In the Matter of Estate of Ballesteros

• Decision Date: 05 July 2005
• Docket Number: 2004-01766.
• Citation: 20 A.D.3d 414,2005 NY Slip Op 05783,798 N.Y.S.2d 131
• Parties: In the Matter of the Estate of REMEDIOS BALLESTEROS, Also Known as REMY BALLESTEROS, Deceased. MICHAEL A. BALLESTEROS, Respondent; MARY CARMEN BALLESTEROS HEINEMANN, Appellant; CHERYL NIELSEN et al., Intervenors Respondents.
• Court: New York Supreme Court — Appellate Division

20 A.D.3d 414

798 N.Y.S.2d 131

2005 NY Slip Op 05783

In the Matter of the Estate of REMEDIOS BALLESTEROS, Also Known as REMY BALLESTEROS, Deceased. MICHAEL A. BALLESTEROS, Respondent;

MARY CARMEN BALLESTEROS HEINEMANN, Appellant;

CHERYL NIELSEN et al., Intervenors Respondents.

2004-01766.

Appellate Division of the Supreme Court of the State of New York, Second Department.

July 5, 2005.

In a proceeding pursuant to SCPA 2107 for advice and direction as to the sale of real property, Mary Carmen Ballesteros Heinemann appeals from an order of the Surrogate's Court, Kings County (Harkavy, S.), dated June 13, 2003, which denied her motion to revoke letters of administration c.t.a. issued to the petitioner and to issue letters testamentary to her, granted the petition, and directed that the real property be sold in accordance with the terms of a contract of sale dated March 18, 2002, that the deed dated April 19, 2002 from Mary Carmen Ballesteros Heinemann, as specific devisee, to Mary Carmen Ballesteros Heinemann and Gunther G. Heinemann was a nullity, and directed her to turn over an original satisfaction of mortgage.

Ordered that the order is affirmed, with one bill of costs to the respondents appearing separately and filing separate briefs.

In her will, the decedent, inter alia, bequeathed cash legacies to her grandchildren and great-grandchildren and devised a parcel of real property to her daughter, her son, and one of her granddaughters, "to the extent of the equity I may have therein at the time of my death, and after the legacies herein above shall have been satisfied." The will designated the decedent's daughter, the appellant herein, as executrix and empowered her to "sell, assign, transfer and convey, and to mortgage, lease or in anywise dispose of or encumber, any or all of my said estate, and convert the same into cash, for the purpose of distribution," and to "make distribution of any such property in kind or partly in cash and partly in kind in her . . . sole and uncontrolled discretion, and to do any and all things which may be necessary to carry out the provisions of this [will]." At the time of the decedent's death, her estate's liquid assets were not sufficient to satisfy the cash legacies, the decedent's debts, and the estate's other obligations. The appellant subsequently renounced her nomination as executrix, and the decedent's son was granted letters of administration c.t.a Title to the real property, which was specifically devised to the decedent's...