IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN (P-261461, MIDDLESEX COUNTY AND STATEWIDE)

CourtNew Jersey Superior Court Appellate Division
DecidedDecember 26, 2019
DocketA-0890-18T2
StatusUnpublished

This text of IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN (P-261461, MIDDLESEX COUNTY AND STATEWIDE) (IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN (P-261461, MIDDLESEX COUNTY AND STATEWIDE)) 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.

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IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN (P-261461, MIDDLESEX COUNTY AND STATEWIDE), (N.J. Ct. App. 2019).

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NOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE DIVISION This opinion shall not "constitute precedent or be binding upon any court."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-0890-18T2

IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN, Deceased. _________________________

Argued November 12, 2019 – Decided December 26, 2019

Before Judges Ostrer, Vernoia and Susswein.

On appeal from the Superior Court of New Jersey, Chancery Division, Middlesex County, Docket No. P- 261461.

Joel N. Kreizman argued the cause for appellant David Fried (Scarinci & Hollenbeck LLC, attorneys; Joel N. Kreizman, of counsel and on briefs; Kevin M. Foltmer, on briefs).

Craig S. Provorny argued the cause for respondent Paul Feinstein (Herold Law PA, attorneys; Craig S. Provorny, of counsel; Brian S. Baum, on the brief).

PER CURIAM

David Fried, the stepson of intestate decedent Richard C. Feinstein

(decedent), appeals from an order rejecting his claim that he was equitably adopted by decedent and thereby entitled to inherit decedent's estate. Based on

our review of the record, we are satisfied Fried failed to allege facts or present

evidence establishing an equitable adoption. We therefore affirm the court's

order finding Fried was not equitably adopted by decedent and determining

decedent's brother, Paul Feinstein (Paul), 1 is the sole beneficiary of decedent's

estate.2

I.

This action commenced with Fried's filing of a caveat with the Middlesex

County Surrogate Court, objecting to the grant of any letters of administration

and the probate of any purported will of decedent, who died on May 27, 2018.

Paul later filed a caveat interposing the same objections.

Paul filed a verified complaint requesting appointment as the

administrator of decedent's estate and an order directing that Fried provide an

accounting and turn over of decedent's property. The complaint asserted that

Paul is decedent's brother; decedent died intestate; and decedent died without a

1 Because decedent Richard C. Feinstein and his brother Paul Feinstein share the same surname, for purposes of clarity we refer to Richard as "decedent" and Paul Feinstein as "Paul." We intend no disrespect in doing so. 2 The court's order included other determinations that are not challenged on appeal. We affirm the court's order on those determinations as well. A-0890-18T2 2 spouse, domestic partner, or any children. Paul asserted that decedent's estate

therefore passed to him pursuant to N.J.S.A. 3B:5-4. The court entered an order

that in pertinent part required that Fried show cause why an order should not be

entered appointing Paul the administrator of the estate, requiring that Fried

provide an accounting, and granting such other relief the court finds just and

reasonable.

Fried filed an answer and counterclaim asserting his mother married

decedent in 1981 when Fried was three years old, and "[t]hereafter, in all

respects, [decedent] became [Fried's] father and [Fried] became [decedent's]

son." Fried asserted that "[t]he only reason [decedent] did not legally adopt

[Fried] was that [Fried's] birth father refused to acquiesce." Fried also presented

a certification from decedent's cousin, Elaine Giarrusso, stating that decedent

"let [her] [k]now that one day [decedent] expected his Porsche, among other

things, would be" Fried's. Fried claimed he was entitled to inherit decedent's

estate because decedent equitably adopted him. Fried also alleged he acted

solely for the estate's benefit following decedent's death, Paul offered and

provided no assistance with the administration of the estate, and Fried should be

named the estate's administrator.

A-0890-18T2 3 Fried further submitted a certification asserting that, following his

mother's and decedent's 1981 marriage, decedent "was the only father [he]

knew." Fried averred that he "barely know[s] his birth father[,]" but that he "was

advised that when [decedent] sought to adopt [him], [his] birth father refused to

acquiesce and therefore the adoption never went through." He also asserted

decedent's and Paul's relationship "was very limited," Paul "live[d] on Long

Island, [and] never came to visit" decedent, and he did not believe Paul and

decedent spoke "more than once or twice a year." Fried also detailed the actions

he took on the estate's behalf following decedent's death and claimed Paul "never

objected and . . . never offered to take over or participate."

Paul submitted a certification disputing Fried's claim that he was not close

with decedent. Paul explained that since 2000, he and decedent suffered from

serious medical issues, and he underwent many medical procedures, including

amputations, a kidney transplant, and numerous cancer surgeries, and that, as a

result, he and decedent "agreed to speak to each other by telephone rather than

undergo the rigors of travel." Paul asserted that, nonetheless, during their

telephone conversations he and decedent "were each other's support system,

giving each other advice, encouragement and love through [their] various major

A-0890-18T2 4 illnesses." Paul stated that decedent never "mention[ed] anything about his step-

son" Fried during their telephone conversations.

According to Paul, he made decedent's funeral arrangements, and Fried

told him that he could not gain access to decedent's apartment because the police

declared it to be a crime scene. Paul also asserted that Fried failed to inform

him about the disposition of decedent's assets and refused to provide him with

decedent's death certificate and information about decedent's bank accounts.

Paul averred that Fried "made a conscious decision not to inform" him about

Fried's actions concerning decedent's estate.

The court heard argument on the return date of the order to show cause.

Fried argued he was equitably adopted by decedent based on an implied

agreement by decedent to adopt him. The court rejected Fried's claim, reasoning

that equitable adoption has been found only in cases where there was evidence

of an intention to adopt, but Fried failed to present such evidence. The court

determined Fried did not present any evidence that decedent agreed to adopt

him. The court also rejected Fried's waiver, estoppel, and unclean hands

defenses.

The court entered an order appointing Paul administrator of the estate and

declaring him the sole heir of decedent's estate pursuant to N.J.S.A. 3B:5 -4(c);

A-0890-18T2 5 discharging Fried's caveat; declaring Fried was decedent's stepson and was not

equitably adopted; instructing Fried to turn over all estate property in his

possession to Paul within ten days—with the exception of the decedent's

Mercedes and Porsche, for which the order was stayed pending appeal;

instructing Fried to submit a list of expenses he incurred on behalf of the estate

for which he would be reimbursed; and dismissing Fried's counterclaim in its

entirety with prejudice. This appeal followed.

II.

"Regulating succession or [intestate] inheritance is a legislative province."

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IN THE MATTER OF THE INTESTATE ESTATE OF RICHARD C. FEINSTEIN (P-261461, MIDDLESEX COUNTY AND STATEWIDE), Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-intestate-estate-of-richard-c-feinstein-p-261461-njsuperctappdiv-2019.