Section 2225. Determination of distributees, devisees, legatees, beneficiaries and distributive and beneficial shares In any proceeding where the court is required to determine the distributees entitled to share in the estate under EPTL 4-1  


Latest version.
  • 1, or  where
      a  devisee,  legatee  or a beneficiary of a will or trust subject to the
      jurisdiction of the court is entitled to  money  or  property  upon  the
      occurrence  of  a specified event, the petition may request the court as
      incidental thereto to adjudge that (a) a person who might otherwise be a
      distributee, devisee, legatee or beneficiary is  dead  or  (b)  that  no
      distributees,  devisees,  legatees  or  beneficiaries  other  than those
      stated in the record exists. Citation shall issue to  the  person  named
      and  to  unknown  distributees  or  to  unknown  devisees,  legatees  or
      beneficiaries, if any.  For the purposes of this section,  a  "specified
      event" shall be the time specified in the will or lifetime trust for the
      determination  of  the  identity of the devisee, legatee, beneficiary or
      members of a class thereof entitled to share  in  the  estate  or  trust
      property.
        (a)  If  it  is  established  to  the satisfaction of the court that a
      person who would be a distributee, or a devisee, legatee or  beneficiary
      upon  the occurrence of a specified event, has not been heard from for a
      period of at least three years since the death of the decedent, or since
      the occurrence of such event, as the case may be, that a diligent search
      has been made to discover evidence that such person is still living, and
      that no such evidence has been found, the court may make a determination
      that such person is presumed dead and that he  or  she  predeceased  the
      decedent  without  issue or that such devisee, legatee or beneficiary is
      presumed to have died prior to the occurrence of  such  event  and  that
      such  person  died  prior  thereto without issue other than those issues
      stated in the record.
        (b) If it appears to the satisfaction of the court that  diligent  and
      exhaustive  efforts  have  been  made  from  all  available  sources  to
      ascertain the existence of  distributees,  or  members  of  a  class  of
      devisees,  legatees  or  beneficiaries,  that  at least three years have
      elapsed since the death of the decedent, or since the occurrence of  the
      specified event upon which such class is finally determined, as the case
      may be, that the parties before the court know of no distributees of the
      decedent,  or  of  such  legatees, devisees or beneficiaries, other than
      those stated in the record, and that no claim to a share in  the  estate
      or trust has been made by any person whose relationship or existence has
      not  been  established in the record, the court may make a determination
      that no distributee of the decedent or class of distributees exists,  or
      that  no  such devisee, legatee or beneficiary, or members of a class of
      legatees, devisees or  beneficiaries  exists,  other  than  those  whose
      status is established in the record before the court.
        (c)  Upon  making  the  findings  under subdivision (a) or (b) of this
      section, the court may  direct  distribution  of  the  assets  to  those
      distributees  or  to  those  devisees,  legatees and beneficiaries whose
      relationship or present existence has been  established  in  the  record
      before the court.