X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

*1 In this contested estate, the decedent’s niece, the nominated successor co-executor under an instrument dated August 18, 2014 (the 2014 instrument), filed an amended cross petition to probate that instrument [File No. 2016-1297/D], renunciations having been filed for the other nominated fiduciaries. The nominated executor of a purported instrument dated November 28, 2007 (the 2007 instrument) also sought to probate that instrument and was awarded preliminary letters [File No. 2016-1297]. All of the interested parties: the decedent’s distributees, a son and the three children of a predeceased son, two of whom are infants by their mother who was appointed guardian of their property by the Surrogate’s Court, Westchester County; the preliminary executor; and, two other grandchildren who are beneficiaries named in the 2007 instrument, entered into a written stipulation, inter alia, consenting to the withdrawal of the proceeding to probate the 2007 instrument with prejudice [File No. 2016-1297]. The written stipulation, which has been “so-ordered” by the court, also provides, inter alia, that: (1) the preliminary executor represents that he has complied with*2

two other “so-ordered” written stipulations and has not encumbered or disposed of any estate assets other than to pay debts of the decedent or administrative expenses; (2) the niece is to file an amended petition to probate the 2014 instrument with consents to be expeditiously supplied by all parties [File No. 2016-1297/D]; (3) upon the niece’s appointment, the letters of the preliminary executor are to be revoked and he is to turn over all assets, files and documents concerning the estate and serve and file an account within 30 days thereof; (4) notwithstanding the dispositive provisions in the 2014 instrument, all of the decedent’s tangible property is to be divided and distributed as the parties shall agree, with the residuary estate to be distributed to the two infant grandchildren, the granddaughter and the son in certain percentages; (5) the son’s distributive share is to be primarily paid in-kind from the interest the decedent held in a real estate partnership; and, (6) all counsel are to serve and file affirmations of services and seek reasonable legal fees and disbursements in proceedings brought pursuant to SCPA 2110. The guardian ad litem appointed for two infant distributees recommends approval of the niece’s amended application and seeks leave to enter into the written stipulation which the court grants. Another cross-petition by the infants’ property guardian seeking to probate the 2014 instrument and appoint the niece as executor was held in abeyance pursuant to the two prior “so-ordered” written stipulations [File No. 2016-1297/F].The court is satisfied that the testator executed the will dated August 18, 2014 in its present form in compliance with the statutory

 
Reprints & Licensing
Mentioned in a Law.com story?

License our industry-leading legal content to extend your thought leadership and build your brand.

More From ALM

With this subscription you will receive unlimited access to high quality, online, on-demand premium content from well-respected faculty in the legal industry. This is perfect for attorneys licensed in multiple jurisdictions or for attorneys that have fulfilled their CLE requirement but need to access resourceful information for their practice areas.
View Now
Our Team Account subscription service is for legal teams of four or more attorneys. Each attorney is granted unlimited access to high quality, on-demand premium content from well-respected faculty in the legal industry along with administrative access to easily manage CLE for the entire team.
View Now
Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! Our Compliance bundles are curated by CLE Counselors and include current legal topics and challenges within the industry. Our second option allows you to build your bundle and strategically select the content that pertains to your needs. Both options are priced the same.
View Now
December 02, 2024 - December 03, 2024
Scottsdale, AZ

Join the industry's top owners, investors, developers, brokers and financiers for the real estate healthcare event of the year!


Learn More
December 11, 2024
Las Vegas, NV

This event shines a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.


Learn More
February 24, 2025 - February 26, 2025
Las Vegas, NV

This conference aims to help insurers and litigators better manage complex claims and litigation.


Learn More

We are seeking two attorneys with a minimum of two to three years of experience to join our prominent and thriving education law practice in...


Apply Now ›

Description: Fox Rothschild has an opening in the New York office for a Real Estate Litigation Associate with three to six years of commerci...


Apply Now ›

Downtown NY property and casualty defense law firm seeks a Litigation Associate with 3+ years' experience to become a part of our team! You ...


Apply Now ›