In re the Estate of Pollard

Appellate Division of the Supreme Court of New York

In re the Estate of Pollard

254 A.D.2d 292, 678 N.Y.S.2d 126, 1998 N.Y. App. Div. LEXIS 10047

Appellate Division of the Supreme Court of the State of New York·Decided October 5, 1998·Published·Cited by 1 cases

Opinion

In a proceeding pursuant to SCPA 2103 to discover property withheld from the decedent’s estate, the petitioner appeals from an order of the Surrogate’s Court, Queens County (Nahman, S.), dated August 19, 1997, which, inter alia, granted the motion of the respondent Deborah Hulbert for summary judgment to the extent of declaring her to be the sole owner of certain assets she held jointly with the decedent.

Ordered that the order is affirmed, with costs payable by the estate.

Although there is evidence that the respondent and the decedent were negotiating to divide several jointly held assets, no final agreement was executed before the decedent’s death. Accordingly, the respondent, as the surviving partner, is entitled to the real property she held with the decedent as a joint tenant with right of survivorship (see, General Obligations Law § 5-703). As to the three joint accounts at issue, no funds were ever withdrawn from those accounts, and the respondent, as survivor of the joint accounts, is entitled to the entire funds in those accounts (see, Matter of Bricker v Krimer, 13 NY2d 22, 27). Mangano, P. J., Rosenblatt, Ritter and Altman, JJ., concur.

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In a proceeding pursuant to SCPA 2103 to discover property withheld from the decedent’s estate, the petitioner appeals from an order of the Surrogate’s Court, Queens County (Nahman, S.), dated August 19, 1997, which, inter alia, granted the motion of the respondent Deborah Hulbert for summary judgment to the extent of declaring her to be the sole owner of certain assets she held jointly with the decedent.

Ordered that the order is affirmed, with costs payable by the estate.

Although there is evidence that the respondent and the decedent were negotiating to divide several jointly held assets, no final agreement was executed before the decedent’s death. Accordingly, the respondent, as the surviving partner, is entitled to the real property she held with the decedent as a joint tenant with right of survivorship (see, General Obligations Law § 5-703). As to the three joint accounts at issue, no funds were ever withdrawn from those accounts, and the respondent, as survivor of the joint accounts, is entitled to the entire funds in those accounts (see, Matter of Bricker v Krimer, 13 NY2d 22, 27). Mangano, P. J., Rosenblatt, Ritter and Altman, JJ., concur.

In re the Estate of Pollard, 254 A.D.2d 292, 678 N.Y.S.2d 126, 1998 N.Y. App. Div. LEXIS 10047 (N.Y. Ct. App. 1998).

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254 A.D.2d 292 (In re the Estate of Pollard) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Opinion

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