From Casetext: Smarter Legal Research

Levin v. Forman

Appellate Division of the Supreme Court of New York, First Department
Dec 11, 2003
2 A.D.3d 228 (N.Y. App. Div. 2003)

Opinion

2458.

December 11, 2003.

Order, Surrogate's Court, New York County (Renee Roth, S.), entered on or about June 3, 2003, which, in a proceeding pursuant to SCPA 1420 for construction of a will, upon the parties' respective motions for summary judgment, ruled that respondent is entitled to share equally in the residuary estate, unanimously affirmed, with costs.

Stuart J. Silverman, for Petitioner-Appellant.

Steven D. Zerin, for Respondent-Respondent.

Before: Andrias, J.P., Rosenberger, Williams, Lerner, JJ.


Paragraph 4 of the subject will states that "no provision" is being made for respondent, the testator's niece, "not for any lack of love and affection, but because I believe she has sufficient resources and is well provided for"; paragraph 22 insistently disposes of the residuary estate equally among respondent, another niece and petitioner, a nephew who is also the executor. The Surrogate concluded that paragraph 4 does not evince an intent to disinherit respondent but rather was intended to explain the absence of a preresiduary bequest to her. This conclusion was correctly made, without resort to the extrinsic evidence offered by both sides ( see generally Matter of Fabbri, 2 N.Y.2d 236, 240), on the basis that paragraph 4 immediately precedes 16 paragraphs of specific cash bequests (articles 5-20), including bequests of equal amounts to petitioner and the other niece. We also note that paragraph 23 appoints respondent as petitioner's successor executor.

THIS CONSTITUTES THE DECISION AND ORDER OF THE SUPREME COURT, APPELLATE DIVISION, FIRST DEPARTMENT.


Summaries of

Levin v. Forman

Appellate Division of the Supreme Court of New York, First Department
Dec 11, 2003
2 A.D.3d 228 (N.Y. App. Div. 2003)
Case details for

Levin v. Forman

Case Details

Full title:ROGER A. LEVIN, Petitioner-Appellant, v. RHODA FORMAN…

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

Date published: Dec 11, 2003

Citations

2 A.D.3d 228 (N.Y. App. Div. 2003)
769 N.Y.S.2d 525