Appellate Division of the Supreme Court of New York, 2000

In re the Estate of Morrison

In re the Estate of Morrison
Appellate Division of the Supreme Court of New York · Decided January 10, 2000
268 A.D.2d 435; 703 N.Y.S.2d 190; 2000 N.Y. App. Div. LEXIS 231
In re the Estate of Morrison

Opinion of the Court

—In a proceeding for an accounting, the nonparty, Leonard M. Morrison, appeals from an order of the Surrogate’s Court, Westchester County (Emanuelli, S.), dated November 9, 1998, which, inter alla, 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.

*436Ordered 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 [1]; Matter of Stark, 233 AD2d 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.

Case-law data current through December 31, 2025. Source: CourtListener bulk data.