In the Matter of the Estate of Doris Spitz-Oosse

CourtNew Jersey Superior Court Appellate Division
DecidedApril 10, 2024
DocketA-0451-22
StatusUnpublished

This text of In the Matter of the Estate of Doris Spitz-Oosse (In the Matter of the Estate of Doris Spitz-Oosse) 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 the Matter of the Estate of Doris Spitz-Oosse, (N.J. Ct. App. 2024).

Opinion

NOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE DIVISION This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.

SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION DOCKET NO. A-0451-22

IN THE MATTER OF THE ESTATE OF DORIS SPITZ- OOSSE, deceased. __________________________

Argued February 6, 2024 – Decided April 10, 2024

Before Judges Whipple, Enright and Paganelli.

On appeal from the Superior Court of New Jersey, Chancery Division, Bergen County, Docket No. P- 000374-21.

Craig S. Provorny argued the cause for appellant Brian Spitz (Herold Law, PA, attorneys; Craig S. Provorny, of counsel and on the briefs; Mikhail Sterlin, on the briefs).

Lawrence Andrew Joel argued the cause for respondent Sheryl Held (Joel and Joel, LLP, attorneys; Lawrence Andrew Joel, of counsel and on the brief; Richard A. Joel, on the brief).

PER CURIAM Brian Spitz appeals from an August 31, 2022 order dismissing his

counterclaims for breach of an oral contract and unjust enrichment following a

two-day bench trial. We affirm.

This matter concerns a family dispute involving Brian's 1 claims against

his mother's, Doris Spitz-Oosse's, estate. The executrix of the estate is Sheryl

Held, Brian's sister and Doris's daughter. At trial, Brian; his wife, Kimberly;

and his uncle, Murray, testified on Brian's behalf. Sheryl testified on behalf of

the estate.

We glean the facts and procedural history from the trial court record. For

a time, the family resided in Paterson (Paterson Property) and eventually moved

to Fair Lawn (Fair Lawn Property). When the family moved to the Fair Lawn

Property, Doris retained the Paterson Property as a rental property.

In 1980, Doris and Brian's uncle, Solomon, started a company called

Karroni Corporation. 2 Karroni was a property management company—holding

and renting properties. Brian testified he worked for Karroni from the age of

sixteen or seventeen to the age of twenty-one; from 1982 through 1987. He

1 Since Brian shares the same surname as other individuals involved in this matter, we use first names for the parties, as well as other individuals named in the opinion. No disrespect is intended. 2 The record reflects two spellings: "Karroni" and "Karoni." A-0451-22 2 claimed Doris "verbally promised [him] a [ten percent] future interest in

Kar[r]oni . . . in exchange for his work," but she later told him "they were not

going to honor the ten percent." Brian testified he left Karroni in 1987 because,

among other reasons, he had not received an ownership interest. Nonetheless,

Brian explained he returned to Karroni in 1988 for six months. He later left the

company after being injured.

Brian testified he again returned to Karroni in 1992 after Solomon's death.

He explained a Karroni property located in Irvington (Irvington Property), had

800 Department of Community Affairs (DCA) violations. There was no written

evidence of the violations produced at trial. Brian claimed he returned to

Karroni to handle the violations. He explained:

What [Doris] was doing was, she told me that, since she could not afford to pay me, because it had to be put back into the building for renovation work to abate the violations and satisfy the DCA, that she would leave me the Paterson [P]roperty that I grew up in as compensation. . . .

So me and [Doris] came up with the agreement and she offered that she would leave me the property. And, I said, since you[ are] deriving income from it, I go, I do[ no]t want you to turn the property to me immediately. I go, you can leave me the property in your [W]ill when you pass. This way you[ wi]ll have no need for the assets. And the other part of the agreement was that, if she decided she did[ not] want to keep the property any

A-0451-22 3 longer and sold the property, she would turn the proceeds over to me.

Brian testified that he "would[ no]t have been able to" go back to Karroni

"without compensation if [he] had not been promised the Paterson [P]roperty in

the [W]ill or the proceeds of the sale." Brian contends he received no pay,

money or compensation between 1992 and 2000. He also testified that he never

received "payment vouchers or pay stubs"; 1099s; or W-2s from Karroni.

Kimberly testified that Brian returned to work for Karroni without pay

and she and Brian lived off of her salary. She also testified she understood Brian

would be compensated with the Paterson Property. She stated she never had any

discussion with Doris about the purported agreement.

