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Bricker v. Hazell (In re Natale)

Supreme Court, Appellate Division, First Department, New York.
Feb 22, 2018
158 A.D.3d 579 (N.Y. App. Div. 2018)

Opinion

5816 Index 4202/14

02-22-2018

IN RE Domenick E. NATALE, Deceased Christine Bricker, Petitioner–Respondent, v. Cynthia Hazell, et al., Objectants–Appellants.

John Newman, Huntington, for appellants. Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola (David A. Bamdad of counsel), for respondent.


John Newman, Huntington, for appellants.

Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola (David A. Bamdad of counsel), for respondent.

Friedman, J.P., Sweeny, Kahn, Singh, Moulton, JJ.

Order, Surrogate's Court, New York County (Nora S. Anderson, S.), entered on or about December 22, 2016, which, to the extent appealed from as limited by the briefs, denied objectants' motion for summary judgment dismissing the probate petition on the ground of lack of due execution and granted petitioner's cross motion for summary judgment dismissing that objection, unanimously affirmed, without costs.

On its face, the propounded document satisfies the requirements of EPTL 3–2.1(a). In addition, "a full attestation clause regularly authenticated ... is entitled to great weight" ( Matter of Cottrell, 95 N.Y. 329, 335 [1884] ), and a self-proving affidavit raises a presumption of "due execution" ( Matter of Schlaeger, 74 A.D.3d 405, 407, 903 N.Y.S.2d 12 [1st Dept. 2010] ).

Objectants rely on the fact that the sole surviving attesting witness had no memory of the will execution ceremony and, indeed, thought it improbable that she had signed the will at the address indicated in the self-proving affidavit. However, with respect to the first point, "[a] will may be admitted to probate notwithstanding the failed or imperfect memory of both attesting witnesses" ( Matter of Collins, 60 N.Y.2d 466, 468, 470 N.Y.S.2d 338, 458 N.E.2d 797 [1983] ; see also e.g. Cottrell, 95 N.Y. at 333–334 ; Matter of Halpern, 76 A.D.3d 429, 432, 906 N.Y.S.2d 253 [1st Dept. 2010], affd 16 N.Y.3d 777, 919 N.Y.S.2d 503, 944 N.E.2d 1142 [2011] ). With respect to the second point, courts have "permit[ted] probate even where the attesting witnesses ... testified against the will" ( Collins, 60 N.Y.2d at 470, 470 N.Y.S.2d 338, 458 N.E.2d 797 ; see also Cottrell, 95 N.Y. at 333–335, 338–340 ).To be sure, a failure of the attesting witnesses' "recollection intensifies the care and vigilance that must be exercised in examining the remaining evidence" ( Collins, 60 N.Y.2d at 473, 470 N.Y.S.2d 338, 458 N.E.2d 797 ). However, the fact that the attorney supervising the will ceremony was decedent's wife and would have inherited the entire estate had she survived her husband is not suspicious. It was natural for decedent to bequeath all his property, in the first instance, to his wife. By contrast, in Matter of Kindberg, 207 N.Y. 220, 100 N.E. 789 (1912), there is no indication that the lawyer who drew the will and would take the major part of the testator's estate (see id. at 226, 100 N.E. 789 ) had any close relationship with the testator.

In sum, "[i]n opposition to the petitioner's prima facie showing that the will was properly executed ..., the objectant[s] failed to raise a triable issue of fact to support [their] objection for improper execution" ( Matter of Tuccio, 38 A.D.3d 791, 791–792, 832 N.Y.S.2d 609 [2d Dept. 2007], lv denied 9 N.Y.3d 802, 840 N.Y.S.2d 567, 872 N.E.2d 253 [2007] ).


Summaries of

Bricker v. Hazell (In re Natale)

Supreme Court, Appellate Division, First Department, New York.
Feb 22, 2018
158 A.D.3d 579 (N.Y. App. Div. 2018)
Case details for

Bricker v. Hazell (In re Natale)

Case Details

Full title:IN RE Domenick E. NATALE, Deceased Christine Bricker…

Court:Supreme Court, Appellate Division, First Department, New York.

Date published: Feb 22, 2018

Citations

158 A.D.3d 579 (N.Y. App. Div. 2018)
2018 N.Y. Slip Op. 1272
71 N.Y.S.3d 458

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