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Articles Posted in Probate & Estate Litigation

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Surrogate’s Court considered whether to lift restrictions on limited letters of administration.   In re the Estate of Cridland, 30 Misc. 3d 415 (N.Y. Sur. Ct. 2010)

In In re the Estate of Cridland, the administratrix of the estate, the decedent’s sister, sought to remove the restrictions from her limited letters of administration so that she could collect settlement proceeds from an action related to the death of the decedent, allocate the entire recovery to the personal…

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Surrogate’s Court considered a will construction case where the identify of a beneficiary nonprofit was unclear.  In re Estate of Geng, 50 Misc. 3d 475 (N.Y. Sur. Ct. 2015)

The purpose of a last will and testament is to allow the testator to leave instructions as to what is to happened to their property once the pass away. It’s important for a will to be will-written as clear.  Since when it is time to follow the instructions in the…

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Surrogate’s Court declined to probate a document that did not meet the requirements of a will.  In re the Estate of Wolf, 38 Misc. 3d 564 (N.Y. Sur. Ct. 2012)

A will, when properly executed, is a legally enforceable document in which the testator gives instructions as to what is to happen to their property after their death. In this will contest case the Surrogate’s Court has was asked to determine whether a document signed by the decedent was in…

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Surrogate’s Court was asked to construct unclear terms in a will.  In re the Estate of Steflik, 9 Misc. 3d 354 (N.Y. Sur. Ct. 2005)

If a New York will contains language that is vague or subject to multiple interpretations, interested parties can initiate probate litigation to request that the Surrogate’s Court  determine how the ambiguous language in the will should be construed. This type of litigation is called a “construction action.” The purpose of…

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Surrogate’s Court denied summary judgement where a landlord sought payment of rent arrearages from the executrix of an estate. In re the Estate of Jorden, 8 Misc. 3d 789 (N.Y. Sur. Ct. 2005)

In this case, the Surrogate’s Court was asked to determine the applicability of the Loft Law in a case where a landlord sought to recover back rent and where the decedent’s estate sought to recover the value of fixtures added to the premises by the decedent. Under New York law,…

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Surrogate’s Court dismissed argument that proffered will should be rejected due to execution of later will. Summary judgement. In re the Estate of Wimpfheimer, 8 Misc. 3d 538 (N.Y. Sur. Ct. 2005)

Under New York law, there are multiple ways to revoke a will. The testator can execute a document clearly indicating an intention to revoke the will.  The testator can intentionally destroy the will by ripping it up, burning it, or another action of destruction. Or, the testator can execute a…

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In a turnover proceeding, the Appellate Division upheld the determination that the funds were the property of the estate and not gifts.  In re Kelligrew, 63 A.D.3d 1064 (N.Y. App. Div. 2009)

During estate administration, a major responsibility of a personal representative is to identify, secure, and inventory estate assets. In some instances, a turnover proceeding is required to ensure that all assets that are part of the estate are accounted for. A turnover proceeding is a legal proceeding that occurs during…

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In a turnover proceeding, the court found that the petitioner largely did not meet their burden. Matter of Mahoney, 2021 N.Y. Slip Op. 32702 (N.Y. Sup. Ct. 2021)

In the process of estate administration, when there is a disagreement about who has title to property or there has been a theft of assets, the executor of an estate can initiate a turnover proceeding to get more information and to recover property that belongs to the estate. SCPA  §…

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Father was not barred from sharing in intestate estate of his daughter because his negligence caused her death. In re Wigfall, 20 Misc. 3d 648 (N.Y. Misc. 2008)

Under New York law, when a child dies, typically their parents are their next of kin and are entitled to share in their intestate estate.  However, a parent can be disqualified from inheriting from the child’s estate under two conditions: if the parent abandoned the child before their 21st birthday…

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Misconduct must be shown to remove an estate administrator.  In re Matter of Estate of Corey, 65 Misc.3d 524 (N.Y. Surr. Ct. 2019)

Once an administrator has been appointed, SCPA § 711 provides that they can be removed or suspend under specific circumstances.  In In re Matter of Estate of Corey, the  Surrogate’s Court was to remove an administrator because he allegedly exceeded the scope of his fiduciary duties and responsibilities. Background The…

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