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Matter of Spangenberg

Appellate Division of the Supreme Court of New York, Second Department
Mar 9, 1998
248 A.D.2d 543 (N.Y. App. Div. 1998)

Opinion

March 9, 1998

Appeal from the Surrogate's Court, Dutchess County (Bernhard, S.).


Ordered that the order is affirmed insofar as appealed and cross-appealed from, without costs or disbursements.

The Surrogate's Court properly granted summary judgment dismissing the objection to probate which alleged fraud and undue influence by the proponent. The objectants failed to submit any evidence, beyond conclusory allegations and speculation, that undue influence was actually exercised over the decedent, or that the proponent made false statements which caused the decedent to dispose of his property in a manner different than he otherwise would have ( see, Matter of Coniglio, 242 A.D.2d 901; Matter of Richtman, 221 A.D.2d 640, 641).

There is, however, an issue of fact concerning the decedent's testamentary capacity. Around the time the will was executed, the decedent's medical records revealed a diagnosis of delerium, with symptoms of confusion, disorientation, and significant mental impairment. Moreover, the will purportedly devised property which had already been transferred at the time the will was executed. Under these circumstances, the court properly denied summary judgment dismissing the objection which alleged lack of testamentary capacity ( see, Matter of Alberts, 87 A.D.2d 671).

The proponent's remaining contention is without merit.

Santucci, J. P., Joy, Friedmann and McGinity, JJ., concur.


Summaries of

Matter of Spangenberg

Appellate Division of the Supreme Court of New York, Second Department
Mar 9, 1998
248 A.D.2d 543 (N.Y. App. Div. 1998)
Case details for

Matter of Spangenberg

Case Details

Full title:In the Matter of the Estate of OTTO SPANGENBERG, Deceased. SUZANNE G…

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

Date published: Mar 9, 1998

Citations

248 A.D.2d 543 (N.Y. App. Div. 1998)
670 N.Y.S.2d 48

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