Author: Melissa Osorio Dibble
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01.17.2024
Federal Regulations Preempt State Law in Disposition of Federal Bonds
In the Matter of Estate of Jones, No. A-2944-21, 2023 WL 7509426 (N.J. Super. Ct. App. Div. Nov. 14, 2023) This case reflects the intersection between estate disputes and divorce. Defendant Jeanine Jones (“Jeanine”) appealed from an April 23, 2020 trial court order granting partial summary judgment and dismissing her creditor’s claim against the estate […]
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08.25.2023
PNC Not Bound By Fiduciary Duties to Trust Beneficiaries
Harry Kuskin 2008 Irrevocable Tr. By Dworkin v. PNC Fin. Grp., Inc., No. A-1937-21, 2023 WL 4693141 (N.J. Super. Ct. App. Div. July 24, 2023) This case focuses mainly on a bank’s immunity under the Uniform Fiduciaries Law (“UFL”). N.J.S.A. § 3B:14-52 to -61. Plaintiffs were the Harry Kuskin 2018 Irrevocable Trust (“HKIT”) and the […]
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01.20.2023
Case Summary: Scriveners Do Not Owe Fiduciary Duties to Beneficiaries of Wills They Prepare
Kianka v. Errickson, No. A-1314-21, 2022 WL 17574240 (N.J. Super. Ct. App. Div. December 12, 2022) This unreported Appellate Division case explores whether a scrivener of a Will owes any duty to a beneficiary of that Will. Under the circumstances of this case, the Appellate Division found there was no such duty. Jack Kisthardt (“Decedent”) […]
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05.02.2022
No More Attorney-Review Requirement in Palimony Agreements in New Jersey
Moynihan v. Lynch, 250 N.J. 60 (March 8, 2022) This New Jersey Supreme Court decision addresses the validity of a palimony agreement. Beginning in 1997, plaintiff Kathleen Moynihan (“Kathleen”) and defendant Edward Lynch (“Edward”) were involved in a long-term romantic relationship. In 2000, Kathleen and her children moved into to a home in Bordentown, New […]
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04.13.2022
A Dispute as to ‘The Big Man’s’ Intellectual Property Rights
Victory’s Dawn, Inc., et al., v. Clarence Anicholas Clemons, III, et al., No. 21-9744 (D.N.J. February 17, 2022) This case – out of the District Court of New Jersey – addresses issues as to the intellectual property rights of a decedent which were held in trust. The intellectual property rights were those of the legendary […]
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08.13.2021
Appellate Division Declines to Apply the Doctrine of Cy Pres to Modify a Charitable Trust
In re Bierstadt Paintings Charitable Tr., Dated October 6, 1919, A-0529-20, 2021 WL 3057076 (N.J. Super. App. Div. July 20, 2021). In 1919, J. Ackerman Coles (“Coles”), a well-known doctor, art collector, and philanthropist, gifted inter vivos two paintings to the City of Plainfield (“the City”). The paintings by Albert Bierstadt are held in a […]
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08.13.2021
The Entire Controversy Doctrine and the Importance of Joining Additional Parties in Initial Pleadings
Mac Naughton v. Power Law Firm, A-3711-19, 2021 WL 2964324 (N.J. Super. App. Div. July 15, 2021). This case addresses the importance of naming additional parties pursuant to Rule 4:5-1(b)(2) in initial pleadings. Plaintiff W. James Mac Naughton (“Jim”) appealed a May 27, 2020 Order granting summary judgment to defendant Power Law Firm, LLP, Jinhee […]
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05.18.2020
Under Doctrine of Probable Intent, Court Decides Beneficiary Designation
In re Estate of DeConca, A-1876-18T1, 2020 WL 1492556 (N.J. Super. Ct. App. Div. Mar. 27, 2020). This case highlights the need to ensure that charitable entities are correctly identified in estate planning documents. The co-executors of the estate filed a complaint seeking direction as to which charitable organization was the intended beneficiary of the […]
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10.29.2019
Court Finds No Abuse Of Discretion In Denying Fee Award Because Beneficiary Has The Right To Examine Executor’s Use Of Estate Funds
In re Estate of Biber, A-3970-17T3 (N.J. Super. Ct. App. Div. June 11, 2019). The Appellate Division analyzed issues surrounding the actions of a guardian of an incapacitated adult. Anna Biber had two children: Peter Biber and Sheldon Biber. Joshua Biber – Anna’s grandson – was the only son of Sheldon. Peter and Joshua were […]
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10.10.2019
Beneficiary Waits too Long to File Claim Against Estate
In re Estate of Tuzzolo, P-104-19, slip op. (N.J. Super. Ct. Ch. Div. June 5, 2019). Plaintiff Susan Bechaw (“Bechaw”) and defendant Francine Cenicola (“Cenicola”) were daughters of the decedent, Philomena Tuzzolo. When the decedent passed away in December 2008, Cenicola was appointed executrix of the decedent’s estate. Two and a half years after the […]
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