In re the Estate of Mandelbaum

7 Misc. 3d 539
CourtNew York Surrogate's Court
DecidedFebruary 24, 2005
StatusPublished
Cited by7 cases

This text of 7 Misc. 3d 539 (In re the Estate of Mandelbaum) 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 Mandelbaum, 7 Misc. 3d 539 (N.Y. Super. Ct. 2005).

Opinion

OPINION OF THE COURT

John B. Riordan, J.

This is an application for preliminary letters testamentary.

[540]*540The decedent, Ruth E Mandelbaum, died on March 6, 2004 leaving a will dated April 5, 1999 (the 1999 will) and two prior wills dated June 5, 1998 (the 1998 will) and November 26, 1997, all of which were filed with the court. All three wills nominate the decedent’s sister, Audrey Sandler, and the decedent’s nephew, Bruce Gillman, as coexecutors.

The 1999 will provides that the decedent’s residuary estate shall be distributed 50% to Audrey Sandler and 50% to Bruce Gillman and his wife, Francine Gillman. The 1998 will, however, provides that 50% of the residuary estate will be distributed to Audrey Sandler, 25% to Audrey Sandler’s son, Brent Sandler, and his wife, Susan Sandler, and 25% to Bruce Gillman and his wife, Francine Gillman. All of the wills contain an in terrorem clause and dispense with the filing of a bond.

By petition filed with the court on July 29, 2004, Bruce Gill-man offered the 1999 will for probate. Audrey Sandler, although named in the 1999 will as a coexecutor, has failed to join in the petition. Thereafter, by petition filed with the court on December 21, 2004, Audrey Sandler applied for preliminary letters testamentary based upon her nomination as coexecutor under the 1998 will. In her prayer for relief, Audrey Sandler asked that preliminary letters issue solely to her alleging that Bruce Gillman “has made no attempt to have a preliminary appointment made in this matter.” By petition dated January 17, 2005, Bruce Gillman petitioned for preliminary letters testamentary based upon his nomination as coexecutor under the 1999 will. Bruce Gillman requests that preliminary letters issue solely to him since Audrey Sandler may object to admission of the 1999 will to probate because her son would receive a portion of the residuazy estate under the 1998 will.

A person named as executor has a moral obligation to offer a putative will for probate (Matter of Williams, 71 Misc 2d 243 [1972]). That moral obligation, however, does not rise to a legal obligation (Matter of Badore, 73 Misc 2d 471 [1973]). Further, a nominated fiduciary need not offer for probate a will which he believes to be invalid (Matter of Chapin, 167 Misc 388 [1938]). In the instant case, Audrey Sandler has chosen not to join in the petition for probate of the 1999 will or to seek preliminary letters on the basis that she is named as a coexecutor under the 1999 will, presumably because she will be challenging the validity of the 1999 will.

[541]*541SCPA 1412,

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Matter of Brusie
2020 NY Slip Op 2390 (Appellate Division of the Supreme Court of New York, 2020)
MatterofPrevratil
Appellate Division of the Supreme Court of New York, 2014
In re the Estate of Prevratil
121 A.D.3d 137 (Appellate Division of the Supreme Court of New York, 2014)
Rattner v. Rattner
107 A.D.3d 600 (Appellate Division of the Supreme Court of New York, 2013)
In re Estate of Lurie
58 A.D.3d 575 (Appellate Division of the Supreme Court of New York, 2009)

Cite This Page — Counsel Stack

Bluebook (online)
7 Misc. 3d 539, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mandelbaum-nysurct-2005.