PARKER v. ESTATE OF KATHRYN PARKER BLAIR

CourtDistrict Court, D. New Jersey
DecidedNovember 16, 2020
Docket2:19-cv-21093
StatusUnknown

This text of PARKER v. ESTATE OF KATHRYN PARKER BLAIR (PARKER v. ESTATE OF KATHRYN PARKER BLAIR) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
PARKER v. ESTATE OF KATHRYN PARKER BLAIR, (D.N.J. 2020).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEW JERSEY

LORI ANN PARKER, Civ. No. 19-21093 (KM) (SCM)

Plaintiff, OPINION v.

ESTATE OF KATHRYN PARKER BLAIR and its EXECUTOR HARRY E. PARKER aka “HARRY PARK, Jr.”,

Defendants.

KEVIN MCNULTY, U.S.D.J.: This matter arises out of a will contest in Bergen County Superior Court. The deceased, Kathryn Parker Blair, was the aunt of Lori Ann Parker, plaintiff here.1 Plaintiff was a beneficiary under Ms. Blair’s original will, which was executed in 1987 (the “1987 Will”). Ms. Blair executed a new will in 2012, however, two days before she died (the “2012 Will”). The 2012 will removed plaintiff as a beneficiary. The 2012 Will went to probate and, despite plaintiff’s challenges, was upheld as effective. Plaintiff then, in an effort to overturn the results of probate, launched a raft of litigation over the next several years in both state and federal court, leading judges to dub her a “recreational litigant” and her filings “frivolous,” “meritless,” and “vexatious.” Plaintiff has now filed this action, which essentially reasserts or rephrases various allegations she has previously brought against the defendant, Ms. Blair’s estate, and the estate’s executor, defendant Harry E. Parker.

1 Because many of the persons involved share surnames, I will refer to Lori Ann Parker as “plaintiff” throughout this opinion. Now before the Court is defendant’s motion to dismiss (DE 4). For the reasons set forth below, the motion is GRANTED. I. Background2 In 1987, plaintiff’s aunt, Kathryn Parker Blair, executed the 1987 Will, which stated that her estate would pass to her siblings, and if her siblings predeceased her, to their offspring. (DE 4-2 at 145 (Da140 (transcript of proceeding before Judge Jerejian).) Plaintiff’s father—Ms. Blair’s brother— passed away in 2002, so plaintiff would have taken under the 1987 Will. (Id.) Ms. Blair executed a the 2012 will two days before her death, however, and the 2012 removed plaintiff as a beneficiary. (Compl. ¶ 3.) Plaintiff contested the 2012 Will in Bergen County Chancery Court, alleging that her Aunt was subject to undue influence and lacked testamentary capacity. (Id. ¶ 7; MTD at 2; DE 4-2 at 35 (Da32).) Defendants prevailed on summary judgment. (MTD at 2.) After losing the will contest, plaintiff filed numerous post-judgment motions and appeals, all of which were denied; in most cases they were adjudged meritless or so lacking in merit as to not warrant a formal opinion. (Id.) Along the way, New Jersey courts have barred plaintiff from submitting further filings (DE 4-2 at 5), issued sanctions orders against plaintiff for frivolous submissions (id. at 49), and noted that plaintiff’s filings are “yet another act of recreational litigation in which Plaintiff attempts to resuscitate this matter through vexatious and meritless motion practice” (id. at 187).

