In re the Estate Ehrlich
427 N.J. Super. 64
| N.J. Super. Ct. App. Div. | 2012Background
- Richard Ehrlich, a long-time trusts and estates attorney, died leaving siblings Todd, Jonathan, and Pamela as next of kin, with Jonathan having the closest relationship to him.
- Jonathan located a fourteen-page document labeled Last Will and Testament, allegedly drafted by decedent, but it contained no signature or witnesses and appeared as a copy rather than an original.
- Decedent, on May 20, 2000, drafted the purported Will on legal paper, shortly before major surgery, and on the same day executed a Power of Attorney and Living Will witnessed by the same individual.
- Extensive search of decedent’s home and law office yielded no other will; Van Sciver, named executor, predeceased decedent and the original document was never returned.
- The trial court admitted the copy as decedent’s Last Will and Testament under N.J.S.A. 3B:3-3 after cross-motions for summary judgment, over objections by Todd and Pamela.
- Respondent Jonathan cross-appealed from denial of sanctions under N.J.S.A. 2A:15-59.1; the appellate court affirmed admission of the copy and denied sanctions.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether an unexecuted copy may be admitted as a decedent's will under N.J.S.A. 3B:3-3 | Ehrlichs contend 3B:3-3 applies to defective execution, not unexecuted documents. | Jonathan argues the copy reflects decedent’s final testamentary intent and should be admitted under 3B:3-3. | Yes; the court held the unexecuted copy may be admitted if clear and convincing proof shows intended final testamentary disposition. |
| Whether the trial court abused its discretion by denying sanctions under the Frivolous Litigation statute | Ehrlichs contended sanctions were warranted for frivolous conduct. | Jonathan argued there was a reasonable basis in law and fact for challenging probate. | No abuse of discretion; sanctions were properly denied. |
Key Cases Cited
- In re Will Ranney, 124 N.J. 1 (1991) (recognizes substantial compliance concept under 2-503)
- Fidelity Union Trust Co. v. Robert, 36 N.J. 561 (1962) (court's duty to ascertain testator's probable intent)
- In re Will Bryan, 125 N.J. Eq. 471 (1939) (evidence of testamentary intent when document not strictly formal)
- In re Will Calef, 109 N.J. Eq. 181 (1931) (prior authority on lost or copied wills and probate evidence)
- In re Will Davis, 127 N.J. Eq. 55 (1940) (admission of copies of lost wills to probate under certain proof)
- In re Will Smith, 108 N.J. 257 (1987) (probate interpretation of testamentary intent after validity found)
- In re Probate of Will and Codicil of Macool, 416 N.J. Super. 298 (2010) (harmless error doctrine; clear and convincing evidence of final assent)
