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14 New York opinions name it 3 courts 1891–2026 4 in the last five years
The cases below were cited by New York courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.
| Case | Followed | Cited |
|---|---|---|
In Re the Estate of Kumstargreen2 sentences2026"For the petitioner in a contested probate proceeding to demonstrate prima facie entitlement to judgment as a matter of law, the petitioner must present evidence that the will was duly executed, that the decedent possessed testamentary capacity, and that no undue influence was exercised upon the decedent" ( id. at 1403-1404; see Matter of Sabatelli , 161 AD3d 872 , 873-875). "'It is the indisputable rule in a will contest that [t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she [or he] und 2026With regard to testamentary capacity, "[i]t is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and [Surrogate's Court] must look to the following factors: (1) whether [the testator] understood the nature and consequences of executing a will; (2) whether [he] knew the nature and extent of the property [he] was disposing of; and (3) whether [he] knew those who would be considered the natural objects of [his] bounty and [his] relations with them' " ( Matter of Kumstar , 66 NY2d 691, 692 [1985], rearg denied | 7 | 12 |
In re Estate of Castiglionegreen2 sentences2022"It is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [the testator] understood the nature and consequences of executing a will; (2) whether [he] knew the nature and extent of the property [he] was disposing of; and (3) whether [he] knew those who would be considered the natural objects of [his] bounty and [his] relations with them' " ( Matter of Kumstar , 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Alibrandi 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 4 | 4 |
In re the Estate of Makitragreen2 sentences2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 3 | 5 |
In re the Estate of Murraygreen2 sentences2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 2 | 3 |
In re the Estate of McCloskeygreen2 sentences2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 2 | 3 |
Matter of Gobesgreen2 sentences2026"For the petitioner in a contested probate proceeding to demonstrate prima facie entitlement to judgment as a matter of law, the petitioner must present evidence that the will was duly executed, that the decedent possessed testamentary capacity, and that no undue influence was exercised upon the decedent" ( id. at 1403-1404; see Matter of Sabatelli , 161 AD3d 872 , 873-875). "'It is the indisputable rule in a will contest that [t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she [or he] und 2026"For the petitioner in a contested probate proceeding to demonstrate prima facie entitlement to judgment as a matter of law, the petitioner must present evidence that the will was duly executed, that the decedent possessed testamentary capacity, and that no undue influence was exercised upon the decedent" ( id. at 1403-1404; see Matter of Sabatelli , 161 AD3d 872 , 873-875). "'It is the indisputable rule in a will contest that [t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she [or he] und | 2 | 2 |
In re the Estate of Alibrandigreen2 sentences2026With regard to testamentary capacity, "[i]t is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and [Surrogate's Court] must look to the following factors: (1) whether [the testator] understood the nature and consequences of executing a will; (2) whether [he] knew the nature and extent of the property [he] was disposing of; and (3) whether [he] knew those who would be considered the natural objects of [his] bounty and [his] relations with them' " ( Matter of Kumstar , 66 NY2d 691, 692 [1985], rearg denied 2022"It is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [the testator] understood the nature and consequences of executing a will; (2) whether [he] knew the nature and extent of the property [he] was disposing of; and (3) whether [he] knew those who would be considered the natural objects of [his] bounty and [his] relations with them' " ( Matter of Kumstar , 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Alibrandi | 2 | 2 |
In Re Proving the Will of Delmargreen2 sentences1987Turning to the competence issue, “[tit is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she understood the nature and consequences of executing a will; (2) whether she knew the nature and extent of the property she was disposing of; and (3) whether she knew those who would be considered the natural objects of her bounty and her relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 , quoting Matter of Slade, 106 AD2d 914, 915 ; see also, 1985It is the indisputable rule in a will contest that "[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she understood the nature and consequences of executing a will; (2) whether she knew the nature and extent of the property she was disposing of; and (3) whether she knew those who would be considered the natural objects of her bounty and her relations with them” (Matter of Slade, 106 AD2d 914, 915 ; see also, Matter of Delmar, 243 NY 7 ). | 2 | 2 |
