Rogers v. Rogers

174 Misc. 841, 22 N.Y.S.2d 659
CourtNew York Supreme Court
DecidedJuly 22, 1940
StatusPublished
Cited by6 cases

This text of 174 Misc. 841 (Rogers v. Rogers) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rogers v. Rogers, 174 Misc. 841, 22 N.Y.S.2d 659 (N.Y. Super. Ct. 1940).

Opinion

Wheeler, J.

The attack on the first cause of action is upon the ground that plaintiff has not legal capacity to sue. In considering this question it is necessary to briefly analyze the history of this estate.

Hosea Rogers died on December 14, 1904, leaving a last will and testament dated November 20, 1901. His heirs and next of kin were Asenath Rogers, his widow, and five children, including a son, William H. Rogers. The will was offered for probate on January 3, 1905, and objections were filed by the son William. Thereafter Polly M. Rogers, a daughter, was appointed temporary administratrix of the estate, and she managed the same until her discharge in 1909.

Pending the temporary administration, and on June 1, 1905, the widow and all the children entered into a written agreement containing provisions for the distribution of Hosea Rogers’ property. This agreement was acknowledged by all the parties, including William and his then wife, Carolyn D. Rogers, in 1906, and later in 1908 reacknowledged by two of the children who had then become of age.

[843]*843This agreement provided that the estate should be administered by Asenath Rogers and Polly M. Rogers, the same executors named in the will, and that they should account as executors, the will thereafter having been admitted to probate.

The agreement also provided in paragraph Fourth ” that the so-called Warehouse street property (subsequently operated by William as the Genesee Lumber Company) should be held by Asenath and Polly in trust for William H. Rogers and his family. Under this trust they were to pay the net income To William H. Rogers for his maintenance and support, and the maintenance and support of his family during the term of his natural life, and if his wife survive him, to use said income and profit after his death for the support and maintenance of his wife and family during the term of her natural life, and to convey the remainder thereof to such of his children, if any, as shall then be living. * * * In case

William H. Rogers shall not leave any descendants him surviving, then such property shall at the death of said William H. Rogers and his wife, be divided among his heirs at the time of his death according to law.

A judicial construction of the above trust agreement must be had in order to determine whether or not the plaintiff has legal capacity to sue. It is the contention of plaintiff that she is entitled to take under the above trust as the surviving wife of William H. Rogers, and if she is defeated in this contention, she in any event will take as his heir.

On the date of this agreement (but not on the date of the will) William Rogers was married to Carolyn D. Rogers, who joined in its execution. Thereafter, in 1908, William and Carolyn were divorced, and subsequently, on January 9, 1909, William married Mary I. Rogers, the plaintiff in this action. William and Mary continued to five together until 1920, when William obtained a Nevada decree of divorce, in which action the plaintiff herein did not appear. It further appears that William married his third wife, Marie Bearer, who died in 1937, and that he again married Kathryn Sweeney, his fourth wife, in 1939, and that she was residing with him as his wife at the time of his death, which took place in the same year.

The first wife, Carolyn, released all her rights in and to the estate, and later died in the year 1920. The preliminary question as to whether Mary Rogers or Kathryn Sweeney Rogers was the lawful surviving spouse has already been determined by the official referee to whom the question was referred. The referee has determined that the plaintiff herein, Mary I. Rogers, is the lawful surviving spouse.

[844]*844It is the claim of the defendants that the plaintiff Mary Rogers, the lawful surviving spouse of William Rogers, has not legal capacity to sue since, as they assert, she is not the wife, nor is she the heir of William Rogers, as contemplated by this agreement.

As already pointed out herein, Mary was not the wife of William at the time the trust agreement was made; on the contrary, he was then married to Carolyn, who was an actual party to the agreement.

The law seems to be well established that where a gift is given to the wife of a married man, it refers to the then wife, and not to one whom he may subsequently marry. (Meeker v. Draffen, 201 N. Y. 205.) In the Meeker case the Court of Appeals approved of the following language used by the Appellate Division in the same case (137 App. Div. 537-539): “ Unless there be something in a will indicating the contrary, a gift to the ‘ wife ’ of a designated married man is a gift to the wife existing at the time of the making of the will, and not to one whom he may subsequently marry.”

It must, therefore, be held that Mary Rogers, the plaintiff, is not the “ wife,” as contemplated by the agreement.

However, there remains for consideration the question of whether Mary Rogers is entitled to take under this agreement as an heir of her husband William, in accordance with subdivision 3 of section 83 of the Decedent Estate Law.

The trust agreement provides: “ * * * such property shall at the death of said William H. Rogers and his wife, be divided among his heirs at the time of his death according to law.”

It is to be observed that a surviving spouse was not an “ heir ” prior to the amendment of chapter 229 of the Laws of 1929, amending sections 80 et seq. of the Decedent Estate Law. The question, therefore, is whether the law in effect prior to 1930 or that in subsequent use is to be adopted.

In Matter of Waring (275 N. Y. 6) it was held that the statutes in effect prior to September 1, 1930, control. In that case the will provided that at the death of a son, a life beneficiary, the trustees should pay the corpus of the trust to the “ next of kin of said John, according to the laws of the State of New York.” The court held that the amendments are not retroactive, and furthermore by abolishing the distinction between next of kin ’ and ‘ heirs at law,’ the Legislature did not extend the class embraced within next of kin ’ to include other than blood relatives. * * * The use of that expression [next of kin] by the testator to define and limit the class to whom the remainder of the trust should pass was intentionally and understandingly made and was distinctly to exclude the wife of the son.” . .

[845]*845The foregoing indicates the rule of the Waring case and the reasons for its adoption. However, the Court of Appeals in that case intimated (p. 13) that an exception may exist. “ Had the testator here said merely that the remainder should pass according to the laws of the State of New York in effect at the time of the death of the son, distribution under the provisions of section 83, subdivision 4 of the Decedent Estate Law might have been made.”

It seems clear that the language used in the case at bar, “ be divided among his heirs at the time of his death according to law,” is equivalent to the exception noted in the Waring case. The exception was applied by Surrogate Foley in Matter of Bound (171 Misc. 591), where the remainder was disposed of in the following language: “ then I direct that the principal be disposed of according to the laws of inheritance and distribution of the State of New York.”

Likewise the exception in the

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Bluebook (online)
174 Misc. 841, 22 N.Y.S.2d 659, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-rogers-nysupct-1940.