In re the Estate of Sitkin

151 Misc. 448, 271 N.Y.S. 688, 1934 N.Y. Misc. LEXIS 1304
CourtNew York Surrogate's Court
DecidedMay 12, 1934
StatusPublished
Cited by26 cases

This text of 151 Misc. 448 (In re the Estate of Sitkin) 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 Sitkin, 151 Misc. 448, 271 N.Y.S. 688, 1934 N.Y. Misc. LEXIS 1304 (N.Y. Super. Ct. 1934).

Opinion

Wingate, S.

An interesting and apparently hitherto undetermined question respecting the effect of the newly-given right of a surviving spouse to elect to take against a will is raised in the case at bar.

Mayer Sitkin, the surviving spouse, intermarried with the decedent, Sarah, at some undisclosed time considerably prior to 1917. In that year they were residing in Holyoke, Mass. He then abandoned the deceased and his children, and remained away until some time in 1919, the wife supporting herself by her own efforts during the interval.

In or about January, 1919, he was induced by a son to return for the purpose of attending the wedding of the latter, and remained until about the end of June, 1923, when his wife was taken ill and went to a hospital. He then again left, and never subsequently lived with, or returned to, or visited, or in any wise contributed to the support of, the deceased or their children.

By her will the deserted wife and mother bequeathed her entire property to her children, with the exception of the ritualistic one dollar left to the husband, stating in this connection that he is to receive none of my worldly goods, as all that I now own and possess has been received from my beloved children.” According to the account the net estate, without deduction for commissions or expenses of accounting, aggregates $2,370.33.

The peripatetic husband has now reappeared and asserts a right to take an intestate share against the provisions of the will, under section 18 of the Decedent Estate Law, and further claims the allowances, by way of family exemptions, specified in section 200 of the Surrogate’s Court Act.

The issues as to the validity of his claims arise for determination upon the submission for judicial settlement of the final account of the executor, and are raised by the objection of the husband to the failure of the executor to either provide for the effectuation of the election, or to set aside the assets to which claim is made under section 200.

As developed on the hearing, the position of the claimant is that in June, 1923, before his final departure, he and the decedent entered into a separation agreement pursuant to which he paid her approximately $4,000 in lieu of all claims for support.

The demonstration on this phase of the case is unsatisfactory to a degree. It was shown that at the time of claimant’s return from [450]*450his abandonment of decedent in 1919, claimant and decedent jointly purchased the bakery business of their son David, together with the premises upon which it was conducted. The purchase price was paid partly in cash and partly by the giving of a mortgage, and the original sums and the sums on the mortgage were both paid by the claimant and decedent individually, each paid by an individual check,” and each executed the mortgage. The conveyance was made to Mayer Sitkin and Sarah K. Sitkin ” without any descriptive designation.

On or about July 14, 1922, the claimant and decedent jointly conveyed the real estate to a third party, receiving in return separate mortgages of $2,187.50 each, and on June 30, 1923, jointly sold the bakery business which they had conducted, receiving each a check for $250 and a chattel mortgage running to both for $1,500.

The alleged separation agreement was not produced, and the only testimony respecting it was adduced by deposition from an attorney who asserted that he had drawn it and supervised its execution.

Certain features of his deposition and facts connected with it are of interest as bearing upon the reliability of his testimony. After stating that he had several times seen decedent and claimant execute papers in his office in 1922, he continued: I do not remember the dates as this was so long ago. The last paper was signed by Sarah and Mayer ’Sitkin and also by Meyer Rosenberg, as trustee for Sarah Sitkin. Meyer Rosenberg is a Rabbi who was at that time in Holyoke, Massachusetts.” He further testified that the last paper was prepared in triplicate and one copy given to each of the parties and one to the rabbi; that although he had made diligent search therefor, he had been unable to find his office copy.

Regarding the last alleged document, he deposed: The last paper, signed by Mr. and Mrs. Sitkin and by Rabbi Rosenberg as trustee for Mrs. Sitkin, stated that Mr. and Mrs. Sitkin were unhappy and could not go on living together, and that they, therefore, had, were, and became permanently separated; that Rabbi Rosenberg acted as trustee therein for Mrs., Sitkin; that Mayer Sitkin gave Sarah Sitkin, and she accepted, a lump sum which was in excess of Four Thousand Dollars, and was one-half of what he had, for her support for the rest of her life in place of periodic payments; and that Mayer Sitkin also turned over to Sarah Sitkin the household furniture and belongings. As explained above I do not remember the date of this agreement; it was made in 1922, shortly after Mayer Sitkin sold his property and business in Holyoke, Massachusetts. The preceding paper was the deed conveying the property.”

