Opinion
CA 03-01789.
February 11, 2004.
Appeal from an amended order of the Surrogate's Court, Ontario County (Frederick G. Reed, S.), entered April 8, 2003 in a proceeding pursuant to SCPA 1420. The amended order denied the petition for construction of decedent's will.
MUEHE AND MUEHE, CANANDAIGUA (GEORGE F. NEWTON OF COUNSEL), FOR PETITIONER-APPELLANT.
JOHN C. PUTNEY, MT. MORRIS, FOR RESPONDENT-RESPONDENT.
Before: PRESENT: PINE, J.P., WISNER, SCUDDER, KEHOE, AND HAYES, JJ.
MEMORANDUM AND ORDER
It is hereby ORDERED that the amended order so appealed from be and the same hereby is unanimously reversed on the law without costs and the petition is granted.
Memorandum: Surrogate's Court erred in denying the petition seeking a determination that the residuary estate of petitioner's father be distributed under the laws of intestacy. Petitioner is one of decedent's three sons from decedent's first marriage. By his will, decedent devised all of his property to his second wife and further provided therein that, if he and his wife died at the same time, the estate would pass to their two sons. The will was silent with respect to the intent of decedent in distributing his estate in the event that his second wife predeceased him. Decedent's second wife thereafter predeceased decedent. In support of the relief sought, petitioner contended that, because decedent failed to provide for such contingency, the residuary estate should pass through intestacy. Respondent, the executor of decedent's estate and one of decedent's two sons from decedent's second marriage, contended that the court should find a gift by implication, thereby interpreting the paragraph concerning simultaneous death as including the phrase "or if my wife should predecease me," in which event the estate would pass directly to respondent and his brother.
A gift by implication is warranted "only in the `rare and exceptional case' where `common sense and justice require that the courts correct situations resulting from obvious error or omission in wills'" ( Matter of Kronen, 67 N.Y.2d 587, 589, quoting Matter of Englis, 2 N.Y.2d 395, 402; cf. Matter of Bieley, 97 N.Y.2d 520). This is not one of those rare and exceptional cases, and thus we conclude that the court erred in finding a gift by implication ( see Kronen, 67 N.Y.2d at 589; see also Matter of Fitzgerald, 136 A.D.2d 932, appeal dismissed 73 N.Y.2d 871).