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Articles Posted in Estate Administration

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Father, a Convicted Felon, Not Eligible to Serve as Administrator of the Estate of Minor Child, Passalacqua v. State (N.Y. Ct. Cl. 2012)

One of the roles of the administrator of the estate is to bring claims on behalf of the estate.  In this case, the administrator filed a wrongful death claim on behalf of the estate of his deceased minor daughter.  The defendant responded by challenging the administrator’s eligibility to serve as…

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Decades Old Sexual Abuse Allegations Not Sufficient to Disqualify Executor, Matter of Kalikow, 2008 NY Slip Op 33353(U) (N.Y. Surr. Ct. 12/16/2008)

In a will, the testator names the person or persons who he (or she) wants to serve as the executor of his estate.  The executor has a great deal of responsibility, as he will be responsible for managing the decedent’s assets, paying estate bills, and distributing them to his beneficiaries. …

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Administrator Permitted to Resign on the Grounds that it was in the Best Interests of the Estate, In re Estate of Tappan, 2016 NY Slip Op 32046(U) (N.Y. Surr. Ct. 2016)

In the Estate of Tappan, the daughter of the decedent who was also the administrator of his estate, sought permission from the Surrogate’s Court to resign. An executor or administrator is the person or entity that is appointed by the Surrogate’s Court to manage a decedent’s estate and distribute its…

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Petitioner Seeks Guardianship of Disabled Sister- In re Harper, 2019 NY Slip Op 50333(U) (N.Y. Surr. Ct., 2019)

In this case the Surrogate’s Court considers the whether to grant a petition for guardianship of a person who suffers from intellectual and physical disabilities and is unable to care for herself. Petitioner Laut appeals the denial of a petition she filed under SCPA Article 17-A for guardianship of her…

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Court Rejects Extrinsic Evidence in Will Construction Case – Bowler v. Benoit (In re Bruce), 161 A.D.3d 712 (N.Y. App. Div., 2018)

In this probate case the court considered the question as to whether it has the authority to consider extrinsic evidence in the determining how to interpret ambiguous terms of a last will and testament. In her last will and testament, decedent Bruce made a provision as to the disposition of…

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Court will void a transaction completed by a person who was incompetent at the time the transaction was executed – Nurse v. Dacres (In re Nurse), 160 A.D.3d 745 (N.Y. App. Div., 2018)

In this case the Surrogate’s Court had to consider issues related to a contested guardianship under Mental Hygiene Law Article 81 and invalidating a property conveyance by the person who is the subject of the guardianship. Mental Hygiene Law Article 81 provides that upon petition, the Surrogate’s Court can appoint…

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Court upholds restrictions on the sale of property disposed of in a will – Bajic v. Bonanno (In re Bonanno), 2017 NY Slip Op 4436 (N.Y. App. Div., 2017)

In this probate proceeding the court had to address an issue related to the construction of terms in the will related to the restriction on the disposition of real estate. Decedent M. Bonanno died in 2002, leaving a last will and testament dated August 1, 1983. The Surrogate’s Court admitted…

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