In re the Estate of Renard

157 Misc. 174, 283 N.Y.S. 44, 1935 N.Y. Misc. LEXIS 1517
CourtNew York Surrogate's Court
DecidedOctober 31, 1935
StatusPublished
Cited by4 cases

This text of 157 Misc. 174 (In re the Estate of Renard) 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 Renard, 157 Misc. 174, 283 N.Y.S. 44, 1935 N.Y. Misc. LEXIS 1517 (N.Y. Super. Ct. 1935).

Opinion

Foley, S.

This is an application for ancillary letters. It is undisputed that Mme. Renard died a resident of and domiciled in the Republic of France. She was the widow of Michael Winburn, in whose estate litigation arose in this court over the construction of [175]*175his will. By decision of the Court of Appeals, intestacy was found as to a large part of the property left by him (Matter of Winburn, 265 N. Y. 366). It is alleged in the present proceeding that the share of the intestate property to which the decedent, as Mr. Winburn’s widow, succeeded approximates $400,000. Shortly "after Mr. Winburn’s death his widow married a French government official. Within a brief period after her remarriage she was killed in an aviation accident. It is undisputed that her will was duly admitted to probate in France. A contest arises, however, as to the person or persons entitled to ancillary letters.

Claim is made, on the one hand, by Stuart G. Gibboney, who represented the former Mrs. Winburn in the litigation in New York State over her husband’s estate. His claim is based upon his designation as attorney-in-fact by Henri Couturier, a notary in Paris and the official in whose office the will was filed and recorded. By a special order of the French court having jurisdiction of the estate, Courturier was appointed with authority to take over all funds and securities and property located in the United States of America and particularly the interest of Mme. Renard in the estate of Michael Winburn. Specific authority was given to Courturier to appoint an attorney-in-fact to effectually carry out his duties in collecting the assets in New York.

On the other hand, it is asserted by the attorneys-in-fact of the six heirs of Mme. Renard that ancillary letters may not issue to the designee of Couturier because he is not a person entitled to the possession and administration of the personal property of the decedent in the Republic of France, and that he, neither personally nor his attorney-in-fact, is entitled to ancillary letters.

The heirs of Mme. Renard were permitted by me to intervene in the proceeding under the authority of Matter of Connell (221 N. Y. 190). Messrs. Coudert Brothers, as counsel and attorneys-in-fact for these heirs, raise numerous questions as to the right of Mr. Gibboney to receive the ancillary letters. These contentions range from the irregularity of the order of the French court appointing Couturier as representative of the estate, to the construction of the will of the testatrix, the scope of the French statutes, and finally to the interpretation of sections of our own Surrogate’s Court Act (Sections 159 and 161), which apply to the appointment of an ancillary representative and the issuance of ancillary letters. They assert that the heirs are entitled to the possession of the personal property of the decedent ” and that under the provisions of section 161 of the Surrogate’s Court Act letters must issue to their designated attorney-in-fact.

All of these contentions of counsel for the heirs are overruled.

[176]*176I specifically hold that Mr. Gibboney, as the designated substitute of the duly appointed French representative of the estate, is entitled to ancillary letters of administration with the will annexed. The regulations applying to the issuance of ancillary letters are mandatory upon the surrogate in so far as they provide for the priority of the persons entitled to be appointed as an ancillary" representative. (Baldwin v. Rice, 183 N. Y. 55; Matter of Cornell, 267 id. 456, at p. 464.) A reservation of the right to determine whether the court has jurisdiction to issue such letters, and particularly whether the domicile of the decedent was in the foreign state or country or in this State, necessarily exists. (Taylor v. Syme, 162 N. Y. 513; Matter of Connell, 221 id. 190.) There is also discretion reserved to the surrogate as to whether he shall entertain the proceeding, under certain circumstances, thus where original letters are presented in New York from two foreign States based upon conflicting- claims of domicile in each State. (Matter of Cornell, Delehanty, S., 149 Misc. 553; revd., 242 App. Div. 502; revd., and Surr. Ct. affd., 267 N. Y. 456.)

Under the language of section 161 of the Surrogate’s Court Act, the order of priority of those entitled to letters where there is a will may be enumerated as follows:

(1) To one or more persons especially appointed by the will as executor in respect of personal property situated within the State.

(2) To the person (executor or administrator with the will annexed) named in the foreign letters or to the foreign representative appointed by equivalent authority where the law of the foreign country is lacking in procedure for the issuance of letters as we understand them.

(3) To a person designated by the foreign executor or administrator with the will annexed, by an instrument executed and proven in the manner required by the section.

(4) To a person otherwise entitled to the possession of the personal property of the decedent.”

(5) To a person designated by a person otherwise entitled to the possession of the personal property of the decedent ” by an instrument executed and proven in the manner provided by the section.

(6) Where all of the foregoing persons, after the service of citation, have refused to qualify or to make the designation, ancillary letters may issue to the persons named in section 133 of the Surrogate’s Court Act.

Our statutes, however, recognize the testator’s own selection of an executor or representative where there is a foreign will and our courts will appoint under ancillary letters the person designated by the testator. (1 Jessup-Redf. Surr. Cts. [8th ed.] p. 1051.) Per[177]*177mission is likewise granted to the executors to nominate a person to act within this jurisdiction.

The question here is whether Mr. Gibboney, as the designee of the notary Couturier, is primarily entitled to letters. That question involves a consideration of the French law. Evidence has been taken before me on this question in the form of the testimony of an expert on the French law of estates, the specific statutes claimed to be applicable to the situation, the decisions of the French courts and treatises by French authors on the law of administration existent in that country. It appears from this testimony that where a testamentary executor ” is appointed by the will and is given seizin of a part or all of the personal property, he is entitled to administer the estate. (French Civil Code, arts. 1025 and 1026: Traite Pratique de Droit Civil Franc ais,” by Planiol and Ripert, U 683, p. 728.) Seizin may be granted by the testator by implication or under the tenor of the will. (Regnault v. Lafitte, Dalloz Reports from 1891 by the Court of Appeal of Pau, France.)

Where there is no testamentary executor who is granted seizin, the universal legatee or universal legatees are entitled in certain cases to administer the estate. A universal legatee under the French Civil Code is defined as the person or persons entitled to take the whole of the estate. (French Civil Code, art. 1003.) A specific legatee or a pecuniary legatee as understood under our law is not included within the class of universal legatees. In other cases the heirs of the testator are entitled to administer the estate. (French Civil Code, art. 724.)

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Related

In re the Estate of Lanari
40 Misc. 2d 572 (New York Surrogate's Court, 1963)
In re the Estate of Schrader
196 Misc. 400 (New York Surrogate's Court, 1949)
In re Renard
179 Misc. 885 (New York Surrogate's Court, 1943)
In Re the Will of Gifford
18 N.E.2d 663 (New York Court of Appeals, 1939)

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Bluebook (online)
157 Misc. 174, 283 N.Y.S. 44, 1935 N.Y. Misc. LEXIS 1517, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-renard-nysurct-1935.