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…
Articles Posted in Wills
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…
Court Discusses the Exercise of Power of Appointment
The father of decedent, died on April 7, 1901, a resident of the county of New York. His will was duly admitted to probate in the Surrogate’s Court of New York County on April 22, 1901, when letters testamentary were issued. The estate and trusts created under said will are…
Children Bring Suit to Determine Benefits
In this probate proceeding, two non-marital children have moved to have their status as children entitled to benefits under the after-born statute (EPTL 5-3.2) determined. In a prior decision (Dec. No. 80, Feb. 7, 2008), the court ruled that any question regarding a party’s status in a probate proceeding should…
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…
Proceeding Seeks to Compel Production of Wills
These two proceedings to compel the production of the wills of the testator, ask the court to seal the documents which have been produced by the respondent. By petitions dated July 25, 2008, petitioners sought to compel the New York City Police Department (NYPD) to produce documents in their possession…
Defendant moves for a Judgment on the Pleadings
The defendant moves for judgment on the pleadings pursuant to Section 476 of the Civil Practice Act on the ground that plaintiffs’ complaint fails to state a cause of action. The motion is granted. The complaint alleges that plaintiffs are sons of the decedent, there is no indication that they…
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.…
Court Wrestles with Procedural Question
This is a motion for an order directing the proponent, who is decedent’s widow, to appear for an examination before trial to enable petitioner to frame objections to the propounded instrument bearing date March 10, 1961, and for other relief. The filing of a petition and service of a citation…
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,…