In Re Estate of Roccamonte

787 A.2d 198, 346 N.J. Super. 107
CourtNew Jersey Superior Court Appellate Division
DecidedNovember 28, 2001
StatusPublished
Cited by4 cases

This text of 787 A.2d 198 (In Re Estate of Roccamonte) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Roccamonte, 787 A.2d 198, 346 N.J. Super. 107 (N.J. Ct. App. 2001).

Opinion

787 A.2d 198 (2001)
346 N.J. Super. 107

In the Matter of the ESTATE OF Arthur J. ROCCAMONTE, Sr.
Mary Sopko, Plaintiff-Appellant,
v.
Estate of Arthur J. Roccamonte, Sr. Defendant-Respondent.

Superior Court of New Jersey, Appellate Division.

Submitted October 1, 2001.
Decided November 28, 2001.

*199 Michael J. Breslin, Jr., Hackensack and John M. Breslin, Paramus, attorneys for appellant (Michael J. Breslin, Jr., of counsel and, with Diana Ferriero, on the brief).

Joel C. Seltzer, Union, attorney for respondent.

Before Judges KESTIN, STEINBERG and ALLEY.

The opinion of the court was delivered by KESTIN, J.A.D.

In a prior opinion in this matter, In re Estate of Roccamonte, 324 N.J.Super. 357, 735 A.2d 614 (App.Div.1999) (Roccamonte I), we determined that the trial court erred in granting summary judgment to the Estate of Arthur A. Roccamonte (defendant) and dismissing Mary Sopko's (plaintiff's) contract-based cause of action for lifetime support. We held that plaintiff was entitled to a plenary proof opportunity on her various contract claims, "most significantly... an independent ground for the relief sought .... that, on the basis of principles established in Kozlowski v. Kozlowski, 80 N.J. 378, 403 A.2d 902 (1979); see also Crowe v. De Gioia, 90 N.J. 126, 447 A.2d 173 (1982) [Crowe I], she had a valid and enforceable contract claim with independent vitality, assertable against the decedent's estate as his successor in interest[.]" Roccamonte I, supra, 324 N.J.Super. at 365, 735 A.2d 614. See also Crowe v. DeGioia, 203 N.J.Super. 22, 495 A.2d 889 (App.Div.1985), aff'd o.b., 102 N.J. 50, 505 A. 2d 591 (1986) (Crowe II).

We remanded in accordance with a venue determination we also made. The matter was tried in the Probate Part of the Chancery Division, as directed. The trial court held that plaintiff had not satisfied the legal standards for prevailing and dismissed the complaint. Our review discloses that determination to have been erroneous. Accordingly, we vacate the judgment of dismissal and remand for the entry of judgment in favor of plaintiff on the contract claim with such damages as the trial court may calculate as appropriate based upon the record already made.

*200 In Roccamonte I, id. at 361-62, 447 A.2d 173, we set out the motion judge's earlier recitation of undisputed facts in making his summary judgment disposition:

Arthur A. Roccamonte, (Decedent) was a sophisticated business person. Decedent was married to Elise Roccamonte (Elise) until his death on March 14, 1995. Decedent was survived by Elise and his two children, Doreen Stackman (Doreen) and Arthur Roccamonte, Jr. (Arthur Jr.). Decedent died intestate and Doreen was granted ... letters of administration.
The present issue arises from the fact that although Decedent was married, he lived and maintained a relationship with Mary [Plaintiff] for approximately the last thirty years of his life. Decedent lived with Mary in a co-op apartment in Glen Ridge, New Jersey[,] which Decedent purchased for $15,000 in 1973. At the start of their relationship, Mary was also married but soon thereafter obtained a divorce. Decedent, however, remained married. Decedent told Mary that he could not marry her because Elise would not divorce him for reasons having to do with the family business. Although Decedent remained married, Mary states that Decedent repeatedly told her personally and in the presence of others that "I will take care of you" or "you will be taken care of" for the rest of your life. According to Mary, Decedent lavishly supported her and her daughter, Sandra Sopko, during the entire relationship. In return, Mary states that she provided services consistent with that of a housewife. Mary states that the statements became more frequent during the past ten years in which Decedent suffered from throat cancer.
As proof of Decedent's intent to "take care of" Mary, Mary states that Decedent bought her a wedding band and an engagement ring. Furthermore, Decedent published a notice in the New York Times on March 28, 1968[,] stating that he will not be responsible for Elise's debts. However, the Estate offers documents that show that Decedent filed his tax returns jointly with Elise until his death. Furthermore, both parties offer bits and pieces of the transcript of Mr. Neil Peters, Decedent's accountant (Peters), who testified that Decedent was aware that he did not have a will and when it was recommended several times by Peters to make one, he would just avoid doing anything about it.
At Decedent's death, he left Mary the co-op apartment, an insurance policy worth $10,000, a certificate of deposit worth $18,000, jewelry approximately worth $25,000, and other personal items bought by Decedent for Mary.

The trial judge recited additional factual detail in his oral opinion rendered after the trial:

[I]n or about the mid 1960s[,] Mary left Arthur and went to California. Because even though they had lived together from time to time, Arthur had refused to get a divorce from his wife, despite requests from Mary.
While she lived in California with her sister, Mary testified that she received constant calls from Arthur. He promised her if she came back to New Jersey he would leave his wife. Subsequent events will show that he did not keep this promise, if it had been made. She claims that he promised that if she returned from California, he would take care of her financially.

Still during this time, she was married to Nicholas Sopko. Relying on his promise to leave his wife, Mary stated that she came back to New Jersey and lived in Glen Ridge. She divorced Nicholas Sopko in 1967. In 1973[,] Arthur *201 purchased a co-op at the Parkway House in Glen Ridge, No. 7A, and placed title in her name. Arthur moved [in with] her and continued to live with her until he died on March 14th, 1995.

During their live-in relationship, decedent bought Mary clothing, jewelry, furs, paid for dinners in upscale restaurants in New York City, and vacations to Atlantic City and Palm Springs. He apparently enjoy[ed] the sport of gambling. He also paid the monthly maintenance fee for the co-op, which was approximately $950 per month. He also gave Mary cash on a weekly basis, usually, which at times amounted to as much as $600.
She stated that when she lived with Arthur, she considered herself to be his "wife." She cleaned, cooked and accommodated him sexually. She stated he was like her husband. And all in all, the relationship was very good until he died.
The consideration for the purchase of the co-op was $15,000, which he paid in cash. He also paid for improvements to the co-op, and redid the entire kitchen. At any time the co-op needed some refurbishing, such as painting and papering, Arthur would also pay for that. Again, all payments were made in cash.
Mary and Arthur did not have any joint banking accounts. It was her contention that it was because Arthur did not "believe in them." During the time that they lived together Arthur did not speak to her about his business. However, it is evident that he was a sophisticated businessman who operated a trucking company in the garment district of New York.

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Related

In Re Dahlgren
418 B.R. 852 (D. New Jersey, 2009)
Connell v. Diehl
938 A.2d 143 (New Jersey Superior Court App Division, 2008)
In Re Estate of Roccamonte
808 A.2d 838 (Supreme Court of New Jersey, 2002)
Sopko v. Slackman
808 A.2d 838 (New Jersey Superior Court App Division, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
787 A.2d 198, 346 N.J. Super. 107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-roccamonte-njsuperctappdiv-2001.