Legal Opinion

In re the Estate of Donaldson

New York Surrogate's Court

Decided December 18, 2012PublishedCited by 2 opinions

1Opinion of the Court

OPINION OF THE COURT

Robert J. Gigante, S.

In this pending proceeding, Linda Navallo, the petitioner, *842moves for summary judgment declaring the trust and deed transfer (hereinafter referred to as the trust documents) executed by Muriel Donaldson, the decedent and petitioner’s mother, void based on fraud, undue influence and lack of mental capacity. Respondents, Diane Morelli and Stephen Donaldson, oppose summary judgment.

Summary judgment should be granted only where it is clear that no triable issue of fact exists (Matter of Goldberg, 180 AD2d 528 [1992]). It is necessary for the movant to make…

2Cases cited11 opinions

  1. Zuckerman v. City of New YorkNew York Court of Appeals · 1980
  2. In re the Probate of the Will of WaltherNew York Court of Appeals · 1959
  3. Stainless, Inc. v. Employers Fire InsuranceAppellate Division of the Supreme Court of the State of New York · 1979
  4. In re the Estate of ZirinskyAppellate Division of the Supreme Court of the State of New York · 2007
  5. Hantz v. FishmanAppellate Division of the Supreme Court of the State of New York · 1989

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3Cited by2 opinions

  1. Carlson v. ColangeloNew York Court of Appeals · 2025
  2. Greene v. Kevin D. Greene, LLCAppellate Division of the Supreme Court of the State of New York · 2020

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