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In the Matter of Alfred Engelhardt

Supreme Court, Appellate Division, Second Department, New York.
Oct 25, 2011
88 A.D.3d 997 (N.Y. App. Div. 2011)

Opinion

2011-10-25

In the Matter of Alfred ENGELHARDT, deceased.Alyssa Hellman, proponent-respondent;Ellen Engelhardt, objectant-appellant.

Ellen Engelhardt, Rego Park, N.Y., objectant-appellant pro se.Connors and Sullivan, P.C., Brooklyn, N.Y. (Miles J.M. Stewart of counsel), for respondent.


Ellen Engelhardt, Rego Park, N.Y., objectant-appellant pro se.Connors and Sullivan, P.C., Brooklyn, N.Y. (Miles J.M. Stewart of counsel), for respondent.

In a contested probate proceeding, the objectant appeals, as limited by her brief, from so much of a decree of the Surrogate's Court, Queens County (Nahman, S.), entered February 17, 2010, as, upon an order of the same court dated January 29, 2010, granting that branch of the petitioner's motion which was for summary judgment dismissing the objections to probate based on undue influence, admitted the subject will to probate. The notice of appeal from the order is deemed to be a notice of appeal from the decree ( see CPLR 5512[a] ).

ORDERED that the decree is affirmed insofar as appealed from, with costs payable by the objectant personally.

In his last will and testament dated September 18, 2003, the decedent, who died on July 29, 2007, bequeathed his estate to Alyssa Hellman (hereinafter the proponent), who filed a petition for probate and

sought the issuance of letters testamentary. The propounded will referred to the decedent's daughter, Ellen Engelhardt (hereinafter the objectant), and named her as a contingent beneficiary of the estate in the event that the proponent predeceased the decedent. The objectant filed objections to probate which alleged, inter alia, that the execution of the propounded will was procured by the proponent's exercise of undue influence.

To vitiate a will on the ground of undue influence, “it must be shown that the influence exercised amounted to a moral coercion, which restrained independent action and destroyed free agency, or which, by importunity which could not be resisted, constrained the testator to do that which was against his free will and desire, but which he was unable to refuse or too weak to resist” ( Children's Aid Socy. of City of N.Y. v. Loveridge, 70 N.Y. 387, 394; see Matter of Walther, 6 N.Y.2d 49, 53, 188 N.Y.S.2d 168, 159 N.E.2d 665; Matter of Eastman, 63 A.D.3d 738, 740, 880 N.Y.S.2d 157; Matter of Zirinsky, 43 A.D.3d 946, 948, 841 N.Y.S.2d 637; Matter of Greenberg, 34 A.D.3d 806, 807, 826 N.Y.S.2d 119).

Here, the proponent established her prima facie entitlement to judgment as a matter of law based on evidence which demonstrated, inter alia, that “the will had been duly executed, that the decedent possessed testamentary capacity, and that no undue influence or fraud had been exercised upon the decedent” ( Matter of Zirinsky, 43 A.D.3d at 947, 841 N.Y.S.2d 637; see Matter of Walther, 6 N.Y.2d at 54, 188 N.Y.S.2d 168, 159 N.E.2d 665; Matter of Eastman, 63 A.D.3d at 740, 880 N.Y.S.2d 157). In opposition thereto, the objectant failed to raise a triable issue of fact ( see Matter of Marin, 82 A.D.3d 982, 918 N.Y.S.2d 591; Matter of Mooney, 74 A.D.3d 1073, 903 N.Y.S.2d 490; Matter of Scher, 74 A.D.3d 827, 903 N.Y.S.2d 900; Matter of Imperato, 67 A.D.3d 909, 888 N.Y.S.2d 426). Accordingly, the Surrogate's Court properly granted that branch of the proponent's motion which was for summary judgment dismissing the objections to probate based on undue influence.

The objectant's remaining contentions are without merit.


Summaries of

In the Matter of Alfred Engelhardt

Supreme Court, Appellate Division, Second Department, New York.
Oct 25, 2011
88 A.D.3d 997 (N.Y. App. Div. 2011)
Case details for

In the Matter of Alfred Engelhardt

Case Details

Full title:In the Matter of Alfred ENGELHARDT, deceased.Alyssa Hellman…

Court:Supreme Court, Appellate Division, Second Department, New York.

Date published: Oct 25, 2011

Citations

88 A.D.3d 997 (N.Y. App. Div. 2011)
931 N.Y.S.2d 386
2011 N.Y. Slip Op. 7636

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