Articles Posted in Probate & Estate Litigation

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When someone dies without a valid will, the Surrogate’s Court must appoint someone to administer the estate. That person is called an administrator. The administrator collects estate assets, pays debts, and distributes what remains to the people legally entitled to inherit. In Matter of Dinger, the Richmond County Surrogate’s Court had to decide who should receive letters of administration where the decedent’s surviving daughter objected to the petition filed by the decedent’s grandson.

Background

May Dinger died in 2012. She was survived by one daughter. Her grandson, David Thompson, Jr., was the son of May’s daughter who had died before her. In 2014, the grandson filed a petition asking the Surrogate’s Court for letters of administration. Letters of administration are the court papers that give someone legal authority to manage an estate when there is no valid will. The surviving daughter opposed the petition and moved to dismiss it. She claimed, among other things, that there was a will and that the grandson should not be appointed. The daughter submitted a copy of what she claimed was May Dinger’s will. However, she refused to offer the original will for probate. The Surrogate’s Court denied the daughter’s motion and directed that letters of administration be issued to the grandson. The daughter appealed.

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In New York probate proceedings, not every family member has the right to object to a will. A person must have standing, meaning that the person must show that probate of the will would negatively affect his or her financial interest in the estate. In Matter of Kelman, the Suffolk County Surrogate’s Court considered whether a son of the decedent could object to probate when he would receive more under the will than he would receive if there were no will. The court held that because the objectant was not financially harmed by the will, he lacked standing to object.

Background facts

May Kelman died on January 25, 2018. She was survived by three children, Robert Kelman, Peter Kelman, and Edith Kelman. She was also survived by three grandchildren who were the children of her predeceased son, Michael Kelman.

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When someone acts under a power of attorney, that person is a fiduciary. That means the agent must act for the principal’s benefit, keep accurate records, avoid self-dealing, and explain financial transactions when later called upon to account. In Matter of Goldstein, the Westchester County Surrogate’s Court considered contested accountings filed by a fiduciary who had served both as attorney-in-fact during the decedent’s lifetime and later as executor of her estate. The case involved large transfers, alleged gifts, reimbursements, questions about joint and beneficiary accounts, and whether the fiduciary should be surcharged.

Background facts

Gertrude Goldstein was widowed and lived alone in her Mount Kisco home. Her only child had predeceased her. In 2006, she executed a statutory short form durable power of attorney naming David Salvati as her attorney-in-fact and naming Lisa Brytus as successor agent.

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When someone dies without a will, determining who has the legal right to inherit is often one of the first issues that must be resolved. In some cases, family members may disagree about who qualifies as an heir, particularly when questions arise about paternity or family relationships. A February 2026 decision from the Bronx County Surrogate’s Court illustrates how New York courts evaluate those disputes and the consequences that may follow when parties continue pursuing claims after the evidence no longer supports their position.

Background Facts

The decedent, Wayne Dow, died in April 2020 without a will. Shortly after his death, his brother, Alvin R. Dow, and a sister, Jacqueline Bazemore, filed a petition seeking appointment as administrators of the estate. They claimed that they, along with three other siblings, were the decedent’s only distributees. The decedent’s daughter, Milan Monroe, formerly known as Milan Paris Dow, later filed a cross-petition seeking letters of administration. She asserted that she was Wayne Dow’s daughter and, as his only child, was his sole distributee under New York law.

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When a will is challenged decades after it was signed, objectants often argue that witness memory problems, missing records, or allegations of undue influence should prevent probate. In Matter of Jehle, the Richmond County Surrogate’s Court considered whether a 1997 will could be admitted to probate despite objections from the decedent’s daughter, who questioned the execution of the will, alleged undue influence, and argued that the destruction of the decedent’s belongings raised concerns about other testamentary documents. The court ultimately granted summary judgment admitting the will to probate and dismissed the objections.

Background facts

Jeffrey M. Jehle died on February 14, 2022, a resident of Richmond County. He was survived by his two daughters, Amanda Jehle and Jennifer Jehle, and his brother, William Jehle.

