Legal Opinion

In re the Estate of Devita

New York Surrogate's Court

Decided June 16, 1986PublishedCited by 1 opinion

1Opinion of the Court

OPINION OF THE COURT

C. Raymond Radigan, J.

The issue presented on this motion for partial summary judgment initiated by decedent’s two sons is whether future commissions of a life insurance agent made payable after his death to designated beneficiaries are testamentary substitutes against which his surviving spouse may exercise her statutory right of election (EPTL 5-1.1).

The decedent, an agent of Northwest Mutual Life Insurance Company, died intestate on January 25, 1984, survived by two sons, the respondents, and petitioner, his second wife and the administratrix of his estate. During his…

2Cases cited3 opinions

  1. In re the Estate of RiefbergNew York Court of Appeals · 1983
  2. In re the Estate of AgioritisNew York Court of Appeals · 1976
  3. In re the Estate of BartleyNew York Surrogate's Court · 1975

3Cited by1 opinion

  1. In re the Estate of DeVitaAppellate Division of the Supreme Court of the State of New York · 1988

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