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Articles Posted in Estate Administration

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Whether the Surrogate’s Court has the authority to modify the 100% allocation ordered by Supreme Court. Matter of Hoyte, 2021 NY Slip Op 21090

This case involves the distribution of settlement proceeds following the untimely death of the decedent, raising questions of jurisdiction and allocation between personal injury and wrongful death claims. The petitioner, Clathina McMillan-Hoyte, seeks approval for the distribution, while the Albany County Department of Social Services (DSS) objects, asserting a Medicaid…

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Should the court compel turnover of corporate minutes relevant to an estate? Matter of Baugher 2014 NY Slip Op 51090(U)

In estate proceedings, the involvement of corporate holdings, like a company owned by the deceased, can significantly affect the distribution of assets. Imagine someone owned a business worth millions when they passed away. Now, their estate has to be sorted out. The company’s value and income become part of the…

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Google is obligated to disclose contacts and calendar information under EPTL 13-A-3.2. Matter of Serrano 2017 NY Slip Op 27200

A New York small estate proceeding is a simplified legal process for handling the assets of a deceased person when their estate is relatively small. It streamlines the probate or administration process, making it quicker and less complex. Typically, it’s available when the total value of the estate is below…

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Department of Social Services’ potential standing as an interested party in wrongful death compromise proceedings. Matter of Maier, 178 Misc. 2d 1061 (N.Y. Surr. Ct. 1998)

Matter of Maier, 178 Misc. 2d 1061 (N.Y. Surr. Ct. 1998) is about a wrongful death compromise proceeding and sheds light on the nuanced intersection of personal injury law, estate distribution, and the role of social services. Wrongful death actions arise when an individual’s death is caused by the wrongful…

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Court considered whether ancillary letters of administration should be issued. Matter of Dillon 2017 NY Slip Op 27388

Matter of Dillon, 2017 NY Slip Op 27388 involves the estate of Terry J. Dillon, who died intestate in Maryland in 2016. A Small Estate Petition was filed in Maryland, where the decedent’s son, Jason M. Dillon, was appointed as the personal representative. Subsequently, Jason filed a petition in New…

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Court considered how to address the DDS’s failure to timely file objections in wrongful death case. In re Torres 28 Misc. 3d 677 (N.Y. Surr. Ct. 2010) 

Cases involving wrongful death settlements can be quite complex, as demonstrated in the case of In re Torres, 28 Misc. 3d 677 (N.Y. Surr. Ct. 2010) , involving the New York City Department of Social Services (DSS). Wrongful death occurs when an individual dies due to the negligent or intentional…

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In a case about allocation of wrongful death award, the court addresses an issue of jurisdiction. In re Mcmillan-Hoyte, 71 Misc. 3d 1042 (N.Y. Surr. Ct. 2021)

This case involves a petition by Clathina McMillan-Hoyte, as the Administrator of the Estate of Henderson T. Hoyte, seeking approval for the allocation and distribution of settlement proceeds. The matter arises from the allocation of 100% of the settlement to wrongful death, a decision challenged by the Albany County Department…

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Surrogate’s Court dismissed objections based on lack of testamentary capacity, finding them to be based on mere surmise. In re Horn 68 Misc. 3d 1217 (N.Y. Surr. Ct. 2020)

In re Horn, 68 Misc. 3d 1217 (N.Y. Surr. Ct. 2020), the dispute revolves around the Last Will and Testament dated January 15, 2019, including a claim related to the testamentary capacity of the testator. Testamentary capacity is crucial in ensuring the validity of a person’s will. It reflects the mental…

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Medical malpractice and wrongful death compromise. Delrossi v. Defendant V, 2004 N.Y. Slip Op. 24462 (N.Y. Sup. Ct. 2005)

Delrossi v. Defendant V, 2004 N.Y. Slip Op. 24462 (N.Y. Sup. Ct. 2005) is a complicated case that spans over two decades. The intricacies of this legal battle, involving issues of wrongful death, survivorship claims, and reimbursement rights, present a fascinating study in the interplay between state and federal laws.…

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In a wrongful death compromise case, the court determined that regardless of their mental health issues, a person cannot profit from their wrongdoing. In re Demesyeux, 978 N.Y.S.2d 608 (N.Y. Surr. Ct. 2013)

In re Demesyeux, 978 N.Y.S.2d 608 (N.Y. Surr. Ct. 2013) the Surrogate’s Court considered an issue related to the wrongful deaths of 3 children and who was entitled to receive benefit from the proceeds of a wrongful death lawsuit. The case was tragic, as it involved a mother who suffered…

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