In re the Estate of Sladegreen2 sentences2021Here, the Surrogate's Court found that "Jeffrey testified, credibly, that he spoke with and visited [the decedent] on various occasions, despite the fact that he lived a considerable distance away." In contrast, the court found that Alice's testimony was "at times very questionable, at other times false or completely inaccurate, rendering [the] court to question Alice's general veracity." Testamentary Capacity "It is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following 2020"It is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she [or he] understood the nature and consequences of executing a will; (2) whether she [or he] knew the nature and extent of the property she [or he] was disposing of; and (3) whether she [or he] knew those who would be considered the natural objects of her [or his] bounty and her [or his] relations with them'" ( Matter of Kumstar, 66 NY2d 691, 692 , quoting Matter of Slade , 106 AD2d 914, | 1 | 5 |
In re the Estate of Bodkingreen1 sentence2026With regard to testamentary capacity, "[i]t is the indisputable rule in a will contest that '[t]he proponent has the burden of proving that the testator possessed testamentary capacity and [Surrogate's Court] must look to the following factors: (1) whether [the testator] understood the nature and consequences of executing a will; (2) whether [he] knew the nature and extent of the property [he] was disposing of; and (3) whether [he] knew those who would be considered the natural objects of [his] bounty and [his] relations with them' " ( Matter of Kumstar , 66 NY2d 691, 692 [1985], rearg denied | 1 | 1 |
In re the Estate of Buchanangreen1 sentence2022"Old age and bad health . . . when a will is executed are 'not necessarily inconsistent with testamentary capacity . . . as the appropriate inquiry is whether the decedent was lucid and rational at the time the will was made' " ( Matter of Makitra , 101 AD3d 1579 , 1580 [4th Dept 2012]; see Alibrandi , 104 AD3d at 1175-1176; Matter of Buchanan , 245 AD2d 642, 644 [3d Dept 1997], lv dismissed 91 NY2d 957 [1998]). | 1 | 1 |
| Case | Negative | Cited |
|---|---|---|
| No negative-treatment citations attached to this issue in New York. Read the followed side critically anyway. | ||
| Case | Cited | Years |
|---|---|---|
Matter of Donald W.
green
2 sentences2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 3 | 2013–2013 |
In re the Estate of Williams
green
2 sentences2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD 2013“It is the indisputable rule in a will contest that ‘[t]he proponent has the burden of proving that the testator possessed testamentary capacity and the [Surrogate] must look to the following factors: (1) whether [ ]he understood the nature and consequences of executing a will; (2) whether [ ]he knew the nature and extent of the property [ ]he was disposing of; and (3) whether [ ]he knew those who would be considered the natural objects of h[is] bounty and h[is] relations with them’ ” (Matter of Kumstar, 66 NY2d 691, 692 [1985], rearg denied 67 NY2d 647 [1986]; see Matter of Castiglione, 40 AD | 3 | 2013–2013 |
In re Fish
green
1 sentence2021Understanding Nature and Extent of Property Here, the record shows that, contrary to Alice's contention and the position of our dissenting colleague, Alice failed to demonstrate that the decedent knew the nature and extent of the property of which he was disposing ( see Matter of Fish , 134 AD2d 44, 46 ; Matter of Slade , 106 AD2d at 915 ). | 1 | 2021–2021 |
In re the Estate of Weltz
green
1 sentence2019"It is the indisputable rule in a will contest that [t]he proponent has the burden of proving that the testator possessed testamentary capacity and the court must look to the following factors: (1) whether she [or he] understood the nature and consequences of executing a will; (2) whether she [or he] knew the nature and extent of the property she [or he] was disposing of; and (3) whether she [or he] knew those who would be considered the natural objects of her [or his] bounty and her relations with them" ( Matter of Kumstar , 66 NY2d 691, 692 [internal quotation marks omitted]; see Matter of C | 1 | 2019–2019 |
In re the Probate of the Will of Coddington
green
1 sentence2019"Less capacity is required to enable one to make a will than to make other contracts" ( Matter of Coddington , 281 AD 143 , affd 307 NY 181 ). | 1 | 2019–2019 |
In re the Probate of the Will of Coddington
green
1 sentence2019"Less capacity is required to enable one to make a will than to make other contracts" ( Matter of Coddington , 281 AD 143 , affd 307 NY 181 ). | 1 | 2019–2019 |
Stall v. . Wilbur
green
1 sentence1891Stall v. Wilbur, 77 N. Y., 158 . | 1 | 1891–1891 |
Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.