In re the Estate of Whalen

146 Misc. 176, 261 N.Y.S. 761, 1932 N.Y. Misc. LEXIS 1736
CourtNew York Surrogate's Court
DecidedDecember 29, 1932
StatusPublished
Cited by6 cases

This text of 146 Misc. 176 (In re the Estate of Whalen) 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 Whalen, 146 Misc. 176, 261 N.Y.S. 761, 1932 N.Y. Misc. LEXIS 1736 (N.Y. Super. Ct. 1932).

Opinion

O’Brien, S.

John Whalen died December 31, 1926, at his home, 456 West One Hundred and Fifty-fifth street, New York. His last will and testament gives two general legacies of $100,000 each, followed by a gift of one-half of his residuary estate. No disposition is made of the remaining one-half of the residuary estate and thus the testator died intestate as to this one-half. The testator was a bachelor and the last survivor of four children. His father and mother predeceased him and his sisters and brother died unmarried and without issue. The testator’s nearest relatives are first cousins [178]*178and' the descendants of first cousins. The identity of certain first cousins and their descendants has been conclusively established and they are recognized as heirs at law and next of kin. Numerous other persons have come forward claiming relationship to the testator, and the refusal of the executrix to recognize their claims as valid necessitated a long and exhaustive inquiry into the Whalen family history going back as far as the beginning of the last century. John Whalen was born in this city about the year 1851, the son of Denis Whalen and Ellen O’Brien. Denis Whalen was one of that great band of rugged Irishmen who, finding conditions intolerable at home due to the great crop failures of the period and the burdensome taxes, emigrated to this country about the middle of the last century. He married Ellen O’Brien and settled here in the city. From his humble beginning as the son of an Irish immigrant John Whalen advanced rapidly in his chosen profession of the law. He at one time read law in the office of the great Charles O’Connor. He became a man of prominence in his profession and also in public life, having served as the corporation counsel of the city of New York. Due to the prominence of the decedent, his death and the fact that he died intestate as to half his residuary estate, received a great deal of publicity in this country and in Ireland. Inquiries poured into this court from all corners of the world asking information and assistance in proving relationship to the decedent.

A proceeding to probate the decedent’s will was instituted by the executors named therein shortly after his death. The known heirs at law and next of kin were named in the petition and served with a citation. In February, 1927, this court made a decree admitting the will to probate and directing the issuance of letters testamentary to the executors. In June, 1927, persons claiming to be heirs at law and next of kin began to come forward and attempt to establish their relationship. The executors thereupon instituted a proceeding to confirm the probate of the will, citing all the heirs at law and next of kin of the testator known and unknown. Upon the return of the citation certain claimants filed objections to the confirmation of the probate of the will. Thereafter the executors procured an order requiring the claimants to show cause why their status as heirs at law and next of kin should not be determined before any hearing was had on the objections to the confirmation of the probate of the will. The hearings upon the status of the claimants as heirs at law and next of kin were then begun. On the application of the attorney for a group of claimants an open commission was issued to Thomas F. O’Brien, Esq., to take testimony and documentary proof in the Irish Free State on all matters [179]*179relating to the history of the ancestors of the decedent, John Whalen. The attorney for the executors and attorneys for the various claimants and the special guardian representing infant and unknown parties took part in the hearings before the commissioner held at Clonmel, Tipperary, in the Irish Free State. Over five hundred pages of testimony were taken before the commissioner during the examination of many witnesses and the introduction of numerous exhibits. The thoroughness with which the attorneys for the respective parties pursued their inquiry in the proceedings before the commissioner was rewarded by the many important points established during the proceeding. The commission continued until all possible sources of information had been exhausted. The parties then returned and the hearings before the surrogate were resumed October 1, 1928. On October 15, 1928, the objections to the probate of the will were withdrawn by stipulation and a decree admitting the will to probate was entered. The decree also provided that the testimony theretofore taken should be perpetuated and further provided a means of taking further testimony should the occasion arise. The testimony of various parties was taken pursuant to stipulation during 1928 and 1929. On August 5,1930, the surviving executrix filed her intermediate account of proceedings and a petition for its judicial settlement. On the return of the citation objections were filed to the account by various parties on the ground that the account as filed did not recognize as valid their claims to share in the estate as heirs at law and next of kin. The hearings were then continued and a record of over fifteen hundred pages was compiled. The intervention of a new group of claimants necessitated the issuance of a commission to Arkansas where additional testimony was taken. The parties now before the court claiming to be heirs at law and next of kin are: (1) Mary Whalen Holton, who claims to be a descendant of Patrick Whalen, an alleged brother of Denis, father of the testator; (2) John J. Whalen and others, likewise claiming to be descendants of Patrick Whalen, alleged brother of Denis; (3) Owen Aherne and others, claiming to be descendants of James Whalen, alleged brother of Denis; (4) Michael Kearney and others, claiming to be descendants of Michael Whalen, alleged brother of Denis; and (5) Johanna Whalen Mcllvaigh and others, claiming to be descendants of John Whalen, alleged brother of Denis, testator’s father.

The Patrick Whalen through whom Mary Whalen Holton claims is a separate and distinct personality from the Patrick through whom John J. Whalen and others claim. Still another Patrick is produced by the executrix and thus three separate and distinct Patrick Whalens are before the court and the identity of one of [180]*180them as the brother of Denis is of vital importance in this controversy.

In this case, as in all cases involving pedigree and the distribution of intestate property, it is first necessary to establish the identity of the common ancestor and from that point to construct the true family tree, to which all claimants must attach themselves to be successful. As all the claimants attempt to establish relationship to the decedent through the paternal side of the family, the inquiry here was limited to that branch of the family. It is interesting to note, and of importance to an understanding of this proceeding, that Whalen,” Phelan ” and “ Whelan ” are all variable spellings of the same name and are used interchangeably. From the voluminous record compiled in this lengthy proceeding and from the host of exhibits introduced, bit by bit, the ancestry of John Whalen is put together. None of the claimants here seriously disputes the relationship of those listed by the executrix in the account as admitted relatives, and none of the claimants asserts a closer degree of relationship to those admitted relatives. It would, therefore, seem best to first consider the family tree constructed by the executrix, which has been conclusively established by competent evidence to be correct, in so far as it establishes the identity of the admitted relatives.

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Bluebook (online)
146 Misc. 176, 261 N.Y.S. 761, 1932 N.Y. Misc. LEXIS 1736, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-whalen-nysurct-1932.