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Matter of Waldron

Appellate Division of the Supreme Court of New York, Second Department
Jun 9, 1997
240 A.D.2d 507 (N.Y. App. Div. 1997)

Opinion

June 9, 1997

Appeal from the Surrogate's Court, Rockland County (Weiner, S.).


Ordered that the cross appeal is dismissed, without costs or disbursements, as abandoned; and it is further,

Ordered that the amended decree is affirmed, without costs or disbursements.

"[A] jury verdict in favor of a defendant should not be set aside unless `the jury could not have reached the verdict on any fair interpretation of the evidence'" (Nicastro v. Park, 113 A.D.2d 129, 134, citing Delgado v. Board of Educ., 65 A.D.2d 547, affd 48 N.Y.2d 643).

The determination of the jury that the decedent was competent at the time he changed certain of his bank accounts to joint accounts with the respondent-appellant Carolyn Barba was not against the weight of the evidence as the executors failed to overcome the presumption of competency (see, Smith v. Comas, 173 A.D.2d 535; Feiden v. Feiden, 151 A.D.2d 889, 890). Persons suffering from disease, such as Alzheimer's disease, are not presumed to be wholly incompetent (see, Feiden v. Feiden, supra, at 891). Rather, in such cases it must be shown that, because of the affliction, the person was incompetent at the time of the transaction (see, Feiden v. Feiden, supra). Here, the evidence presented by the executors in support of their contention that the decedent was incompetent at the time that the ownership of the subject bank accounts was changed, consisted, inter alia, of medical evidence indicating that some eight to nine months after changing the accounts, the decedent suffered from senile dementia. As such, it cannot be said that the jury could not have reached its verdict on any fair interpretation of the evidence (see, Nicastro v. Park, supra) since the executors did not persuasively refute the respondent's proof that the decedent was competent at the time of the conveyances.

We have reviewed the executors' remaining contentions and find that they do not require reversal.

Miller, J.P., Joy, Goldstein and Florio, JJ., concur.


Summaries of

Matter of Waldron

Appellate Division of the Supreme Court of New York, Second Department
Jun 9, 1997
240 A.D.2d 507 (N.Y. App. Div. 1997)
Case details for

Matter of Waldron

Case Details

Full title:In the Matter of the Estate of GRANT WALDRON, Deceased. GLORIA A. EDLIN et…

Court:Appellate Division of the Supreme Court of New York, Second Department

Date published: Jun 9, 1997

Citations

240 A.D.2d 507 (N.Y. App. Div. 1997)
659 N.Y.S.2d 290

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