This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters testamentary issued to petitioner, one of her children.…
New York Probate and Estate Administration Lawyer Blog
Petitioner Moves for Summary Judgment
In this Probate case, Petitioner moves for summary judgment on her entitlement to take an elective share of the decedent’s estate pursuant to EPTL 5-1.1-A. Petitioner filed a petition seeking a decree determining that she is entitled to take her elective share against the estate, and that her notice of…
Court Discusses Counsel Fees in Accounting Proceedings
Submitted for decision in this uncontested accounting proceeding are the issues of the fees of counsel for the executor, accountant’s fees and reimbursements to the executor of sums advanced by him. Mrs. VY died on August 27, 2003 a resident of Massapequa, New York. Her son, petitioner DJ, and her…
Court Decide Jurisidiction in Will Contest Case
In an action to recover damages for medical malpractice and lack of informed consent, etc., in which the defendant SSS Medical Center commenced a third-party action against KC, as successor executor of the estate of Mr. RR, KC appeals from an order of the Supreme Court, dated May 1, 2009,…
Plaintiff Seeks to Compel Production of Financial Documentation
Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and opened in the name of ‘Ms. B, in…
Petitioner Requests Judicial Settlements of Accounts
The petition herein prays for the judicial settlement of the accounts of the trustees and for a construction of the validity and effect of the last will and testament of testator and the appointment thereunder of Mr. E Jr. and for the issuance of letters of trusteeship to Mrs. E…
Proponent of a will claims that objectant does not have legal standing to object – Potenza’s Will, In re, 19 Misc.2d 107 (N.Y. Surr. Ct., 1957)
In this case the court must determine whether an objectant to probating a will has standing to do so. Under New York law, only those with an interest in the proceeding have the legal right to file an objection. The decedent, Potenza, died on August 8, 1956. She was survived…
Question Before the Court Relates to Rights of the Trustee
At issue in this proceeding is the right of the trustees of the estate of the donor of a power of appointment to commissions for paying out the appointive property to trustees appointed under the will of the donee of such power. Testator Mr. S died in 1952. His will…
Court Attempts to Authenticate Will
The case involves three issues, first, the probate of a will despite absence of witness to testify for the authenticity of the will. Second, the disallowance of a will alleged to have made under undue influence by the decedent’s heirs. Third, the denial of appeal based on forum non conveniens.…
Court Hears OSC for Cancellation of Notice of Pendency
Nonparty GA, administrator of the estate of MD, moved by way of order to show cause for an order: 1) cancelling the notice of pendency filed against the subject property on 19 May 2008 by plaintiff CM Inc., successor in interest by merger to AA Mortgage Group, Inc.; and 2)…