estate claim (New York) · Go Syfert
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estate claim in New York

39 New York opinions name it 6 courts 1877–2025 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.

Followed or applied (15)

CaseFollowedCited
Matter of Stewardgreen
nyappdiv · 2021 · cited in 2 New York opinions naming this issue, 2025–2025
2 sentences

2025The executor's personal collection of rent generated by the estate was a violation of her fiduciary duty, which harmed the decedent's estate ( see Cooper v Jones , 78 AD2d 423, 428 ; see also Matter of Steward , 193 AD3d at 943 ).

2025The executor's personal collection of rent generated by the estate was a violation of her fiduciary duty, which harmed the decedent's estate ( see Cooper v Jones , 78 AD2d 423, 428 ; see also Matter of Steward , 193 AD3d at 943 ).

22
In re the Estate of Schnaregreen
nyappdiv · 1993 · cited in 1 New York opinions naming this issue, 2025–2025
2 sentences

2025Discussion After considering the evidence admitted, and in particular the Amended Account, as modified by Petitioner during trial to withdraw her request for reimbursement of her loan to the estate and her claim for commissions, and after assessing Petitioner's credibility, the court finds that Petitioner met her initial burden to establish that she accounted for all estate assets (see 7 [* 7] Matter ofSchnare, 191 AD2d at 860 ; Matter of Rudin, 34 AD3d 3 71, 372 [1st Dept 2006) [accounting fiduciary establishes prima facie case by submitting to the court the account and supporting affidavit])

2025Discussion After considering the evidence admitted, and in particular the Amended Account, as modified by Petitioner during trial to withdraw her request for reimbursement of her loan to the estate and her claim for commissions, and after assessing Petitioner's credibility, the court finds that Petitioner met her initial burden to establish that she accounted for all estate assets (see 7 [* 7] Matter ofSchnare, 191 AD2d at 860; Matter of Rudin, 34 AD3d 3 71, 372 [1st Dept 2006) [accounting fiduciary establishes prima facie case by submitting to the court the account and supporting affidavit]).

11
Kondrotas-Williams v. Westbridge Enters., Inc.green
nyappdiv · 2019 · cited in 1 New York opinions naming this issue, 2019–2019
2 sentences

2019Here, in support of the Estate's motion, the Estate's counsel proffered the excuse that he was "on vacation when the motion arrived and returned a few days before the return date." The Estate's counsel stated that he attempted to contact opposing counsel to request an adjournment but received no response, and that he intended to appear at the calendar call for the motion and seek an adjournment but "had car problems" on his way to court "and spent the afternoon at A & A Auto Clinic in White Plains." Counsel's failure to contact the Supreme Court prior to the return date, or on the day of the c

2019A party seeking to vacate an order entered upon its failure to oppose a motion is required to demonstrate, through the submission of supporting facts in evidentiary form, both a reasonable excuse for the default and the existence of a potentially meritorious opposition to the motion ( see Kondrota-Williams v Westbridge Enters., Inc. , 170 AD3d 983 , 985; see also CPLR 5015[a][1]; Soto v Chelsea W26, LLC , 166 AD3d 1048 , 1049; Bhuiyan v New York City Health & Hosps.

11
Alamo v. McDanielgreen
nyappdiv · 2007 · cited in 1 New York opinions naming this issue, 2017–2017
1 sentence

2017The claims against the Estate and its executor, based on the same attorneys’ letter, were correctly dismissed as barred by the doctrine of collateral estoppel (Alamo v McDaniel, 44 AD3d 149, 153 [1st Dept 2007]).

11
511 West 232nd Owners Corp. v. Jennifer Realty Co.green
ny · 2002 · cited in 1 New York opinions naming this issue, 2015–2015
1 sentence

2015Whether the Estate Consistently Acted in Good Faith Next, a denial of summary judgment is similarly warranted because questions of fact exist regarding whether the Estate breached the covenant of good faith and fair dealing, implied in all New York contracts (511 W. 232nd Owners Corp. v Jennifer Realty Co., 98 NY2d 144, 153 [2002]), when it submitted the May plan to plaintiff and sought to set a closing date.

11
In re Riven Flamebaumgreen
nyappdiv · 2012 · cited in 1 New York opinions naming this issue, 2013–2013
1 sentence

2013We agree with the Appellate Division that the Estate failed to establish the affirmative defense of laches, which requires a showing “that the museum failed to exercise reasonable diligence to locate the tablet and that such failure prejudiced the [E]state” (95 AD3d at 1320, citing Solomon R.

