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In the Matter of the Estate of Samuel P. Hekemian

Docket A-3001-24

Court of record · Indexed in NoticeRegistry archive · AI-enriched for research

ProbateAffirmed
Filed
Jurisdiction
New Jersey
Court
New Jersey Superior Court Appellate Division
Type
Opinion
Case type
Probate
Disposition
Affirmed
Docket
A-3001-24

Appeal from a Chancery Division order denying a motion to compel arbitration of exceptions to an executor's accounting in a probate matter

Summary

The Appellate Division affirmed the Chancery Division's May 14, 2025 order denying the executors' motion to compel arbitration of will/trust disputes under Samuel Hekemian's 2002 will. The court held the will's arbitration clause is not a valid, enforceable waiver because interested parties did not mutually assent to arbitrate or knowingly relinquish their right to court adjudication. The court also held arbitration clauses in testamentary instruments that would displace statutory court supervision of estates conflict with New Jersey's Probate Code, so the disputes must remain subject to court proceedings.

Issues Decided

  • Whether an arbitration provision contained in a testator's will is a valid and enforceable agreement to arbitrate disputes about the administration of the estate.
  • Whether interested parties (including a surviving spouse and beneficiaries) provided the mutual assent and knowing waiver required to be compelled to arbitrate disputes arising under a will.
  • Whether enforcing an arbitration clause in a testamentary instrument conflicts with the court supervision and statutory scheme set forth in New Jersey's Probate Code.

Court's Reasoning

The court applied the standard that arbitration agreements require mutual assent and a knowing waiver of the right to litigate. A will is a unilateral disposition and cannot by itself evidence the parties' informed, mutual agreement to arbitrate. Article Seventeenth failed to show interested parties knowingly waived their right to court, and the parties challenging the will had not agreed to arbitrate. Further, allowing arbitration to displace the court's oversight would contradict multiple Probate Code provisions that vest the Superior Court with authority to resolve will, trust, and fiduciary-accounting disputes.

Authorities Cited

  • New Jersey Arbitration Act (NJAA)N.J.S.A. 2A:23B-1 to -36
  • Probate Code (Administration of Estates of Decedents and Others Act)N.J.S.A. 3B:1-1 to :29-1
  • Atalese v. U.S. Legal Services Group219 N.J. 430 (2014)

Parties

Appellant
Peter S. Hekemian
Appellant
Edward G. Imperatore, Esq.
Respondent
Sandra Hekemian
Respondent
Richard E. Hekemian
Decedent
Samuel P. Hekemian
Judge
ROSE, J.A.D.

Key Dates

2001 wills executed
2001-03-16
2002 will executed
2002-08-27
Decedent died
2018-08-01
Chancery denial of motion to compel arbitration
2025-05-14
Appellate Division decision
2026-04-21

What You Should Do Next

  1. 1

    Proceed with court-based resolution

    Respondents should continue litigating their exceptions and accounting disputes in the Chancery Division where the court will exercise statutory oversight of the estate and fiduciary accounts.

  2. 2

    Consult probate counsel about strategy

    Executors and beneficiaries should consult their attorneys about discovery, preparation for accounting litigation, and potential defenses given the appellate ruling invalidating the arbitration clause.

  3. 3

    Consider petition for further review

    If a party wishes to challenge the Appellate Division's ruling, they should promptly discuss with counsel whether to seek certification from the New Jersey Supreme Court and, if so, comply with filing deadlines and standards for review.

Frequently Asked Questions

What did the court decide?
The court held the arbitration clause in the decedent's will is not enforceable to require interested parties to arbitrate disputes about estate administration because there was no mutual assent or knowing waiver and enforcing it would undermine statutory court oversight.
Who is affected by the decision?
The executors seeking arbitration and the beneficiaries or other interested parties who filed exceptions to the executors' accounting; more broadly, parties to wills and trusts in New Jersey where an arbitration clause would try to displace probate court supervision.
What happens next in this specific case?
The exceptions to the executor's accounting will remain in the Chancery Division for judicial resolution rather than being sent to arbitration.
Why couldn't the will's arbitration clause be enforced?
Because arbitration requires mutual assent and a clear, knowing waiver of the right to sue, which the testamentary clause did not establish for interested parties, and because probate statutes assign courts the authority to resolve estate and fiduciary-accounting disputes.
Can this decision be appealed further?
Yes, the parties could seek further review in the New Jersey Supreme Court if they meet the court's criteria for review, or pursue other available post-judgment remedies permitted by court rules.

