In re the Estate of Alberts
Opinion of the Court
Appeal from a decree of the Surrogate’s Court of Schenectady County (Severson, S.), entered March 17,1981, which admitted to probate an instrument purporting to be the last will and testament of the deceased. On February 19,1979, decedent, then 94 years of age, executed a will leaving a house and land in Schoharie County, as well as all her personal property, to proponent Jean Shambo, a former social service worker who had befriended and cared for decedent during the last year of her life. After the testatrix’ death on December 24,1979, proponent, who had been nominated the sole executrix, offered the will for probate. Decedent’s closest relatives, a brother and a niece, neither of whom had contacted decedent for several years, filed objections, charging lack of testamentary capacity and undue influence. In the jury trial that followed, the objectants demonstrated that decedent did not own any property in Schoharie County at the time of her death or on the date she executed the will; that although she told the attorney who drew the will she had no safe deposit box, she did indeed have one; and further that decedent made no disposition of an uninhabitable Schenectady home she then owned. The subscribing witnesses, the attorney who drafted the will and his secretary, testified that the testatrix appeared rational and in control of her faculties at the will’s execution, that she apparently thought she had retained some sort of reversionary interest in the
Case-law data current through December 31, 2025. Source: CourtListener bulk data.