In re the Estate of Willett

178 Misc. 1000, 36 N.Y.S.2d 992, 1942 N.Y. Misc. LEXIS 1940
CourtNew York Surrogate's Court
DecidedJune 23, 1942
StatusPublished
Cited by5 cases

This text of 178 Misc. 1000 (In re the Estate of Willett) 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 Willett, 178 Misc. 1000, 36 N.Y.S.2d 992, 1942 N.Y. Misc. LEXIS 1940 (N.Y. Super. Ct. 1942).

Opinion

Foley, S.

In this contested accounting proceeding certain issues were disposed of by the prior decision of the surrogate. (Matter of Willett, N. Y. L. J., May 21, 1942, p. 2165.) There remains for determination the construction of the third paragraph of the will, together with the following incidental questions: fl) Whether Eve Haws Willett is the surviving wife of the decedent; Í2) the effect on the terms of decedent’s will" of an antenuptial agreement executed by the decedent and Eve Haws Willett; and (3) the right of Eve Haws Willett to the widow’s exemption under section 200 of the Surrogate’s Court Act. Testimony has been taken on these issues.

The decedent had formerly been married to Claire P. Willett. On October 5, 1937, the decedent and Claire Willett entered into an agreement of separation. The decedent agreed to pay her a monthly sum and to make a certain provision for her in his will. In the [1001]*1001event that she survived him and was then unmarried and not under any agreement to marry, the decedent agreed that if he died leaving neither widow (other than the party of the second part) nor any child him surviving ” Claire P. Willett should be entitled to receive two-thirds of his net residuary estate. If, however, he died “ leaving a widow * * * or a child or children him surviving,” then Claire Willett should be entitled to receive one-third of his net residuary estate. He obligated himself to make such provisions in his will.

Thereafter in December, 1937, the marriage of the decedent and Claire Willett was terminated by a valid decree of divorce.

The decedent executed his last will and testament on June 30, 1938. In paragraph third he carried out the obligations imposed upon him in the separation agreement. At that time he was unmarried but was contemplating marriage with Eve Haws. The third paragraph of the will, in so far as material here, reads as follows:

“ In the event that I shall die leaving me surviving my former wife, Claire P. Willett, and said Claire P. Willett shall not have remarried and shall not have agreed to remarry; then, (1) if I shall leave me surviving a wife or child or children, I give, bequeath and devise two-thirds (2/3rds) of my net residuary estate to such of my wife and child or children who shall survive me, in such proportions and amounts as the same would be distributed, had I died intestate, under the laws of the State of New York then in force, and I give, bequeath and devise one-third (l/3rd) of my net residuary estate to said Claire P. Willett, absolutely and forever.”

In the second portion of this paragraph, he provided for the contingency that he might leave him surviving no wife, or child or children.” In that event he gave two-thirds of his net residuary estate to Claire P. Willett; one-sixth to Eve Haws, whom he described as his fiancee; and the remaining one-sixth to the children of a named friend, who are represented here by a special guardian.

On July 7, 1938, which was just one week after the execution of his will, the decedent entered into an antenuptial agreement with Eve Haws. It was provided in this agreement that neither party thereto “ shall have, or acquire any right, title, or claim in and to the real, or personal estate of the other,” and that the estate of each shall descend to or vest in his or her heirs, legatees or devisees as prescribed in the will of either or as provided by the laws of this State “ as though no marriage had ever taken place between the said parties.” The decedent further agreed that if Eve Haws should survive him as his widow, she should receive from his estate the sum of $7,500 in full satisfaction, payment and discharge [1002]*1002of any and all rights and claims that she may have in any real property of which he may die seized, as well as in full satisfaction, payment and discharge of any and all other rights and claims that she may have, as his widow, or heir at law, to an allowance, or widow’s award, or to any share, or part of, or interest in, his real or persona] estate, and whether under any present or future law or laws.” On her part, Eve Haws agreed to make no claim to any part or share of his estate for more than the stipulated sum of $7,500 and she expressly waived and relinquished any allowance, widow’s award and any other right or interest in the estate of the decedent.

On the following day, July 8, 1938, the decedent and Eve Haws were married. The decedent died on July 7, 1941, survived by Eve Haws Willett and by his former wife, Claire P. Willett. The latter had never remarried and has never made any agreement to marry. The decedent never had any children.

Counsel for Claire P. Willett and the special guardian raise the issue of the legality of the marriage of the decedent and Eve Haws Willett and, as a consequence, her status as surviving wife of the decedent under the terms of the will. Furthermore, they contend that by virtue of the terms of the antenuptial agreement, executed subsequent to the will of the decedent, it was the decedent’s will and intention that Eve Haws should under no circumstances take more than $7,500 from his estate, and that Eve Haws therein waived her right to take any larger sum. They argue, moreover, that in the use of the words in his will “ if I shall leave me surviving a wife,” the testator intended to refer to one other than Eve Haws, and that his will should be given effect as if he had left “ surviving no wife.”

The surrogate holds that these contentions are without merit and that Eve Haws Willett is entitled to receive two-thirds of the net residuary estate of the decedent in accordance with the manifest intention of the decedent as expressed in the plain language of his will.

The undisputed evidence shows that Eve Haws had previously been married to Daniel Sparks on January 8, 1927, in the State of Oklahoma, and that this marriage had been terminated by a valid decree of divorce on July 1, 1927. The decree became absolute six months from that date. Thereafter, she never contracted a marriage with any person until July 8, 1938, when she married the decedent. His freedom to contract this marriage is unchallenged. The surrogate, therefore, holds that the marriage of the decedent and Eve Haws was valid and legal and that Eve Haws Willett is the surviving widow of the decedent.

[1003]*1003The interpretation and effect which is sought to be given to the antenuptial agreement of July 7, 1938, by Claire P. Willett and the special guardian, is entirely unwarranted. By virtue of that agreement the decedent restricted the rights which Eve Haws might otherwise have to take against the terms of his will (Dec. Est. Law, § 18), and he preserved his own right to dispose of his estate by will “ as though no marriage had ever taken place.” He enlarged his right to dispose of his property by will in any way that his generosity or his conscience dictated, except as to the stipulated sum which Eve Haws was to receive as matter of right.

In no way did the decedent limit his right to bequeath a greater amount to his wife if he chose to do so. The antenuptial agreement reduced his obligations; it did not curtail his privileges. Each party .expressly retained the power to have his or her estate vest in his or her legatees, or devisees, as may be prescribed by his, or her, last will and testament.”

The effect of a waiver similar to the one involved here has been very clearly explained by the Court of Appeals and by the United States Supreme Court.

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Bluebook (online)
178 Misc. 1000, 36 N.Y.S.2d 992, 1942 N.Y. Misc. LEXIS 1940, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-willett-nysurct-1942.