11
Ofman v. Katzgreen
nyappdiv · 2011 · cited in 1 New York opinions naming this issue, 2012–2012
1 sentence

2012Inasmuch as the parties’ contract did not demonstrate that the Estate properly canceled the contract according to its terms and, thus, did not “ ‘conclusively establish[ ] a defense to the asserted claims as a matter of law,’ ” the Estate was not entitled to dismissal of the complaint pursuant to CPLR 3211 (a) (1) (Ofman v Katz, 89 AD3d 909, 910 [2011], quoting Leon v Martinez, 84 NY2d 83, 88 [1994]).

11
Leon v. Martinezgreen
ny · 1994 · cited in 1 New York opinions naming this issue, 2012–2012
1 sentence

2012Inasmuch as the parties’ contract did not demonstrate that the Estate properly canceled the contract according to its terms and, thus, did not “ ‘conclusively establish[ ] a defense to the asserted claims as a matter of law,’ ” the Estate was not entitled to dismissal of the complaint pursuant to CPLR 3211 (a) (1) (Ofman v Katz, 89 AD3d 909, 910 [2011], quoting Leon v Martinez, 84 NY2d 83, 88 [1994]).

11
Velez v. Captain Luna's Marinagreen
nyappdiv · 2010 · cited in 1 New York opinions naming this issue, 2012–2012
1 sentence

2012Thus, this Court will apply, with respect to the Estate’s motion, the standards applicable to a motion to dismiss pursuant to CPLR 3211 (a) (1) and (7) (see Velez v Captain Luna’s Mar., 74 AD3d at 1191; Garner v China Natural Gas, Inc., 71 AD3d at 826 ).

11
Long Island Trust Co. v. International Institute for Packaging Education, Ltd.green
ny · 1976 · cited in 1 New York opinions naming this issue, 2010–2010
1 sentence

2010Trust Co. v International Inst. for Packaging Educ. ( 38 NY2d 493, 498 [1976]).

11
Parker v. Blauvelt Volunteer Fire Co.green
ny · 1999 · cited in 1 New York opinions naming this issue, 2009–2009
1 sentence

2009In support of its motion to dismiss the proceeding, Orra demonstrated that the issues of ownership of and entitlement to the assets in question were raised, necessarily decided, and material in the prior action (see Parker v Blauvelt Volunteer Fire Co., 93 NY2d 343, 349 [1999]; Matter of Hee K.

11
Brezinski v. Brezinskigreen
nyappdiv · 1982 · cited in 1 New York opinions naming this issue, 2001–2001
1 sentence

2001Additionally, given plaintiffs status as representative of the estate, her testimony cannot be deemed to have been given against the estate in violation of the Dead Man’s Statute (see, Brezinski v Brezinski, 84 AD2d 464, 468 [testimony of defendants who were called by plaintiff not barred by Dead Man’s Statute since their interests were adverse to plaintiff and not adverse to the interests of the deceased]).

11
In re the Estate of Marshgreen
nyappdiv · 1992 · cited in 1 New York opinions naming this issue, 1992–1992
1 sentence

1992The law is well settled that a testator’s selection of a fiduciary must be given great deference and that the Surrogate’s power to refuse to grant letters is limited by statute (see, Matter of Flood, 236 NY 408 ; Matter of Leland, 219 NY 387 ; see also, Matter of Marsh, 179 AD2d 578 ).

11
In Re the Estate of Leopoldgreen
ny · 1932 · cited in 1 New York opinions naming this issue, 1980–1980
1 sentence

1980(Matter of Leopold, supra, p 277.) The Leopold case involved a dispute between coadministrators as to the advisability of a proposed compromise, and the Court of Appeals held that the Surrogate had unquestioned power to compel payment out of the estate of a claim in the amount for which it had been compromised, notwithstanding the opposition of one of the coadministrators.

11
Buckley v. Buckleygreen
nysupct · 1951 · cited in 1 New York opinions naming this issue, 1956–1956
11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in New York. Read the followed side critically anyway.

Also cited on this issue (42)

CaseCitedYears
Cooper v. Jones green
nyappdiv · 1981
2 sentences

2025The executor's personal collection of rent generated by the estate was a violation of her fiduciary duty, which harmed the decedent's estate ( see Cooper v Jones , 78 AD2d 423, 428 ; see also Matter of Steward , 193 AD3d at 943 ).

2025The executor's personal collection of rent generated by the estate was a violation of her fiduciary duty, which harmed the decedent's estate ( see Cooper v Jones , 78 AD2d 423, 428 ; see also Matter of Steward , 193 AD3d at 943 ).

22025–2025
JP Morgan Chase Bank v. Kalpakis green
nyappdiv · 2012
1 sentence

2024Here, the Supreme Court properly granted the Estate's motion for leave to intervene in the action, as it established that it may have an ownership interest in the property ( see JP Morgan Chase Bank, N.A. v Kalpakis , 91 AD3d 722, 723 ; Greenpoint Sav.

