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Articles Posted in Wills

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Petitioner seeks to revoke letters of administration – In the Matter of Construction and Effect of the Revocable Trust Agreement, 20 Misc.3d 383 (N.Y. Surr. Ct., 2008)

In this case, the Surrogate’s Court was asked by two of the decedent’s creditors to revoke the estate administrator’s letters of administration because in petitioning the court for letters of administrator, the petitioner mispresented his status as a distributee of the decedent’s estate. The decedent, J. Young, was a successful…

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Court Decides if Petitioner Made a Case for Summary Judgment

A New York Probate Lawyer said that, before the court is the motion of the nominated successor co-trustee of the trusts created under Paragraphs Second, Third and Sixth of the will of the decedent. Movant seeks summary judgment pursuant to CPLR 3213 granting his petition for appointment as successor co-trustee…

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Court decides if surviving spouse is entitled to elective share – In re Berk, 897 N.Y.S.2d 475, 71 A.D.3d 883 (N.Y. App. Div., 2010)

In 1982, the decedent, I. Berk, executed a will naming his sons, J. Berk and H. Berk, as the co-executors of his estate. The will also left his entire estate to his sons and his grandchildren. I. Berk was a successful businessman with substantial assets. Over time I. Berk’s physical…

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Carbon copy of a will submitted for probate – Levinsohn’s Estate, In re, 160 N.Y.S.2d 479 (N.Y. Surr. Ct., 1957)

In this case the Surrogate’s Court had to determine whether to probate a carbon copy of a will where the original was purported inadvertently lost or destroyed. According to the two witnesses, the decedent, L. Levinsohn, executed a will on or about February 27, 1948. They testified that all legal…

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Court decides whether language in a will is mandatory or precatory – Moore’s Will, In re, 227 N.Y.S.2d 702 (N.Y. Surr. Ct., 1962)

In this case the Surrogate’s Court considered whether certain language in a will is a mandatory condition of a beneficiary’s receiving a bequest or is merely precatory language. In her will, decedent Moore left her residuary estate to a beneficiary who was a resident of Poland. The language of the…

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Attorney General Brings Action Regarding Revised Charter of New York City

This action is in the nature of quo warranto, brought by the attorney general upon his own information, pursuant to section 1948 of the Code of Civil Procedure. The action is primarily against certain persons alleged to have usurped and entered into the office of city magistrates in the boroughs…

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Son Petitioner Brings Action for Will Construction Issue – Sparacio’s Estate, Matter of, 402 N.Y.S.2d 857 (N.Y. App. Div., 1978)

In this case the Supreme Court considered whether a decedent’s intention was to make a testamentary gift or if the language was actually precatory. If the language was precatory, it is optional, and the executors are not required to enforce it. On the other hand, if the language was mandatory,…

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