X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Robert L. Greene, New York City, for appellant. Law Offices of Brian P. Rourke, PC, Liberty (Neil Spector of counsel), for respondent. Appeal from an order of the Surrogate’s Court of Sullivan County (James R. Farrell, S.), entered September 22, 2022, which, in a proceeding pursuant to SCPA article 14, among other things, granted petitioner’s motion for summary judgment dismissing the objections to decedent’s will. On March 30, 2017, John L. Lowrey (hereinafter decedent) executed a will in which he named petitioner, his brother, as executor and sole distributee if living. Some two years and 11 months later, decedent died on March 3, 2020. Petitioner thereafter offered the will for probate. Respondent, decedent’s daughter, filed objections challenging the validity of the will. Following discovery, which included testimony taken pursuant to SCPA 1404, petitioner moved for summary judgment dismissing respondent’s objections and admitting the will to probate. Surrogate’s Court granted the motion in its entirety. Respondent appeals. The appeal must be dismissed.[1] “An appeal as of right must be taken within thirty days after service by a party upon the appellant of a copy of the judgment or order appealed from and written notice of its entry, except that when the appellant has served a copy of the judgment or order and written notice of its entry, the appeal must be taken within thirty days thereof” (CPLR 5513 [a]; see SCPA 102, 2701 [1]). The order on appeal was digitally entered by Surrogate’s Court on September 22, 2022 and, although the parties were notified of that fact, “[s]uch notice [does] not constitute service of notice of filing by any party” (22 NYCRR 207.4a [h]).[2] The notice of entry was served by counsel for petitioner on September 28, 2022, both electronically (see CPLR 2103 [b] [7]; 22 NYCRR 207.4a [g] [2]) and by regular mail (see CPLR 2103 [b] [2]; 5513 [d]). Accepting that the 30-day deadline in which to file a notice of appeal was extended by five days to account for mail service under those circumstances (but see Woodward v. Millbrook Ventures LLC, 148 AD3d 658, 658 [1st Dept 2017]), the time in which to take an appeal would have expired on November 2, 2022 (see General Construction Law § 20). Respondent’s notice of appeal is dated November 3, 2022, and respondent does not dispute the assertion of petitioner that it was not filed or served until November 4, 2022. As “[t]he statutory requirements setting forth the time in which to bring an appeal are jurisdictional in nature and must be strictly adhered to,” respondent’s failure to comply with them requires dismissal (Matter of Brooks v. Connolly, 84 AD3d 1612, 1612 [3d Dept 2011]). We briefly add that, were we to address the merits, we would affirm. “While rare, summary judgment in a contested probate proceeding is appropriate where a petitioner establishes a prima facie case for probate and the objectant does not raise any factual issues regarding testamentary capacity, execution of the will, undue influence or fraud” (Matter of Vosilla, 121 AD3d 1489, 1490 [3d Dept 2014] [citations omitted]; accord Matter of Dralle, 192 AD3d 1239, 1240 [3d Dept 2021]). Petitioner came forward with a variety of proof — including the will with the self-executing affidavit of the two witnesses, the SCPA 1404 testimony of those witnesses, and petitioner’s own testimony and affidavits — meeting his initial burden in all respects. In response, respondent conceded that there was no proof of improper execution, and her attempts to raise questions of fact regarding decedent’s testamentary capacity, or the existence of undue influence or fraud by petitioner, were unavailing. Although respondent pointed to medical records and other evidence reflecting that decedent had abused alcohol over the years, that did not raise a question as to whether, as both witnesses to the will’s execution described in detail, he was lucid and rational at the time he signed it (see Matter of Giaquinto, 164 AD3d 1527, 1529-1530 [3d Dept 2018], affd 32 NY3d 1180 [2019]; Matter of Vosilla, 121 AD3d at 1491-1492). Likewise, neither decedent’s failure to make any provision for respondent, from whom the record reflects decedent had been estranged for over 25 years, nor his expression of “a general, rather than a precise, knowledge of the assets in his . . . estate,” raised questions regarding his testamentary capacity at the time of the will’s execution (Matter of Walker, 80 AD3d 865, 867 [3d Dept 2011], lv denied 16 NY3d 711 [2011]; see Matter of Bush, 85 AD2d 887, 888 [4th Dept 1981]). Finally, respondent’s “[m]ere speculation and conclusory allegations [regarding undue influence or fraud by petitioner], without specificity as to precisely where and when the influence was actually exerted,” failed to raise a question of fact on that point (Matter of Walker, 80 AD3d at 867). As a result, Surrogate’s Court correctly granted petitioner’s motion for summary judgment. Aarons, Pritzker, Reynolds Fitzgerald and Mackey, JJ., concur. ORDERED that the appeal is dismissed, without costs.

 
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

Borteck & Czapek, P.C., based in Florham Park, is a boutique estates and trusts law firm specializing in estate planning and administrat...


Apply Now ›

Gwinnett County State Court is seeking an attorney to assist the Judge by conducting a variety of legal research, analysis, and document pre...


Apply Now ›

CORE RESPONSIBILITIES AND TASKS:(1) Tasks and responsibilities include:Reviewing and negotiating commercial agreements for internal business...


Apply Now ›