Category Archives: Wills

The Doctrine of Substantial Compliance and Writing Intended as a Will

In The Matter of the Estate of Blackwell, Superior Court of New Jersey, Appellate Division, Docket No. A-4816-08T34816-08T3, the Court examined the issue of substantial compliance with regard to the purported Last Will and Testament of Albertha Blackwell. Here, the document at issue was entitled “Last Will and Testament of Albertha Blackwell.” The body of the Will is five (5) pages, each of which bears a signature in the left-hand margin. The last page also bears a second signature. However, the Will is not dated, nor does it have an attestation clause. Page six (6) contained language similar to a self-proving affidavit and was signed by two (2) witnesses and notarized by an attorney. But, the acknowledgment is not dated. Pursuant to N.J.S.A. 3B:3-2, a Will shall be in writing; signed by the testator or in the testator’s name by some other individual in the testator’s conscious presence and at the testator’s direction; and signed by two (2) witnesses. However, a Will may be admitted to probate under circumstances where it does not literally comply with the statutory requirements if substantial compliance exists. Or, a document not in strict compliance with 3B:3-2 may be admitted to probate if the proponent … Continue reading

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Time frame for filing a Complaint against the probate of a Will

In the Matter of the Estate of Ehmer, Superior Court of New Jersey, Appellate Division, Docket No. A-5041-09T1, the Court addressed the time frame for filing a Complaint against the probate of a Will. In this matter, the decedent executed two Wills, one in 2001 and one in 2004. The primary beneficiaries of the first Will were the decedent’s child, grandchildren and her church. The latter will included only her child. The decedent died in July of 2008. In August 2008, the decedent’s child probated the 2004 Will in Ocean County. Unaware, the decedent’s grandchild attempted to probate the 2001 Will in Hudson County which was denied due to the Ocean County probate. In March 2009, the decedent’s grandchild (plaintiff) filed an action in Ocean County. Although not raised in her answer as a separate defense, the decedent’s child (defendant) moved for summary judgment on grounds that the Complaint was not timely filed pursuant to Rule 4:85-1. Rule 4:85-1 provides that a Complaint to see aside the probate of a Will must be filed within four (4) months after probate. However, the Court held that this Rule incorporates the provisions of Rule 4:50-1 which allows for a filing outside the … Continue reading

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