In re the Estate of Petti
Opinion of the Court
Appeal from an order of the Surrogate’s Court, Ontario County (Frederick G. Reed, S.), entered June 30, 2014. The order granted respondent’s motion to dismiss the amended petition for a compulsory accounting.
It is hereby ordered that the order so appealed from is unanimously reversed on the law without costs, the motion is denied, the amended petition is granted, and the matter is remitted to Surrogate’s Court, Ontario County, for further proceedings.
Memorandum: Petitioner commenced this proceeding in Surrogate’s Court seeking to compel an accounting of the estate of Peter L. Petti (decedent). Petitioner is decedent’s son and, pursuant to the terms of decedent’s will that was admitted to probate, any assets to which decedent would be entitled from the settlement of his father’s estate would be paid directly to petitioner, if he had attained the age of 21. The will otherwise directed petitioner’s guardians to use the assets to establish a trust for the benefit of petitioner, which trust would run until petitioner reached the age of 21. Decedent died in 1996, when
We conclude that the Surrogate abused his discretion in granting respondent’s motion to dismiss the amended petition (see SCPA 2205 [1]; cf. Matter of Sangiamo, 116 AD2d 654, 654 [1986]; Matter of Taber, 96 AD2d 890, 890 [1983]; see generally Matter of Mastroianni, 105 AD3d 1136, 1138 [2013]). The release applies only to respondent and his wife in their roles as guardians, and does not foreclose petitioner from maintaining an action against respondent in his role as executor of decedent’s estate. Present — Scudder, P.J., Centra, Carni, Whalen and DeJoseph, JJ.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.