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New York Probate and Estate Administration Lawyer Blog

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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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Court Removes Preliminary Executors

In this estate proceeding, an Order and decree, Surrogate’s Court, New York County, entered on or about May 22, 1995, which removed the preliminary coexecutors, and appointed the lawyer and a Trust Company as temporary administrators, affirmed, without costs. The Surrogate’s removal of the preliminary coexecutors pursuant to SCPA 711…

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Court Disccuses issue of Virtual Representation of Unborn Contingent Remaindermen

This is an estate case where the proceeding raises an issue of virtual representation of unborn contingent remaindermen. The purpose of the virtual representation statute (SCPA 315) is to dispense with the necessity of service of process on necessary or proper parties. The Testator was survived by his widow and…

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