In re the Will of Kelly

182 Misc. 481, 44 N.Y.S.2d 438, 1943 N.Y. Misc. LEXIS 2462
CourtNew York Surrogate's Court
DecidedOctober 1, 1943
StatusPublished
Cited by5 cases

This text of 182 Misc. 481 (In re the Will of Kelly) 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 Will of Kelly, 182 Misc. 481, 44 N.Y.S.2d 438, 1943 N.Y. Misc. LEXIS 2462 (N.Y. Super. Ct. 1943).

Opinion

Millard, S.

The principal question to be considered herein is whether one Bichard Kelly, an infant adopted by the testator after the execution of the will, is provided for or mentioned therein, or was provided for by settlement within the purview of section 26 of the Decedent Estate Law.

The will of decedent was executed on December 13, 1935. The infant, thereafter adopted by the testator and his wife,. was born on December 3, 1924, and resided with them continuously from on or about June 18, 1926. The widow and said adopted child of the deceased are his sole distributees. By a decree of the Surrogate’s Court of New York County, dated July 21, 1927, the testator was appointed general guardian of the person and estate of said infant. After the execution of his will and in the month of September, 1936, the testator caused a policy of insurance in the sum of $10,000 to be issued upon the life of said infant, and named his wife, referred to in the policy as the mother of the assured, as beneficiary, if living, reserving the right to change the beneficiary. If no substitute beneficiary has been designated, the policy by. its terms is payable to the estate of said infant upon the death of his foster mother. As of the date of death of decedent this policy had a cash surrender value of $260.

On September 11, 1936, the testator also caused to be issued on the life of his wife an endowment policy in the sum of $8,250 payable five years from date, and named the respondent infant, therein described as the son of the insured, as the beneficiary thereof. On the death of the assured within the five-year period the proceeds were payable to said infant. Since the death of the testator quarterly payments of $375 have been made to the widow of decedent pursuant to the provisions of [483]*483the latter policy. Said infant therefore will presumably become entitled to receive only the unpaid balance of the proceeds of said policy, if any, unpaid at the death of the insured. Premiums on this policy totaling $8,629.66 were paid by the testator; the sum of $5,199.80 having been paid prior to the adoption, and the sum of $3,429.86 having been paid thereafter.

On June 23, 1938, approximately two and one-half years’ after the execution of his will, said child was adopted by the testator and his wife. The child resided with the testator to the time of his death, and still continues to reside with the widow of the testator.

Under the will such child was the beneficiary and remainder-man of a trust for $30,000, a remainderman of a portion of the trust created for testator’s wife, and a residuary legatee. Although the will contained substantial provisions for the benefit of said child, it has been held that the amount of the benefit is immaterial since it does not follow that such benefits would not have been greater if the will had been drawn with the changed status in mind. (Matter of Mosher, 143 Misc. 149; Matter of Guilmartin, 156 Misc. 699, affd. 250 App. Div. 762, affd. 277 N. Y. 689.)

In the will the testator herein repeatedly referred to said infant as my son Richard Kelly ” or as “ my son Richard ”. Said infant is therefore not only uniformly described by the testator as his son, but he also is designated by the surname of the testator rather than by the surname of the natural parents of the child. Section 115 of the Domestic Relations Law accords to an adopted child and the foster parent the rights of parent and child, and imposes upon them the same obligations of such relationship, including the right of inheritance of each from the other. Notwithstanding that no specific reference to adopted children is found in section 26 of the Decedent Estate Law, it is well settled that a child adopted after the execution of the will is thereby afforded the same rights as after-born children. (Bourne v. Dorney, 184 App. Div. 476, affd. 227 N. Y. 641; Matter of Griffin, 159 Misc. 12; Matter of Guilmartin, supra.)

So far as research discloses, the precise question presented herein has not been the subject of previous judicial determination. In Matter of Guilmartin (supra) the child thereafter adopted was referred to by the testator as my friend ” and described as the daughter of a third person. The court there held that the child thereafter adopted was not mentioned in the will or otherwise provided for therein within the meaning of section 26 of the Decedent Estate Law. In the case of Fulton [484]*484Trust Co. v. Trowbridge (126 Conn. 369) the Supreme Court of Errors of Connecticut held that a child thereafter adopted but referred to in the will as Peter Trowbridge ” was not mentioned therein, although the testator had used his own surname in describing the child. The governing Connecticut statute differs slightly from section 26 of the Decedent Estate •Law in that it is provided thereunder that the birth or adoption of a minor child shall operate as a revocation of the will if no provision shall have been made in the will for such contingency. Much of the apparent conflict in the decisions of the courts of other States is accounted for by the differing phraseology of the applicable statutes. (Matter of Mosher, 143 Misc. 149, supra.) Moreover, in Fulton Trust Co. v. Trowbridge (126 Conn. 369, supra) the testator did not describe the child in the prospective relationship which was subsequently creatéd.

The purpose of the controlling statute was set forth in McLean v. McLean (207 N. Y. 365, 371) as follows: “ The fundamental object of the statute which has been quoted is to guard and provide against such testamentary thoughtlessness and lack of vision as prevent a testator from contemplating the possibility of after-born children and taking such possibility into account in framing a scheme for the testamentary disposition of his property.”

The court then proceeds to state that it has never held or assumed that it was the intention of the Legislature to compel, regulate or control testamentary provision, even by a parent, for children, provided that in the disposition of his property he looked into the future, foresaw and took into account its possibilities in the way of after-born children.

In Matter of Guilmartin (156 Misc. 699, supra) the Surrogate enunciated the following rule in considering whether a child adopted after the execution of a will was mentioned or provided for therein: “ The assumption of new obligations of parenthood subsequent to the making of the will raise an irrebuttable presumption of a desire on the part of the testator of a wish for pro tanto revocation of the previously executed will in the absence of circumstances clearly demonstrating that the change in status which subsequently occurred was clearly in his mind at the time of the execution of the instrument.”

The reasoning of the Surrogate in Matter of Guilmartin was approved by the Appellate Division of this department (250 App. Div. 762) and the determination reached was affirmed by the Court of Appeals (277 N. Y. 689). From a reading of the will it must be concluded that in the disposition of his [485]*485property this testator contemplated at the time the possibility of the future adoption of said child and took such possibility into account in the scheme for the testamentary disposition of his property.

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

Related

Davis v. Davis
365 A.2d 1004 (Court of Appeals of Maryland, 1976)
Willoner v. Davis
353 A.2d 267 (Court of Special Appeals of Maryland, 1976)
In re the Estate of Faber
111 N.E.2d 883 (New York Court of Appeals, 1953)
In Re Reed
88 A.2d 690 (New Jersey Superior Court App Division, 1952)
In re the Probate of the Will of Meng
201 Misc. 589 (New York Surrogate's Court, 1952)

Cite This Page — Counsel Stack

Bluebook (online)
182 Misc. 481, 44 N.Y.S.2d 438, 1943 N.Y. Misc. LEXIS 2462, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-kelly-nysurct-1943.