12024–2024
Greenpoint Savings Bank v. McMann Enterprises, Inc. green
nyappdiv · 1995
1 sentence

2024Bank v McMann Enters. , 214 AD2d 647, 647-648 ).

12024–2024
Alnashmi v. Certified Analytical Group, Inc. green
nyappdiv · 2011
1 sentence

2018An out-of-possession landlord is not liable for injuries that occur on its premises unless the landlord has retained control over the premises and has a "duty imposed by statute or assumed by contract or a course of conduct" ( Alnashmi v Certified Analytical Group, Inc. , 89 AD3d 10, 18 ; see Guzman v Haven Plaza Hous.

12018–2018
Bhim v. Dourmashkin green
nyappdiv · 2014
2 sentences

2018We have not considered matter dehors the record referred to in the Estate's brief ( see Bhim v Dourmashkin , 123 AD3d 862, 865 ; Aronov v Shimonov , 105 AD3d 787, 789 ).

2018We have not considered matter dehors the record referred to in the Estate's brief ( see Bhim v Dourmashkin , 123 AD3d 862, 865 ; Aronov v Shimonov , 105 AD3d 787, 789 ).

12018–2018
Aronov v. Shimonov green
nyappdiv · 2013
2 sentences

2018We have not considered matter dehors the record referred to in the Estate's brief ( see Bhim v Dourmashkin , 123 AD3d 862, 865 ; Aronov v Shimonov , 105 AD3d 787, 789 ).

2018We have not considered matter dehors the record referred to in the Estate's brief ( see Bhim v Dourmashkin , 123 AD3d 862, 865 ; Aronov v Shimonov , 105 AD3d 787, 789 ).

12018–2018
Garner v. China Natural Gas, Inc. green
nyappdiv · 2010
1 sentence

2012Thus, this Court will apply, with respect to the Estate’s motion, the standards applicable to a motion to dismiss pursuant to CPLR 3211 (a) (1) and (7) (see Velez v Captain Luna’s Mar., 74 AD3d at 1191; Garner v China Natural Gas, Inc., 71 AD3d at 826 ).

12012–2012
Beigel v. Cohen green
nyappdiv · 1990
1 sentence

2010The Surrogate properly permitted petitioner to discontinue the SCPA 2110 claim without conditioning discontinuance on the payment of attorneys’ fees (see CPLR 3217 [b]; Beigel v Cohen, 158 AD2d 339 [1990]).

12010–2010
Hoke v. Ortiz green
ny · 1994
1 sentence

2000Decedent’s motives are irrelevant because the mere receipt of Medicaid benefits constitutes an implied contract to repay when the recipient is discovered to have property (Social Services Law § 104 [1]; Hoke v Ortiz, 83 NY2d 323, 328 ).

12000–2000
In Re Proving the Will of Leland green
ny · 1916
1 sentence

1992The law is well settled that a testator’s selection of a fiduciary must be given great deference and that the Surrogate’s power to refuse to grant letters is limited by statute (see, Matter of Flood, 236 NY 408 ; Matter of Leland, 219 NY 387 ; see also, Matter of Marsh, 179 AD2d 578 ).

11992–1992
In Re Proving the Will of Flood green
ny · 1923
1 sentence

1992The law is well settled that a testator’s selection of a fiduciary must be given great deference and that the Surrogate’s power to refuse to grant letters is limited by statute (see, Matter of Flood, 236 NY 408 ; Matter of Leland, 219 NY 387 ; see also, Matter of Marsh, 179 AD2d 578 ).

11992–1992
In re the Estate of Potts green
nyappdiv · 1925
1 sentence

1985Based upon the petition of the petitioner, the affidavit of services and the time records therein, and based upon the opposing affidavits of the respondent, the affidavits of the attorney for the estate and applying the rule laid down in Matter of Potts (supra) and the other applicable cases, this court allows a fee in the amount of $31,000 plus $400 in disbursements to counsel for the intervenor-petitioner to be paid one half from the general funds of the estate and one half from the share of Katherine Buckley.

11985–1985
In re Casey neutral
nyappdiv · 1980
1 sentence

1984It is well established that an attorney is obligated to cooperate with petitioner in its investigation of alleged misconduct and the failure to do so constitutes misconduct (see, e.g., Matter of Casey, 75 AD2d 664 ).

