In re the Estate of Fellner
Opinion of the Court
Acting Surrogate. This is an application by attorneys for testator’s widow for the fixation of their compensation for services rendered to her. The petitioners
While the petitioners recite that they have possession of checks to the order of the respondent, there is no recital that any funds due her from the estate of her husband are in the hands of the executor. Section 231-a of the Surrogate’s Court Act permits the court to fix and determine the compensation of an attorney for services rendered to a distributee and direct that payment thereof be made from “ funds in the hands of the representative belonging to any legatee * * * or person interested therein.” Direction for payment can only be made if there are moneys due a legatee or distributee in the hands of the fiduciary (Matter of Adler, 285 App. Div. 889; Matter of Pezdir, 17 Misc 2d 692; Matter of Haggerty, 179 Misc. 671).
The application appears to seek the recognition and enforcement of the retainer agreement made by the widow with her attorneys which fixed the amount of the attorneys’ compensation at a stipulated sum plus a percentage of the amount recovered by her from her husband’s estate over a stipulated amount. It has been the matter of frequent adjudication that the Surrogate possesses no authority under section 231-a of the Surrogate’s Court Act to adjudicate the rights of attorneys to compensation under such a written agreement (Matter of Geller, 167 Misc. 578) since the Surrogate’s Court has no jurisdiction to enforce a purely contractual obligation between attorneys and their client (Matter of Thomas, 235 App. Div. 450, 454; Matter of Campbell, 145 Misc. 389; Matter of Kalik, 178 Misc. 607, 609).
The stipulation of settlement acknowledged the widow’s ownership of a joint bank account and shares of stock held jointly in the names of the testator and his wife. The distinguishing incident of title by joint ownership is survivorship, the entire subject matter of such jointly owned property passing
Case-law data current through December 31, 2025. Source: CourtListener bulk data.