IN THE MATTER OF THE ESTATE OF KATHRYN PARKER BLAIR (P-000300-13, BERGEN COUNTY AND STATEWIDE) ( 2019 )


Menu:
  •                              NOT FOR PUBLICATION WITHOUT THE
    APPROVAL OF THE APPELLATE DIVISION
    This opinion shall not "constitute precedent or be binding upon any court." Although it is posted on the
    internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.
    SUPERIOR COURT OF NEW JERSEY
    APPELLATE DIVISION
    DOCKET NO. A-1834-17T1
    IN THE MATTER OF THE
    ESTATE OF KATHRYN PARKER
    BLAIR, Deceased.
    ______________________________
    Submitted December 18, 2018 – Decided January 16, 2019
    Before Judges Hoffman and Geiger.
    On appeal from Superior Court of New Jersey,
    Chancery Division, Bergen County, Docket No. P-
    000300-13.
    Lori Ann Parker, appellant pro se.
    Frank T. Luciano, attorney for respondents Harry
    Parker, Jr., and the Estate of Kathryn Parker Blair.
    PER CURIAM
    Pro se petitioner Lori Ann Parker appeals for the third time in this case
    involving the Estate of Kathryn Parker Blair (the Estate). On petitioner's first
    appeal, we affirmed the trial court's grant of summary judgment to the Estate,
    and found "insufficient merit in the arguments petitioner raise[d] to warrant
    further discussion in a written opinion. R. 2:11-3(e)(1)(E)." In re Estate of
    Blair, No. A-5482-13 (App. Div. February 1, 2016) (Blair I) (slip op. at 8). On
    petitioner's second appeal, we found petitioner's substantive claims meritless,
    but we vacated a $750 sanction the trial court assessed against petitioner for
    frivolous litigation, based upon a defective supporting certification. In re Estate
    of Blair, No. A-0100-15 (App. Div. February 22, 2017) (Blair II), (slip op. at
    12-13). After the Supreme Court denied certification in Blair II, petitioner filed
    the motion under review, which she labeled a "request to reopen." The trial
    court issued a written opinion denying plaintiff's motion. We affirm.
    We summarize the salient facts set forth in our previous written opinions,
    Blair I and Blair II. On June 25, 1987, decedent executed a will that provided
    her estate would pass equally to her siblings but, if a sibling should predecease
    her, that sibling's share would pass to his or her surviving children. Petitioner's
    father, one of decedent's siblings, died in 2002. On October 11, 2012, decedent
    executed a new will, which did not name petitioner as a beneficiary.    Two days
    later, decedent, then eighty years of age, died of cancer.
    On October 24, 2012, the new will was probated. On July 17, 2013,
    petitioner filed a verified complaint seeking to have the executor, who is one of
    decedent's siblings, show cause why the probate of the new will should not be
    A-1834-17T1
    2
    vacated. In the alternative, petitioner sought a declaration that, among other
    things, the probated will was the product of undue influence and decedent lacked
    the testamentary capacity to execute the will; as a result, the will should be set
    aside. The court denied the order to show cause, and discovery ensued on the
    remaining relief sought in the verified complaint.
    Petitioner and the Estate filed cross-motions for summary judgment. On
    April 29, 2014, the court denied petitioner's motion, granted the Estate's cross-
    motion for summary judgment, and dismissed the complaint. In her motion,
    petitioner had asserted decedent lacked the mental capacity to sign the new will
    because, at that time, she was dying from cancer, in chronic pain, and on pain
    medication. The court found petitioner failed to set forth any evidence to
    support a claim of testamentary incapacity, noting she failed to produce an
    expert's report to support the premise that either decedent's illness, the pai n she
    was experiencing, or the effects of the pain medication affected decedent's
    cognition. Further, the Estate came forward with evidence decedent had the
    mental capacity to sign the will. One of decedent's close friends certified she
    visited decedent in the hospital on an almost daily basis after decedent was
    diagnosed with cancer in August 2012, and she found decedent to be stable,
    strong willed, focused, and rational – including at the moment she signed the
    A-1834-17T1
    3
    new will. Another friend certified decedent was his "best friend;" in fact they
    spoke daily during their twelve-year friendship before decedent's death. He
    stated that long before her death, decedent told him of her intentions to disinherit
    some of her nieces and nephews. He characterized her as a highly intelligent,
    practical, strong-willed, focused, and "no-nonsense" person.           In September
    2012, he visited decedent daily and observed that, although enervated due to her
    illness, she still demonstrated these same attributes.
    In granting summary judgment to the Estate, the court also noted that
    neither one of the friends stood to gain anything under the new will.       Finding
    that petitioner failed to present any competent evidence that decedent lacked the
    requisite testamentary capacity to execute the new will, the court dismissed this
    claim. The court also found no evidence in support of petitioner's contention
    that the executor under the new will exerted undue influence over decedent to
    induce her to sign the new will. The court first found no competent evidence of
    a confidential relationship between the executor and decedent, and then
    characterized petitioner's claim of suspicious circumstances as nothing more