The above suggestions and answers are AI-generated for informational purposes only. They may contain errors. NoticeRegistry assumes no responsibility for their accuracy. Consult a qualified attorney before relying on them.

Full Filing Text
NOT FOR PUBLICATION WITHOUT THE
            APPROVAL OF THE APPELLATE DIVISION

                                 SUPERIOR COURT OF NEW JERSEY
                                 APPELLATE DIVISION
                                 DOCKET NO. A-3001-24

IN THE MATTER OF THE                APPROVED FOR PUBLICATION
ESTATE OF SAMUEL P.                         April 21, 2026
HEKEMIAN, deceased.                    APPELLATE DIVISION
______________________

         Argued January 27, 2026 – Decided April 21, 2026

         Before Judges Gooden Brown, Rose and Torregrossa-
         O'Connor.

         On appeal from the Superior Court of New Jersey,
         Chancery Division, Bergen County, Docket No. P-
         000008-24.

         Lawrence T. Neher argued the cause for appellants
         (Berkowitz Lichtstein Kuritsky Giasullo & Gross, LLC
         and Phillips Nizer LLP, attorneys for appellants/co-
         executors Peter S. Hekemian and Edward G.
         Imperatore, Esq.; Lawrence T. Neher and Eric A.
         Carosia, of counsel and on the joint briefs; Lindsey de
         Stefan, on the joint briefs).

         Geoffrey D. Mueller, LLC, attorneys for appellant
         Edward G. Imperatore, Esq. in his individual capacity
         (Geoffrey Mueller and Peter Mueller, on the joint
         briefs).

         Thomas J. Gaynor argued the cause for respondent
         Sandra Hekemian (Smith & Gaynor, LLC, attorneys;
         Thomas J. Gaynor, on the brief).

         Richard S. Mazawey argued the cause for respondent
         Richard E. Hekemian (Mazawey Law Firm LLC,
            attorneys, join in the brief of respondent Sandra
            Hekemian).

      The opinion of the court was delivered by

ROSE, J.A.D.

      This appeal requires us to squarely decide, as a matter of first impression,

the validity of an arbitration provision contained in a testamentary instrument.

The provision was set forth in Article Seventeenth of the August 27, 2002 last

will and testament (2002 LWT) of Samuel P. Hekemian, who died testate in

August 2018, survived by his wife, Sandra and their four sons, Peter, Jeffrey,

Mark, and Richard. 1 In the 2002 LWT, Samuel appointed his son, Peter, and

longtime friend and advisor, Edward G. Imperatore, Esq. (together, appellants),

co-executors of the will and co-trustees of the three testamentary trusts

established therein.

      This is the second time appellants appear before us challenging the 2002

LWT's arbitration provision.     We previously affirmed, in an unpublished

opinion, a Chancery court order denying appellants' motion to compel

arbitration under the 2002 LWT. In re Est. of Hekemian, No. A-1774-21 (App.



1
  Because the parties share the same surname, we use first names to avoid
confusion. No disrespect is intended. Jeffrey and Mark are not parties to this
matter.
                                                                            A-3001-24
                                        2
Div. Jan. 13, 2023) (slip op. at 17). 2 At that time, we were not persuaded

Richard's request for a formal accounting under Rule 4:87-1 and N.J.S.A. 3B:17-

2, constituted a dispute triggering the arbitration provision. Id. at 18. We also

recognized Richard had not received a distribution or loan under the 2002 LWT.

Id. at 25-26. Unlike the present matter, Sandra was not a party to the prior

action.

      Although we made certain observations about the viability of the

arbitration provision, we did not – because we needed not – expressly decide

whether the provision was valid and enforceable under New Jersey law. Id. at

32. We nonetheless recognized "arbitration clauses that eliminate the courts'

expected role in resolving will disputes are inconsistent with the detailed

statutory scheme vesting the superior courts with the authority to adjudicate such

issues." Ibid.