2 For ease of reference, certain key items from the record will be abbreviated as follows: DE _ = Docket entry in this case Compl. = Complaint (DE 1) MTD = Defendants’ Memorandum of Law in Support of their Motion to Dismiss (DE 4-1) Opp. = Plaintiff’s Opposition to the Motion to Dismiss (DE 6) Reply = Defendants’ Reply to Plaintiff’s Opposition (DE 7) On March 25, 2019, plaintiff moved to vacate the judgment in the will contest on the ground that the Estate’s attorney altered the 1987 Will by using whiteout to conceal a handwritten codicil added by Ms. Blair. (MTD at 4.) Plaintiff based this allegation on a photograph of Ms. Blair sitting in her hospital bed with a piece of paper lying on the bed in front of her. (Id. at 5.) Plaintiff alleged that the piece of paper lying on the bed was the original will, and that the photograph showed that the paper had handwriting on it, which plaintiff asserts must have been a codicil to the original will. (Id.) At a hearing on plaintiff’s motion before Judge Jerejian of Bergen County Superior Court, Chancery Division,3 defendants produced the original 1987 Will and showed it to the court and the plaintiff. (DE 4-2 at 151–51.) The court reviewed the document and concluded that it “has no other writing on it, no other indications of white-outs or any other types of, as you said, concealment.” (DE 4-2 at 151.) In a subsequent written opinion, the Judge concluded that plaintiff had failed to provide “any evidence other than poor quality photographs which reveal[] nothing even remotely discernable,” and that the original 1987 Will bore “zero indication of any ‘handwriting’ on the document aside from the signatures . . . . [and m]oreover, the original document did not contain a scintilla of any foreign substance on the page, such as ‘white out’ or a concealing substance.” (DE 4-2 at 187 (emphasis added).) The court concluded that plaintiff’s assertions had no merit. (Id.) Having lost in state court, plaintiff initiated this action via complaint on December 5, 2019. Though plaintiff previously claimed that the document which appears on Ms. Blair’s hospital bed was the original 1987 Will with a handwritten codicil, she now claims instead that the document is a copy of the 1987 Will. (Opp. at 14–15.) She asserts that this distinction takes the case out

3 The hearing also encompassed defendant’s motion to prevent plaintiff from filing any more pleadings in state court, which Judge Jerejian denied on the grounds that the Assignment Judge for Bergen County was the only judge authorized to rule on such motions. (DE 4-2 at 189.) Defendants refiled the motion with the Assignment Judge, who granted it on October 22, 2019. (Id. at 5.) of the collateral estoppel and entire controversy doctrines, which defendants invoke as bases to dismiss the complaint.4 (DE 4.) Plaintiff filed her opposition on May 14, 2020 (DE 6), and defendants filed their reply on May 21, 2020 (DE 7.) II. Legal Standard for Motion to Dismiss5 In considering a motion to dismiss a pro se complaint, a court must bear in mind that pro se complaints are held to less stringent standards than formal pleadings drafted by lawyers. Erickson v. Pardus, 551 U.S. 89, 93, 127 S. Ct. 2197, 167 L. Ed. 2d 1081 (2007); Haines v. Kerner, 404 U.S. 519, 520-21, 92 S. Ct. 594, 30 L. Ed. 2d 652 (1972); see Alston v. Parker, 363 F.3d 229, 234 (3d Cir. 2004) (“Courts are to construe complaints so as to do substantial justice . . . keeping in mind that pro se complaints in particular should be construed liberally.” (citations omitted)). This does not, however, absolve a pro se plaintiff of the need to adhere to the Federal Rules of Civil Procedure. See, e.g., Fantone v. Latini, 780 F.3d 184, 193 (3d Cir. 2015) (“a pro se complaint . . . must be held to ‘less stringent standards than formal pleadings drafted by lawyers;’ . . . but we nonetheless review the pleading to ensure that it has ‘sufficient factual matter; accepted as true; to state a claim to relief that is plausible on [its] face.’”). Federal Rule of Civil Procedure 8(a) does not require that a complaint contain detailed factual allegations. Nevertheless, “a plaintiff’s obligation to provide the ‘grounds’ of his ‘entitlement to relief’ requires more than labels and conclusions, and a formulaic recitation of the elements of a cause of action will

4 Defendants also argue that equitable estoppel, as well as the requirements of Federal Rules of Civil Procedure 8 and 9(b), require dismissal. (MTD at 14–16, 17–20). I will not reach these arguments because I find the other bases for dismissal sufficient.

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Bluebook (online)
PARKER v. ESTATE OF KATHRYN PARKER BLAIR, Counsel Stack Legal Research, https://law.counselstack.com/opinion/parker-v-estate-of-kathryn-parker-blair-njd-2020.