In re the Estate of Arneson

84 Misc. 2d 128, 374 N.Y.S.2d 973, 1975 N.Y. Misc. LEXIS 3066
CourtNew York Surrogate's Court
DecidedOctober 27, 1975
StatusPublished
Cited by4 cases

This text of 84 Misc. 2d 128 (In re the Estate of Arneson) 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 the Estate of Arneson, 84 Misc. 2d 128, 374 N.Y.S.2d 973, 1975 N.Y. Misc. LEXIS 3066 (N.Y. Super. Ct. 1975).

Opinion

James R Caruso, J.

There has been presented herewith for decision, the within proceeding brought by petitioner to open, vacate and set aside a prior decree of this court which admitted to probate the last will and testament of the decedent herein. It is within the inherent power of this court to grant such relief (Judiciary Law, § 2-a; CPLR 5015; 1A Warren’s Heaton, Surrogates’ Courts [6th ed], § 121; Practice Commentaries, McKinney’s Cons. Laws of N. Y., Book 58A, SCPA 209).

The petitioner is the duly appointed ancillary and domiciliary conservator of an adult son of the decedent. The son, while being a distributee, is also a legatee under the last will and testament of the decedent, his mother, and was and is presently a resident of the State of Massachusetts.

The petitioner on behalf of the son filed a petition in this court wherein the grounds alleged as the basis for the vacatur of the probate decree are stated ás follows:

(a) That the said son was at the time of service of citation in the probate proceeding herein a "person under disability” within the meaning of SCPA 103 (subd 37).

(b) That in the petition filed for the probate of the decedent’s will there was a failure on the part of the petitioner to disclose the son’s disability.

(c) That a guardian ad litem should have been appointed at the time of the probate of the said decedent’s will to protect the son’s interest as a "person under disability” as required by SCPA 403 (subd 2).

(d) That by reason of the aforesaid, this court was without jurisdiction over the person of the son at the time probate was decreed.

It is the contention of the petitioner that at the time and prior to the making of the probate decree and indeed continuing to date, the son was and still is a "deteriorated epileptic” which rendered him at the time of service of citation an incapacitated person and that under the circumstances this should have been called to the attention of the Surrogate in the probate petition. It is further contended by the petitioner that because of the above facts, the son was at all times prior [130]*130to the service of the citation upon him and to date "incapable adequately to protect his rights, although not judicially declared an incompetent” (SCPA 103, subd 24). It is to be noted that at the time of probate, the son did not have a conservator appointed fdr him and neither were such proceedings then pending at that time for the appointment of a conservator.

The petition to vacate and set aside the probate decree is supported by a detailed affidavit made by the son’s attending physician, a neurosurgeon who had been treating the son since April 17, 1971.

Upon the return date of the order to show cause which was issued pursuant to the prayer of the petition, the court designated and appointed a guardian ad litem to protect the interests of said infants who were named legatees in the last will and testament of said decedent and whose interests might be affected by the within application. The executors named in the will filed their answer to the petition generally denying the allegations thereof.

The protection of infants, incompetent persons and persons incapable of adequately prosecuting or defending their rights has always been of great concern and has been definitely stated to be the policy of the State of New York (CPLR art 12; SCPA art 4).

The court therefore, in the interests of justice directed that a plenary preliminary hearing be held in order to determine the disability of the son at the time in question.

A statement of the factual background which has terminated in the within proceeding is of significant importance. The records of this court indicate the following:

The decedent died on December 28, 1973. The petition for probate of her will was filed in this court on January 16, 1974. The petition, insofar as the son is concerned, simply sets forth his name, address, relationship to the decedent and further describes the beneficial interest given to him under the will. No mention is made of any affliction or disability. In the space indicated on the petition for the listing of persons under disability, appears the word "NONE”. An order directing mailing of citation by certified mail to the son was made on January 15, 1974 and proof of service of the mailing was duly filed together with the return receipt. Therefore, the will was admitted to probate on February 14, 1974, there being no opposition thereto.

[131]*131Then, on September 6, 1974 the afore-mentioned conservator was appointed on behalf of the son pursuant to the laws of the State of Massachusetts and on November 20, 1974, this conservator was appointed the son’s ancillary conservator by the Supreme Court of this State. The conservator thereafter filed the petition in this court to vacate the probate decree entered February 14, 1974.

After all of the testimony was heard by this court, motions were made by both parties upon which the court reserved decision.

The petitioner called as his witness, the son’s attending physician, a practicing neurosurgeon. During the witnesses’ testimony, numerous documents were admitted into evidence, consisting chiefly of the son’s hospital records reflecting the treatment he had received for this condition over the years. These records were used by the doctor for his further treatment of the son and also formed part of the condition as set forth in the doctor’s affidavit of December 17, 1974, which was attached to and submitted in support of the petition herein.

The doctor testified substantially as follows: that the son is now 47 years of age and has suffered from all forms of epilepsy since he was a boy; that these forms of epilepsy are termed "the petit mal”, "the grand mal” and "the psychomotor seizure”. He described the petit mal as the smallest attack, one that may simply be a momentary lapse of consciousness which may last only a matter of seconds. He further stated that the grand mal is manifested by a convulsive seizure while the psychomotor seizure was described as and one which is manifested by disordered behavior where there is no interference with consciousness but the patient tends to become confused or "his behavior becomes inappropriate”. Following these seizures, he explained, there may be sleepiness, confusion and there may also be a loss of memory of the event that took place prior to the seizure.

The doctor testified further that the son had unsuccessfully undergone preventive surgery to remedy his condition and that he is medically termed a "deteriorated epileptic”, i.e. "a person who starts out with epilepsy and whose normal intellectual function worsens over the years”, that the son is no longer able to function as an independent normal individual within society and requires large amounts of medication (twice the normal amount) to prevent him from having frequent seizures; that the process of deterioration "was fully develop[132]*132ing” in January and February, 1974; that he had lucid periods between seizures which in the case of some epileptics means "during their lucid interval [they may] be completely undeteriorated and quite capable of full normal mental activity”— however, the son was "not such a person”.

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Bluebook (online)
84 Misc. 2d 128, 374 N.Y.S.2d 973, 1975 N.Y. Misc. LEXIS 3066, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-arneson-nysurct-1975.