In re the Estate of Willey

85 Misc. 2d 380, 380 N.Y.S.2d 940, 1976 N.Y. Misc. LEXIS 2006
CourtNew York Surrogate's Court
DecidedFebruary 20, 1976
StatusPublished

This text of 85 Misc. 2d 380 (In re the Estate of Willey) 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 Willey, 85 Misc. 2d 380, 380 N.Y.S.2d 940, 1976 N.Y. Misc. LEXIS 2006 (N.Y. Super. Ct. 1976).

Opinion

Michael A. Telesca, S.

In this proceeding for an interim judicial settlement of his account the executor seeks a determination of the validity of an election under EPTL 5-3.3 made by the testatrix’s surviving daughter against an excessive charitable disposition. The testatrix died on May 15, 1972, leaving a will dated March 6, 1972, which was admitted to probate on January 12, 1973. The will makes no preresiduary bequests and provides in pertinent part as follows:

"Third: During my lifetime, I have expended considerable sums of money for the maintenance and welfare of my daughter, Betty Bullock, and my son, Edward Willey, by reason which expenditures and gifts, I have now intentionally omitted their names as legatees and devisees in this Will, because it is my intention to distribute my Estate as hereinafter provided.

"Fourth: All the rest, residue and remainder of the property which I may own at the time of my death, real and personal, including any property over which I may have any power or testamentary disposition, I give, devise and bequeath to Monroe County Cancer and Leukemia Association of Community Chest, Inc., for its work and research.”

Only Mrs. Willey’s daughter, Betty Bullock, has made an election against the bequest of the residuary estate to charity. The whereabouts of the testatrix’s son, Edward, remains unknown after a diligent search. Therefore, if the election is valid, the daughter will be entitled to receive a portion of the residue. As to the method of computation of the daughter’s share see EPTL 5-3.3 (subd [a]), Matter of Genna (69 Misc 2d 679) and Matter of Hoagland (58 Misc 2d 563).

[382]*382EPTL 5-3.3 clearly provides that a testator may make a testamentary disposition of his entire estate for charitable purposes "provided that if any such disposition is contested by the testator’s surviving issue or parents, it shall be valid only to the extent of one-half of such testator’s estate”. The right of surviving issue to contest the validity of an excessive charitable disposition is permissible only when such issue "will receive a pecuniary benefit from a successful contest as a beneficiary under the will or as a distributee.” (EPTL 5-3.3, subd [a], par [1].)

The court finds that the election is valid for the reason that Betty Bullock will receive a pecuniary benefit from the contest as a distributee. In reaching this conclusion the court gives effect to the clear language of the statute which affords surviving issue a personal right, not found at common law, to contest the validity of a charitable bequest where it exceeds one half of the testator’s gross estate less debts.

The court is mindful of the decision in Matter of Cairo (35 AD2d 76, affd without opn 29 NY2d 527)

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Related

Commissioner of Welfare of City of N.Y. v. Jackson
193 N.E. 262 (New York Court of Appeals, 1934)
In re the Estate of Cairo
272 N.E.2d 574 (New York Court of Appeals, 1971)
In re the Estate of Cairo
35 A.D.2d 76 (Appellate Division of the Supreme Court of New York, 1970)
In re Estate of Eckart
48 A.D.2d 61 (Appellate Division of the Supreme Court of New York, 1975)
In re the Estate of Hoagland
58 Misc. 2d 563 (New York Surrogate's Court, 1969)
In re Estate of Norcross
67 Misc. 2d 932 (New York Surrogate's Court, 1971)
In re the Estate of Genna
69 Misc. 2d 679 (New York Surrogate's Court, 1972)
In re the Estate of Rothko
71 Misc. 2d 74 (New York Surrogate's Court, 1972)
In re the Estate of Eckart
72 Misc. 2d 934 (New York Surrogate's Court, 1973)

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Bluebook (online)
85 Misc. 2d 380, 380 N.Y.S.2d 940, 1976 N.Y. Misc. LEXIS 2006, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-willey-nysurct-1976.