• Estate of Barry

    Publication Date: 2022-07-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Proponent Barbara Thorn: William H. Collier, Esq., Collier & Berger, PLLC, and Ari I. Bauer, Esq., Catania, Mahon & Rider, PLLC.
    for defendant: For Objectants Daniel Barry, Thomas Barry and Edmund D. Barry III: William J. Larkin, III, Esq., Larkin Ingrassia, LLP.

    Case Number: 2016-414

    Death of Proponent's Attorney Warrants Amendment of Preliminary Injunction

  • Estate of Ramos

    Publication Date: 2022-04-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For executor Eileen Popovich: Rusk, Wadlin, Heppner & Martuscello, Jason J. Kovacs, Esq.
    for defendant: For objectant Cathleen Ramos, residuary beneficiary: Richard L. Weber, Esq., Bond, Schoeneck & King, PLLC, and Thomas H. Benton, Esq.

    Case Number: 2018-646

    'Bald Allegations' of Undue Influence Are Not Evidence; Will Accepted for Probate

  • Estate of Grossman

    Publication Date: 2022-03-31
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: Statutory Party: Nathan M. Courtney, Esq., NYS Office of the Attorney General, Charities Bureau.
    for defendant: Attorney for Petitioner/beneficiary American Institute of Indian Studies: Sean J. Denvir, Esq. Ryan, Roach & Ryan, LLP. Attorney for Executor Anna Megan Buehler: Joshua N. Koplovitz, Esq. Wapner, Koplovitz & Futerfas. Attorney for Trustee Peter M. Hoffman: Gerard F. Parisi, Esq. Parisi, Coan & Saccocio, PLLC.

    Case Number: 2021-207/A

    Decedent Was Expressly Authorized to Appoint Foundation Under Will's Terms

  • Estate of Frankowski

    Publication Date: 2022-03-07
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Michael J. Frankowski, Former Administrator/Petitioner: Thomas K. Petro, Esq.
    for defendant: For Qiuhong Frankowski, Administrator/Objectant: Kelvin Wu, Esq. For Alexander Frankowski, an Infant Distributee/Objectant: Stewart Glenn, Esq., guardian ad litem.

    Case Number: 2015-249/C

    Court Surcharges Former Estate Administrator Who Kept No Records

  • Estate of Oakley

    Publication Date: 2022-02-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Kenneth Clarence Oakley, Executor: Collier & Berger, William Collier, Esq., and Peter F. Matera, Esq.
    for defendant: For Kathleen Roland and Susan Christiana, Objectants: Ryan, Roach &Ryan, Sean Denvir, Esq.

    Case Number: 2018-346/B

    Check for Executor That Did Not Clear Until After Decedent's Death Is Invalid

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  • Accounting of Linich

    Publication Date: 2021-12-20
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Susan Linich, Petitioner/Former Executor: Cullen & Dykman LLP, Andrew P. Nitkewicz and Sarah B. Rebosa, Esq.
    for defendant: For Dagon J. James, Objectant/Executor: Jacobowitz and Gubits LLP, Kelly A. Pressler, Esq.

    Case Number: 2016-538/D

    Court Vacates Decree Granting Probate; Executor Cannot Seek Reimbursement of Legal Fees

  • Estate of Tapper

    Publication Date: 2021-05-18
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: Attorney for Gwendolyn Tapper, petitioner: Ephie Trataros, Esq., Trataros Law Firm PLLC.
    for defendant: Guardian ad litem for Laiali Tapper/Objectant: Stewart P. Glenn, Esq., Glenn & Breheney PLLC. For Burton Gulnick, Jr., Ulster County Commissioner of Finance, administrator cta/Objectant: James Yastion, Esq., Law Offices of James Yastion PLLC.

    Case Number: 2010-112/H and J

    Fiduciaries Surcharged For Willful Indifference Detrimental to Beneficiaries' Interests

  • Estate of Linich

    Publication Date: 2021-04-02
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Dagon J. James, Proponent/Petitioner: Kelly A. Pressler, Esq., Jacobowitz and Gubits LLP.
    for defendant: For Susan Linich, Objectant/Respondent: Andrew P. Nitkewicz, Esq., Cullen and Dykman LLP.

    Case Number: 2016-538/C

    Court Upholds Will Signed by Decedent, Who Knew It Would Help Preserve His Artistic Legacy

  • Matter of Shaheen Family Educ. Trust

    Publication Date: 2020-09-01
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Petitioner/Trustees Ruth Pugliese and Paul Shaheen: Pryor Cashman LLP, David C. Rose, Esq.
    for defendant: Trial Counsel for Petitioner/Trustees: Ryan, Roach & Ryan LLP, Sean J. Denvir, Esq. For Beneficiary/Objectant: Franklin A. Josef, Esq., Olivia A. Farnsworth.

    Case Number: 2019-282

    Allocation of Fees to Beneficiary Payable From Her Sub-Trust for Filed Objections Denied

  • Matter of Moore

    Publication Date: 2020-07-13
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Ulster
    Judge: Surrogate Sara McGinty
    Attorneys: For plaintiff: For Susan McConekey, petitioner and nominated co-executor: Paul L. Gruner, Esq.
    for defendant: For Fr. Frank J. Alagna, respondent and nominated co-executor: Wapner, Futerfas and Koplovitz, Joshua N. Koplovitz, Esq. For Klyne Esopus Museum, charitable beneficiary: Rusk Wadlin Heppner & Martuscello, John J. Wadlin, Esq.

    Case Number: 2019-729/A

    Decree Re-Settled, Amended to Reflect Correction; Hearing Ordered on Respondent's Conduct