Wills

Published on: August 18, 2013

Court Decides Statute of Limitation Issue

by Stephen Bilkis

The decedent died on February 7, 1946. Shortly thereafter the executrix filed with the court a petition for the probate of the decedent’s will, together with her oath and designation. Jurisdiction of all necessary parties was obtained and the proceeding was marked for decree on July 10, 1946, subject to the affidavits of subscribing witnesses. Letters testamentary were not issued at that time.

The County Attorney of advised the then petitioner (and now executrix) by letter of the existence of the, the Board of Public Welfare of Nassau County filed a notice of claim with the court. This notice was not served on the then petitioner. Nothing further was done by the petitioner to complete the proceeding until February 1965 when the matter was reactivated and the will eventually admitted to probate and letters were issued.

A New York Probate Lawyer said the petitioner herein has requested a determination that the aforementioned claim of the Board of Public Welfare of Nassau County be held invalid and unenforceable against the estate and the executrix on the grounds that the claim is barred by the six-year Statute of Limitations provided by the old section 48 of the Civil Practice Act. The section 104 of the Social Welfare Law does not authorize recovery of amounts paid by welfare boards for any period prior to ten years before decedent’s death, and thus at least that part of the claim in the amount of $2,130.57 representing payments made prior to 1938 is not recoverable. The estate was insolvent at the date of the decedent’s death because the amount of her funeral and administration expenses exceeded the value of her personal property, and the amount of mortgage liens and unpaid interest thereon exceeded the value of her real property.

Published on: August 17, 2013

Court Suspends Letters of Testamentary

by Stephen Bilkis

A man died leaving a last will and was subsequently admitted to probate. The letters testamentary was issued to the deceased man’s youngest son. Still, the last will bequeath the man’s residuary estate equally to his three sons.

A New York Probate Lawyer said in the court suspended the letters testamentary and issued the new one to the deceased man’s middle son. In addition, the matter was scheduled for a hearing on the issue of removing the youngest son as the administrator.

Prior to the proceeding, the youngest son made a motion to disqualify his brother’s attorney. Then, the parties entered into a written condition resolving the various issues. A New York Will Lawyer said the stipulation provided that the deceased man’s middle son would withdraw his motion against his younger brother and for an accounting. On the other hand, the youngest child would withdraw his motion with regards to the law firm disqualification.

Published on: August 2, 2013

Petitioner Challenges Validity of Tax Assessment

by Stephen Bilkis

In this estate case, New York Probate Lawyer said that a hybrid proceeding pursuant to CPLR article 78, inter alia, to review real property tax assessments for tax year 2008 and action for a judgment declaring that certain undeveloped parcels of real property owned by the petitioner/plaintiff were unlawfully assessed at nine times their values, the petitioner/plaintiff appeals, as limited by its brief, from so much of an order and judgment (one paper) of the Supreme Court, Orange County, dated July 15, 2009, as granted the motion of the respondents/defendants, as Assessor for the Town of Goshen, and the Town of Goshen, in which the respondent/defendant School District joined, pursuant to CPLR 3211(a) and 7804(f) to dismiss the petition/complaint insofar as asserted against each of those respondents/defendants, and dismissed the proceeding and action insofar as asserted against each of them.

A New York Will Lawyer said that, also in an action pursuant to General Municipal Law § 205-e to recover damages for personal injuries, the defendant 1299 Eastern, LLC, appeals from so much of an order of the Supreme Court, as granted that branch of the plaintiff’s motion which was for leave to renew his opposition to its prior motion for summary judgment dismissing the complaint insofar as asserted against it, which had been determined in a prior order dated August 11, 2006, and upon renewal, vacated the order dated August 11, 2006, and denied the motion for summary judgment.

Long Island Probate Lawyers said the issue in this case is whether the subject property of the estate were unlawfully assessed.

Published on: August 1, 2013

Probate Court Decides Out of State Jurisdiction Issue

by Stephen Bilkis

Two cases before two (2) courts involve the same or similar issues, that is, the jurisdictions of both courts in ruling upon the probate proceedings filed before it.

First Case:

A New York Probate Lawyer said that on 26 April 1954, the decedent was committed to a State Hospital. Thereafter or on 12 August 1954, a Supreme Court in Kings County issued an order finding decedent to be an incompetent person. This order recited that decedent was then a resident of Kings County, and appointed “A”, a resident of Huntington, Suffolk County, as committee of the person and property of the incompetent. On 29 March 1955, the decedent died while a patient in the State Hospital. Consequently, “A”, who continues to reside in Huntington, was named executrix in the will of the decedent. Following the death, a probate proceeding was then instituted with “A” as the petitioner in Suffolk County. Respondent, appearing specially, challenges the jurisdiction of the Court on the ground that decedent, at the time of his death, was a resident of Kings County.