2
  Although citing an unpublished opinion generally is forbidden, we do so here
to provide a full understanding of the issues presented and pursuant to the
exception in Rule 1:36-3, permitting citation "to the extent required by res
judicata, collateral estoppel, the single controversy doctrine or any other similar
principle of law." Badiali v. N.J. Mfrs. Ins. Grp., 429 N.J. Super. 121, 126 n.4
(App. Div. 2012) (quoting R. 1:36-3) (permitting citation to unpublished
opinions, including a prior related opinion, because the citation satisfied "the
'any other similar principle of law' exception"), aff'd, 220 N.J. 544 (2015).
                                                                             A-3001-24
                                        3
      Shortly after we issued our opinion, Sandra joined the action. Unlike

Richard, Sandra has received distributions under the 2002 LWT. After the

parties engaged in informal discovery, appellants filed a verified complaint for

the settlement of their first intermediate accounting of Samuel's estate. In their

complaint, appellants reserved the right to move to compel arbitration pursuant

to the 2002 LWT's arbitration provision. Sandra, joined by Richard (together,

respondents), filed exceptions to appellants' accounting. True to their word,

appellants moved to compel arbitration.      The prior Chancery judge having

retired, the successor judge heard arguments on the motion. On May 14, 2025,

the judge issued an oral decision and memorializing order denying appellants'

motion.

      In his decision denying the motion, the Chancery judge found respondents'

exceptions constituted a dispute under the arbitration provision. However , the

judge found the identical arbitration provision contained in Sandra's 2001 last

will and testament, "at most," addressed the provision's mutual assent

requirement between Sandra and Samuel, not between Richard and Samuel. The

judge further found Sandra's receipt of distributions under the 2002 LWT

"potentially invok[ed]" the equitable estoppel doctrine. Because the record

lacked any evidence of mutual assent between Richard and Samuel, and Richard


                                                                            A-3001-24
                                        4
had not yet received a benefit under the 2002 LWT, the judge declined to compel

Richard's dispute to arbitration. Finding Sandra's and Richard's claims "exactly

the same," the judge was persuaded bifurcation of their disputes was not in the

interest of judicial economy. Accordingly, the judge denied the motion in its

entirety.

      Before us, appellants agree with the judge's finding that the exceptions

filed by respondents created a dispute triggering the arbitration provision at

issue. Appellants instead primarily argue: the provision is "valid, enforceable,

and irrevocable" pursuant to the New Jersey Arbitration Act (NJAA), N.J.S.A.

2A:23B-1 to -36; Sandra agreed to arbitrate all disputes under the 2002 LWT

evidenced by Sandra's and Samuel's execution of "reciprocal" wills in 2001

(2001 LWTs), containing the same arbitration provision; Richard can be

compelled to arbitrate as a third-party beneficiary under the testamentary trusts;

the judge failed to consider appellants' detrimental reliance on the 2002 LWT's

arbitration clause; and Samuel's testamentary intent demands resolution of any

dispute under the 2002 LWT in an arbitral forum.3


3
  In light of the issues raised on this appeal, we find it unnecessary to chronicle
the protracted, ongoing litigation concerning Samuel's estate. Suffice it to say,
after the present appeal was filed, this court granted appellants' motion to
supplement the record with the Chancery court's July 23, 2025 final judgment


                                                                             A-3001-24
                                        5
      Unpersuaded by appellants' contentions, we expressly hold the arbitration

provision set forth in the 2002 LWT fails for lack of mutual assent to the arbitral

forum between Samuel and Sandra, Richard, and all interested parties, and is

contrary to this State's statutory scheme governing the Administration of Estates

of Decedents and Others Act, N.J.S.A. 3B:1-1 to :29-1 (Probate Code). We

decline to consider appellants' remaining contentions. Pursuant to our de novo

review of a court's order on a motion to compel arbitration, see Skuse v. Pfizer,

Inc., 244 N.J. 30, 46 (2020), we affirm the May 14, 2025 order under review.

However, we do so for slightly different reasons than the Chancery judge. See

Do-Wop Corp. v. City of Rahway, 168 N.J. 191, 199 (2001) (permitting an

appellate court to affirm for other reasons because "appeals are taken from

orders and judgments and not from opinions").




and the July 18, 2025 transcript of the court's oral decision following a bench
trial on Richard's complaint against Peter "regarding the management and
operations of family real estate entities." This court granted the motion "without
prejudice to the merits panel's right to disregard the supplemental material." The
materials are included in appellants' reply appendix and are not pertinent to our
resolution of the present appeal. We note only the trial judge was the same
Chancery judge who decided the present motion. In addition, in July 2025, the
Chancery judge granted appellants' application to stay the motions filed by
Sandra and Richard to remove appellants as co-executors and "compel
mandatory income distributions to Sandra."
                                                                             A-3001-24
                                        6
                                        I.

