Maurer v. Thibeault

20 Misc. 3d 631
New York Supreme Court·Decided June 11, 2008·Published·Cited by 3 cases

Opinion

OPINION OF THE COURT

Phillip R. Rumsey, J.

Petitioner’s daughter Wendy, who was married to respondent, was found dead in her home on or about May 26, 2008. Her [632] death is being investigated as a homicide. Petitioner asks that she, rather than respondent, be granted permission to determine the disposition of her daughter’s remains.* Petitioner asserts that Wendy would have preferred that her body be laid to rest in Towanda, Pennsylvania, where she grew up, and where her father is buried. Respondent contends that Wendy would have wanted to be cremated and have her ashes scattered on the property where she had lived with respondent and their 17-year-old son.

The governing statute is Public Health Law § 4201, which sets forth a prioritized list of those who shall presumptively have the right to direct the disposition of a decedent’s remains, beginning with an individual designated by the decedent in a written instrument executed pursuant to the same statute. If there is no such written instrument, the decedent’s “surviving spouse” is next on the list, followed by his or her domestic partner, children who have reached the age of 18, and then parents (Public Health Law § 4201 [2] [a]). The statute further provides that if a listed individual

“is not reasonably available, unwilling or not competent to serve, and such person is not expected to become reasonably available, willing or competent, then those persons of equal priority and, if there be none, those persons of the next succeeding priority shall have the right to control the disposition of the decedent’s remains” (Public Health Law § 4201 [2] [b]).

In support of her request, petitioner alleges, inter alia, that Wendy and respondent were “estranged” and “separated” (petition ¶¶ 3, 6), and that Wendy feared and loathed respondent (id. ¶ 15), against whom she had commenced a divorce action. The petition is supported by documents relating to an incident that allegedly occurred on April 14, 2008, after which Wendy reported to the police that respondent had attacked and strangled her to the point of unconsciousness, and obtained an order of protection directing respondent to stay away from her (petition, exhibit A).

Certain of petitioner’s allegations are denied by respondent in his verified answer, including the claims that the parties were [633] separated and estranged. Respondent further asserts that he lacks information sufficient to form a belief as to whether Wendy would have “not want[ed] her body to be released to respondent for burial under any circumstances” (petition 1Í10; answer 11 5). Finding that these denials raised material factual questions, the court conducted an evidentiary hearing on the issues of whether the decedent and respondent were estranged or separated, such that respondent should not be considered to have been the decedent’s “surviving spouse” within the meaning of the governing statute, and whether petitioner and respondent, respectively, are “competent” to carry out Wendy’s wishes with respect to the disposition of her remains. At the hearing, the parties stipulated that Wendy had commenced a matrimonial action, which remained pending until her death; that Wendy and respondent had been living separately; that there was an order of protection in place; that respondent had been arrested for the acts alleged by Wendy in a sworn statement given to the police on April 15, 2008; and that the resulting criminal action is still pending.

There is no written instrument executed pursuant to the statute. The parties concede that the document signed by Wendy and respondent in 1992 (more than 12 years prior to enactment of the statute), with a title that begins “THIS IS THE LAST WILL” (hearing exhibit A), may not be a will entitled to probate. Nor does that document, which was unwitnessed, but for the signature and stamp of a notary public, without a statement of acknowledgment or jurat, “substantially” comply with the statutory format for appointment of an agent to control the disposition of a person’s remains after death. Nevertheless, it does appear to encompass some written expression by Wendy of what should occur upon her death, and should be considered to the extent that it may provide an indication of what her wishes were, at least when it was executed.

The only applicable provision, section 3 (at 11) — which, according to the express terms of the document, was intended to be effective if Wendy predeceased both respondent and their son — is silent concerning the disposition of her remains, although it does provide that respondent be “executor.” The document as a whole is sometimes written from a plural perspective (we), and sometimes from a singular perspective (I, my). When in the latter format, it is clear that the author was nearly always respondent. Interestingly, the section intended to take effect on Wendy’s death (§ 3) is extremely brief (compared to [634] the other sections), and only sets forth provisions that benefit respondent (e.g., bequeathing all of Wendy’s possessions to respondent, and naming him executor). While section 1 of the document (intended to apply if the entire family were to die at the same time) does contain an expression of intent that they all be buried on the property in Cortlandville, the court is not persuaded — in view of the overall tenor and structure of the document — that this is necessarily what Wendy would have wanted to be done with her own remains, in the event she were survived by respondent and their son.

Even were the court not to find the document itself suspect, however, given the series of events that transpired in the months preceding Wendy’s death, and the extant circumstances at the time she died, the court would not be inclined to afford a “Last Will,” written some 16 years earlier, entitled to much, if any, weight, in discerning Wendy’s “moral and individual beliefs and wishes” regarding the disposition of her remains (Public Health Law § 4201 [2] [c]), or in determining whether respondent should be deemed a competent surviving spouse, within the meaning of Public Health Law § 4201.

Although the statute does not define “surviving spouse,” there is no indication that the Legislature intended to change the meaning of that term as established by prior case law, which held that it does not encompass those who were separated or estranged from their partners at the time of death (see Feller v Universal Funeral Chapel, Inc., 124 NYS2d 546, 550 [1953]; cf. Matter of Salomon, 196 Misc 2d 599, 600 [2003]; Matter of Forrisi, 170 Misc 649, 650 [1939]). Nor is the term “competent” defined in the statute, but given the apparent legislative intent that a decedent’s directions and wishes be honored insofar as practicable, it seems reasonable to consider a person’s ability and willingness to carry out those wishes, to the extent they are known, when assessing “competency.” Bearing in mind those principles, the court finds that the hearing testimony most strongly supports petitioner’s position.

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Maurer v. Thibeault, 20 Misc. 3d 631 (N.Y. Super. Ct. 2008).

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