In re the Estate of Tracy

143 Misc. 800, 258 N.Y.S. 657, 1932 N.Y. Misc. LEXIS 1485
CourtNew York Surrogate's Court
DecidedMay 25, 1932
StatusPublished
Cited by5 cases

This text of 143 Misc. 800 (In re the Estate of Tracy) 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 Tracy, 143 Misc. 800, 258 N.Y.S. 657, 1932 N.Y. Misc. LEXIS 1485 (N.Y. Super. Ct. 1932).

Opinion

Smith, S.

The decedent was a school teacher and prepared her own will and a codicil thereto, on a printed blank, and it would seem from a perusal of the instruments that she was a woman of intelligence and knew what she wanted done with her property after her death. The will bears date September 28, 1919, and the codicil bears date May 27, 1930. Neither the will nor the codicil names an executor or trustee.

The decedent died on December 28, 1931. She left her surviving her husband and one minor child, who has no guardian. The petition for the probate was made by the husband.

The special guardian’s report calls attention to the fact that the husband is the proponent although not a legatee or an executor or a person interested in the will.

Section 139 of the Surrogate’s Court Act, which designates the persons who may propound a will, does not specifically name a husband, but states that a petition may be presented by “ any other person interested in the estate.”

Section 314, subdivision 11, defines the phrase “ persons interested,” where it is used in connection with an estate or fund, to include every person entitled, either absolutely or contingently, [802]*802to share in the estate or the proceeds thereof, or in the fund, as husband, wife, legatee, next of kin", heir, devisee, assignee, grantee or otherwise, except as a creditor. Certainly the husband would be a person interested in both the real and personal estate, in the absence of a will, and in Donlon v. Kimball (61 App. Div. 31, 33) the court said: Doubtless under the language of the present, as under that of the former statute, the rule obtains that any interest or the bare possibility of interest is sufficient to entitle one to be a party to the proceeding.” And Mr. Surrogate Wingate, in Matter of Meiselman (138 Misc. 104, 107), recites the opinion in Matter of Lasak (131 N. Y. 624) that a proceeding for probate is one in rem in which all of the parties could become active. From which it would follow that any party interested in the rem should be permitted to initiate the proceedings to bring it within the jurisdiction of the court. And in Matter of Yung (216 App. Div. 595, 597), in relation to who would be a person claiming to be interested in the estate of a decedent, although the matter is one in connection with section 137 of said act, and not in relation to section 139, it was held that a person not interested under a will, but who would be in the case of an intestacy, would be a person interested.

I accordingly find that the petition for probate is properly initiated.

The said special guardian likewise calls attention to the fact that the proponent of the will, althoughnot a legatee, or an executor, or a person interested in the will, requests a construction of the will.

Section 145 of the Surrogate’s Court Act, among other things, states in the third paragraph: If a party expressly puts in issue in a proceeding for the probate of a will the validity, construction or effect of any disposition of property, contained in such will, the surrogate may determine the question, upon rendering a decree, * *

Thus the word party ” in said section undoubtedly refers to a party to the proceeding, and not to a person interested under the will.

I concede that the proponent could not initiate a separate proceeding for a judicial construction, but what is the object of permitting a party to initiate a proceeding for probate and not, at the same time, to permit a construction of the will which might result in a denial" of probate. Undoubtedly, the Legislature intended to discriminate between the words person ” and party,” the word person ” (person interested in the result) applying to a proceeding for a judicial construction, and the word “ party ” meaning party to the proceeding, who by requesting a construction in his pleading for probate, even if the construction did not result in a denial of [803]*803probate, would facilitate, as in the present matter, the work of the administrator with the will annexed, to be appointed, in his management of the estate and procure a determination in one proceeding that would otherwise require two. There are numerous decisions holding that only those interested could bring a proceeding for construction, but all relate to a separate proceeding for that purpose. A question of this kind could rarely be raised, for a like situation would not occur once in a generation.

The special guardian also calls attention to the fact that the codicil to the will is inserted in a blank space, which was left in the middle of the will, and is dated over ten years after the making of the will. The will, eliminating the codicil, was properly signed at the end, executed and witnessed. The codicil, evidently to have the two instruments on one paper, and thus prevent them from being separated, and not both found after decedent’s death, was written on the front page of the will, below the second clause, but as the codicil cannot be deemed to be an alteration to the will, or to affect the validity thereof, and as both instruments are properly signed, the codicil can be considered to be no part of the written will, and to be only an adjunct thereto made after the execution of the will, and to be only a continuation of the testamentary disposition of the decedent’s property. It was held in Matter of Jacobson (6 Dem. 298) that the validity of a will is not destroyed by the addition of a clause appointing an executor after the signature of a testator, provided such addition was made after execution.

It is an unusual situation, but I find that neither instrument avoids the other, and both are valid and entitled to probate as a will.

After this long preliminary, taking up the construction of the second clause of the will, which reads as follows: “ Second. I desire to set aside fifty dollars, $50.00, the interest on which is to be used to care for the lots in the Scott Cemetery in which my parents are buried. I also wish the sum of One hundred dollars set aside, the interest on which is to be used to care for the cemetery in which I am buried. I also wish the sum of Three hundred dollars, or a larger amount if necessary, set aside, to buy a monument. To my only daughter, Miriam Genevieve Tracy, I leave the use of every thing I possess. If at any time this sum is not sufficient for her support or education she shall be allowed to use as much of the principal as is necessary. At her death I desire all that remains of this property to be divided between or among her children if she leaves any. In case she dies without heirs, I desire that it shall be divided equally between the Home for Aged Women in Homer, N. Y., and the Cortland Hospital in Cortland, N. Y. I request [804]*804that all my clothing which my daughter can not use be given away to my friends and the poor.”

There are three questions therein to be determined, viz.:

1. When the decedent used the expression “ set aside ” in the first two places, did she mean that the principal was to be paid over or used for a particular purpose, or did she intend that the sum mentioned should be invested by a trustee to be appointed by the court?

2.

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

Related

Morton v. Jones
358 S.W.2d 365 (Court of Appeals of Kentucky, 1962)
Brissie v. Craig
62 S.E.2d 330 (Supreme Court of North Carolina, 1950)
Jennings v. Jennings
187 S.W.2d 459 (Court of Appeals of Kentucky (pre-1976), 1945)
In re the Estate of Tankelowitz
162 Misc. 474 (New York Surrogate's Court, 1937)
In re the Estate of Bogstrand
149 Misc. 356 (New York Surrogate's Court, 1933)

Cite This Page — Counsel Stack

Bluebook (online)
143 Misc. 800, 258 N.Y.S. 657, 1932 N.Y. Misc. LEXIS 1485, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-tracy-nysurct-1932.