In re Fitzsimmons

43 Misc. 3d 483, 984 N.Y.S.2d 543
CourtNew York Surrogate's Court
DecidedJanuary 22, 2014
StatusPublished

This text of 43 Misc. 3d 483 (In re Fitzsimmons) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Fitzsimmons, 43 Misc. 3d 483, 984 N.Y.S.2d 543 (N.Y. Super. Ct. 2014).

Opinion

OPINION OF THE COURT

Peter J. Kelly, J.

In this proceeding to determine, inter alia, that a specific devise of real property has adeemed, petitioner Marcia Fitzsimmons [484]*484(hereinafter Marcia) moves for summary judgment. Respondent Brenda Watson (hereinafter Brenda) opposes the motion.

The pertinent facts are not in dispute. In 1979, Lillian Hill (hereinafter decedent) and her husband William purchased the real property that is the subject of this proceeding as tenants by the entirety. Subsequent to the death of her husband, the decedent executed a last will and testament, dated February 3, 2003, wherein she specifically devised her real property to her two daughters, Brenda and Marcia, in equal shares subject to a life estate given to Brenda. The residuary clause of the will provided that Brenda and Marcia each would share 50% of the net estate.

Brenda, who resided in the premises with the decedent, subsequently became her mother’s attorney-in-fact. In such role, Brenda executed a deed transferring the property to herself three months before the decedent’s death in 2008.

After the decedent’s death, but prior to the decedent’s will being admitted to probate, Brenda mortgaged the subject premises for $101,750. Letters testamentary issued to Brenda and Marcia in May of 2009 and Brenda subsequently obtained a second mortgage on the premises for $215,000.

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Related

In Re the Accounting of Brann
114 N.E. 404 (New York Court of Appeals, 1916)
In re the Accounting of Y. B. Garden
165 N.E.2d 561 (New York Court of Appeals, 1960)
In re the Accounting of Barnett
3 A.D.2d 119 (Appellate Division of the Supreme Court of New York, 1957)
In re Hill
95 A.D.3d 889 (Appellate Division of the Supreme Court of New York, 2012)
LaBella v. Goodman
198 A.D.2d 332 (Appellate Division of the Supreme Court of New York, 1993)
In re the Construction of the Will of Seaver
195 Misc. 475 (New York Surrogate's Court, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
43 Misc. 3d 483, 984 N.Y.S.2d 543, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-fitzsimmons-nysurct-2014.