      The facts at issue on this appeal are briefly stated and largely undisputed.

On March 16, 2001, Samuel and Sandra executed the 2001 LWTs, which were

substantially similar and prepared by the same New York attorney. Other than

appointing different executors and trustees, 4 Samuel and Sandra created the

same three testamentary trusts, bequeathed their assets pursuant to an identical

dispositive scheme, and declared, in Article Sixteenth, all disputes arising under

the 2001 LWTs be decided in an arbitral forum.

      The following year, on August 27, 2002, Samuel revoked his 2001 LWT

and executed the 2002 LWT.5 Drafted by the same law firm as the 2001 LWTs,

Samuel's 2002 LWT contains the identical arbitration provision set forth in the

2001 LWTs. Article Seventeeth states, in full:

            Any dispute regarding the interpretation [of] this Will
            and the trusts created hereunder, or arising out of
            administration by the executors and/or others acting
            hereunder in a fiduciary or other capacity, shall be
            submitted for settlement by arbitration, in the following
            manner:

4
  Samuel appointed Peter, Jeffrey, and Imperatore as co-executors of his estate
and co-trustees of three testamentary trusts; Sandra appointed Samuel as her
executor, and Samuel, Peter and Jeffrey as co-trustees of the same testamentary
trusts.
5
 Respondents assert, without citation to the record, Sandra revoked her 2001
LWT.
                                                                            A-3001-24
                                        7
             (A) Any interested party may initiate
arbitration by giving written notice by certified mail to
the executors and/or trustees of the intention to arbitrate
the dispute. Such notice shall explain the nature of the
dispute and any remedy or remedies sought. If the party
initiating such arbitration and the executors and/or
trustees shall be unable to agree upon a single arbitrator
within sixty (60) days of the mailing of the notice to
arbitrate, each of them may designate his or her own
arbitrator (with the executors and/or trustees to
designate one and only one arbitrator for the executors
and/or trustees, collectively), none of whom shall be an
interested party hereunder.        All such designated
arbitrators shall then meet and decide upon a single,
mutually acceptable arbitrator to resolve the dispute
serving as sole arbitrator thereof.

            (B) The arbitrator shall decide the dispute
by applying the substantive law of the State of New
Jersey.    Procedures for the arbitration shall be
established by agreement of the interested parties, or in
the absence of such an agreement by the arbitrator. The
decision of the arbitrator shall be final and binding
upon all interested parties and shall not be appealable
to any court of law. Costs of the arbitration shall be
paid from such trust, or assessed against the parties as
may be determined by the arbitrator, as part of the
decision.

              (C) Arbitration shall be the exclusive
remedy for resolving disputes concerning this Will and
the trusts created hereunder, including but not limited
to the administration of the Will and such trusts;
provided, however, that an interested party may bring
an action at law or equity to enforce any decision and/or
award of an arbitrator hereunder.

[(Emphasis added).]

                                                              A-3001-24
                            8
      In September 2018, appellants admitted to probate the 2002 LWT without

contest. Sandra thereafter received distributions pursuant to the trusts created

under the 2002 LWT. Although Richard requested "a distribution or loan from

the trusts," Hekemian, slip op. at 5, he has not received a distribution under the

2002 LWT.

                                        II.

      In our de novo review of a court's order on a motion to compel arbitration,

"we are mindful of the strong preference to enforce arbitration agreements."

Hirsch v. Amper Fin. Servs., LLC, 215 N.J. 174, 186 (2013). "That preference,

however, is not boundless." Wollen v. Gulf Stream Restoration & Cleaning,

LLC, 468 N.J. Super. 483, 495 (App. Div. 2021) (citing Hirsch, 215 N.J. at 187).

      Our courts have long recognized, although New Jersey's public policy

"favor[s] arbitration as a means of settling disputes which otherwise would go

to court," Cohen v. Allstate Ins. Co., 231 N.J. Super. 97, 100-01 (App. Div.

1989) (citing Cnty. Coll. of Morris Staff Ass'n v. Cnty. Coll. of Morris, 100 N.J.

383, 390 (1985)), "it is equally true that the duty to arbitrate, and the scope of

the arbitration, are dependent solely on the parties' agreement," id. at 101 (citing

In re Arb. Between Grover & Universal Underwriters Ins. Co., 80 N.J. 221, 228-

29 (1979)). See also Badiali v. N.J. Mfrs. Ins. Grp., 220 N.J. 544, 556 (2015).


