In re the Estate of Simeone

141 Misc. 737, 253 N.Y.S. 683, 1931 N.Y. Misc. LEXIS 1530
CourtNew York Surrogate's Court
DecidedNovember 10, 1931
StatusPublished
Cited by6 cases

This text of 141 Misc. 737 (In re the Estate of Simeone) 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 Simeone, 141 Misc. 737, 253 N.Y.S. 683, 1931 N.Y. Misc. LEXIS 1530 (N.Y. Super. Ct. 1931).

Opinion

Slater, S.

Alfonso Simeone executed a will on the 1st day of April, 1924. He also executed a codicil on the 26th day of September, 1930, in the following words:

I, Alfonso Simeone, * * * having made my Last Will and Testament bearing date the 1st day of April, 1924, do now make and publish this Codicil thereto which is to be taken as an addition to a part of my said Last Will and Testament. * * *

And I hereby ratify and confirm my said Wifi and Testament in every respect save so far as any part of the same is inconsistent with this Codicil.”

Neither will nor codicil made provision for the widow.

The decedent died February 6, 1931, leaving Anna B. Martin Simeone, widow of a second marriage, and a son and grandchildren of a former marriage. The said two paper writings were admitted to probate as his last will and testament, in Westchester county, on April 17, 1931. On September 18, 1931, the surviving spouse exercised the personal right of election given by the provisions of section 18 of the Decedent Estate Law, in effect September 1, 1930.

The widow contends that the execution of the codicil after the effective date of the new statute gives rise to the right of election, and, on the other hand, the special guardian and the executor contend that the execution- of the codicil had no effect and that the will is one executed before August 31, 1930.

Section 18 of the Decedent Estate Law was enacted by chapter 229 of the Laws of 1929, which became a law April 1, 1929, with the operation of the statute postponed until September 1, 1930. Section 18 of the Decedent Estate Law provides:

§ 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.”

In publishing the codicil, the testator said it was to be taken as an addition ” to his said last will and testament, and he further stated that he ratified and confirmed his said last will and testament, “ save so far as any part of the same is inconsistent with this codicil.”

In construing the new statute and interpreting the meaning of the Legislature from the language employed, the statute must be read in its entire setting, and the purpose of the Legislature must be given effect. (People ex rel. Durham R. Corp. v. La Fetra, 230 N. Y. 429, 437.)

[739]*739The question is whether or not a codicil executed after August 31, 1930, relating to a will made before that date would have the effect of bringing the will down to the date of the codicil, so as to come within the provisions of section 18 of the new Decedent Estate Law, and giving the surviving spouse the right to take as in intestacy.

The early New York cases with regard to republication of wills arose by reason of the adoption of the Revised Statutes of 1830.

In Salmon v. Stuyvesant (16 Wend. 321) the court said (at p. 331): “ I can no more consent to the nullification of a legal operative will, on the ground that it brings the affairs of the estate into a supposed unfavorable posture, than I can join in rectifying a bargain which turns out to be unfavorable to the party.”

Root v. Stuyvesant (18 Wend. 257) relates to the same will. The court, speaking of the effect of the codicil, said (at p. 286): It is said that when this will was made, all its provisions were legal. That is true of the original execution in 1828. But this will was made when it was republished by the testator, in 1833, and then the power to lease was void.” (Italics are writer’s.)

As to the question of whether dr not the testator knew the meaning of the Revised Statutes, the court continued (at p. 298): “ I must be permitted to ask, with great deference, but certainly with some emphasis, upon what authority are we to assume that this testator did not know the law? Has such a principle of construction been before acted upon? So far from that, the principle has often been denied. Through all the changes of the statute or common law, in all departments of business and duty, it has been the maxim of courts, that every citizen knew and was bound to know the legal rules by which his contracts, his wills, and his conduct were to be governed; and that the law of the land entered into and was to be read with and made a part of them, as if it had been actually recited.”

Whether or not the testator intended that the will, as executed before the enactment of the Revised Statutes, was to continue in force, the court says (at p. 302): In judging of intent, another rule forces itself upon us equally imperative with any which we have before considered; it is, that every man shall be held to intend the legal consequences of his own act. I have already remarked, that we are to read this will just as if the testator had incorporated in it all the provisions of the Revised Statutes any way applicable; and then declared, that so far as those statutes allow, he desired his will might prevail, and that it should be void in those respects only wherein they declared it should be invalid.”

In Van Cortlandt v. Kip (1 Hill, 590; on appeal, sub nom. Kip v. [740]*740Van Cortland, 7 id. 346, 349 [Court of Errors]), the court held: “It is perfectly well settled that a republication of a will, by a codicil annexed to the will, or endorsed thereon, or referring to the will in such a way that there cannot be any doubt as to the identity of the instrument to which the codicil relates, as in this case, makes the will speak from the date of the codicil; so as to carry to the residuary devisee lands acquired by the testator between the date of the will and of the codicil, under the residuary devise contained in the original will.”

This case discusses the English cases on republication of the will, even though no intention as to republication is expressed.

Matter of Howland v. Union Theological Seminary ([1851] 5 N. Y. 193, 214) held: “ The second codicil 'became part of, and was a republication of the will, not only by operation of law, but according to the express directions of the testator, and the two must be construed together as one instrument. (Barnes v. Crowe, 1 Ves. Jr. 486; Sumner’s ed. and note; Mooers v. White, 6 Johns. Ch. R. 375; Westcott v. Cady, 5 Johns. Ch. R. 344, and cases there cited.) ” (See Van Alstyne v. Van Alstyne, [1863] 28 N. Y. 375.)

In Brown v. Clark ([1879] 77 N. Y. 369, 375) a codicil is defined to be a supplement or an addition to a will or an explanation or alteration of the former dispositions of the testator and is to be taken as part of the will, all making but one testament.

“ The general doctrine is well settled that a codicil executed with the formalities required by statute for the execution of wills, operates as a republication of a will, so far as it is not changed by the codicil.” (Citing cases.) (Italics are writer’s.)

The court (at p.

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Bluebook (online)
141 Misc. 737, 253 N.Y.S. 683, 1931 N.Y. Misc. LEXIS 1530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-simeone-nysurct-1931.