Lipe v. Lipe

728 P.2d 1124, 1986 Wyo. LEXIS 656
CourtWyoming Supreme Court
DecidedDecember 5, 1986
Docket86-103
StatusPublished
Cited by1 cases

This text of 728 P.2d 1124 (Lipe v. Lipe) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lipe v. Lipe, 728 P.2d 1124, 1986 Wyo. LEXIS 656 (Wyo. 1986).

Opinion

URBIGKIT, Justice.

This appeal addresses the issue whether a separation agreement obligating the ex-husband to make support payments for his ex-wife survives his death in order to bind his estate. We decide this case by application of New York law by affirming the trial court which construed the agreement in favor of the divorced wife and against the estate for which the succeeding wife is executrix. The actual probate estate in Wyoming is de minimis.

Gordon and Phyllis Lipe were married on May 7, 1949 in New York State and were favored by five children. In 1973, when the disaffinity in the marital relationship surfaced by separation proceedings, three of the children were substantially under the age of majority. On November 15, 1973, a separation agreement was executed, followed by a divorce in New York in 1975. Jean succeeded Phyllis as wife, and Gordon died in 1983 as a resident of Teton County (Jackson, Wyoming), with an indicated estate of about $5,000 and creditors’ claims of at least $3,500. 1

This litigation commenced when ex-wife Phyllis filed a creditor’s claim for post-death support in the Teton County probate estate. At about the same time, Phyllis filed an action to collect continuing support in New York, naming Jean as the defendant, both as executrix and trustee. Jean countered by filing this separate lawsuit in Teton County for a declaratory judgment to void the creditor’s claim.

The parties later agreed by stipulation that the claims in the New York proceedings would be dismissed and incorporated by reference in the Teton County proceedings, so that the complaint in New York *1125 would become a counterclaim in the Teton County litigation.

Following reciprocal motions for summary judgment, the district court granted summary judgment in Teton County in favor of ex-wife Phyllis against Jean as executrix. No resolution or disposition of the claim against Jean as trustee was included, and after interim processing, including an aborted appeal, another order was entered dismissing the claim of Phyllis against Jean as trustee, without prejudice. The order now challenged on appeal to this court is the original summary-judgment decision in favor of ex-wife Phyllis against Jean as executrix.

The parties have stipulated, as provided by the separation agreement, that their claims will be interpreted pursuant to New York law. 2

The parties agree and this court recognizes that the New York case of Cohen v. Cronin, 39 N.Y.2d 42, 382 N.Y.S.2d 724, 346 N.E.2d 524, 5 A.L.R. 4th 1146 (1976), in which a support obligation was enforced against the husband’s estate, is controlling as a dispositive statement of New York law on the question of the survival of support rights of an ex-wife following the husband’s death. The trial court determined that this case was factually similar and consequently controlled by the Cohen result. Appellant now seeks to distinguish the contractual provisions in this case from those in Cohen, and urges this court to hold that the trial court erred in applying Cohen to enforce a support obligation against the Lipe estate.

The Cohen court stated the general principles as follows:

“We start with the well-accepted proposition that a husband’s obligation to support his wife terminates with the husband’s death. However, the husband might, by agreement, impose upon his estate a duty to make alimony or support payments after his death. * * * In order to bind the estate, a separation agreement must either specifically provide for the continuation of payments or evince, from the terms of the agreement read as a whole, a clear intention that support payments continue, notwithstanding the husband’s death. * * * While explicit agreement by the parties is obviously much to be preferred, where such explicit agreement is lacking, the court must read the document as a whole in its total context and examine each of its provisions in order to ascertain the overriding intention of the parties. * * Since the burden of proof is borne by the claimant, the wife must establish, to the satisfaction of the court, that the parties actually intended to extend the obligation to make support payments beyond the husband’s lifetime.” 382 N.Y.S.2d at 725-727, 346 N.E.2d at 526-527.

In further discussion, the Cohen court concluded that in the absence of an explicitly stated intent, the following should be considered as persuasive by inclusion or exclusion:

(1) The lack of any termination provision upon death of the husband;
(2) An express statement “that termination of the payments of support would only occur where the wife has either remarried or died”;
(3) A statement that the payments were “in full satisfaction for her support and maintenance”;
(4) A waiver of the right to share in the husband’s estate;
(5) A conclusion by the court that the payments would be the wife’s sole source of income.

The court in Cohen distinguished three earlier New York cases which refused to allow post-death support payments: In re Kahn’s Estate, 21 N.Y.2d 653, 287 N.Y. *1126 S.2d 86, 234 N.E.2d 250 (1967); Cooke v. Cooke, 2 A.D.2d 128, 154 N.Y.S.2d 757 (1956); and Matter of Porter’s Estate, 208 Misc. 611, 137 N.Y.S.2d 271 (1954). Kahn was distinguished because in that case the wife received a payment separately in discharge of any claim she might have against the husband or his estate,” and she was designated as an irrevocable beneficiary of his insurance policies. The trial court in Kahn found no intent to extend payments beyond the husband’s lifetime. Cooke and Porter were distinguished because in those cases the husband’s periodic payments were subject to change if his income decreased. Those courts reasoned that since the husband’s death would eliminate the standard by which the payments were to be measured, the obligation to make the payments was not intended to survive his death.

In Cohen, on the other hand, no such provisions were included, and the court held:

“Although this separation agreement does not specifically provide for the continuation of payments after the husband’s death, we believe that the tenor of the separation agreement reflects an intent to obligate the estate, in the event of the husband’s death, to make the support payments called for in the agreement. [We have not] been shown any evidence extrinsic to the agreement that would support a contrary interpretation * * 382 N.Y.S.2d at 727, 346 N.E.2d at 528.

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768 P.2d 566 (Wyoming Supreme Court, 1989)

Cite This Page — Counsel Stack

Bluebook (online)
728 P.2d 1124, 1986 Wyo. LEXIS 656, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lipe-v-lipe-wyo-1986.