                                                                              A-3001-24
                                         9
Accordingly, "When reviewing a motion to compel arbitration, courts apply a

two-pronged inquiry: (1) whether there is a valid and enforceable agreement to

arbitrate disputes; and (2) whether the dispute falls within the scope of the

agreement." Wollen, 468 N.J. Super. at 497 (citing Martindale v. Sandvik, Inc.,

173 N.J. 76, 83 (2002)). The first inquiry is implicated in the present matter.

      Under the first prong, "[a]n agreement to arbitrate, like any other contract,

'must be the product of mutual assent, as determined under customary principles

of contract law.'" Atalese v. U.S. Legal Servs. Grp., L.P., 219 N.J. 430, 442

(2014) (quoting NAACP of Camden Cnty. E. v. Foulke Mgmt. Corp., 421 N.J.

Super. 404, 424 (App. Div. 2011)); see also Kernahan v. Home Warranty Adm'r

of Fla., Inc., 236 N.J. 301, 319 (2019) ("As a general principle of contract law,

there must be a meeting of the minds for an agreement to exist before

enforcement is considered.").

      "Moreover, because arbitration involves a waiver of the right to pursue a

case in a judicial forum, 'courts take particular care in assuring the knowing

assent of both parties to arbitrate, and a clear mutual understanding of the

ramifications of that assent.'" Atalese, 219 N.J. at 442-43 (quoting Foulke, 421

N.J. Super. at 425). "No particular form of words is necessary to accomplish a

clear and unambiguous waiver of rights," id. at 444, but the arbitration clause


                                                                             A-3001-24
                                       10
must explain the party is relinquishing the right to pursue a claim in court, id. at

447. "[T]he point is to assure that the parties know that in electing arbitration

as the exclusive remedy, they are waiving their time-honored right to sue." Id.

at 444 (quoting Garfinkel v. Morristown Obstetrics & Gynecology Assocs.,

P.A., 168 N.J. 124, 132 (2001)). Thus, unless the parties have agreed to arbitrate

their claims, and knowingly waived their right to present their claims in court,

they are not required to do so. See id. at 442.

                                        A.

      In our prior opinion, we determined, as to Richard's circumstances, "[t]he

arbitration clause in Article Seventeenth was not the product of mutual assent

under traditional contract principles." Hekemian, slip op. at 17. We were

persuaded as "a unilateral disposition of property," a will "does not require 'a

meeting of the minds' to be effective." Ibid. (first quoting Fid. Union Tr. Co. v.

Price, 18 N.J. Super. 578, 589 (Ch. Div.), rev'd on other grounds, 11 N.J. 90

(1952); then quoting Kernahan, 236 N.J. at 319).          We further recognized,

"Critically, Article Seventeenth does not 'accomplish a clear and unambiguous

waiver of rights' because it fails to explain that [Richard] is relinquishing his

right to bring a claim in court." Id. at 18 (quoting Atalese, 219 N.J. at 444).




                                                                              A-3001-24
                                        11
      We discern no basis to depart from our prior conclusion that Richard

neither assented to arbitrate his disputes concerning the administration of the

2002 LWT, nor waived his right to pursue his disputes in court.           For the

following reasons, we further hold, although a meeting of the minds is not

required for the disposition of the testator's property under a will, when

interested parties dispute that disposition, they cannot be compelled to arbitrate

their disputes, notwithstanding the testator's intent.

      With our holding in view, we turn to the arbitrability of Sandra's

exceptions to appellants' accounting. Appellants maintain Samuel and Sandra

mutually assented to arbitrate disputes under the surviving spouse's will,

evidenced by their simultaneous execution of the "reciprocal" 2001 LWTs,

prepared by the same attorney. To support their assertion, appellants cite our

decision in Minogue v. Lipman, 28 N.J. Super. 330, 332 (App. Div. 1953).

      In Minogue, the testators were spouses with children from prior marriages.

Id. at 331. The spouses executed wills with mutual reciprocal clauses in the

presence of each other and the same drafting attorney. Id. at 332-33. In their

wills, the spouses devised real property acquired before and after their marriage

pursuant to the same percentages. Id. at 331-32. After the husband died, the

wife revoked her prior will and made a new will, leaving her estate exclusively


                                                                            A-3001-24
                                        12
to the children from her prior marriage. Id. at 333. Following trial, the Chancery

court determined the spouses' original wills were "mutual, reciprocal, and

irrevocable." Id. at 331.