    than   "non-corroborated     conjecture."     Petitioner   filed   a    motion   for
    reconsideration, arguing that the Estate's cross-motion was limited to an
    A-1834-17T1
    4
    argument that petitioner's complaint was time-barred. The trial court denied the
    motion, finding petitioner's substantive claims were meritless.
    In Blair I, petitioner challenged the trial court's findings at the summary
    judgment and motion for reconsideration stages, as well as the court's refusal to
    remove the executor from his position. We affirmed the trial court's holdings,
    and found "insufficient merit in the arguments petitioner raise[d] to warrant
    further discussion in a written opinion." Id. (slip op. at 8). (citing R. 2:11-
    3(e)(1)(E)).
    While Blair I was pending, however, petitioner filed a Rule 4:50-1 motion
    to vacate the orders on appeal, asserting she discovered "new evidence" in the
    form of alleged misconduct in the Surrogate's Office regarding various filings,
    warranting relief from the April 29, 2014 dismissal order. On June 12, 2015,
    the Estate filed a cross-motion, seeking 1) to bar petitioner from filing any
    further pleadings in the case and 2) to impose financial sanctions against
    petitioner for frivolous litigation. On July 10, 2015, the trial court denied
    petitioner's motion to vacate, finding no basis for such relief. As to the Estate's
    cross-motion, the court ordered that the application to bar petitioner's future
    filings must be directed to the Assignment Judge. The court also entered an
    order requiring petitioner to pay $750 in attorney's fees and costs to the Estate,
    A-1834-17T1
    5
    pursuant to Rule 1:4-8(b). Petitioner appealed from these determinations in
    Blair II. After filing the notice of appeal, however, petitioner also filed a motion
    to settle the record in the Probate Part, alleging irregularities and mishandling
    of evidence by the "Surrogate's Court." The trial court denied this motion,
    rejecting petitioner's attempt to rely on arguments that were "already considered
    but rejected" by the court, and to "raise the same unsubstantiated allegations" to
    reargue her motion. Petitioner again filed a notice of appeal, which she later
    dismissed.
    In Blair II, this court found that while there was "evidence in the record
    supporting an award of sanctions," the Estate's motion "was not supported by a
    Rule 1:4-8(B)(1) certification that included a valid certification in lieu of oath,
    [and therefore] the trial court mistakenly exercised its discretion in awarding
    any fees to" the Estate. Id. (slip op. at 10-13). The issue was that the Estate's
    counsel's certification in lieu of oath stated, "I certify that the statements made
    by me are true. If any of the foregoing statements made by my [sic] are willfully
    false, I may be subject to punishment," (slip op. at 13) (emphasis added), while
    Rule 1:4-4(b) requires the statement to say, "I am subject to punishment." 1
    1
    In the instant appeal, petitioner points out that the same mistake was made by
    the Estate's attorney in all of the Estate's certifications during the case's initial
    A-1834-17T1
    6
    However, we affirmed the trial court's denial of petitioner's motion to
    vacate the trial court orders that were challenged on appeal. Petitioner argued
    that the new alleged evidence "involved 'a confirmed docket sheet received by
    the surrogate . . . which proved someone in the surrogate office had misled the
    trial court[,]' as well as a statement by the [Estate]'s attorney that 'missing
    medical records at issue had been . . . stolen from the courthouse.'" Id. (slip op.
    at 6). We found that petitioner made no other arguments to reverse the trial
    court's order, nor did she provide any of the alleged evidence in the record. Ibid.
    In concluding, we wrote:
    Petitioner's claims are meritless. First, petitioner fails
    to meet any of the three requirements necessary to
    obtain relief under Rule 4:50-1(b). See DEG, LLC v.
    Twp. of Fairfield, 
    198 N.J. 242
    , 264 (2009). Second,
    her new evidence consists solely of written and oral
    claims, unsupported by corroborating documentation.
    Additionally, her claims are generalized and non-
    specific. We therefore affirm the trial court's order
    denying petitioner's motion to vacate its April 29, 2014
    and June 25, 2014 orders.
    [Ibid.]
    summary judgment phase. After petitioner filed the instant motion to reopen the
    case, which made mention of this issue, the Estate's counsel resubmitted
    corrected versions of all of the certifications, which contained identical factual
    content.
    A-1834-17T1
    7
    After petitioner's certification to the Supreme Court was denied, she filed
    the application under review, which she labeled a "request to reopen."
    Specifically, petitioner wrote that she was
    requesting the [c]ourt to reopen the judgments of April
    29, 2014, and July 10, 2015, and to modify the
    judgment of April 29, 2014, in light of the failure to
    deliver the petitioner's original, filed documents to the
    trial court, and in light of the appellate court's ruling
    regarding the invalidity of the type of [Rule] 1:4-4(b)
    certifications used by [the Estate].
    On October 21, 2017, the trial court denied petitioner's motion. The judge
    found that petitioner's request was, in essence, for "the court to (1) reconsider
    the subject orders [of April 29, 2014 and July 10, 2015], (2) vacate the ord ers,
    and (3) modify the April 29 order to grant her summary judgment. These three
