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Court Decides Statute of Limitation Issue

The decedent died on February 7, 1946. Shortly thereafter the executrix filed with the court a petition for the probate of the decedent’s will, together with her oath and designation. Jurisdiction of all necessary parties was obtained and the proceeding was marked for decree on July 10, 1946, subject to the affidavits of subscribing witnesses. Letters testamentary were not issued at that time.

The County Attorney of advised the then petitioner (and now executrix) by letter of the existence of the, the Board of Public Welfare of Nassau County filed a notice of claim with the court. This notice was not served on the then petitioner. Nothing further was done by the petitioner to complete the proceeding until February 1965 when the matter was reactivated and the will eventually admitted to probate and letters were issued.

A New York Probate Lawyer said the petitioner herein has requested a determination that the aforementioned claim of the Board of Public Welfare of Nassau County be held invalid and unenforceable against the estate and the executrix on the grounds that the claim is barred by the six-year Statute of Limitations provided by the old section 48 of the Civil Practice Act. The section 104 of the Social Welfare Law does not authorize recovery of amounts paid by welfare boards for any period prior to ten years before decedent’s death, and thus at least that part of the claim in the amount of $2,130.57 representing payments made prior to 1938 is not recoverable. The estate was insolvent at the date of the decedent’s death because the amount of her funeral and administration expenses exceeded the value of her personal property, and the amount of mortgage liens and unpaid interest thereon exceeded the value of her real property.

The County Attorney, on behalf of the Board of Public Welfare, has conceded that it is barred from any recovery of the $2,130.57 portion of the claim for the period from January 28, 1932 to April 7, 1937 since those payments were made more than ten years prior to decedent’s death in spite of the possibility of a small overlapping. He also indicates acceptance of petitioner’s statements relative to the value of decedent’s assets at the date of her death and of the amount of funeral and administration expenses. The remaining allegations of invalidity and unenforceability of the claim as set forth in the petition are, however, disputed.

A New York Probate Lawyer said the Social Welfare Law as it read at the date of decedent’s death provides that a public welfare official may bring action against the estate or the executors of a person, who dies leaving real or personal property, if such person or anyone for whose support he was liable, received assistance during the preceding ten years. It further states that any assistance or care received by such person shall constitute an implied contract. Former section 48 of the Civil Practice Act at that date required that an action on an implied contract be commenced within six years after the cause of action has accrued.

The Board of Public Welfare takes the position that its filing of a notice of claim with the court on or about January 20, 1947 was equivalent to the commencement of an action, thus the six-year Statute of Limitations was tolled. The executrix argues that in order to validly present such a claim there had to be an executor or administrator in office, and since there was none, the six-year Statute of Limitations has run and bars the claim; that former section 21 of the Civil Practice Act which provided for an 18-month tolling of the Statute of Limitations where a person against whom a cause of action exists dies within the state, and further provided that if letters testamentary or of administration were not issued within the state at least six months before the expiration of the Statute of Limitations as so extended, the term of one year after such letters are issued is not a part of the time limited for commencement of an action, affords no relief to the claimant because it did not apply to a cause of action accruing after death and as to such cause of action, there was no other provision for tolling the statute.

A Staten Island Probate Lawyer said the court agrees that for a claim on a decedent’s estate to be made, demand must be made on an executor or administrator; that the filing of a notice of claim with the court was not a demand on an executor as required by statute, nor was a notice to her.

While it is true that both hold that in a claim of this type ‘the claim accrues upon the date of death and the time within which it may be enforced against the particular decedent’s estate runs for six years thereafter, this court is of the opinion that such holdings are subject to the further rule of law that an action does not accrue until the appointment of a representative upon whom a demand can be made.

The court agrees that a claim maturing or accruing after death is governed by the ordinarily applicable Statute of Limitations, unextended by the relief granted by CPLR, and like statutes. The court believes that a correct statement of the law applicable to this point was set forth by Surrogate Delehanty. The section applies only to claims upon which the statute had begun to run prior to death. The claims which matured after death are not covered by the text of the section at all. As to such claims the general six-year statute applies, Limited only by the rule of law that the cause of action is deemed to be completely in existence only when there is also in existence a person against whom process can issue. The court in that instance then went on to hold that the cause of action came into full existence when letters of administration were issued. If there is no representative in office at the time the right matures, the claimant may not be prejudiced by a delay in appointment, and the statute will not operate against him, no matter what the extent of the delay of those interested in the estate in securing the appointment of a representative.

The court holds, therefore, that the six-year Statute of Limitations applicable to this claim began to run on the date of issuance of letters testamentary to the petitioner on September 27, 1965. However, because of additional questions of fact, no determination as to the validity of the claim can be made without an accounting. Although section 104 of the Social Welfare Law was amended in 1953 to provide that a claim such as this cannot be defeated or barred by any lack of sufficiency or ability on the part of decedent during the period the claimed assistance was received, this amendment has been held not to have retroactive effect. The Board of Public Welfare accordingly has the burden of proving that decedent was of sufficient ability to have been responsible for the claimed payments made herein.

In addition, the court is not in a position without an accounting to pass upon the question of whether or not this estate is insolvent. The present value of the vacant real property and the present status of the lien or liens upon it have not been made known to the court. These matters can be determined in an accounting proceeding after the sale, if any, of the real property. Since the claimant has never served a claim upon the executrix, if it is so advised a proper claim should be filed pursuant to the Surrogate’s Court Act.

A qualified executor is a must for every situation that would arise in a will related dispute. If you want to be assured that you will get what is due for you, a Nassau County Probate Lawyer together with a Nassau County Will Contest Attorney from Stephen Bilkis and Associates can assist you.

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