 1939).

Opinion

Wingate, S.

In view of the earnest and repeated efforts of the petitioners to defeat the present widow’s right of election without a hearing on the merits (Matter of McGlone, 166 Misc. 636; 169 id. 498; affd., 256 App. Div. 1074), the actual trial of the issues appeared as something of an anti-climax.

No testimony was introduced, the composite showing being the introduction into evidence of three documents, namely, first, a stipulation amending the answer of the widow so as to admit her subscription and delivery of the paper upon which her opponents rely to defeat her rights; second, the paper itself; and third, a certified copy of the marriage certificate of the parties, showing the consummation of their marriage on February 4, 1922. Finally, a stipulation was entered on the record that the asserted renunciation or waiver by the present widow of rights in the estate of her husband was not in her handwriting but in that of some other unidentified individual and that the only portion thereof which was written by her was the signature.

It follows, both sides having rested, that the issue raised by the executors to the effect that the widow is precluded from exercising her asserted right of election must be determined on this meagre demonstration and on the showing of the record, consisting preponderantly of the allegations of the petition in so far as they are not denied.

In view of the denials of paragraphs seventh to eleventh of the petition except for the admission in paragraph two of the answer that the widow signed and delivered to the decedent the alleged waiver, and the failure to introduce any evidence in support of the [614]*614allegations therein made, they must, except for the noted admissions, be excluded from consideration in the evaluation of the composite situation.

As thus reduced to lowest terms, the record demonstrates that the parties validly intermarried on February 4, 1922. Two days prior to the solemnization of the nuptials, the present widow signed and turned over to the decedent a document which had not been prepared by her, and “ knowledge of the nature, terms and effect ” of which she denies. This document reads as follows:

“ I, Helena Day Snyder, being of sound mind and in possession of all my faculties, on the eve of my marriage to John J. McGlone, in London, England, on February, 4th, 1922, wish to record, of my free will, that, as I already possess, in my own right, ample of this world’s goods in the way of a fortune of my own, as a compliment to my aforesaid husband, and for other good and sufficient reasons, I hereby, voluntarily and irrevocably, renounce all right, title and interest I might, legally or otherwise, have in any estate, real or personal, of which my said husband to be, John J. McGlone, might die seized.
“ HELENA DAY SNYDER.”

The decedent died a resident of this county on February 22, 1937, survived by the widow, a sister, two brothers and three nephews, sons of deceased brothers, as his only statutory distributees. His estate, as valued in the estate tax proceedings, of which this court may take judicial notice (Matter of Surpless, 143 Misc. 48, 50; Matter of Morningstar, Id. 620, 623; Matter of Blake, 146 id. 780, 781, 782; Matter of Goldowitz, 153 id. 182, 184; Matter of Greenberg, 158 id. 446, 448; Matter of Reilly, 165 id. 214, 218; Matter of Grube, 7 N. Y. Supp. [2d] 794, 798, not otherwise reported), amounted to $236,852.74.

His will was executed on August 21, 1930, and a codicil thereto was "dated on July 6, 1934. Both were admitted to probate in this court on April 8, 1937. By reason of the execution of the codicil subsequent to August 31, 1930, the composite testamentary disposition is brought within the purview of section 18 of the Decedent Estate Law (Matter of Greenberg, 141 Misc. 874, 880, 881; affd., 236 App. Div. 733; affd., 261 N. Y. 474), with the result, since the valid inception of the marriage is both demonstrated and admitted, that the widow is presumptively entitled (Matter of Green, 155 Misc. 641, 649; affd., 246 App. Div. 583; Matter of Vogel, 251 id. 741) to receive a testamentary benefit, at least partly in cash and the balance on a life trust, amounting to $118,426.37. (Dec. Est. Law, § 83, subd. 4; § 18, subd. 1 [a].) The testamentary instruments, as probated, gave her a general legacy of $2,000 and no more.

[615]*615In view of the noted presumption which arises by reason of the demonstration of the valid marriage between the parties, the burden is imposed upon those contending for a contrary result to show some legal reason why the right of election accorded by section 18 of the Decedent Estate Law and asserted by the widow should not be effectuated. By reason of the composite demonstration it is presently immaterial whether this burden is one of proof or merely of going forward.

Since the right of election accorded to a surviving spouse by section 18 is absolute except as expressly conditioned by the terms, of the section, the burden is imposed upon the petitioners who seek a determination that such right is not possessed by this widow to demonstrate the existence of some exception in the statute which has the effect of depriving her of its benefits. They point for this purpose to subdivision 9 of section 18, which reads

“ 9. 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 testament 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.”

Two matters are notable in the language employed in this section. The first is that the only variety of document which, under its language, is declared effective to bar the elective right of the surviving spouse is one which is “ subscribed and duly acknowledged.” This requirement is prescribed whether such document be “an instrument ” required for waiver of the right to elect against an identified will, or “ an agreement ” prescribed as prerequisite if all rights of the surviving spouse in their entirety are to be relinquished. In other words, this requirement of acknowledgment is expressly stipulated in respect of each of the three varieties of documents contemplated in the section, namely, the “ instrument ” of waiver against a single identified will, the “ agreement ” of waiver against any will which is executed after the effective date of the statute, and the “ agreement ” of waiver or release executed prior to the effective date of the statute.

According to the terms of the subsection it is only a document of this particular description and presenting this prescribed characteristic which will be effective for the purpose of depriving the surviving spouse of the enlarged statutory rights of participation in the estate of her deceased husband accorded her by section 18. [616]*616In view of the remedial nature of the legislation effected in this enactment as a whole and the liberal interpretation of its terms in favor of the enlarged rights of the survivor which has continuously been practiced and enjoined

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Bluebook (online)
171 Misc. 612, 13 N.Y.S.2d 76, 1939 N.Y. Misc. LEXIS 1996, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mcglone-nysurct-1939.