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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.
| Case | Followed | Cited |
|---|---|---|
Matter of Stewardgreen2 sentences2025The 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 ). | 2 | 2 |
In re the Estate of Schnaregreen2 sentences2025Discussion 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]). | 1 | 1 |
Kondrotas-Williams v. Westbridge Enters., Inc.green2 sentences2019Here, 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. | 1 | 1 |
Alamo v. McDanielgreen1 sentence2017The 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]). | 1 | 1 |
511 West 232nd Owners Corp. v. Jennifer Realty Co.green1 sentence2015Whether 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. | 1 | 1 |
In re Riven Flamebaumgreen1 sentence2013We 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. | 1 | 1 |
Ofman v. Katzgreen1 sentence2012Inasmuch 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]). | 1 | 1 |
Leon v. Martinezgreen1 sentence2012Inasmuch 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]). | 1 | 1 |
Velez v. Captain Luna's Marinagreen1 sentence2012Thus, 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 ). | 1 | 1 |
Long Island Trust Co. v. International Institute for Packaging Education, Ltd.green1 sentence2010Trust Co. v International Inst. for Packaging Educ. ( 38 NY2d 493, 498 [1976]). | 1 | 1 |
Parker v. Blauvelt Volunteer Fire Co.green1 sentence2009In 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. | 1 | 1 |
Brezinski v. Brezinskigreen1 sentence2001Additionally, 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]). | 1 | 1 |
In re the Estate of Marshgreen1 sentence1992The 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 ). | 1 | 1 |
In Re the Estate of Leopoldgreen1 sentence1980(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. | 1 | 1 |
| Buckley v. Buckleygreen | 1 | 1 |
| Case | Negative | Cited |
|---|---|---|
| No negative-treatment citations attached to this issue in New York. Read the followed side critically anyway. | ||
| Case | Cited | Years |
|---|---|---|
Cooper v. Jones
green
2 sentences2025The 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 ). | 2 | 2025–2025 |
JP Morgan Chase Bank v. Kalpakis
green
1 sentence2024Here, 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. | 1 | 2024–2024 |
Greenpoint Savings Bank v. McMann Enterprises, Inc.
green
1 sentence2024Bank v McMann Enters. , 214 AD2d 647, 647-648 ). | 1 | 2024–2024 |
Alnashmi v. Certified Analytical Group, Inc.
green
1 sentence2018An 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. | 1 | 2018–2018 |
Bhim v. Dourmashkin
green
2 sentences2018We 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 ). | 1 | 2018–2018 |
Aronov v. Shimonov
green
2 sentences2018We 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 ). | 1 | 2018–2018 |
Garner v. China Natural Gas, Inc.
green
1 sentence2012Thus, 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 ). | 1 | 2012–2012 |
Beigel v. Cohen
green
1 sentence2010The 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]). | 1 | 2010–2010 |
Hoke v. Ortiz
green
1 sentence2000Decedent’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 ). | 1 | 2000–2000 |
In Re Proving the Will of Leland
green
1 sentence1992The 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 ). | 1 | 1992–1992 |
In Re Proving the Will of Flood
green
1 sentence1992The 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 ). | 1 | 1992–1992 |
In re the Estate of Potts
green
1 sentence1985Based 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. | 1 | 1985–1985 |
In re Casey
neutral
1 sentence1984It 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 ). | 1 | 1984–1984 |
In re the Compulsory Settlement of Winter Estate
neutral
1 sentence1962On 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 | 1 | 1962–1962 |
In re the Estate of Kasner
green
1 sentence1960(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. | 1 | 1960–1960 |
In re the Accounting of Santillo
neutral
1 sentence1960(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. | 1 | 1960–1960 |
| In Re the Probate of the Will of Cook green | 1 | 1958–1958 |
| Commissioner of Internal Revenue v. Maresi green | 1 | 1948–1948 |
| In Re the Accounting of Chemical Bank & Trust Co. green | 1 | 1938–1938 |
| In re the Estate of Swartz green | 1 | 1938–1938 |
| In re the Estate of Corbin neutral | 1 | 1932–1932 |
| Farmers Loan & Trust Co. v. Minnesota green | 1 | 1930–1930 |
| Dodge v. . Zimmer neutral | 1 | 1927–1927 |
| In Re the Final Judicial Settlement of the Accounts of Smith neutral | 1 | 1924–1924 |
| In re the Judicial Settlement of the Account of Mulligan green | 1 | 1924–1924 |
| In re the Judicial Settlement of the Account of Goss neutral | 1 | 1924–1924 |
| In re the Transfer Tax On the Estate of Russell neutral | 1 | 1923–1923 |
| Schuyler v. Littlefield green | 1 | 1921–1921 |
| Matter of Cavin v. . Gleason green | 1 | 1921–1921 |
| In re the Judicial Settlement of the Account of Proceedings of Hoffman neutral | 1 | 1921–1921 |
| Lee v. Van Voorhis neutral | 1 | 1919–1919 |
| Lee v. . Van Voorhis neutral | 1 | 1919–1919 |
| Rowe v. Thompson neutral | 1 | 1916–1916 |
| Ferrin v. . Myrick green | 1 | 1910–1910 |
| Van Horne v. Fonda neutral | 1 | 1894–1894 |
| Acker v. . Leland neutral | 1 | 1889–1889 |
| Manson v. Manson neutral | 1 | 1888–1888 |
| Goddard v. Pomeroy neutral | 1 | 1888–1888 |
| Shelters v. Johnson neutral | 1 | 1888–1888 |
| Scott v. . Stebbins neutral | 1 | 1888–1888 |
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.