In the Matter of the Estate of Irene B. Marsh, Also Known
as Irene Marsh, Deceased.
Bank of New York, Respondent; v. Claudia M. Appelbaum et al.,
Respondents;
Adrienne M. Lefkowitz, Appellant.
96-01016, 96-01018, 96-02430, 96-06257
SUPREME COURT OF NEW YORK, APPELLATE DIVISION, SECOND DEPARTMENT
236 A.D.2d 404; 653 N.Y.S.2d 624; 1997 N.Y. App. Div. LEXIS
1076
December 16, 1996, Argued
February 3, 1997, Decided
PRIOR HISTORY:
[***1] In a contested probate proceeding, the objectant
appeals from (1) an order of the Surrogate's Court, Westchester
County (Emanuelli, S.), dated May 3, 1995, which framed
the issues for trial, (2) an order of the same court dated
December 22, 1995, which denied her application for a stay
of enforcement of the decree admitting the will to probate,
(3) a decree of the same court dated December 22, 1995,
admitting to probate the instruments offered for probate,
and, inter alia, granting the respondent Bank of New York
letters testamentary as executor, and (4) an order of the
same court, dated June 24, 1996, which denied the objectant's
motion pursuant to CPLR 4404, inter alia, to set aside the
verdict.
DISPOSITION: ORDERED
that the appeals from the orders dated May 3, 1995, and
December 22, 1995, are dismissed; and it is further, ORDERED
that the decree dated December 22, 1995, and the order dated
June 24, 1996, are affirmed; and it is further, ORDERED
that the petitioner-respondent is awarded one bill of costs
payable by the appellant personally.
COUNSEL: Susan R. Nudelman, Dix Hills,
N.Y., for appellant.
McCarthy Fingar, Donovan, Drazen & Smith, LLP, White
Plains, N.Y. (Deborah [***2] Yurchuk McCarthy, John G. McQuaid,
and William F. Macreery of counsel) for petitioner-respondent.
JUDGES: Thompson, J. P., Santucci, Friedmann
and Luciano, JJ., concur.
OPINION: [*405] [**625] Ordered that the
appeals from the orders dated May 3, 1995, and December
22, 1995, are dismissed; and it is further,
Ordered that the decree dated December 22, 1995, and the
order dated June 24, 1996, are affirmed; and it is further,
Ordered that the petitioner-respondent is awarded one bill
of costs payable by the appellant personally.
The appeals from the intermediate orders must be dismissed
because the right of direct appeal therefrom terminated
with the entry of the decree in the action (see, Matter
of Aho, 39 NY2d 241, 248). The issues raised on appeal from
the orders are brought up for review and have been considered
on the appeal from the decree (see, CPLR 5501 [a] [1]).
With respect to the issue of the decedent's testamentary
capacity, evidence was presented at trial that upon her
hospitalization just prior to the execution of the contested
codicil, she suffered periods of minimal depression and
confusion. After treatment primarily for congestive heart
failure [***3] and a significant loss of vision, and upon
her discharge and return home, the decedent was composed
and lucid. "When there is conflicting evidence or the
possibility of drawing conflicting inferences from undisputed
evidence, the issue of capacity is one for the jury"
( Matter of Kumstar, 66 NY2d 691, 692). The determination
of the jury, which saw and heard all of the testimony, is
entitled to great weight in this case, which hinged on the
credibility of the witnesses (see, Matter of Margolis, 218
AD2d 738; Matter of Morris, 208 AD2d 733). Additionally,
uncontroverted evidence established that when the codicil
was executed the decedent was alert and understood what
was taking place (see, Matter of Buckten, 178 AD2d 981).
The evidence also establishes that the decedent was aware
of the natural objects of her bounty and the nature and
extent of her property. Therefore, she possessed testamentary
capacity (see, Matter of Kumstar, 66 NY2d 691, supra). We
find no basis to set aside the determination of the jury.
The appellant's remaining contentions are without merit.
Thompson, J. P., Santucci, [***4] Friedmann and Luciano,
JJ., concur.