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In re the Estate of Klein

In the Matter of the Estate of Aloysius Klein

In re the Estate of Klein, 121 Misc. 568 (N.Y. Sur. Ct. 1923)
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Court
New York Surrogate's Court · State Specialty Courts
Decided
October 15, 1923
Judges
Foley
Citations
121 Misc. 568

Opinion of the Court — Foley

Text extracted by OCR from a scanned original; check the original for exact wording.

Foley, S.

At the close of the trial of this contested probate proceeding the proponent moved for a direction of the verdict and for the admission of the will to probate on two grounds. The first ground is that the contestant, decedent’s widow, Anna P. Klein, is not a person interested in this proceeding, because in a separation agreement made between her husband and herself she had released all her interest in the estate of the decedent. The second ground is that the evidence is insufficient in law to require the submission of the issues of undue influence and fraud to the jury.

I am of the opinion that the motions should be granted upon both grounds. The parties were married in February, 1922. Differences soon arose between them and they appeared to have separated on or about April 20, 1922. An action for a separation was begun by the wife. Shortly afterwards negotiations for a settlement were initiated between the parties and their attorneys, which terminated in the separation agreement made October 18, 1922.

The will here offered for probate was executed by the decedent on April 19, 1922. This will gives the property to his only daughter and three grandchildren, and disinherits the wife. Pursuant to the terms of the separation agreement, the sum of $6,000 was paid in full for the wife’s claims. This payment is described in the agreement as a “ permanent settlement ” of all rights of the wife against the husband. Specific provision was made releas *569 ing her dower in the husband’s real estate, and a separate instrument releasing dower was executed by her. A fair construction of the language of the separation agreement, which by its provisions was made binding upon the heirs, executors and representatives of each party, is that not only the wife’s interests in the realty, but also in the entire estate were intended to be released and terminated. The decedent’s widow has, therefore, no pecuniary rights in this estate and is not a “ person interested ” in the proceeding under section 147 of the Surrogate’s Court Act. In Matter of Hagen, Surrogate Wingate held similarly that such a separation agreement was valid, that the agreement may, by its terms, release the interest of the wife in the property of her husband and that the widow, under such circumstances, was not a person interested in the estate nor entitled to' contest the will. His determination was affirmed by the Appellate Division. Matter of Hagen, 119 Misc. Rep. 770 ; affd., 206 App. Div. 682 . I agree with his reasoning and conclusion.

While the foregoing decision makes unnecessary the consideration of the second ground for a direction, I hold further, as a matter of law, that the evidence on the questions as to undue influence and fraud in the procuring of the will is insufficient to require the submission of these questions to the jury. Matter of Ruef, 180 App. Div. 203 ; affd., 223 N. Y. 582 ; Matter of McGill, 229 id. 405, 410; Matter of David Price, 119 Misc. Rep. 19 ; affd., 204 App. Div. 252 ; Matter of Goodhart, 173 id. 256 ; Matter of Hall, 193 id. 362 ; Matter of Brand, 185 id. 134; Matter of Powers, 176 id. 455; Matter of Fleischmann, Id. 785; Matter of Woods, 189 id. 324.

Verdict directed in favor of the proponent on all questions. Submit decree accordingly admitting will to probate.

Decreed accordingly.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

1925: 11933: 11934: 11938: 11944: 21949: 11957: 119252026peak 1944 · 2

Relies on it most ⓘ

  1. In re the Estate of Brown153 Misc. 282 (N.Y. Sur. Ct. 1934)
  2. In re the Probate of the Will of Wallace184 Misc. 448 (N.Y. Sur. Ct. 1944)
  3. In re Proving the Last Will & Testament of Kiltz125 Misc. 475 (N.Y. Sur. Ct. 1925)
  4. In re the Estate of Tierney148 Misc. 378 (N.Y. Sur. Ct. 1933)
  5. In re the Estate of Griffith167 Misc. 366 (N.Y. Sur. Ct. 1938)
  6. In re the Probate of the Will of Andrews194 Misc. 217 (N.Y. Sur. Ct. 1949)

Most recent

  1. In re the Estate of Lee6 Misc. 2d 799 (N.Y. Sur. Ct. 1957)
  2. In re the Probate of the Will of Andrews194 Misc. 217 (N.Y. Sur. Ct. 1949)
  3. In re the Probate of the Will of Wallace184 Misc. 448 (N.Y. Sur. Ct. 1944)
  4. In re the Estate of Schwimmer8 Misc. 2d 550 (N.Y. Sur. Ct. 1944)
  5. In re the Estate of Griffith167 Misc. 366 (N.Y. Sur. Ct. 1938)
  6. In re the Estate of Brown153 Misc. 282 (N.Y. Sur. Ct. 1934)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 4

DepthCaseCited by
In re Proving the Last Will & Testament of Price, 204 A.D. 252 (1923) 19
In re Ruef, 180 A.D. 203 (1917) 53
In re Schweizer, 119 Misc. 770 (N.Y. Sur. Ct. 1922) 15
In re Proving the Last Will & Testament of Price, 119 Misc. 19 (N.Y. Sur. Ct. 1922) 4

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