    stages are governed by, respectively, Rules 4:49-2, 4:50-1, and 4:46-2."
    In his written opinion, the trial judge first found petitioner's arguments
    fell significantly short of the standards for reconsideration under Rule 4:49-2.
    Citing to D'Atria v. D'Atria, 
    242 N.J. Super. 392
    , 401 (Ch. Div. 1990), he stated,
    "There is not any allegation, let alone any evidence, that the court decided the
    motions, 'based upon a palpably incorrect or irrational basis' or that the court
    'either did not consider, or failed to appreciate the significance of pro bative,
    competent evidence.'"    Specifically, the judge found that petitioner's "new
    A-1834-17T1
    8
    evidence" complaint, stating "that the court did not receive some of her materials
    in time to consider them," was "hardly new at all: [petitioner] raised it in April
    2014 for the parties' summary judgment cross-motions and simply claims that it
    was not delivered in time for those motions." Even if this were true, the judge
    reasoned, petitioner nevertheless "had three years (and two visits to the
    Appellate Division) to make her case" and "[a]t no time in this lengthy process
    has any court held in her favor on this argument to whatever extent she has raised
    it." As to petitioner's arguments regarding the Estate's defective certifications,
    the judge reasoned that since "the Estate has provided properly certified versions
    with identical factual content, there should be no further dispute about whether
    the court was correct to rely on those identical facts when it decided the April
    2015 cross-motions."      Moreover, the judge noted that this motion for
    reconsideration was filed years after the April 2014 and July 2015 orders,
    therefore she did not meet the twenty day filing deadline imposed by Rule 4:49-
    2. The judge then denied petitioner's motions to vacate the orders and modify
    the April 29 order to grant her summary judgment, assuming arguendo that
    petitioner submitted a meritorious motion for reconsideration.
    On appeal, petitioner argues:
    A-1834-17T1
    9
    Point 1
    The trial court erred in dismissing the plaintiff's motion
    to reopen and requests therein, and in denying it.
    a)    The trial court erred in not allowing the plaintiff
    to respond to the defendants' reply on the motion
    to reopen.
    b)    The trial court erred in not having a hearing on
    the new evidence.
    c)    The trial court erred in allowing the defendants
    to correct their certifications after [three and a
    half] years, and accepting them as evidence to
    sustain the grant of their motion for summary
    judgment based upon them.
    d)    The trial court erred in stating courts had
    considered the new evidence when it was not
    even entered into the judicial record until April
    27, 2015.
    e)    The trial court erred in not addressing the
    plaintiff's request for alternate relief.
    f)    When a cross-motion for summary judgment
    does not allow the respondent to have the same
    time to respond as a motion for summary
    judgment, it violates due process and equal
    protection of the laws (unconstitutional).
    Granting a motion for reconsideration is a matter that is within the sound
    discretion of the court. Cummings v. Bahr, 
    295 N.J. Super. 374
    , 384 (App. Div.
    1996). This discretion should only be exercised when required in the interest of
    A-1834-17T1
    10
    justice. 
    Id. at 384
    . Generally, a motion for reconsideration requires the movant
    to "state with specificity the basis on which [the motion] is made, including a
    statement of the matters or controlling decisions which counsel believes the
    court has overlooked or to which it has erred." R. 4:49-2. The rule applies when
    "the court failed to consider evidence or there is good reason for it to reconsider
    new information." Pressler & Verniero, Current N.J. Court Rules, cmt. 2 on R.
    4:49-2 (2019) (citing Cummings, 
    295 N.J. Super. at 384-85
    ).
    Reconsideration should be utilized only for those cases
    which fall into that narrow corridor in which either 1)
    the [c]ourt has expressed its decision based upon a
    palpably incorrect or irrational basis, or 2) it is obvious
    that the [c]ourt either did not consider, or failed to
    appreciate the significance of probative, competent
    evidence. Said another way, a litigant must initially
    demonstrate that the [c]ourt acted in an arbitrary,
    capricious, or unreasonable manner, before the [c]ourt
    should engage in the actual reconsideration process.
    [D'Atria, 
    242 N.J. Super. at 401
    .]
    Further, a litigant may bring new, previously unavailable evidence to the court's
    attention. 
    Ibid.
     ("[I]f a litigant wishes to bring new or additional information to
    the [c]ourt's attention which it could not have provided on the first application,
    the [c]ourt should, in the interest of justice (and in the exercise of sound
    discretion), consider the evidence.").
    A-1834-17T1
    11
    Here, we find insufficient merit in the arguments petitioner raises to
    warrant further discussion in a written opinion.     R. 2:11-3(e)(1)(E). After
    carefully reviewing the record and the applicable legal principles, we affirm the
    order under review substantially for the reasons set forth in Judge Menelaos W.
    Toskos' written opinion dated October 31, 2017.
    Affirmed.
    A-1834-17T1
    12
    

Document Info

Docket Number: A-1834-17T1

Filed Date: 1/16/2019

Precedential Status: Non-Precedential

Modified Date: 8/20/2019