      We affirmed. Id. at 339-40. Noting the particular extrinsic facts and

circumstances, including the parties' situations "and the unique and revealing

provisions in their wills," we reasoned "there was sufficient proof of a compact

to mutually testate and that the same was intended to be final or irrevocable. "

Id. at 339. Notably, however, the wills did not contain arbitration clauses. We

concluded, "The absence of direct proof of an express agreement to so testate

has been held not to be fatal to the irrevocability of such a compact." Ibid.; see

also Tooker v. Vreeland, 92 N.J. Eq. 340, 342 (Ch.) (holding an agreement

between testators will be enforced in equity against the survivor's estate "by

impressing a trust upon the assets"), aff'd o.b., sub nom., Tooker v. Maple, 93

N.J. Eq. 244 (E. & A. 1921).

      Respondents counter appellants' reliance on Minogue is misplaced

because our decision predated the enactment of N.J.S.A. 3B:1-4,6 which

provides, in full:



6
  Initially enacted as N.J.S.A. 3A:2A-19 on February 23, 1978, the statute was
redesignated as N.J.S.A. 3B:1-4 on May 1, 1982.
                                                                            A-3001-24
                                       13
            A contract to make a will or devise, or not to revoke a
            will or devise, or to die intestate, if executed after
            September 1, 1978, can be established only by (1)
            provisions of a will stating material provisions of the
            contract; (2) an express reference in a will to a contract
            and extrinsic evidence proving the terms of the
            contract; or (3) a writing signed by the decedent
            evidencing the contract. The execution of a joint will
            or mutual wills does not create a presumption of a
            contract not to revoke the will or wills.

            [(Emphasis added).]

      Respondents correctly contend Samuel and Sandra "did not enter into any

form of contractual arrangement described in N.J.S.A. 3B:1-4." The issue

presented here, however, is the validity of the arbitration provision contained

within the 2001 LWTs and 2002 LWT; not whether those testamentary

instruments "create[d] a presumption of a contract to revoke or not revoke the

will or wills" under N.J.S.A. 3B:1-4. There is no evidence in the record Sandra

challenged the 2002 LWT's validity or sought to revoke that instrument – or her

2001 LWT.     Instead, as the Chancery judge correctly found, "Sandra has

received substantial distributions" under the 2002 LWT.           Further, as we

recognized in our prior opinion, "the Legislature did not intend to impose the

technical requirements of contract formation upon the creation of 'valid,

enforceable' arbitration provisions as defined by N.J.S.A. 2A:23B-6(a)."

Hekemian, slip op. at 14-15.

                                                                          A-3001-24
                                       14
      However, even if Article Seventeeth satisfies the NJAA's formation

requirement, we are not convinced the inclusion of the same provision in

Sandra's 2001 LWT conclusively evinces her informed assent to arbitrate her

disputes. Just as we previously determined Article Seventeenth "fails to explain

that [Richard] is relinquishing his right to bring a claim in court," id. at 18, we

now similarly conclude the arbitration provision does not explain Sandra – or

any other interested party under the 2002 LWT – relinquishes the right to pursue

a claim in court, see Atalese, 219 N.J. at 447. Stated another way, although

Article Seventeeth provides "[a]rbitration shall be the exclusive remedy for

resolving disputes" under the 2002 LWT, the provision fails to adequately

explain the interested parties "waiv[e] their time-honored right to sue" pursuant

to Atalese's concern. 219 N.J. at 444 (quoting Garfinkel, 168 N.J. at 132).

      Appellants' reliance on our decision in County of Passaic v. Horizon

Healthcare Services, Inc., 474 N.J. Super. 498 (App. Div. 2023), does not

persuade us otherwise. In that case, the parties had a seventeen-year business

relationship during which they negotiated several contracts with the assistance

of counsel. Id. at 504. Both parties "understood the difference between the right

to seek relief in a court of law and being relegated to arbitration under [the

governing] commercial rules." Ibid. We concluded, "[A]n express waiver of


                                                                             A-3001-24
                                       15
the right to seek relief in a court of law to the degree required by Atalese is

unnecessary when parties to a commercial contract are sophisticated and possess

comparatively equal bargaining power." Ibid.

