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IN RE: Construction and Reformation of the Last Will and Testament of Lillian R. GOULD, Deceased. Roger A. Levin, Petitioner-Appellant, v. Rhoda Forman, Respondent-Respondent.
Order, Surrogate's Court, New York County (Renee Roth, S.), entered on or about June 3, 2003, which, in a proceeding pursuant to SCPA 1420 for construction of a will, upon the parties' respective motions for summary judgment, ruled that respondent is entitled to share equally in the residuary estate, unanimously affirmed, with costs.
Paragraph 4 of the subject will states that “no provision” is being made for respondent, the testator's niece, “not for any lack of love and affection, but because I believe she has sufficient resources and is well provided for”; paragraph 22 insistently disposes of the residuary estate equally among respondent, another niece and petitioner, a nephew who is also the executor. The Surrogate concluded that paragraph 4 does not evince an intent to disinherit respondent but rather was intended to explain the absence of a preresiduary bequest to her. This conclusion was correctly made, without resort to the extrinsic evidence offered by both sides (see generally Matter of Fabbri, 2 N.Y.2d 236, 240, 159 N.Y.S.2d 184, 140 N.E.2d 269), on the basis that paragraph 4 immediately precedes 16 paragraphs of specific cash bequests (articles 5-20), including bequests of equal amounts to petitioner and the other niece. We also note that paragraph 23 appoints respondent as petitioner's successor executor.
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Decided: December 11, 2003
Court: Supreme Court, Appellate Division, First Department, New York.
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