[451]*451An interesting side light on the credibility of this witness is furnished by a letter written and personally signed by him under date of May 8, 1933, addressed to the executor. This reads:

“ Re Estate of Sarah Sitkin File No. 422
“ In reply to your letter of May 5th, I wish to state that I remember some years ago representing the above named party and her husband in some difficulties.
“ The children are, however, under a misapprehension as there was absolutely no definite separation agreement. There was, however, a paper drawn up which was deposited with Rabbi Rosenberg who at that time was in Holyoke, however, this had absolutely no legal effect. I explained it to them at that time.
Frankly, I am willing to do all I can to help the children for I well remember the husband for the disagreeable treatment he gave to his family, however, I guess as a matter of law, I can't be of much assistance to you.
Very truly yours,
“ (Signed) BENJAMIN F. EVARTS.”

The deposition, which was executed about nine months later, contains the following concluding statement which possesses some significance in view of the testimony of Rabbi Rosenberg to be noted later. It reads: My recollection as to all of the foregoing * * * was refreshed by letters I received from * * * Mr. Sitkin’s present attorney, by a talk I had with Mr. Sitkin personally in New York last October, and especially by talks I had lately with Rabbi Rosenberg and with my former secretary in my employ at the time of the signing of the agreement.”

For the purpose of assaying the value of this especial refreshment of recollection in consequence of the alleged recent talks with Rabbi Rosenberg, which was so striking as to cause the witness completely to reverse his apparently deliberate statement that “ there was absolutely no separation agreement,” a reference to the testimony of the rabbi himself is of interest. He expressly disclaimed any recollection of having acted as trustee or otherwise in, or having anything to do with, or knowing of, any separation agreement between the decedent and claimant. His only recent contact with the attorney is described by him as follows: “ about March 14th, 1934, Benjamin F.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Erbrich Products Co., Inc. v. Wills
509 N.E.2d 850 (Indiana Court of Appeals, 1987)
In re the Estate of Lamos
63 Misc. 2d 840 (New York Surrogate's Court, 1970)
In re the Estate of Tanburn
204 Misc. 970 (New York Surrogate's Court, 1953)
In re the Construction of the Will of Gahan
276 A.D.2d 647 (Appellate Division of the Supreme Court of New York, 1950)
Marriott v. State
196 Misc. 454 (New York State Court of Claims, 1945)
In re the Estate of Bennett
178 Misc. 442 (New York Surrogate's Court, 1942)
People v. Kollender
169 Misc. 995 (New York County Courts, 1939)
In re the Estate of Clark
166 Misc. 909 (New York Surrogate's Court, 1938)
In re the Estate of Gaubert
164 Misc. 768 (New York Surrogate's Court, 1937)
In re the Estate of Tankelowitz
162 Misc. 474 (New York Surrogate's Court, 1937)
In re the Estate of Derry
161 Misc. 135 (New York Surrogate's Court, 1936)
In re the Estate of Curley
160 Misc. 844 (New York Surrogate's Court, 1936)
In re the Estate of Lawson
158 Misc. 902 (New York Surrogate's Court, 1936)
In re the Estate of Mackenzie
158 Misc. 543 (New York Surrogate's Court, 1936)
In re the Estate of Schmidt
157 Misc. 502 (New York Surrogate's Court, 1935)
In re the Estate of Wheeler
156 Misc. 830 (New York Surrogate's Court, 1935)
In re the Estate of Collins
156 Misc. 783 (New York Surrogate's Court, 1935)
In re the Estate of McCann
155 Misc. 763 (New York Surrogate's Court, 1935)
In re the Estate of Green
155 Misc. 641 (New York Surrogate's Court, 1935)
In re the Estate of Sachs
155 Misc. 233 (New York Surrogate's Court, 1935)

Cite This Page — Counsel Stack

Bluebook (online)
151 Misc. 448, 271 N.Y.S. 688, 1934 N.Y. Misc. LEXIS 1304, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-sitkin-nysurct-1934.