There is no emotional equivalent to the loss of your parents. But when you couple the sting of that loss with the realization that you’ve been disinherited from their estate, your sadness can quickly turn to anger, resentment and a sense of betrayal.
A recent decision from the New Jersey Appellate Division in a case titled In the Matter of the Estate of Kenneth E. Jameson, Deceased, addressed the issue of child disinheritance. Friction between the now deceased parents, Kenneth and Yvonne, and their daughter, Stacy, began in 1982 when the parents discovered Stacy had become friends with Marc, a Jewish man whom she met in college. The friction intensified when that friendship progressed to a committed relationship. Upon learning of the relationship, the parents allegedly forbade Stacy from talking, socializing and having any contact with Marc because he was Jewish.
When Stacy refused to end her relationship with Marc, her parents cut off all financial support they had been giving and advised her that she was no longer welcome in their home. Thereafter, the parents visited Stacy from time to time, but their conversations during those visits inevitably always turned sour. According to court documents, during one visit, Kenneth backhanded Stacy hard enough to give her a black eye. On another visit, Kenneth threatened to physically harm Marc.
In 1987, Kenneth and Yvonne executed separate Last Wills and Testaments. Article 4 of Kenneth’s Will contained a provision that stated the following:
Stacy and Marc married in 1990. In response to an invitation to the wedding, Kenneth allegedly told Marc that “they would not attend the wedding because they would never endorse their daughter marrying a Jew.” Stacy and Marc now have three children. Kenneth refused to meet them.
Kenneth died in 2014. His Will was admitted to probate and Stacy was provided a copy of it. Stacy and Marc filed a Complaint against Kenneth’s estate claiming in part that the statements contained in Article 4 of the Will were “totally inaccurate and completely fabricated.” The Complaint alleged, among other things, that Kenneth’s Will was invalid because it was the product of undue influence, that it was invalid because of religious discrimination, and that the Will was libelous as to Stacy. In response to the Complaint, Kenneth’s estate filed a motion to dismiss for failure to state a claim pursuant to R. 4:6-2(e). The trial court heard argument on the motion and entered an order dismissing the Complaint. Stacy and Marc appealed.
The Appellate Division affirmed the trial court’s dismissal of the Complaint. Regarding the allegation of undue influence, the Court reiterated that persuasion or suggestions or the possession of influence and the opportunity to exert it, will not suffice to establish undue influence. The influence must be such that it destroys the testator’s free agency and causes him to dispose of his property not by his own desires, but instead by the will of another, which the testator is unable to overcome. The factual record did not support such a finding.
Regarding the allegation of religious discrimination, the Court concluded that New Jersey’s Law Against Discrimination does not apply to testamentary dispositions, and that even if the disinheritance was based on an unreasonable discriminatory prejudice, that is still not a ground to invalidate the Will. The Court, likewise, was not persuaded by Stacy’s argument that Article 4 of the Will was libelous. Libel occurs when a person makes a defamatory statement that is false and injurious to the reputation of another or exposes another person to hatred, contempt or ridicule. A cause of action for libel arises upon the “publication” of the defamatory statement. Stacy argued that admitting the Will to probate was akin to publication. The Appellate Division disagreed. In the end, Kenneth’s Will was held to be valid and its provisions were enforced.
Bathgate Wegener & Wolf, P.C. has extensive experience in both defending the validity of testamentary documents on behalf of an Estate and challenging them on behalf of disinherited family members or unfairly treated beneficiaries. Please contact Ryan S. Malc, Esq. at 732-363-0666 if you have a question regarding the validity of a Will, Trust or other testamentary document.
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