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Matter of Morrison

Appellate Division of the Supreme Court of New York, Second Department
Jan 27, 2000
268 A.D.2d 435 (N.Y. App. Div. 2000)

Opinion

Argued December 21, 1999

January 27, 2000

In a proceeding for an accounting, the nonparty, Leonard M. Morrison, appeals from an order of the Surrogate's Court, Westchester County (Emanuelli, J.), dated November 9, 1998, which, inter alia, ordered him to provide an accounting for the periods of time during which he served as the decedent's attorney-in-fact and as administrator CTA of the decedent's estate.

Leonard M. Morrison, New Rochelle, N.Y., nonparty appellant pro se.

Silk, Bunks Suckle, P.C., New York, N.Y. (Robert H. Silk of counsel), objectant-respondent pro se.

GUY JAMES MANGANO, P.J., MYRIAM J. ALTMAN, ROBERT W. SCHMIDT, NANCY E. SMITH, JJ.


DECISION ORDER

ORDERED that the order is affirmed, with costs.

Contrary to the appellant's contention, the Surrogate has the authority to require, on his own motion, a fiduciary to file an accounting in the best interests of the estate ( see, SCPA 2205; Matter of Stark, 233 A.D.2d 449). Here, the evidence demonstrated that the appellant, as the son of the decedent and an attorney-at-law, wielded a significant amount of influence over the decedent. This control was further exacerbated by the durable power of attorney granted by the decedent to the appellant. Thus, a fiduciary relationship existed and the Surrogate properly required the appellant to file an accounting in the best interests of the estate ( see, Matter of Stark, supra, at 450).

The appellant's remaining contentions are without merit.

MANGANO, P.J., ALTMAN, SCHMIDT, and SMITH, JJ., concur.


Summaries of

Matter of Morrison

Appellate Division of the Supreme Court of New York, Second Department
Jan 27, 2000
268 A.D.2d 435 (N.Y. App. Div. 2000)
Case details for

Matter of Morrison

Case Details

Full title:In the Matter of NATHAN MORRISON, deceased. LEONARD M. MORRISON, nonparty…

Court:Appellate Division of the Supreme Court of New York, Second Department

Date published: Jan 27, 2000

Citations

268 A.D.2d 435 (N.Y. App. Div. 2000)
703 N.Y.S.2d 190

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