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Matter of Matthews

Appellate Division of the Supreme Court of New York, Second Department
Nov 8, 1999
266 A.D.2d 290 (N.Y. App. Div. 1999)

Opinion

Argued September 30, 1999

November 8, 1999

Debevoise Plimpton, New York, N.Y. (Barbara Paul Robinson, Robert N. Shwartz, and Emily S. Reisbaum of counsel), for respondent-appellant.

Sullivan Cromwell, New York, N.Y. (Basil P. Zirinis III and Michael J. Bowe of counsel), for petitioners-respondents.

Greenfield Stein Senior, LLP, New York, N.Y. (Barbara Levitan of counsel), and Berkman, Bottger Rodd, New York, N.Y. (Walter F. Bottger of counsel), for respondents-respondents.

DANIEL W. JOY, J.P., GLORIA GOLDSTEIN, LEO F. McGINITY, SANDRA J. FEUERSTEIN, JJ.


DECISION ORDER

In an action to settle an interim trust accounting, G.F. Robert Hanke appeals, as limited by his brief, from so much of an order of the Surrogate's Court, Westchester County (Emanuelli, S.), dated September 1, 1998, as granted the motion of the respondents G.F. Robert Hanke, Jr., and John V. Hanke, to compel the production of documents and denied his cross motion for a protective order.

ORDERED that the order is reversed insofar as appealed from, on the law, with one bill of costs payable to the appellant by the respondents-respondents, the motion is denied, and the cross motion is granted.

It is well settled that there shall be full disclosure of all evidence, or information leading to evidence, that is material and necessary in the prosecution or defense of an action regardless of the burden of proof (see, CPLR 3101[a]; Northway Eng'g v. Felix Indus., 77 N.Y.2d 332 ). Here, however, the banking information concerning the appellant's accounts at the petitioner trustee Bank of New York is neither material nor relevant to the determination of whether the trustees behaved improperly in distributing the trust funds.

JOY, J.P., GOLDSTEIN, McGINITY, and FEUERSTEIN, JJ., concur.


Summaries of

Matter of Matthews

Appellate Division of the Supreme Court of New York, Second Department
Nov 8, 1999
266 A.D.2d 290 (N.Y. App. Div. 1999)
Case details for

Matter of Matthews

Case Details

Full title:In the Matter of JEAN FLAGLER MATTHEWS, deceased; BANK OF NEW YORK, et…

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

Date published: Nov 8, 1999

Citations

266 A.D.2d 290 (N.Y. App. Div. 1999)
698 N.Y.S.2d 509

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