X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

In this uncontested proceeding, the decedent’s niece seeks to probate an instrument dated April 25, 2014 and requests that no effect be given to certain handwritten alterations contained therein. In addition to the petitioner, the decedent’s distributees are a brother and two nephews who filed waivers and consents.The decedent died on October 10, 2017, at the age of 90. The propounded instrument was attorney-drafted and supervised, consists of five typewritten pages, bears the signatures of two witnesses and contains an attestation clause, to which an affidavit of attesting witnesses is appended. Under the instrument, the petitioner and numerous family members and friends receive small up-front bequests of cash and personal property and the only residuary beneficiaries are three charities. Paragraph SECOND of the instrument contains alterations at (L) and (M) with written parentheses surrounding portions of certain specific bequests and handwritten notations “omit” in the right margins, and (P) contains handwritten notations adding additional tangible property to another bequest. Paragraph THIRD contains handwritten notations adding “co” to the executor appointment and striking out the designation of a friend as successor executor and nominating her as co-executor. Paragraphs FOURTH and FIFTH contain handwritten notations adding “co” and “s” to the executor designations. A renunciation was filed for the nominated successor executor who is designated “co-executor” pursuant to the handwritten notationsAn affidavit from the attorney draftsman states that: (1) on April 25, 2014 the decedent signed the instrument prepared by the attorney in her presence; (2) that instrument contained no handwritten instructions or declarations; (3) counsel gave the original instrument to the decedent after it was executed; and, (4) a copy of the instrument in counsel’s possession contains no handwritten changes. An affidavit from estate counsel states that although the proponent gave her the propounded instrument consisting of five pages which contained handwritten notations, counsel has no opinion as to when or by whom those notations were written.The proof establishes that the handwritten alterations to Paragraphs SECOND, THIRD, FOURTH and FIFTH of the instrument occurred after its execution, do not comply with the statutory formalities and cannot be given testamentary effect (see EPTL 3-2.1; Matter of Martinez, NYLJ, Dec. 31, 2007 at 37, col 4 [Sur Ct, Bronx County 2007]).The court is satisfied that the testator executed the will dated April 25, 2014 in its original form in compliance with the statutory requirements, and that, at the time of execution, the testator was competent to make a will and was free from restraint. Accordingly, a decree has been entered admitting the will to probate in its original, unaltered form (see EPTL 3-2.1, SCPA 1408).Proceed accordingly.

 
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
November 13, 2024
New York, NY

Honoring outstanding legal achievements focused at the national level, largely around Big Law and in-house departments.


Learn More
November 14, 2024
New York, NY

Women Leaders in Consulting Awards honors the industry standouts and rising stars who are making a mark within the profession.


Learn More
November 18, 2024 - November 19, 2024
New York, NY

Join General Counsel and Senior Legal Leaders at the Premier Forum Designed For and by General Counsel from Fortune 1000 Companies


Learn More

Boutique union side labor law firm seeks an entry level attorney that can thrive in a fast paced practice that is growing at a rapid rate. E...


Apply Now ›

Our client, a highly distinguished regional law firm, is seeking to hire a Capital Markets Associate for their growing office. Candidates s...


Apply Now ›

Carlton Fields is seeking an associate to join our Hartford office with three to five years of construction litigation experience. Excellent...


Apply Now ›