Uncle Murray testified he knew "there was some sort of agreement" but

he did not know the details. He stated there "was just an understanding that

there[ wa]s this whole kind of notion of sweat equity; that [Brian would] put in

a lot of time and effort and . . . eventually be rewarded for that." Further, Uncle

Murray testified he thought "probably [Doris] mentioned it" and "[p]otentially

at some point Brian mentioned it." He did not recollect the details and explained

Doris generally talked about business but she "certainly" did not talk to him

about details.

A-0451-22 4 Sheryl testified she was not involved with and never worked for Karroni

but recalled conversations about Karroni around the house. She stated there was

never an agreement or oral contract between Doris and Brian, and that Brian

"just conjured [it] up."

Brian testified that he and Doris had no further discussions from 1992

through 2000 about her leaving him the Paterson Property. However, he stated

they spoke about her Will on several occasions. He requested to see "excerpts"

of the Will, to confirm she kept her word; or "permission to contact her attorney

to find out [w]hat was done and she did have a [W]ill in effect." Doris did not

comply with these requests.

The Irvington Property was sold in 2000 for $200,000. Brian explained

he received some of the money left after the sale of the Irvington Property. Also,

he testified that Doris told him "she was very grateful to [him] for helping her,"

and he could take the money in their Karroni account "as a small token."

However, he explained Doris later took some of the money, so he only received

a "portion of it."

Moreover, Brian testified that since Doris kept putting him off about her

Will, he distanced himself from her. He explained he severed their relationship

and had no contact with Doris from 2000 to 2009. Brian testified he rekindled

A-0451-22 5 his relationship with Doris in 2009, and he and Doris had a normal relationship

from 2009 through 2019.

In September 2018, Doris executed a Last Will and Testament (2018

Will). She "revoke[d] all prior Wills and Codicils" and "specifically devise[d]"

the Paterson Property to Brian. There was no mention of the devise being part

of an oral contract with Brian. Doris also devised the Fair Lawn Property to

Sheryl. Although Brian never saw the 2018 Will until after Doris's passing, he

understood the Will reflected his agreement with Doris.

Sheryl testified Doris:

always said she was fortunate to have two houses. She had two children. She was going to ask her son which house he wanted so there would be no problems. Brian said Paterson. [Doris] said fine. That's from my mother's own mouth.

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

Related

Weichert Co. Realtors v. Ryan
608 A.2d 280 (Supreme Court of New Jersey, 1992)
Cesare v. Cesare
713 A.2d 390 (Supreme Court of New Jersey, 1998)
VRG Corp. v. GKN Realty Corp.
641 A.2d 519 (Supreme Court of New Jersey, 1994)
Manalapan Realty v. Township Committee of the Township of Manalapan
658 A.2d 1230 (Supreme Court of New Jersey, 1995)
Deutsch v. Budget Rent-A-Car
517 A.2d 491 (New Jersey Superior Court App Division, 1986)
Iliadis v. Wal-Mart Stores, Inc.
922 A.2d 710 (Supreme Court of New Jersey, 2007)
State v. Cleveland
852 A.2d 1150 (New Jersey Superior Court App Division, 2004)
Aiello v. Knoll Golf Club
165 A.2d 531 (New Jersey Superior Court App Division, 1960)
Cauco v. Galante
77 A.2d 793 (Supreme Court of New Jersey, 1951)
Young v. Sabol
72 A.2d 846 (Supreme Court of New Jersey, 1950)
Thomas Griepenburg v. Township of Ocean (073290)
105 A.3d 1082 (Supreme Court of New Jersey, 2015)
Gnall v. Gnall (073321)
119 A.3d 891 (Supreme Court of New Jersey, 2015)
Globe Motor Company v. Ilya Igdalev(074996)
139 A.3d 57 (Supreme Court of New Jersey, 2016)
Poloha v. Ruman
44 A.2d 411 (New Jersey Court of Chancery, 1945)
Grabow v. Gelber
49 A.2d 431 (New Jersey Court of Chancery, 1946)
White v. Risdon
55 A.2d 398 (New Jersey Court of Chancery, 1947)
Hufnagel v. Scholp
46 A.2d 394 (New Jersey Court of Chancery, 1946)
Laune v. Chandless
99 N.J. Eq. 186 (New Jersey Court of Chancery, 1926)
Epstein v. Fleck
57 A.2d 395 (Supreme Court of New Jersey, 1948)
State v. Rasul McNeil-Thomas (080758) (Essex County and Statewide)
209 A.3d 845 (Supreme Court of New Jersey, 2019)

Cite This Page — Counsel Stack

Bluebook (online)
In the Matter of the Estate of Doris Spitz-Oosse, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-doris-spitz-oosse-njsuperctappdiv-2024.