Published on: July 29, 2013

Court Decides if Deceased Had Testamentary Capacity

by Stephen Bilkis

A New York Probate Lawyer said this is a contested probate proceeding after trial before the court and a jury wherein a verdict was rendered by the jury finding that at the time of execution of the propounded instrument the decedent lacked testamentary capacity and that the execution of the instrument was caused or procured by undue influence and fraud. The evidence offered attributed the undue influence and fraud solely to proponent. The court espoused the verdict of the jury on these issues. The contestant has exercised his option to seek costs pursuant to SCPA 2302 upon the entry of the decree. It is the proponent’s contention that the court should not exercise its discretionary power to allow costs to the contestant since the proponent having been named in the instrument as executor was under a duty to offer the purported will for probate. The sole legatee in the instrument at issue was proponent’s wife.

A New York Will Lawyer said the court holds that as a general rule, a person named as executor has the duty to bring forward the will and to assume the burden of its probate. Having this duty, he will not usually be burdened with costs if he fails in his effort to have the instrument admitted to probate. But where it is shown, as it was in this case, that the executor was guilty of fraud and undue influence practiced by him personally in the fraudulent execution of the will, and with full knowledge of the fraud he attempted to impose the instrument upon the court as a valid document, it must be concluded proponent was acting in bad faith. In such cases, good morals and public policy dictate that not only should proponent be denied costs but that he be personally charged with discretionary costs for his unsuccessful effort as was ruled in the cases of Matter of Reeves, Matter of Godlef, Matter of Lachat and Matter of Jackson.

A Staten Island Probate Lawyer said the court has reached the conclusion that proponent should be taxed personally with costs. The application presents a question as to the amount of said costs. Contestant seeks the sum of $4,100. This amount includes $300 by reason of having a contest, $1,200 for 5 days of trial less one, plus $100 per day for 26 days spent in preparation for trial based in SCPA 2302(2)(a) (ii).

Published on: July 29, 2013

Probate Court Analyzes Landlord Tenant Relationship

by Stephen Bilkis

A New York Probate Lawyer said this is an appeal from an order of the County Court of Delaware County entered June 23, 2006, which, among other things, dismissed petitioner’s application, in a proceeding pursuant to RPAPL article 7, to recover possession of certain real estate property. In August 2005, the parties entered into a written contract for the sale of certain real property by petitioner to respondent. Respondent took possession of the property and, when he failed to pay rent and taxes and maintain homeowner’s insurance as allegedly required by the parties’ agreement, a New York Estate Lawyer said that petitioner commenced an eviction proceeding in the Justice Court of the Town of Colchester, Delaware County. In settlement of that proceeding, the parties entered into a written “Rental Agreement” providing that respondent, as “tenant,” would maintain possession and pay $1,000 owed for back rent and $1,000 monthly for rent thereafter, plus $95 for taxes and $40 for homeowner’s insurance as additional monthly “rent.” The rental agreement further stated that respondent was to obtain a mortgage commitment by December 2005 and, if he failed to do so, the prior contract of sale would be “cancelled” and petitioner, as “landlord,” would be entitled to a warrant of eviction.

A New York Will Lawyer said that, after respondent failed to obtain a mortgage commitment, petitioner obtained a warrant of eviction in Justice Court awarding him possession of the property on the ground that respondent “stipulated to a mortgage commitment which has not been obtained.” Upon respondent’s appeal, County Court concluded that Justice Court did not have subject matter jurisdiction, dismissed the petition and rescinded the amended warrant of eviction. Petitioner appeals and we now affirm.

The issue in this case is whether petitioner can recover possession of the said real estate property which is the subject of the litigation.

Published on: July 27, 2013

Court Decides Executrix Commissions

by Stephen Bilkis

n a proceeding for ancillary probate of the will of decedent, which will, it is alleged, has been admitted to probate in the Republic of Mexico, the nation in which decedent was domiciled at the time of his death. The application indicates that decedent possessed real property in both Bronx County and Westchester County.

A New York Probate Lawyer said that petitioner has advised the court that he initially sought to obtain ancillary letters from the Surrogate’s Court, Westchester County. However, when the staff of that court indicated to him that they would require additional documents, he opted to abandon proceeding before that court and to seek relief in Bronx County.

