Single note by Noplan re mentioning “aunt and cousin”.Any transmittal letter to client re draft of Will.What, if anything, did you do after you received this letter.Note from Sally to Noplan re acknowledgement of package.Will packet sent with cover letter addressed to Michael.Did you sign this affidavit (self-proving affidavit) before Joe Smith, as the notary public?.Showing you this affidavit (self-proving affidavit), do you recognize your signature?.Jones acting under any restraint, or in any respect incompetent to make her Last Will and Testament? Jones in your opinion of sound mind, memory and understanding? At the time of executing said instrument was Ms.Please examine the instrument again and state whether your signature appears on the instrument?.Peters, sign your names as witnesses at the end of this instrument in each other’s presence, and in the presence of Ms. Peters, declare the instrument so subscribed by her to be her Last Will and Testament? Jones, in your presence, and in the presence of yourself, Ms. At the time of making such subscription did Ms.Where on that paper writing is your signature?.PETITIONER’S PRIMA FACIE CASE (Rita Gilbert) Petitioner’s Perspective (Gary Bashian).Consider options as to status of parties, e.g., is the spouse a distributee or not?.Options on Return date of Probate Citation.Pursuant to SCPA 1412(4)(b), take whatever actions necessary to make sure that “papers and records of the decedent” are properly preserved by the preliminary executor.Petition to compel production of Will (SCPA 1401) for prior instruments.If preliminary letters not sought, then possibly seek temporary letters.if proper grounds under SCPA 711 or 719.if Will is facially (arguably) improper.If preliminary letters granted, consider a petition to revoke.Petition for temporary letters (SCPA 901).Marshalling of assets and other matters incident to estate. ![]()
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