In re the Estate of Sadowski

246 A.D. 490, 284 N.Y.S. 521, 1935 N.Y. App. Div. LEXIS 8706
CourtAppellate Division of the Supreme Court of the State of New York
DecidedDecember 23, 1935
StatusPublished
Cited by17 cases

This text of 246 A.D. 490 (In re the Estate of Sadowski) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York 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 Sadowski, 246 A.D. 490, 284 N.Y.S. 521, 1935 N.Y. App. Div. LEXIS 8706 (N.Y. Ct. App. 1935).

Opinion

Lewis, J.

We review a surrogate’s decree which denies the right of election by a surviving husband to an “ intestate share ” in his wife’s estate under section 18 of the Decedent Estate Law (added by Laws of 1929, chap. 229, § 4, as amd. by Laws of 1930, chap. 174, § 1, and Laws of 1931, chap. 562, § 1).

The decedent, Mary Sadowski, and the appellant were married February 2, 1921, and lived together until May 3, 1922, when a separation occurred. Following her death in 1932 ■ without reconciliation with the appellant —• and upon the probate of her [491]*491will dated October 27, 1932, which disinherited him, the appellant filed a petition to establish his right by election to share in her estate. At hearings before the surrogate which followed, proof was given bearing upon the question whether the appellant was qualified to take an intestate share ” of the decedent’s estate within the requirements of section 18 of the Decedent Estate Law. The statute provides in part:

§ 18. Election by surviving spouse against or in absence of testamentary provision. 1. Where a testator dies after August thirty-first, nineteen hundred and thirty, and leaves a will thereafter executed and leaves surviving a husband or wife, a personal right of election is given to the surviving spouse to take his or her share of the estate as in intestacy, subject to the limitations, conditions and exceptions contained in this section.
“ (a) In exercising the right of election herein granted a surviving spouse shall in no event be entitled to take more than one-half of the net estate of the decedent, after the deduction of debts, administratration expenses and any estate tax, and the words ' intestate share ’ wherever used in this section shall in ■ no event be construed to mean more than one-half of such net estate. * * *
“ 4. No husband who has neglected, or refused to provide for his wife, or has abandoned her, shall have the right of such an election.”

The executors of the decedent’s estate, who are respondents before us, claim the evidence before the surrogate established that the appellant abandoned his wife in 1922 and that thereafter he refused to provide for her, thereby depriving himself of the benefits of the statute quoted above.

We have examined the record and conclude that the weight of evidence favors the surrogate’s findings of fact that when the petitioner and the decedent separated, the appellant did not leave their home voluntarily but at the express request of the decedent; that thereafter he attempted a reconciliation but bis overtures were futile; that the deceased wife owned the home and was possessed of ample means; that from the date of appellant’s departure from the home of his wife, he never corresponded with her or contributed to her support; that there is no direct, conclusive evidence that the appellant ever refused to provide for the decedent or that he abandoned her.

Upon such findings, however, the surrogate draws the conclusion: I am constrained by the use of the word neglect ’ in subdivision 4, section 18 of the Decedent Estate Law to find that said surviving spouse is not entitled to a right of election to take against the provisions of said will.” The appellant challenges the legality of that conclusion.

[492]*492The question is thus presented whether a surviving husband has “ neglected ” his wife, within the contemplation of section 18, subdivision 4, of the Decedent Estate Law, when it appears that he did not abandon her but left her home involuntarily at her request; that subsequent overtures on his part to effect a reconciliation were futile and that there is a failure of proof that he refused to provide for her. What was the intent or purpose of the Legislature as expressed by the language employed in section 18, subdivision 4, of the Decedent Estate Law?

As an aid to construing the intent of the statute, we may have recourse to the proceedings of the Legislature which led to its enactment. (Woollcott v. Shubert, 217 N. Y. 212, 221; Consolidated Laundries Corp. v. Roth, 241 App. Div. 48, 50; Lapina v. Williams, 232 U. S. 78, 90.)

In 1927 the Legislature appointed a Commission to investigate and recommend as to the advisability of a revision of the Real Property Law, the Personal Property Law, the Decedent Estate Law and the other statutes of this state as the Commission may deem advisable for the purpose of modernizing and simplifying the law relating to estates and the systems of descent and distribution of property, the advisability of establishing a unified system for the devolution of real and personal property, and to prepare proposed legislation for such purposes ” (Laws of 1927, chap. 519). A Commission thus appointed recommended changes in the substantive law of estates, with such new procedure as the changes in substance made necessary. (Legis. Doc. 1928, No. 70; Id. 1929, No. 62; Id. 1930, No. 69.) By its first supplemental report to the Legislature of 1929, the Commission recommended a general revision of the Decedent Estate Law which was later accomplished by the enactment of chapter 229 of the Laws of 1929, effective September 1, 1930.

As a part of the revision thus proposed a new section of statute was recommended •—■ which later was enacted as section 18 of the Decedent Estate Law — giving to a surviving husband or wife the right of election to take against the will of his or her deceased spouse, subject, however, to certain stated limitations. These limitations include the condition ■—■ which is pertinent to this proceeding —■ that No husband who has neglected or refused to provide for his wife, or has abandoned her, shall have the right of such an election.”

In support of its recommendation of this condition the Commission’s report to the Legislature carried the following written comment or note: Such an abandonment or refusal or neglect to provide, is intended, as our courts uphold as sufficient to sustain a [493]*493judgment of separation under section 1161 of the Civil Practice Act.” (Reports of Commission to Investigate Defects in the Laws of Estates — Legis. Doc., 1930, No. 69, p. 116.) The comment or note last quoted was before the Legislature of 1929 which enacted section 18, subdivision 4, of the Decedent Estate Law, in language identical with that proposed by the Commission. We, therefore, accept it as a strong indication of the legislative intent.

The Commission's comment becomes more persuasive as a guide to interpretation when we note that the language proposed by the Commission follows closely the language of section 1161 of the Civil Practice Act, to which the note refers, and which makes provision for a separation action “ for either of the following causes: * * *

“ 3. The abandonment of the plaintiff by the defendant.
“ 4. Where the wife is plaintiff, the neglect or refusal of the defendant to provide for her.”

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Bluebook (online)
246 A.D. 490, 284 N.Y.S. 521, 1935 N.Y. App. Div. LEXIS 8706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-sadowski-nyappdiv-1935.