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IN RE: Emilio PELLEGRINO, deceased. Virginia Nora, appellant; Theresa Pellegrino, respondent.
In a contested probate proceeding, the proponent appeals, as limited by her brief, from so much of a decree of the Surrogate's Court, Suffolk County (Czygier, S.), dated February 9, 2005, as, after a nonjury trial, denied probate of a second codicil on the ground of undue influence.
ORDERED that the decree is affirmed insofar as appealed from, with costs payable by the proponent personally.
On July 26, 1999, the decedent executed a will in which he left all of his assets to his grandson. A first codicil to the will, dated May 11, 2000, set forth the decedent's wishes regarding burial arrangements. Thereafter, on November 10, 2000, the decedent executed a second codicil in which he disinherited his grandson and named his sister-in-law, who is the proponent in this proceeding, the sole beneficiary of his estate. At the time he executed the codicil, the decedent was 84 years old, hospitalized, and in failing health due to complications from prostate cancer, renal failure, hypertension, insulin dependent diabetes, and two strokes. The decedent died two months later, on January 11, 2001. At the conclusion of a nonjury trial, the Surrogate denied probate of the second codicil, concluding that it was the product of undue influence. We affirm.
Contrary to the proponent's contention, the determination by the Surrogate that the second codicil was the product of undue influence was not against the weight of the evidence. The determination of the Surrogate, who presided at the trial and heard all of the testimony, is entitled to great weight, particularly where, as here, the case hinges on the credibility of witnesses (see Matter of Margolis, 218 A.D.2d 738, 630 N.Y.S.2d 574; Matter of Feinberg, 150 A.D.2d 376, 543 N.Y.S.2d 300; Matter of Thorne, 108 A.D.2d 865, 485 N.Y.S.2d 383). The evidence credited by the Surrogate supports a conclusion that the proponent engaged in a calculated course of conduct designed to sway the decedent into changing his testamentary dispositions and disinherit his grandson, with whom he had previously enjoyed a close and loving relationship. Considering all of the facts and circumstances of this case, including the decedent's weakened physical condition at the time the second codicil was executed, there was sufficient evidence to establish that the second codicil was the result of “a subtle, but pervasive, form of coercion and influence, by which [the proponent] overwhelmed and manipulated decedent's volition to advance her own interests” (Matter of Antoinette, 238 A.D.2d 762, 763, 657 N.Y.S.2d 97; see Matter of Rosen, 296 A.D.2d 504, 747 N.Y.S.2d 99; Matter of Itta, 225 A.D.2d 548, 638 N.Y.S.2d 759).
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Decided: June 13, 2006
Court: Supreme Court, Appellate Division, Second Department, New York.
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