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New York Probate and Estate Administration Lawyer Blog

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Court Decides Whether 1958 Will has been Revoked- In re Grant’s Will, 334 N.Y.S.2d 780 (N.Y. Surr. Ct. 1972)

The issue before the Surrogate’s Court is whether a testator properly revoked a prior will. As long as he (or she) is not mentally incapacitated, a testator has the right to revoke a will at any time. Under New York EPTL § 3-4.1, there are 3 ways to revoke a…

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Nonresident asked to Furnish Security Costs Under Section 282 of Surrogate’s Court Act

The proponent moves for an order directing the respondent, to furnish security for costs pursuant to section 282 of the Surrogate’s Court Act, on the ground that he is a nonresident. The respondent opposes the motion on the ground that: “An examination of the records of this court will reveal…

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Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?

The unique issue before the court is whether service of process upon the Public Administrator is sufficient to confer personal jurisdiction over an estate: (a) which petitioner claims is worth less than $10,000, (b) where no probate proceeding has been initiated and (c) where no letters of administration have been…

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Court Rules on Ante-Nuptial Agreement – Simms’ Will, In re, 273 N.Y.S.2d 494, 51 Misc.2d 540 (N.Y. Surr. Ct., 1966)

Petitioner Jankowitz is a niece by the half blood of decedent Simms. Jankowitz’s father and Simms were half brothers. Jankowitz and Simms, entered into an antenuptial agreement in 1961 in which Simms agreed to leave her a testamentary gift of $25,000. The two were then married in accordance with the…

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Beneficiary questions the apportionment of estate taxes – Schneider, Matter of, 572 N.Y.S.2d 737, 175 A.D.2d 287 (N.Y. App. Div., 1991)

This case involves an appeal to a Surrogate’s Court decision related to the accounting filed by an executor. One of the responsibilities of an executor is to keep accurate records of all of the money coming into an estate and all money distributed from the estate. The executor must submit…

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Plaintiffs Seek Declaration of Rights Regarding Father’s Estate – Wagner v. Wagner, 58 A.D.2d 7, 395 N.Y.S.2d 641 (N.Y. App. Div., 1977)

In this case the court is asked to enforce an agreement made by spouses in a joint will that required the surviving spouse to leave any property received under the will to the couple’s children. This case involves a dispute over the estate of R. Wagner and T. Wagner. R.…

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