Under New York law, there are multiple ways to revoke a will. The testator can execute a document clearly indicating an intention to revoke the will. The testator can intentionally destroy the will by ripping it up, burning it, or another action of destruction. Or, the testator can execute a…
New York Probate and Estate Administration Lawyer Blog
In a turnover proceeding, the Appellate Division upheld the determination that the funds were the property of the estate and not gifts. In re Kelligrew, 63 A.D.3d 1064 (N.Y. App. Div. 2009)
During estate administration, a major responsibility of a personal representative is to identify, secure, and inventory estate assets. In some instances, a turnover proceeding is required to ensure that all assets that are part of the estate are accounted for. A turnover proceeding is a legal proceeding that occurs during…
In a turnover proceeding, the court found that the petitioner largely did not meet their burden. Matter of Mahoney, 2021 N.Y. Slip Op. 32702 (N.Y. Sup. Ct. 2021)
In the process of estate administration, when there is a disagreement about who has title to property or there has been a theft of assets, the executor of an estate can initiate a turnover proceeding to get more information and to recover property that belongs to the estate. SCPA §…
Father was not barred from sharing in intestate estate of his daughter because his negligence caused her death. In re Wigfall, 20 Misc. 3d 648 (N.Y. Misc. 2008)
Under New York law, when a child dies, typically their parents are their next of kin and are entitled to share in their intestate estate. However, a parent can be disqualified from inheriting from the child’s estate under two conditions: if the parent abandoned the child before their 21st birthday…
Court determined that father’s estate was disqualified from sharing in deceased child estate due to abandonment. In Matter of the Estate of Chatham, 2010 N.Y. Slip Op. 51303 (N.Y. Surr. Ct. 2010)
Under New York law, when a child dies, a parent can be disqualified from inheriting from the child’s estate under two conditions. First, the parent can be disqualified if the parent did not provide support to the child as when the child was under the age of 21. Second, the…
Father had not abandoned child and was entitled to share in child’s intestate estate, In the Matter of Estate of Ball, 24 A.D.3d 1062, (N.Y. App. Div. 2005)
New York law provides that a parent would not be entitled to share in the intestate estate of their minor child if the parent did not support the child during their life or if the parent abandoned the child. EPTL §4-1.4(a). In In the Matter of Estate of Ball, the…
the Court Was Asked to Make A Judicial Construction and to Enforce a No Contest Clause, 2017 NY Slip Op. 31132
In New York a construction proceeding involves a petitioner asking the Surrogate’s Court to interpret language in a will or trust that is unclear. The language may be open to conflicting interpretations, the language may be inconsistent with other terms of the will, or the language simply might not make…
Misconduct must be shown to remove an estate administrator. In re Matter of Estate of Corey, 65 Misc.3d 524 (N.Y. Surr. Ct. 2019)
Once an administrator has been appointed, SCPA § 711 provides that they can be removed or suspend under specific circumstances. In In re Matter of Estate of Corey, the Surrogate’s Court was to remove an administrator because he allegedly exceeded the scope of his fiduciary duties and responsibilities. Background The…
Father disqualified as a distributee for failure to support decedent. In re Lee, 2021 NY Slip Op 30984(U) (N.Y. Surr. Ct. 2021)
New York law provides that a parent can be disqualified for receiving death benefits of their minor child for two reasons: for failing to support the child, or for abandoning the child. EPTL §4-1.4. In In re Lee, probate litigation was initiated requiring the Surrogate’s Court of New York County…
Court upheld dismissal of unfounded allegations of undue influence. Capone v. Schmidt (In re Schmidt), 194 A.D.3d 723 (N.Y. App. Div. 2021)
In this case, the Appellate Division, Second Department, considered whether the Surrogate’s Court of Kings County erred in granting summary judgment dismissing the objectant’s objections and admitting the decedent’s will to probate. Background The decedent died on May 20, 2014 leaving a will dated March 28, 2014. The petitioner filed…