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Shabasson v. Greenberg

Appellate Division of the Supreme Court of New York, First Department
Jun 21, 2001
284 A.D.2d 230 (N.Y. App. Div. 2001)

Opinion

June 21, 2001.

Order, Supreme Court, New York County (Paula Omansky, J.), entered October 19, 2000, which, to the extent appealed from, denied so much of defendant's motion as sought to modify that part of the Special Referee's directive which required defendant to provide copies of all K-1 forms issued to its partners from 1988 through 1995, unanimously affirmed, with costs.

Pro Se, for plaintiff-respondent.

Kalvin Kamien, for defendant-appellant.

Before: Nardelli, J.P., Mazzarelli, Rubin, Saxe, Buckley, JJ.


Although disclosure of tax returns is generally disfavored (see, Gordon v. Grossman, 183 A.D.2d 669, 670; Nanbar Realty Corp. v. Pater Realty Co., 242 A.D.2d 208, 209-210), plaintiff was a member of defendant law firm when it generated the K-1 partnership returns at issue and seeks disclosure only of those forms, and not the individual members' tax returns, and only for the time during which he was a partner. Given the limited nature of the disclosure sought and the circumstance that the K-1 form involves partnership compensation, i.e., the dollar amount allocated to each partner and the percentage each partner is to be paid, information material and necessary to plaintiff's claim that, inter alia, he did not receive the appropriate share of the firm's actual net profits, disclosure of the K-1 forms was properly ordered.

THIS CONSTITUTES THE DECISION AND ORDER OF THE SUPREME COURT, APPELLATE DIVISION, FIRST DEPARTMENT.


Summaries of

Shabasson v. Greenberg

Appellate Division of the Supreme Court of New York, First Department
Jun 21, 2001
284 A.D.2d 230 (N.Y. App. Div. 2001)
Case details for

Shabasson v. Greenberg

Case Details

Full title:LEONARD SHABASSON, Plaintiff-Respondent, v. MAX E. GREENBERG, TRAGER…

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

Date published: Jun 21, 2001

Citations

284 A.D.2d 230 (N.Y. App. Div. 2001)
726 N.Y.S.2d 552

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