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Articles Posted in Wills

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Objectant in Case Alleges Undue Influence in Will Case – Bach, Matter of, 519 N.Y.S.2d 670 (N.Y. App. Div., 1987)

Decedent M. Bach executed a will in 1977 that named as beneficiaries her two sisters who were living at the time, and the surviving son of a third sister, Haber. The will also provided that if either of the sisters predeceased her, then her share would go to Metzger, the…

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Court Discusses the Different Between a Will and a Contract

In a probate proceeding, the decedent’s widow appeals from stated portions of a decree of the Surrogate’s Court, Kings County, dated February 13, 1991, which, inter alia, upon refusing to admit a will to probate, impressed a constructive trust upon the entire estate for the benefit of the beneficiaries named…

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Court Discusses Alleged Fraud and Undue Influence in Probating a Will

This is a proceeding for the probate of the will of the deceased. The will was propounded by testator’s widow, and contested by and others, children of testator. From a decree of the supreme court, general term, (15 N. Y. Supp. 601,) reversing a decree of the surrogate’s court, Kings…

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Residuary clause in a will does not have a beneficiary – Matter of Herceg, 193 Misc.2d 201 (N.Y. Surr. Ct., 2002)

In this case the Surrogate’s Court considered whether to consider extrinsic evidence in order to determine how to interpret the residuary clause in a will. Decedent Herceg executed a will on December 2, 1999. The executor of the will was Pastorino. It was admitted to probate on August 16, 2001.…

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Court Discusses Principal of Incorportion by Reference

The petition presents an issue under the doctrine of ‘incorporation by reference’ as applied to wills. The petitioner a sister of the testator, presents an unwitnessed holographic instrument executed January 9, 1968 (‘January instrument’) and also a duly executed instrument (which has been proved as a will) dated February 20,…

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