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Matter of Hartman

Surrogate's Court, Orange County
Nov 2, 1973
76 Misc. 2d 339 (N.Y. Surr. Ct. 1973)

Opinion

November 2, 1973

Hyman Grossman for proponent.

Gerald Orseck for objectant.


Motion to dismiss objections which have been filed to the probate of the propounded instrument by a daughter of the decedent, by his prior marriage. As a distributee, disinherited by the terms of the propounded instrument, objectant has status to file objections to probate herein (SCPA 1410).

By the terms of the will the entire estate passes to proponent who is therein described as "my wife" and who survived the testator. Had she not so survived, the entire estate passed to objectant and designated stepdaughters, share and share alike.

The notice of motion neither states the grounds upon which the motion is predicated nor the section of law pursuant to which the motion is made. The court considers this improper motion practice (CPLR 2214). The court, however, will consider this motion, based upon the supporting and opposing affidavits submitted thereunder, as a motion for summary judgment under CPLR 3212, which is made applicable to this proceeding by SCPA 102. This court can make a summary disposition of objections filed in a probate proceeding where the pleading fails to allege ultimate facts sufficient to present any triable issue affecting the admission to probate of the propounded instrument. ( Matter of Pascal, 309 N.Y. 108; Matter of Broch, 12 Misc.2d 364; Matter of Avrutine, 20 Misc.2d 107; Matter of Fuller, 45 Misc.2d 353; Matter of Dennis, 206 Misc. 593.)

The gravamen of the objections is that the objectant's mother obtained an Alabama divorce from the decedent in September, 1959, which the objectant asserts was, and is, invalid, because neither party was a bona fide resident of that foreign State and objectant's mother went to Alabama solely for the purpose of obtaining such divorce. Objectant contends, in the event the divorce is established to be invalid, that the marriage contracted with the proponent following such divorce was, and is, bigamous; and claims, as a consequence thereof, the testator would be deemed to have died intestate as to the objectant who would thereby become entitled to the entire estate. Objectant's mother survived the testator and now resides in Liberty, New York, which is the same address listed for objectant in the probate petition. No papers have been submitted on this motion by or on behalf of objectant's mother.

For the purpose of this motion the court considers all of the averments of objectant as true and established. Nevertheless, the objections are insufficient to raise any triable issues to deny probate to the propounded instrument. Since objectant was not a party to the divorce decree, she may challenge its validity ( Matter of Lindgren, 293 N.Y. 18). However, the validity or invalidity of the divorce decree cannot affect the right to probate of the propounded instrument. It is axiomatic that a testator may dispose of his property as he sees fit so long as it is not contrary to law or public policy ( Matter of Kelley, 225 App. Div. 29, affd. 251 N.Y. 529; Matter of Kramer, 172 Misc. 598, 602). A parent can disinherit a child ( Rice v. Andrews, 127 Misc. 826). Assuming, arguendo, the invalidity of the divorce decree, the proponent herein, who is recognized and declared, in the propounded instrument, to be the wife of the testator, must be so regarded for the purpose of the will and no one else could claim any such position under the will ( Gelston v. Shields, 78 N.Y. 275, 280). Similarly, the resultant bigamous marriage between the decedent and proponent, if the divorce decree were invalid, would not bar the proponent from her right to receive the gifts provided for her in the testamentary instrument propounded for probate. This precise question was settled in Taylor v. Higgs ( 202 N.Y. 65, 68). The law regards with disfavor the divesting of any person of his or her property rights and entitlement to receive testamentary gifts by reason of criminal activity. The law is that even where a person is deemed civilly dead, following a criminal conviction, such person does not lose his property rights and is qualified to take testamentary gifts or inherit property as a distributee (7 Warren's Heaton, Surrogates' Courts, § 11, par. 3; Matter of Cirello, 50 Misc.2d 1007). A fortiori, in this case, giving objectant the benefit of her allegations in their entirety, they are insufficient as a defense or bar to the admission to probate of the propounded instrument.

Accordingly, the motion is granted. Settle order in accordance with section 1830.23 of the Uniform Rules for all Surrogates' Courts, Second Department (22 NYCRR 1830.23).


Summaries of

Matter of Hartman

Surrogate's Court, Orange County
Nov 2, 1973
76 Misc. 2d 339 (N.Y. Surr. Ct. 1973)
Case details for

Matter of Hartman

Case Details

Full title:In the Matter of the Estate of JOHN H. HARTMAN, Deceased

Court:Surrogate's Court, Orange County

Date published: Nov 2, 1973

Citations

76 Misc. 2d 339 (N.Y. Surr. Ct. 1973)
351 N.Y.S.2d 43

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