In re the Estate of Sonderling

157 Misc. 231, 283 N.Y.S. 568, 1935 N.Y. Misc. LEXIS 1574
New York Surrogate's Court·Decided November 1, 1935·Published·Cited by 9 cases

Opinion

Slater, S.

In the accounting and construction proceeding the court construed the will of the testator, especially with reference to the effect of section 17 of the Decedent Estate Law. The opinion decision, filed April 25,1935, is reported in 155 Miscellaneous Reports, 403. The contest had been brought by the committee of Lena Sonderling, testator’s incompetent mother.

On May 25, 1935, after the rendition of the opinion decision, but before the entry of the decree thereon, the mother, Lena Sonderling, died. Her committee became “functus officio.” Her administrators now seek to-be substituted in place of the committee in this proceeding.

It is contended by the residuary legatee, the charitable corporation, that the right of action did not survive her death, and that it takes the residuary estate.

It has been uniformly held that section 17 of the Decedent Estate Law, as existing prior to the amendment by chapter 229 of the Laws of 1929, could be questioned by any person who would benefit by the application of its terms, irrespective of whether or not the objector was within the class of persons expressly named in the statute. (Decker v. Vreeland, 220 N. Y. 326; Matter of Mosley, 138 Misc. 847; Matter of Sloat, 141 id. 710, 712.) Under the former law (Chapter 360 of the Laws of 1860), as amended, a right of property existed in those who would take the intestate part pursuant to the Decedent Estate Law. Testamentary power may be limited by law. The act of 1860 imposed a limitation on the right of the [233]*233testator to devise. (Amherst College v. Ritch, 151 N. Y. 282, 333.) It was not against public policy to allow gifts to charitable corporations. The law was not conceived in hostility to such corporations. “ It is aimed simply at the giving of an undue proportion to charity by will, when certain near relations have, in the opinion of the Legislature, a better claim.” (Matter of Tone, 186 App. Div. 361; affd., 226 N. Y. 696.)

And so chapter 360 of the Laws of 1860 continued as amended by chapter 301 of the Laws of 1923. Then came a revision of the Decedent Estate Law by the Commission to Investigate Defects in the Laws of Estates, resulting in chapter 229 of the Laws of 1929, in effect September 1, 1930. The report of the Commission with reference to section 17 in part said: It is also now proposed that the right to object to the will shall be limited to those whose survivorship gives the ground for the objection. Instances are not infrequent of remote relatives alone making objections to the will and receiving portions of the estate bequeathed for charitable purposes — a result which is not within the apparent purpose of the legislation.” (Legis. Doc. 1930, No. 69, p. 74.)

One of the instances ” referred to by the Commission in its report is Matter of De Lamar (203 App. Div. 638; affd., 236 N. Y. 604).

The amendment to section 17 in 1929 included a new clause as follows: “ The validity of a devise or bequest for more than such one-half may be contested only by a surviving husband, wife, child, descendant, or parent." Another clause of the amendment related to non-allowance of interest or gains to charities where there has been postponement of payment.

What is the effect of the amendment, if any, upon the intestate rights of the mother of the testator in the instant case?

Here the mother is one of the preferred class, and also sole distributee. There will be cases where persons other than members of the preferred class will be distributees.

An anomalous situation is created by the present law. It is claimed that in one part of the statute the Legislature restrains the giving of more than one-half; and in another part permits charitable corporations to take such intestate property, if no contest takes place; that it takes away the remedy of the distributees and vests in a preferred class the right to start a contest which would result in reclaiming such half.

A question of statutory construction is presented.

The cardinal rule in the interpretation of statutes is to give effect to the intention of the Legislature. (People ex rel. Steckler v. Warden, etc., 259 N. Y. 430.) In ascertaining that intention, con[234]*234sideration should be given to the relevant conditions that existed when the statute was adopted, the evils it was designed to remedy, and the reasons for, and the spirit of, the enactment. (Archer v. Equitable Life Assurance Society, 218 N. Y. 18; Wiley v. Solvay Process Co., 215 id. 584.)

Where the intention of the Legislature can be ascertained by reference to the evils which the statute was intended to remedy and the reasons for, and the spirit of, the enactment, such intention will be given effect even though such construction may be contrary to the literal meaning of some provisions of the statute. (People ex rel. Wood v. Lacombe, 99 N. Y. 43; Bell v. Mayor, etc., of N. Y., 105 id. 139; Riggs v. Palmer, 115 id. 506, 509; City Bank F. T. Co. v. N. Y. C. R. R. Co., 253 id. 49.)

Here, however, we have the legislative intent revealed in the language of the act itself.

The former law stopped the testator in his attempt to give more than one-half of his estate to charity, and gave a property right in the remaining half to his heirs at law and next of kin. The 1929 amendment changed this and allows the will to run its course, as in the instant case — a gift of the entire estate to charities, unless one of the preferred class exercises the right of contest. The failure to assert the right to contest the validity creates a waiver and permits the charity to take the whole estate. The result is the same as if section 17 did not exist. The right to start the contest is persona] to the privileged class. The distributees cannot obtain the benefits of the statute without the affirmative act of the preferred class. Such act of contest sets their rights in motion. Their rights attach at once. Before the contest they had an expectancy or inchoate right. The Legislature did not intend to utterly destroy their right of property, but only to suspend, or hold the right of property in abeyance, awaiting action by contest by the preferred class, when the half is to be treated like all other intestate property and distributable accordingly.

Where the whole estate, as in the instant case, is given to charities, subject to certain trusts, the gift to such charities over and above one-half of the estate becomes vested in such charitable corporations, subject, however, to divestiture. Here the preferred class, the mother, set the court in motion and the statute in operation, by contesting the validity of the gift.

The amending clause, written in the negative form, halts for a time the right of distributees to take intestate property by stating that the validity of the gift of property, theretofore denied to the testator to make, may be contested only by the preferred class. [235]*235The Legislature in its declaration of public policy left it to the preferred class to decide whether the suspended right should ripen into a vested estate by the filing of a contest.

"Whenever the right to contest is energized, there issues a right other than the personal privilege to contest — the right to intestate property, which is a property right.

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In re the Estate of Sonderling, 157 Misc. 231, 283 N.Y.S. 568, 1935 N.Y. Misc. LEXIS 1574 (N.Y. Super. Ct. 1935).

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