The court does not reach the merits of the application. There is no question that, ab initio, petitioner could have proceeded in either county. However, petitioner having exercised his option to proceed in Westchester County, it would constitute an inappropriate countenancing of forum shopping for this court to now entertain the instant application.

Published on: July 26, 2013

Court Discusses Issues Related to Filing of Notice of Election

by Stephen Bilkis

This is an application for an order relieving the petitioner of her default in filing her notice to take an elective share as decedent’s surviving spouse within the time provided and extending her time to file the notice of election. The question presented is whether the provision in EPTL 5-1.1-A (d)(1) that “an election under this section must be made in no event later than two years after the date of decedent’s death” precludes the granting of this uncontested application which was not filed until almost three years after decedent’s death.

A Bronx County Probate lawyer said that the decedent’s distributees are the petitioner, who is his second wife, and two adult children, issue of his first marriage. The decedent’s will was admitted to probate in November 2002 and letters testamentary issued to decedent’s brother. Under the circumstances that existed on the date of decedent’s death, his estate is bequeathed in equal shares to his two children. The petitioner, a resident of Mexico, concedes that she was served with a citation in the probate proceeding by mail in July 2002. She did not file the instant application until January, 2003.

A New York Probate Lawyer said the petitioner’s primary reasons for her delay in seeking to file the notice of election are that counsel for the executor allegedly had informed her that the entire estate consisted of joint accounts that were not testamentary substitutes because the decedent had created them prior to their marriage and that she did not receive the probate citation until more than two years after the date of decedent’s death. Although it took the petitioner a considerable period of time, she eventually obtained jurisdiction over the executor and the two beneficiaries of the estate, and they have interposed no opposition to the relief requested.

Published on: July 25, 2013

Court Rules in Will Contest Action

by Stephen Bilkis

A New York Probate Lawyer said this is an action pursuant to Article 15 of the Real Property Law to compel the determination of claims to certain real property located at Bronx, City of New York. The plaintiff seeks a decree that she is entitled to the title of said premise as against all of the defendants and every person claiming under them. She contends that she is the sole owner in fee of the property entitled to possession of the premises and that she has a good and marketable title acquired by adverse possession.

A Bronx County Probate attorney said that plaintiff acquired title by deed of conveyance from the adminstratrix of herein deceased. Plaintiff is now in possession of the property and occupies same. The defendant, the plaintiff’s grantor, acquired her title by deed of conveyance from her husband in March 1932. Defendant administratrix was in possession until the sale of the property to the plaintiff.

Decedent obtained title to these premises by virtue of a deed from Rosa Belle Christian, his first wife, dated January 16, 1931.

Published on: July 24, 2013

Petitioner Claims Decedent Lacked Capacity in Will Contest Action

by Stephen Bilkis

The decedent, a former court reporter, died at the age of 78 following an almost two-week hospitalization. The propounded instrument was executed one day prior to the decedent’s death, while he was hospitalized. A New York Probate Lawyer said the amended probate petition indicates that the decedent’s distributees are four first cousins, each of whom was served with process. One of the cousins requested that a subpoena duces tecum be “so ordered” by the court in order to obtain the decedent’s hospital records, and her time to file objections was extended to 10 days after the completion of the SCPA 1404 examinations. Ultimately, she did not file objections.

According to a New York Will Lawyer, a judicial subpoena duces tecum issued for the production of the decedent’s hospital records. In addition, SCPA 1404 examinations were conducted of the witnesses to the propounded instrument, as well as of its drafter, a non-attorney who also works in the court system and was a friend of the decedent and the movant. Prior to conducting SCPA 1404 examinations, the objectant filed initial objections asserting that the decedent lacked testamentary capacity, the propounded instrument was not properly executed pursuant to EPTL 3-2.1, and was procured by the undue influence of the movant.

New York City Probate Lawyers said the non-attorney drafter testified at her SCPA 1404 examination that the decedent first spoke about leaving everything to the movant about three years prior to his death, upon his return from a California trip. According to the drafter, the decedent always stated that he knew he should have a will, but he was “superstitious” and believed that, if he signed one, he would die. The decedent also stated repeatedly that the movant was “like a son” to him and he wanted to leave his estate to the movant. Over the years, particularly when the decedent did not feel well and raised the subject, the drafter encouraged the decedent to retain a lawyer to draw up a will or, alternatively, to complete a Blumberg form will and she gave him blank forms, noting that he did not have to sign any draft or form until he felt death was imminent. The drafter, the decedent and the movant were all friends and used to dine together, and the drafter considered the movant to be like “family.” Specifically, although the decedent and the drafter were friendly, each of them had a closer relationship with the movant.