X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

DECISION In this probate proceeding, respondent has made the instant pre-objection application for dismissal of the underlying probate proceeding, pursuant to CPLR 3211(a)(7). Petitioner opposes the motion.BackgroundDecedent died on December 19, 2017 survived by two distributees, Lisa J. Waszmer, respondent, and Sandford A. Sardo. Although the underlying probate petition was filed on January 22, 2018 by JoAnn Borra, inadvertently, a petition for letters of administration was accepted by the court for filing on January 25, 2018 and issued a different index number (2018-313). That petition was granted and letters of administration were issued to Lisa J. Waszmer. She, in her capacity as administrator, as well as distributee, filed the instant motion seeking dismissal of the probate proceeding. For the reasons set forth below, the relief requested by respondent is denied.The underlying petition seeks to admit to probate a purported undated will of decedent consisting of three pages which was filed by petitioner, JoAnn Borra, a beneficiary under the propounded instrument. Respondent has not filed objections to the purported will, but has instead moved to dismiss the underlying probate petition asserting that the petition fails to state a cause of action.Discussion and Applicable LawRespondent asserts that the proffered instrument fails on its face to constitute a testamentary instrument as it is undated, does not name a fiduciary, lacks an attestation clause and addresses of the attesting witnesses, and purports to transfer a present interest in real property.In response, petitioner asserts that the instrument offered for probate expresses the wishes of this decedent and that same is in an admissible form, namely a writing. Further, she states that the appropriate remedy to be sought with respect to inconsistencies or vagueness within the instrument is construction, not dismissal.Pursuant to CPLR 3211(a) (7), a motion to dismiss may be granted on the ground that the pleading fails to state a cause of action. Upon such motion, the court must accept the facts alleged as true (see 219 Broadway Corp. v. Alexander’s Inc., 46 NY2d 506, 509). Thus, a determination of a motion to dismiss is limited to ascertaining whether the petition, liberally construed, states in some form a cause of action (see Leon v. Martinez, 84 NY2d 83), and whether there is any evidentiary support for the petition (see Glassman v. Catli, 111 AD2d 744, 745). The determination does not rest on the petitioner’s likelihood of success on the merits (see Jacobs v. Macy’s East Inc., 262 AD2d 607, 608), but whether it can be determined, from within the four corners of the petition, that a cognizable cause of action has been articulated (see Glassman v. Catli, supra at 745).Here, proponent has proffered a testamentary document purporting to be the last will and testament of this decedent, a review of which reveals that it allegedly bears the signatures of “Nicholas Sardo,” decedent, at the end of the instrument and two individuals purporting to be witnesses to its execution, namely “Jo Ann Borra,” petitioner, and “Prasad Murthy.” Even in the absence of an attestation clause, a testamentary instrument may be admitted to probate based upon the totality of the evidence (see In re Phillips, 98 NY 267).Whether proponent will ultimately be successful in establishing the genuineness of the proffered instrument or the validity of its execution is not the subject of inquiry for purposes of this motion. Nor is the dispositive effect of its provisions in light of the fact that the two witnesses, who are not distributees, are the primary beneficiaries (see EPTL 3-3.2). The sole inquiry is whether the petition and proffered will sufficiently state a cognizable claim for probate of a document purporting to be the last will and testament of this decedent.ConclusionUpon this record, petitioner has stated a cognizable claim that the subject instrument is the last will and testament of this decedent. Accordingly, the respondent’s motion is denied. This matter shall be restored to the court’s process calendar on October 23, 2018 for purposes of either scheduling SCPA 1404 examinations or filing objections.This decision constitutes the order of the court.

 
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
September 05, 2024
New York, NY

The New York Law Journal honors attorneys and judges who have made a remarkable difference in the legal profession in New York.


Learn More
April 25, 2024
Dubai

Law firms & in-house legal departments with a presence in the middle east celebrate outstanding achievement within the profession.


Learn More
April 29, 2024 - May 01, 2024
Aurora, CO

The premier educational and networking event for employee benefits brokers and agents.


Learn More

Atlanta s John Marshall Law School is seeking to hire one or more full-time, visiting Legal WritingInstructors to teach Legal Research, Anal...


Apply Now ›

Lower Manhattan firm seeks a premises liability litigator (i.e., depositions, SJ motions, and/or trials) with at least 3-6 years of experien...


Apply Now ›

U.S. District Court for the Northern District of CaliforniaThe current term of office for United States Magistrate Judge Susan van Keulen in...


Apply Now ›
04/15/2024
Connecticut Law Tribune

MELICK & PORTER, LLP PROMOTES CONNECTICUT PARTNERS HOLLY ROGERS, STEVEN BANKS, and ALEXANDER AHRENS


View Announcement ›
04/11/2024
New Jersey Law Journal

Professional Announcement


View Announcement ›
04/08/2024
Daily Report

Daily Report 1/2 Page Professional Announcement 60 Days


View Announcement ›