In re the Estate of Patenotre
Opinion of the Court
The proceeding for original prohate of the decedent’s will was discontinued by order entered upon motion of the proponent. That order reserved to proponent the right to make application for allowance, counsel fees and expenses, if any, to which he might be entitled. He now seeks counsel fees, disbursements and expenses aggregating $8,678.65.
There has been extensive litigation in relation to the person entitled to administer the estate of the testator in this jurisdiction. It began in July, 1951, with a petition by the nominee of one of the heirs for ancillary letters of administration c. t. a., based upon a holographic will established in France. That petition alleged that the decedent was at the time of his death a resident of France, that he died there leaving personal property within this county, and that the holographic will made as required by French law was duly established in France pursuant to the laws of this country. The holographic will was made by the decedent in New York City on September 15, 1949. On July 26,1951, the allegation of foreign domicile was put in issue by answer of the New York State Tax Commission. The same issue was raised by answer of the moving party here, but that answer was not filed until February 29, 1952. He was a necessary party in the proceeding for ancillary letters because he was a resident of the State and asserted a claim against the estate in the sum of $95,000 for legal services rendered to the decedent.
In the period between the filing of the answer of the Tax Commission and the filing of his own answer, the moving party commenced a proceeding for the probate of a will executed by the decedent in New York on July 6, 1948, and a codicil thereto dated May 27, 1949. The proponent, the executor named in that will, alleged that decedent was domiciled at the time of his death in the county of New York. He contends that he was under a duty to the decedent to petition for the probate of the 1948 will because he believed that the decedent was domiciled in New York and for the further reason that even if decedent were domiciled in France, the proponent had not been given sufficient information to enable him to determine the validity of the later will under French law. Proponent retained a firm
In the opinion of the court the proponent is not entitled to counsel fees or expenses in this estate.
This court is authorized to grant to an unsuccessful proponent costs, disbursements and the expenses “ incurred in the attempt to sustain the will ” only when a “ decree is made upon a contested application for probate of a will.” (Surrogate’s Ct. Act, § 278; emphasis supplied.) In Matter of Foreman (238 App. Div. 388, 390), the Appellate Division held that the costs allowable by a Surrogate are strictly limited under the provisions of section 278 of the Surrogate’s Court Act, that allowances may be made only in the cases provided in such section, and that the attorneys in a probate proceeding are not entitled to costs and allowances prior to the entry of the decree in the probate proceeding. Thus the court was of the view that the Surrogate could compensate an unsuccessful proponent only at the end of the contested proceeding and only in the decree which definitively determined the rights of the parties. (Cf. Surrogate’s Ct. Act, § 78.) The order entered in the probate proceeding simply authorized discontinuance of that proceeding. It did not attempt to determine the rights of any party. The proponent asked leave to withdraw a proceeding which had been initiated by him but which he was no longer justified in prosecuting.
Moreover, under the circumstances, there was no need for initiating at that time the separate proceeding for original probate of the earlier will. The principal issues which the proponent sought to litigate in the probate proceeding were precisely the issues then formulated in the proceeding for ancillary letters, namely, domicile and the holographic character of the later will. This court could grant ancillary letters on a will established
Finally, the court is not satisfied that all these expenses were related to the probate proceeding and not to settlement of the moving party’s large claim.
The motion is, therefore, denied on the law and in the exercise of the discretion of the court.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.