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In the Matter of McCormick

Appellate Division of the Supreme Court of New York, Second Department
Apr 21, 2003
304 A.D.2d 759 (N.Y. App. Div. 2003)

Opinion

2002-00562

Argued January 30, 2003.

April 21, 2003.

In an accounting proceeding pursuant to SCPA 2115, the objectant, Suzanne V. McCormick, appeals, as limited by her brief, from so much of an order of the Surrogate's Court, Westchester County (Scarpino, S.), dated November 30, 2001, as denied her cross motion for summary judgment on her affirmative defenses and cross claims "barring Bankers Trust Company from raising any claim for contribution and indemnification" as to any action commenced by her, and granted those branches of the motion of Bankers Trust Company which were for summary judgment dismissing objections 3, 7 through 9, 11 through 13, and 15, and Bankers Trust Company cross-appeals, as limited by its brief, from so much of the same order as denied those branches of its motion which were for summary judgment dismissing objections 1, 2, 4 through 6, 10, and 14.

Dowd Marotta, LLC, New York, N.Y. (Raymond J. Dowd of counsel), for appellant-respondent.

Pillsbury Winthrop, LLP, New York, N.Y. (E. Leo Milonas, David G. Keyko, Anne C. Bederka, and Laura L. Smith of counsel), for respondent-appellant.

Before: NANCY E. SMITH, J.P., GLORIA GOLDSTEIN, SANDRA L. TOWNES, WILLIAM F. MASTRO, JJ.


DECISION ORDER

ORDERED that the order is affirmed insofar as appealed and cross-appealed from, without costs or disbursements.

It is well settled that co-fiduciaries are regarded as a single entity (see Zimmerman v. Pokart, 242 A.D.2d 202). Where, as here, a co-executor such as Suzanne V. McCormick has the means of knowing her co-executors' acts and has assented or acquiesced to them, she is bound by those acts (see Matter of Niles, 113 N.Y. 547; Matter of Junkersfeld, 244 A.D. 260). The Surrogate's Court properly granted those branches of the motion of Bankers Trust Company (hereinafter Bankers) which were for summary judgment dismissing objections 3, 7 through 9, 11 through 13, and 15, because in response to Bankers' demonstration that McCormick either participated in or assented to the actions about which she later complained, she failed to lay bare proof sufficient to raise a triable issue of fact (see Zuckerman v. City of New York, 49 N.Y.2d 557).

There is nothing in the record to support McCormick's bald assertion that Bankers induced her by deceitful methods to enter into certain agreements and contracts. Rather, the record establishes that McCormick and Bankers were equal co-executors in possession of the same information (see Aaron Ferer Sons Ltd. v. Chase Manhattan Bank Nat. Assn., 731 F.2d 112). Thus, the Surrogate's Court proerly denied McCormick's cross motion for summary judgment on her affirmative defenses and cross claims.

The Surrogate's Court properly denied those branches of the motion by Bankers which were for summary judgment dismissing objections 1, 2, 4 through 6, 10, and 14 as there exist triable issues of fact (see CPLR 3212[b]).

SMITH, J.P., GOLDSTEIN, TOWNES and MASTRO, JJ., concur.


Summaries of

In the Matter of McCormick

Appellate Division of the Supreme Court of New York, Second Department
Apr 21, 2003
304 A.D.2d 759 (N.Y. App. Div. 2003)
Case details for

In the Matter of McCormick

Case Details

Full title:IN THE MATTER OF EDMUND J. McCORMICK, DECEASED. SUZANNE V. McCORMICK…

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

Date published: Apr 21, 2003

Citations

304 A.D.2d 759 (N.Y. App. Div. 2003)
757 N.Y.S.2d 785

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