In re the Estate of Tierney

148 Misc. 378
CourtNew York Surrogate's Court
DecidedJuly 15, 1933
StatusPublished
Cited by9 cases

This text of 148 Misc. 378 (In re the Estate of Tierney) 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 Tierney, 148 Misc. 378 (N.Y. Super. Ct. 1933).

Opinion

Henderson, S.

The testator’s widow objects to the account of the executrix on the grounds that it does not set forth the widow’s right to share in the estate, and that a payment of $700 was improperly made to an alleged creditor who had no proper or valid claim.

The testator died on December 12, 1931, leaving a will dated November 11, 1929, and a gross estate of $2,309.20 in personalty only. He was survived by his wife, whom he had married on September 16, 1930, and by his mother, who is his sole next of kin, the executrix of his -will and one of the legatees thereunder.

The widow asserts that the decedent’s will was revoked as to her by their marriage after its execution, and claims his entire net estate as her intestate share under the statute. (Dec. Est. Law, § 83, subd. 3.)

Section 35 of the Decedent Estate Law expresses the statutory presumption of such pro tanto revocation and limits the evidence by which it may be rebutted. Various amendments have been made to this statute since its first appearance in the Revised Statutes. Determination of the effect of the marriage upon the will is controlled by the law in existence at the date of the decedent’s death — not at the date of his will nor at the date of their marriage. (Matter of Gaffken, 197 App. Div. 257, 259; affd., 233 N. Y. 688; Matter of Dexter, 116 Misc. 17, 19.) The statute then read:

§ 35. Revocation by marriage. If after making any will, such testator marries, and the husband or wife, or any issue of such marriage, survives the testator, such will shall be deemed revoked as to them, unless provision shall have been made for them by some settlement, or they shall be provided for in the will, or in such way mentioned therein as to show an intention not to make such provision; and such surviving husband or wife, and the issue of such marriage, shall be entitled to the same rights in, and to the same share or portion of the estate of said testator as they would have been, if such will had not been made. Such husband or wife or issue of any such marriage shall be entitled to such share or portion of the estate from the devisees and legatees in proportion to and out of the parts devised and bequeathed to them by such will. No evidence to rebut such presumption of revocation shall be received, except as herein provided.”

The widow was not provided for in the will nor was she in any way mentioned therein. No provision was made for her by any settlement, unless the making thereof can be established from the text of a separation agreement executed by the testator and his wife on February 10, 1931, which, except for the usual first and last paragraphs, reads:

[380]*380“ Whereas, the parties hereto were married on or about the 16th day of September, 1930, and ever since said time have been and now are husband and wife; and
“ Whereas, divers disputes and unhappy differences have arisen between the parties hereto, and
Whereas, the parties hereto have been and are unable to adjust and reconcile their said disputes and differences and are unable to live together in peace and harmony;
“ Now, therefore, in consideration of the premises, the mutual promises and agreements herein made, and the sum of One ($1.00) Dollar, by each party to the other paid, the receipt whereof is hereby acknowledged, the parties hereto respectively promise, covenant and agree as follows:
“ First. It shall be lawful, and it is agreed that the party of the second part at all times hereafter shall live separate and apart from the party of the first part, and be free from his control and authority, and without and free from any control, restraint or interference direct or indirect from the party of the first part in all respects as if the party of the second part were single and unmarried; and it shall be lawful and it is agreed that the party of the first part shall live separate and apart from the party of the second part and be entitled to all the other provisions of this paragraph in like manner as the party of the second part.
Second. Neither of the parties hereto shall annoy nor instigate another to annoy the other, nor compel nor seek to compel the other to cohabit or dwell with him or her by legal or other proceedings, or by proceedings brought for restitution of conjugal rights, or by any other acts or deeds, whether done directly or indirectly during the joint lives of the parties.
“ Third. The party of the second part shall enjoy and own free and independent of any claim of the party of the first part all personal property which she owned prior to the marriage of the parties hereto, and all personal property now belonging to her or in her home or in her possession and control, and all property which she may hereafter own or which may hereafter belong to or come to her, and other chattels which have heretofore been given to her by the party of the first part, and she shall have full power to sell, assign, convey, deal with, bequeath or otherwise dispose of said property and all of same in her lifetime or by her last will and testament, as fully and effectively as if she were single and unmarried.
“ Fourth. The party of the first part shall likewise own and enjoy independent of any claim of the party of the second part, all property, both real and personal, now held or owned by him and in his possession and control, or which shall hereafter belong to or come to [381]*381him, and he shall have full power to sell, assign, convey, deal with, devise, bequeath or dispose of the said property in his lifetime or by his last will and testament as fully and effectively as if he were unmarried.
“ Fifth. The party of the second part agrees to waive and does hereby waive all her rights to support and maintenance against the party of the first part for and in consideration of the sum of $500.00, lawful money in hand paid by the party of the first part to the party of the second part, receipt of which is hereby acknowledged; the said party of the second part releases and forever discharges, and by these presents does release and discharge the party of the first part from all manner of action and actions, cause and causes of actions, suits, debts, controversies, claims and demands whatsoever in law or in equity, which the said party of the second part now has or which she may have hereafter.
“ Sixth. The parties hereto covenant and agree that they will execute any and all conveyances, releases or other instruments, and do such other acts as may be necessary to carry out the provisions hereof.”

Apart from the will the only proof necessary, or permitted, to establish the absence of presumed testamentary neglect or of presumed intentional revocation, or the presence of testamentary conception, and thereby to rebut the statutory presumption that the decedent’s will was revoked as to his widow, is evidence that the testator had made a provision for her by some settlement. (Dec. Est. Law, § 35, as effective on December 12, 1931; McLean v. McLean, 207 N. Y. 365, 373.)

The executrix and the special guardian for infant legatees submit this document as evidence of such a provision.

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148 Misc. 378, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-tierney-nysurct-1933.