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New York Probate and Estate Administration Lawyer Blog

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Petitioner Moves for Summary Judgment in Will Challenge Case – In re Will of Ballasalmo, 2017 NY Slip Op 50193(U) (N.Y. Surr. Ct., 2017)

Ballasalmo died at the age of 95, leaving 2 daughters, Knuth and Ayers as her distributees. Petitioner, the decedent’s niece-in-law, submitted a document dated August 16, 2007, purportedly as Ballasalmo’s last will and testament. The will stated that Ballasalmo’s entire estate was to be divided between the petitioner and 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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Court grants summary judgment dismissal of objections to probate where the objectants are unable to show improper execution, lack of testamentary capacity, or undue influence – Estate of West v. West, 147 A.D.3d 592 (N.Y. App. Div., 2017)

In this case the Surrogate’s Court had to determine if a will should be invalidated due to improper execution, lack of testamentary capacity, and undue influence.  On October 19, 2015, the Surrogate’s Court entered the will of decedent L. West into probate. An objectant, P. West,  raised objections to the…

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Court Decides if a Will Was Properly Executed- In re Levine’s Will, 149 N.Y.S.2d 843 (N.Y. Surr. Ct. 1954)

The issue before the Surrogate’s Court is whether a will was properly executed.  New York estate law requires that in order for a will to be valid, it must meet certain technical requirements related to execution. That is the requirement now, and it was also the requirement decades ago when…

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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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