      By contrast, in the present matter, we are not satisfied the interested

parties under the arbitration agreement are the types of parties we deemed

sophisticated in County of Passaic.           Although Sandra and Samuel were

represented by the same attorney, the record is silent as to any evidence detailing

their understanding that they or the interested parties relinquished their right to

pursue their claims under the 2002 LWT in Superior Court.

      Critically, in view of the unilateral nature of the testamentary instrument,

none of the interested parties, including Richard, were afforded the opportunity

to consider or elect to waive their right to proceed in court. Indeed, because it

is nestled in a testamentary instrument, Article Seventeeth is not a typical

arbitration provision. And "[a] will is not a contract; it is a unilateral disposition

of property." Fid. Union, 18 N.J. Super. at 589. Similar to Richard, Sandra did

not agree to waive her right to pursue her disputes in court under the 2002 LWT.

Accordingly, we cannot conclude any interested parties to the 2002 LWT agreed

to arbitrate their claims and knowingly waived their right to pursue their disputes

in court. See Atalese, 219 N.J. at 442. Because we hold Article Seventeenth


                                                                                A-3001-24
                                         16
does not bind respondents – or any interested parties – we decline to determine

whether respondents' exceptions to appellants' accounting constituted a dispute,

triggering the arbitration provision.

                                        B.

      By invalidating arbitration provisions in testamentary instruments, we

appreciate "the NJAA neither expressly includes nor excludes wills from its

purview," Hekemian, slip op. at 29, and our Legislature has not codified the

enforceability of arbitration clauses in wills and trusts.       Nonetheless, our

conclusion finds support in the statutory scheme promulgated under the Probate

Code, mandating court oversight in resolving will disputes and related matters.

      In particular, pursuant to N.J.S.A. 3B:2-2, the Superior Court is granted

"full authority to hear and determine all controversies respecting wills, trusts [,]

and estates, and full authority over the accounts of fiduciaries, and also authority

over all other matters and things as are submitted to its determination under this

title." See also N.J.S.A. 3B:2-4 (permitting proceedings in the Superior Court

to proceed by order to show cause).

      Further, to "prove the transfer of any property or to nominate an executor,

a will must be admitted to probate." N.J.S.A. 3B:3-18. During probate, the

Superior Court "may take depositions to wills[,] admit the same to probate, and


                                                                              A-3001-24
                                        17
grant . . . letters testamentary or letters of administration with the will annexed."

N.J.S.A. 3B:3-17.

      Other sections of the Probate Code similarly empower the courts. For

example: "a court of competent jurisdiction shall appoint a trustee" under

certain circumstances, N.J.S.A. 3B:11-4.1(c)(2); a court may remove a fiduciary

from office if the court finds sufficient cause to do so, N.J.S.A. 3B:14-18; "[a]

personal representative may settle his [or her] account or be required to settle

his [or her] account in the Superior Court," N.J.S.A. 3B:17-2; "[a] guardian or

trustee shall settle his [or her] account in the Superior Court at intervals as the

court may require," N.J.S.A. 3B:17-3; "the Superior Court may order each

co[-]fiduciary to account for all assets" and "to give bond," N.J.S.A. 3B:17-4;

and if exceptions to the fiduciary's accounting are filed, "the court or any party

interested therein may examine the accountant, on oath, concerning the truth and

fairness of the account," N.J.S.A. 3B:17-6.

      We see no basis to stray from our observation in our prior opinion and

now expressly hold "arbitration clauses that eliminate the courts' expected role

in resolving will disputes are inconsistent with the detailed statutory scheme

vesting the superior courts with the authority to adjudicate such issues." See

Hekemian, slip op. at 32. Notwithstanding our State's longstanding public


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policy favoring arbitration, see Cohen, 231 N.J. Super. at 100-01, we are

persuaded arbitration of disputes relating to the administration of a decedent's

estate may not proceed in an arbitral forum even though the testator may have

intended otherwise. We conclude enforcement of an arbitration clause in a

testamentary instrument is contrary to the court's role underlying the Probate

Code and inconsistent with our State's contract principles.        See N.J.S.A.

2A:23B-6(a) (recognizing "[a]n agreement to arbitrate contained in a record"

may be revoked "upon a ground that exists at law or equity for the revocation of

a contract").

      To the extent we have not addressed a particular argument, it is because

either our disposition makes it unnecessary, or the argument was without

sufficient merit to warrant discussion in a written opinion. R. 2:11-3(e)(1)(E).

      Affirmed.




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