11984–1984
In re the Compulsory Settlement of Winter Estate neutral
nyappdiv · 1931
1 sentence

1962On the contrary, Surrogate Foley in the above matter, in referring to a respondent, a surviving partner, who refused to appear voluntarily in a proceeding in the Surrogate’s Court to enforce a partnership accounting, stated at page 609: “In his status as surviving partner he is entitled to assert that an action should be brought in the Supreme Court by the executors for an accounting of the partnership assets and for a determination of the amount, if any, due this estate.” Matter of Winter ( 231 App. Div. 519 ), cited by plaintiff, involves a claim by a sole surviving partner against an estate

11962–1962
In re the Estate of Kasner green
nysurct · 1941
1 sentence

1960(See Social Welfare Law, §§ 101, 102, 104; Matter of Kasner, 175 Misc. 832 ; Matter of Campbell, 208 Misc. 281, 283 .) Accordingly, the administrator proposes to charge the amount of the claim against the general estate, but distribute the net estáte to the adult distributees only, for the reason that, as it appears from Schedule H of the account, the amount of the claim is greater than the distributive shares of the infants.

11960–1960
In re the Accounting of Santillo neutral
nycountyct · 1955
1 sentence

1960(See Social Welfare Law, §§ 101, 102, 104; Matter of Kasner, 175 Misc. 832 ; Matter of Campbell, 208 Misc. 281, 283 .) Accordingly, the administrator proposes to charge the amount of the claim against the general estate, but distribute the net estáte to the adult distributees only, for the reason that, as it appears from Schedule H of the account, the amount of the claim is greater than the distributive shares of the infants.

11960–1960
In Re the Probate of the Will of Cook green
ny · 1926
11958–1958
Commissioner of Internal Revenue v. Maresi green
ca2 · 1946
11948–1948
In Re the Accounting of Chemical Bank & Trust Co. green
ny · 1938
11938–1938
In re the Estate of Swartz green
nysurct · 1937
11938–1938
In re the Estate of Corbin neutral
nyappdiv · 1929
11932–1932
Farmers Loan & Trust Co. v. Minnesota green
scotus · 1930
11930–1930
Dodge v. . Zimmer neutral
ny · 1888
11927–1927
In Re the Final Judicial Settlement of the Accounts of Smith neutral
ny · 1897
11924–1924
In re the Judicial Settlement of the Account of Mulligan green
nysurct · 1913
11924–1924
In re the Judicial Settlement of the Account of Goss neutral
nyappdiv · 1904
11924–1924
In re the Transfer Tax On the Estate of Russell neutral
nysurct · 1922
11923–1923
Schuyler v. Littlefield green
scotus · 1914
11921–1921
Matter of Cavin v. . Gleason green
ny · 1887
11921–1921
In re the Judicial Settlement of the Account of Proceedings of Hoffman neutral
nyappdiv · 1910
11921–1921
Lee v. Van Voorhis neutral
nysupct · 1894
11919–1919
Lee v. . Van Voorhis neutral
ny · 1895
11919–1919
Rowe v. Thompson neutral
nyctcompl · 1863
11916–1916
Ferrin v. . Myrick green
ny · 1869
11910–1910
Van Horne v. Fonda neutral
nychanct · 1821
11894–1894
Acker v. . Leland neutral
ny · 1884
11889–1889
Manson v. Manson neutral
nysupct · 1880
11888–1888
Goddard v. Pomeroy neutral
nysupct · 1862
11888–1888
Shelters v. Johnson neutral
nysupct · 1862
11888–1888
Scott v. . Stebbins neutral
ny · 1883
11888–1888

Where else courts name it

PA 232 (1901–2026) IN 62 (1900–2026) IL 45 (1903–2025) TX 42 (1919–2026) NY 39 (1877–2025) OH 34 (1943–2026) CA 27 (1874–2026) FL 25 (1940–2025) WA 25 (1910–2026) KY 22 (1917–2026) GA 18 (1961–2025) MS 18 (1948–2023) WI 18 (1904–2026) MO 17 (1890–2025) IA 14 (1933–2018) AL 13 (1884–2017) MT 12 (1897–2023) KS 12 (1888–2024) MD 11 (1901–2025) CT 11 (1926–2025) SD 11 (1926–2024) TN 10 (1917–2019) NM 9 (1995–2025) AZ 9 (1996–2026) CO 9 (1960–2018) OK 9 (1913–2000) ME 8 (1951–2021) AR 8 (1896–2024) SC 8 (1999–2023) OR 8 (1907–1987) NE 7 (1957–2025) NJ 7 (1907–2026) UT 6 (1912–2026) VA 6 (1795–2020) ID 6 (1903–2025) NV 6 (1959–2023) ND 5 (1932–2025) MN 5 (1938–2012) DE 5 (2021–2026) HI 4 (1955–2026) MI 4 (2010–2025) WY 4 (1982–2026) VI 4 (1960–2015) NC 4 (1928–2024) MA 4 (1929–2003) WV 3 (2008–2024) NH 3 (2015–2017) LA 3 (1990–2007) DC 2 (2008–2021) VT 2 (1872–2018) RI 2 (1990–2000) AK 2 (1995–2023)

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.

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