Irving v. Rees

146 A.D. 703, 131 N.Y.S. 523, 1911 N.Y. App. Div. LEXIS 3346
CourtAppellate Division of the Supreme Court of the State of New York
DecidedNovember 3, 1911
StatusPublished
Cited by5 cases

This text of 146 A.D. 703 (Irving v. Rees) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Irving v. Rees, 146 A.D. 703, 131 N.Y.S. 523, 1911 N.Y. App. Div. LEXIS 3346 (N.Y. Ct. App. 1911).

Opinion

Clarke, J.:

The complaint alleges that Emma C. Sands, a widow, died on the 29th of December, 1907, at Independence, Mo., leaving an estate consisting wholly of personal property, which was at the time of her death and still is situate in the city, county and State of New York; that, on the 26th of March, 1908, defendant Rees filed in the Surrogate’s Court' of New York county a written instrument purporting to be the last will and testament of said Emma 0.. Sands, bearing date November 7, 1895, and a codicil bearing date June 2, 1906, together with a' petition for probate; that on December 30, 1908, and within two years prior to the commencement of this action, said instrument was admitted to probate; that said written instruments so admitted to probate are no.t the last will and testament and codicil of Emma C.. Sands, deceased; that on the 27th of December, 1907, at Independence, Mo., the said Emma C. Sands, being of sound mind and competent to make and declare her last will and testament, duly executed an instrument in writing as her last will and testament, thereby revoking all other wills and codicils by her theretofore made, and bequeathing all her estate situate in the State of New York, excepting some minor bequests, to her son Irving H. Sands and his wife Emma M. Sands, which said last will and testament was on January 12, 1908, duly admitted to probate as such in the Probate Court of Jackson county, State of Missouri; that on October 23, 1907, at Independence, Mo., the said Irving H. Sands duly executed an instrument in writing as his last will and testament, bequeathing and devising all his estate to his wife Emma M. .Sands and his children Louise E. Sands (now Louise E. Irving), Edward R. Sands, Irving H. Sands, Maynard M. Sands and John R. Sands, which said last will and testament was on the 14th of September, 1909, duly-admitted to probate as such in the Probate Court of Jackson county, Mo. And plaintiff alleges: “ That plaintiff is a daughter [705]*705of Irving H. Sands, deceased; that said Irving H. Sands, who died subsequent to January 30, 1909, was a son of and survived said Emma C. Sands, and plaintiff as such is a grandchild and heir at law and next of kin of said Emma C. Sands, having an interest as heir at law and next of kin in her estate affected by an alleged will and codicil of said Emma C. Sands, deceased, admitted to probate in the Surrogate’s Court of New York county, as hereinafter in paragraph third alleged. ” And she prays that the will probated hi New York be adjudged invalid and void and the will probated hi Missouri be'declared and adjudged the last will and testament of Emma C. Sands.

The complaint was demurred to on the ground that it did not state facts sufficient to constitute a cause of action, the claim being that it appeared upon the face of the complaint that the plaintiff was not one of the persons entitled to commence an action under section 2653a of the Code. The demurrer was sustained and plaintiff appeals.

Said section provides that “Any person interested as devisee, legatee or otherwise, in a will or codicil admitted to probate in this State, as provided .by the Code of Civil Procedure, or any person interested as heir at law, next of kin or otherwise, in any estate, any portion of which is disposed of, or affected, or any portion of which is attempted to be disposed of, or affected, by a will or codicil admitted to probate in this State, as provided by the Code of Civil Procedure, within two years prior to the- passage of this act, or any heir at law or next of kin of the testator making such will, may cause the validity or invalidity of the probate thereof to be determined in an action in the Supreme Court for the county in which such probate was had. All the devisees, legatees and heirs of the testator and other interested persons, including the executor or administrator, must be parties to the action.”

The plaintiff makes three claims: First, that for the purposes of construing this section of the Code the time of the commencement of the action must be taken as the time at which should be determined who is the • next of kin of the decedent; second, that at such time she was the next of kin, ■being the daughter of a deceased son of the decedent who, however, had survived her; and third, that if she is nota next [706]*706of kin she comes within the phrase “any person interested *' * * otherwise.” .

• The right to maintain this action is purely statutory.' The plaintiff must show that she comes .within one of the classes specified in. the statute. It is admitted that she is hot a. devisee, and, as the estate consists solely of personal property, that she is not an hem at law. '' •

“The term ‘next of kin’ includes all those entitled, under the provisions of law relating to the distribution of personal property, to share in the unbequeathed residue of the' assets' of .a decedent after payment of debts and expenses, other than a surviving husband or wife.” (Code Civ. Proc. §§ 1870, 2514, subd. 12.) “The provisions of this article respecting the distribution of property of deceased persons apply to the personal property of married women dying leaving descendants them surviving.” (Code Civ. Proc. § 2734; Decedent Estate Law [Consol. Laws, chap. 13; Laws of 1909, chap. 18], § 100.)

The decedent was a widow at the time of her death and left her surviving four children, one of whom was Irving H. Sands, father of the plaintiff. As. such he would have been entitled to share in the estate of the decedent had she died intestate’and he was, therefore, one of her next of kin. Section 2732, subdivision 4, of the Code of Civil Procedure (Decedent Estate Law, § 98, subd. 4) provides that the surplus after payment of debts must be distributed “ equally to and among the children, and such as legally represent them.”

In Clark v. Cammann (160. N. Y. 315) cited with approval in Matter of Wilcox (194 N. Y. 288), Haight, J., said: “There being no disposal. Of the estate by the will, it follows that it must be distributed under the Statute of Distribution. (Lefevre v. Lefevre, 59 N. Y. 447.) Among the conflicting' claims made to this fund, we find one in which it is insisted that the testator’s next of kin, at the túne óf the termination of the life estate, are the persons to whom the distributions should be made,, and not to those who were next of kin at the time of the' testator’s death, or their personal representatives. * * * The persons and the - only persons who are entitled, to take by virtue of the statute are those who answer to the legal definition of next of kin at the time of the death of the intestate.”

[707]*707In Miller v. Maujer (82 App. Div. 419) an action was brought under section 2653a of the Code of Civil Procedure; the plaintiff was a niece of the testatrix and showed by her complaint that she was not mentioned in the will as devisee, legatee or otherwise. Defendants demurred. The court said: “While the plaintiff is, under her allegations, the next of kin of the testatrix, we are of opinion that in view of the fact that the testatrix died without leaving descendants, and being survived by a husband, the latter, if the will should be declared void, would take the personal property under the common law and his marital rights [Robins v. McClure, 100 N. Y. 328], so that he is, within the spirit of the statute, the next of kin, and the plaintiff, not being an heir at law, no real estate being involved (Tillman v. Davis, 95 N. Y. 17, 24, 25), has no standing to bring this action.

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

Related

Mayweather v. Wallace
1945 OK 148 (Supreme Court of Oklahoma, 1945)
Collins v. Isaacs
258 A.D. 806 (Appellate Division of the Supreme Court of New York, 1939)
Naylor v. Mealy
67 F.2d 693 (D.C. Circuit, 1933)
Hackett v. Strumpf
156 A.D. 58 (Appellate Division of the Supreme Court of New York, 1913)
Prankard v. Cooley
147 A.D. 145 (Appellate Division of the Supreme Court of New York, 1911)

Cite This Page — Counsel Stack

Bluebook (online)
146 A.D. 703, 131 N.Y.S. 523, 1911 N.Y. App. Div. LEXIS 3346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/irving-v-rees-nyappdiv-1911.