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Matter of Schell

Appellate Division of the Supreme Court of New York, Second Department
Mar 15, 1993
191 A.D.2d 570 (N.Y. App. Div. 1993)

Opinion

March 15, 1993

Appeal from the Surrogate's Court, Nassau County (Radigan, S.).


Ordered that the order is modified, on the law, by deleting the provision thereof denying in part the executor's motion which was for summary judgment dismissing the claimant's claim against the estate in its entirety, and substituting therefor a provision granting the motion in its entirety, and the claimant's claim is dismissed; as so modified, the order is affirmed, with costs payable by the claimant.

The decedent and the claimant were married on October 11, 1972. On March 5, 1982, they executed a separation agreement. On the basis of that agreement, the Supreme Court, Nassau County, entered a judgment of divorce on November 11, 1983 (see, Domestic Relations Law § 170). The separation agreement survived but did not merge in the judgment of divorce.

The decedent died on February 2, 1990, and the claimant sought to exercise a statutory right to elect against his will as his surviving spouse (see, EPTL 5-1.1). She asserted, inter alia, that the decedent concealed the true extent of his assets and thus fraudulently induced her to execute the separation agreement that served as the basis for the divorce.

The executor moved for summary judgment dismissing the claim. In opposition, the claimant asserted that it was not until the will was presented for probate that she became aware of the true extent of the decedent's holdings.

The Surrogate granted the executor's motion to the extent of declaring that the divorce judgment operated to bar the claimant's exercise of a statutory right of election as the decedent's surviving spouse. However, the Surrogate otherwise denied the motion, concluding that there were "factual issues concerning the validity of the financial provisions of the separation agreement".

Clearly, the Supreme Court obtained jurisdiction over the claimant in the divorce action. This being the case, the claimant may not challenge the judgment of that court through a collateral attack in the Surrogate's Court (see, Crouse v. McVickar, 207 N.Y. 213; Matter of Satulsky, 150 A.D.2d 193; see also, Matter of Leikind, 22 N.Y.2d 346). Since the judgment of divorce remains in full force and effect, the claimant may not exercise a statutory right of election as the decedent's surviving spouse (see, EPTL 5-1.2 [a] [1]). The Surrogate therefore properly dismissed the claim insofar as it asserted a spousal right of election.

In support of his motion for summary judgment, the executor submitted copies of the joint tax return of the claimant and the decedent for the years 1980 and 1981. These established that the claimant was aware of the decedent's financial holdings at the time she executed the separation agreement (see, Metzger v. Aetna Ins. Co., 227 N.Y. 411). The claimant failed to rebut this showing by evidentiary facts in admissible form (see, Torsiello v Torsiello, 188 A.D.2d 523). Moreover, since the claimant received benefits under the agreement for almost eight years, she relinquished her right to challenge the agreement (see, Melchiorre v. Melchiorre, 142 A.D.2d 558; see also, CPLR 213; Riley v. Riley, 179 A.D.2d 750; Curry v. Chollette, 57 A.D.2d 604). Under such circumstances, the executor's motion is granted in its entirety and the claim is dismissed. Sullivan, J.P., Balletta, O'Brien and Santucci, JJ., concur.


Summaries of

Matter of Schell

Appellate Division of the Supreme Court of New York, Second Department
Mar 15, 1993
191 A.D.2d 570 (N.Y. App. Div. 1993)
Case details for

Matter of Schell

Case Details

Full title:In the Matter of the Estate of FELIX SCHELL, Deceased. KURT SCHELL…

Court:Appellate Division of the Supreme Court of New York, Second Department

Date published: Mar 15, 1993

Citations

191 A.D.2d 570 (N.Y. App. Div. 1993)
594 N.Y.S.2d 807