X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

In this probate proceeding in the estate of Raye Warren, proponent moves to dispense with further testimony of an attesting witness to the execution of decedent’s will, and asks the court to admit the will to probate. Decedent died on August 13, 2014, survived by her spouse and their two daughters. The propounded will, dated March 14, 2013, was prepared by an attorney and was witnessed by the attorney-draftsperson and by decedent’s home-care aide. The will is unremarkable in form. It includes an attestation clause and a contemporaneous affidavit signed by the two attesting witnesses in conformity with SCPA §1406.Respondent, one of decedent’s daughters, appeared by attorney and sought pre-objection examinations (SCPA §1404). She noticed the examinations of proponent (the other daughter), decedent’s husband, and the two attesting witnesses. Proponent’s examination was held and concluded. The examination of decedent’s husband commenced but was not concluded before his death. Respondent has declined to examine the attorney-draftsperson. The aide appeared voluntarily for examination on October 27, 2016. Proponent’s counsel examined her and respondent’s counsel began, but did not complete, cross-examination. It was agreed that another date would be scheduled for the completion of her examination. The transcript of the aide’s testimony is attached to the moving papers, and it does not appear on its face to suggest that the will was invalid.Proponent’s counsel made repeated efforts to schedule a date to continue with the aide’s deposition but was unsuccessful. Respondent’s counsel also contacted the aide. She initially told him she would appear to complete the examination on a particular date, but she failed to do so. She was served with a subpoena but failed to comply with it. Proponent then moved to enforce the subpoena and served the aide with the resulting order. Proponent alleges that the aide refused to cooperate, and demonstrated such extreme distress so as to cast doubt on her ability to offer any further reliable testimony in the proceeding. Respondent does not refute petitioner’s description of events. Nor does she object to the court’s dispensing with the aide’s testimony.The aide’s conduct provides a sufficient basis for the court to exercise its discretion and dispense with her further testimony on the ground of her mental condition (SCPA §1405[1]; Matter of Sleight, NYLJ, Oct. 8, 2004, at 20, col 1 [Sur Ct, Richmond County]; Matter of Garzone, NYLJ, Apr. 25, 2000, at 27, col 6 [Sur Ct, Richmond County]).Proponent has amply met her burden of proving that the will was duly executed and that decedent had testamentary capacity. Due execution can be presumed both from the fact of attorney supervision (Matter of Falk, 47 AD3 21 [1st Dept 2007]) and from the attestation clause signed by both witnesses (Matter of Katz, 277 NY 470 [1938]). Further evidence of due execution is supplied in the form of a contemporaneous self-proving affidavit of both attesting witnesses (SCPA §1406). An additional affidavit by the draftsperson details his discussions with decedent for the purposes of preparing the propounded instrument. It further demonstrates that decedent had the requisite testamentary capacity, as do medical records dated around the time of the will execution.The court is thus satisfied that the propounded instrument is genuine, that it was validly executed and that at the time of its execution decedent was competent to make a will and not under any restraint (EPTL 3-2.1; SCPA 1408).Settle decree admitting the propounded will to probate.Dated: June 15, 2018

 
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 27, 2024
London

Celebrating achievement, excellence, and innovation in the legal profession in the UK.


Learn More
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

Role TitleAssociate General Counsel, Global EmploymentGrade F13Reporting ToSenior Legal Counsel, Global EmploymentProgram/Tool/ Department/U...


Apply Now ›

Ryan & Conlon, LLP, is a boutique firm specializing in insurance defense. We are a small eclectic practice with a busy and fast paced en...


Apply Now ›

INTELLECTUAL PROPERTY PROSECUTION PARALEGAL - NEW JERSEY OR NEW YORK OFFICESProminent mid-Atlantic law firm with multiple regional office lo...


Apply Now ›