LEGAL GUIDE

   Can A Spouse Be Disinherited?

Written By: Michael S. Haber

Summary:  New York provides a method to prevent
a person from completely disinheriting a spouse

1    Not All Marriages Made In Heaven

Most people provide in their wills for their spouses to receive much, if not all, of their
   estates.  But, as you know, not every marriage is made in heaven –
   some are made in a decidedly less pleasant place.  And thus there are
   some people who try to disinherit their spouses.

2    NY Law Provides For 1/3 To Spouse

   New York, like most states, tries to prevent one from leaving his or
   her spouse completely out of the estate.  New York’s statute says that
                                  a spouse must be awarded the greater of $50,000 or one third of the
                                  estate.  That means that if the estate is worth $150,000 or less, the
                                  spouse will receive $50,000, and more than that if the estate is
   valued at greater than $150,000.   This law has traditionally been
   known as the “widow’s right of election,” but has been modernized
   so that the statute is now gender-neutral, referring instead to the
   “surviving spouse.”  The current statute was enacted 20 years ago.

3    How To Exercise The Right

To exercise the spouse’s right to receive his or her “elective share,” a notice of election must be filed and served within six months of the time that the court appointed an executor (or, in cases in which there is no will, an administrator), but in any event within two years of the death of the spouse.  [Even if there is no will, a decedent may have tried to set up his or her finances in a way in which there were joint accounts with, or beneficiary designations of, persons other than the surviving spouse.

4    Marital Separation As One Example

In my own experience, one situation in which the right of election is often exercised is where the spouses were separated at the time of the decedent’s death, but the divorce had not as yet been finalized or even commenced.  A mere separation (in the absence of an agreement stating otherwise) will not by itself amount to a waiver of the right of election.

5    Recommendation

It is strongly recommended that one engage an attorney to handle this, especially because missing the deadline can potentially be very costly.
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New York Probate Attorney - Estate Administration

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212 791-6240
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New York, New York 10007
Law Offices of Michael S. Haber, 225 Broadway, Suite 3010, New York, New York 10007         (212) 791-6240



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