IN THE MATTER OF THE ESTATE OF ANNA FABICS(247609, MIDDLESEX COUNTY AND STATEWIDE)
A-5576-14T2
| N.J. Super. Ct. App. Div. | Jul 19, 2017Background
- Anna Fabics died testate; her will directed executor Laszlo to sell any property and distribute proceeds equally to her two sons, Joseph and Laszlo.
- Joseph alleged Laszlo removed or disposed of estate personal property, sought injunctions, an accounting, removal of Laszlo as executor, and to purchase Anna’s home.
- Court temporarily enjoined disposition of estate property, allowed Joseph to inventory personalty; Joseph listed desired items but never made a valid purchase offer.
- After a bench trial, Judge Wolfson dismissed Joseph’s complaints with prejudice, denied a premature accounting, and found Laszlo acted in good faith within his authority, including selling the home to a third party for cash.
- Joseph repeatedly filed additional lis pendens and discovery petitions after dismissal; the court imposed counsel-fee sanctions and barred Joseph from filing further actions without leave. Joseph died; Ellen Heine (as Joseph’s executrix) substituted on appeal. The home was later sold, rendering that claim moot.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether executor must make in-kind distributions vs. cash | Heine/Joseph argued he should receive personal property in kind rather than cash | Laszlo relied on will language directing sale and cash distribution; Joseph made no valid offer | Court: Will required sale and cash distribution; in-kind distribution unavailable because conditions of N.J.S.A. 3B:23-1(b) were unmet |
| Whether trial court abused discretion by denying short-notice discovery motion | Joseph argued he needed a list of unpaid estate bills for trial | Laszlo argued motion was untimely and irrelevant to removal or fiduciary claims | Court: Motion untimely under Rule 1:6-3(a) and sought irrelevant evidence; denial was not an abuse of discretion |
| Whether evidence supported claims of executor misconduct, waste, removal | Joseph alleged Laszlo stole/removed assets and acted in bad faith to favor third-party sale | Laszlo showed he offered Joseph purchase options, accepted a cash, contingency-free third-party offer, and acted within executor authority | Court: No proof of misconduct or abuse; judge credited Laszlo’s good-faith exercise of discretion |
| Whether sanctions (counsel fees, filing restrictions) were appropriate for post-judgment filings | Heine challenged fees and filing bars as erroneous | Laszlo argued repeated vexatious filings forced responses and fees | Court: Sanctions were appropriate given Joseph’s disregard of final orders and repeated baseless filings |
Key Cases Cited
- In re Estate of Hope, 390 N.J. Super. 533 (App. Div.) (equitable remedies and deference to trial court discretion)
- Pomerantz Paper Corp. v. New Comty. Corp., 207 N.J. 344 (2011) (appellate deference to discovery rulings absent abuse of discretion)
- Hisenaj v. Kuehner, 194 N.J. 6 (2008) (standard for abuse of discretion: manifest error or injustice)
- Flagg v. Essex Cty. Prosecutor, 171 N.J. 561 (2002) (abuse-of-discretion principles)
- Packard-Bamberger & Co. v. Collier, 167 N.J. 427 (2001) (authority to award counsel fees for improper or vexatious litigation)