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In contested estate accountings, beneficiaries sometimes object because they believe the fiduciary failed to include estate property. But objections must be supported by evidence, not suspicion. In Matter of Asimov, the New York County Surrogate’s Court considered whether objections to an executor’s accounting should be dismissed where the objectant claimed that valuable books were missing from the estate, but offered no proof beyond conjecture.

Background facts

Ruth Asimov died on February 18, 2018. She was survived by three children: Eric Asimov, Nanette Asimov, and Daniel Asimov. Her will, dated December 26, 1993, was admitted to probate on April 30, 2018. Eric Asimov served as executor of the estate. On November 21, 2022, Eric filed a petition to settle his accounting for the period from February 18, 2018, through October 27, 2022.

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The executor of an estate is responsible for gathering assets, paying debts, and carrying out the terms of a decedent’s will. Because an executor serves in a fiduciary role, New York law permits a court to remove an executor who engages in misconduct or whose actions threaten the estate. However, courts are generally reluctant to override a testator’s choice of executor. In Matter of Duke, 87 N.Y.2d 465 (1996), the New York Court of Appeals considered whether a Surrogate’s Court could summarily remove executors of a billion-dollar estate without first conducting an evidentiary hearing.

Background Facts

Doris Duke died in October 1993, leaving an estate valued at more than $1 billion. Much of her estate was left to charitable organizations. Her will named Bernard Lafferty, who was described as her assistant and confidant, as the individual coexecutor of her estate. The will gave Lafferty authority to select a corporate coexecutor, and he chose United States Trust Company.

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Challenging a will in New York requires more than simply believing that the will does not reflect what a loved one wanted. The person contesting the will must present evidence supporting legally recognized grounds, such as lack of mental capacity, undue influence, fraud, or improper execution. In Matter of Sparozic, the Suffolk County Surrogate’s Court considered whether two daughters had presented enough evidence to require a trial after they challenged their father’s will.

Background

Jean Sparozic died in January 2020, leaving behind three daughters: Wendy Dirkes, Jill Morrison, and Suzy Sparozic. In 2022, Wendy asked the Suffolk County Surrogate’s Court to admit her father’s 2013 will to probate. Probate is the legal process of proving that a will is valid and giving the executor authority to administer the estate.

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Matter of Hoyte, 2021 NY Slip Op 21090 involves the distribution of settlement proceeds following an untimely death, raising questions of jurisdiction and allocation between personal injury and wrongful death claims. The Petitioner, Clathina McMillan-Hoyte, seeks approval for the distribution, while the Albany County Department of Social Services (DSS) objects, asserting a Medicaid lien on the personal injury portion.

In New York, the allocation between personal injury and wrongful death claims involves determining how to distribute settlement proceeds. Recoveries designated for wrongful death, governed by EPTL 5-4.4, are distributed among the decedent’s distributees according to their pecuniary injuries. This process aims to prevent creditors from accessing funds allocated to wrongful death, emphasizing the distinct nature of these claims. Such allocations are subject to careful legal scrutiny, providing a framework for just and equitable distribution in cases involving personal injury and wrongful death.

Background Facts

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When attempting to probate a will in New York that originated in another country, several issues may arise. The court must navigate differences in legal systems, questioning the validity of the foreign will under New York law. Considerations include the deceased person’s connection to New York, the residence of beneficiaries, and the executor’s location. The court may assess if the decedent directed probate in New York, weighing the convenience of parties involved. Potential conflicts arise, as the court must balance New York’s interest with the foreign jurisdiction’s primary role in determining the will’s validity. These complexities highlight the importance of careful legal evaluation and the potential need for the court to exercise discretion in deciding whether to accept jurisdiction over the foreign will.

Matter of Cohen 2004 NY Slip Op 24426 involves a dispute among the surviving children of Anna Cohen, who passed away in 1991. The conflict centers on the probate of Anna Cohen’s will in Israel, with Esther Green seeking to challenge the letters of administration granted to her sister, Deb Ireland, in the United States.

Background Facts

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