Matter of Lee

Decision Date06 May 2002
Citation741 N.Y.S.2d 721,294 A.D.2d 366
PartiesIn the Matter of the Estate of DAVID M. LEE, Deceased.<BR>CAROL M.L. CORBETT, Appellant;<BR>BANK OF NEW YORK et al., Respondents.
CourtNew York Supreme Court — Appellate Division

Ritter, J.P., Goldstein, Luciano and Schmidt, JJ., concur.

Ordered that the appeal from so much of the decree as ordered the respondent Steven James Lee to pay $2,764.58 to the estate is dismissed, as the objectant is not aggrieved by that portion of the decree (see CPLR 5511; Scopelliti v Town of New Castle, 92 NY2d 944); and it is further,

Ordered that the decree is affirmed insofar as reviewed, with one bill of costs payable by the objectant personally to the respondents appearing separately and filing separate briefs.

The determination of the Surrogate's Court that the decedent was competent on the dates he executed the inter vivos trusts was not against the weight of the evidence, as the objectant failed to overcome the presumption of competency (see Smith v Comas, 173 AD2d 535; Feiden v Feiden, 151 AD2d 889, 891). A person suffering from disease, such as organic brain syndrome, is not presumed to be wholly incompetent. Rather, it must be shown that, because of the affliction, the person was incompetent at the time of the transaction (see Gala v Magarinos, 245 AD2d 336; Matter of Waldron, 240 AD2d 507; Feiden v Feiden, supra).

The objectant did not refute the executor's proof that the decedent had periods of lucidity and was competent on the dates he executed the trusts (see Gala v Magarinos, supra; Matter of Waldron, supra). Thus, it cannot be said that the Surrogate's Court could not have reached its determination on any fair interpretation of the evidence (see Feiden v Feiden, supra).

The objectant's remaining contentions are without merit.

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5 cases
  • Nurse v. Dacres (In re Nurse)
    • United States
    • New York Supreme Court — Appellate Division
    • 11 de abril de 2018
    ...presumed incompetent and may still execute a valid deed (see Matter of Nealon , 57 A.D.3d 1325, 1327, 870 N.Y.S.2d 578 ; Matter of Lee , 294 A.D.2d 366, 367, 741 N.Y.S.2d 721 ; Feiden v. Feiden , 151 A.D.2d at 890, 542 N.Y.S.2d 860 ). Instead, it must be demonstrated that the individual was......
  • Fasulo v. Bradley (In re Delgatto)
    • United States
    • New York Supreme Court — Appellate Division
    • 12 de setembro de 2012
    ...competence ( see Jones v. Jones, 137 N.Y. 610, 613, 33 N.E. 479;Matter of Nealon, 57 A.D.3d 1325, 1327, 870 N.Y.S.2d 578;Matter of Lee, 294 A.D.2d 366, 367, 741 N.Y.S.2d 721;Schlage v. Barrett, 259 A.D.2d 691, 692, 686 N.Y.S.2d 845;Matter of Waldron, 240 A.D.2d 507, 508, 659 N.Y.S.2d 290;Fe......
  • In re Estate of McHale
    • United States
    • New York Surrogate Court
    • 28 de setembro de 2012
    ...the objecting party must prove lack of competence ( see Jones v. Jones, 137 N.Y. 610, 613;Matter of Nealon, 57 AD3d 1325, 1327;Matter of Lee, 294 A.D.2d 366, 367;Schlage v. Barrett, 259 A.D.2d 691, 692;Matter of Waldron, 240 A.D.2d 507, 508;Feiden v. Feiden, 151 A.D.2d 889).” (emphasis adde......
  • MATTER OF HANNAFEY v. BOARD OF TRUSTEES OF VILLAGE OF MALVERNE
    • United States
    • New York Supreme Court — Appellate Division
    • 6 de maio de 2002
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