In re the Estate of Burkich
Opinion of the Court
Appeal from an order of the Surrogate’s Court of Hamilton County (Feldstein, S.), entered June 30, 2003, which, inter alia, dismissed respondent’s application to revoke letters testamentary issued to petitioner.
The relevant facts are more fully set forth in our decision in Matter of Burkich (12 AD3d 755 [2004] [decided herewith]). Briefly, this matter involves a dispute between petitioner, the executor of decedent’s estate, and respondent, one of decedent’s children,
Respondent’s sole contention on appeal is that Surrogate’s Court erred in dismissing her application without first conducting an evidentiary hearing. In so doing, respondent relies upon this Court’s prior decision in Matter of Greenway (241 AD2d 735 [1997]), wherein we held that “ ‘[w]here . . . the respondent interposes an answer which denies a material fact contained in the petition and no motion is made to dismiss [for failure to state a cause of action], the Surrogate must conduct a hearing’ ” (id. at 736, quoting 2 Cox-Arenson-Medina, NY Civ Prac, SCPA ¶ 713.02, at 7-209 [bracketed language in original]). We find respondent’s reliance upon that case to be misplaced and her argument, semantic in nature, to be unpersuasive.
In essence, respondent argues that because petitioner’s motion to dismiss did not expressly invoke the magic words “failure to state a cause of action” as a basis for dismissal, Surrogate’s Court could not dispose of the motion without conducting an evidentiary hearing. Respondent’s argument in this regard ignores certain key points, including the fact that failure to state a cause of action indeed was raised as an affirmative defense in petitioner’s answer to respondent’s application and that Surrogate’s Court, based upon the papers appended to the various related applications before it, including a transcript of petitioner’s examination before trial testimony, elected to treat petitioner’s motion to dismiss respondent’s application as one for summary judgment and disposed of that and the remaining applications before it on the merits. For respondent to now argue that Surrogate’s Court lacked a sufficient evidentiary basis for doing so is specious.
Mercure, J.P., Peters, Spain and Carpinello, JJ., concur. Ordered that the order is affirmed, without costs.
Petitioner filed a separate appeal from the underlying order contesting, among other things, the propriety of Surrogate’s Court’s decision to grant respondent’s motion for leave to file a late affidavit in a related aspect of this proceeding (Matter of Burkich, 12 AD3d 755 [2004] [decided herewith], supra).
Case-law data current through December 31, 2025. Source: CourtListener bulk data.