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Matter of Estate of Levine

Appellate Division of the Supreme Court of New York, First Department
Jun 10, 1999
262 A.D.2d 80 (N.Y. App. Div. 1999)

Opinion

June 10, 1999.

Appeal from the Surrogate's Court, New York County (Renee Roth, S.).


Where an attorney is hired by a client who is both a cofiduciary and legatee of an estate, and performs services that benefit both the estate and the individual interests of the client, the Surrogate has jurisdiction, and indeed is in the best position, to parse the two types of services, and make an award against the client personally for, the services that furthered only the client's interests as either a legatee or as a challenged cofiduciary whose conduct was found to be against the interests of the estate and resulted in his removal (N.Y. Const, art VI, § 12 [d]; see, Rosenman Colin v. Winston, 205 A.D.2d 451). Upon review of the record, the $40,000 award is an accurate assessment of the reasonable value of the services performed by petitioner for respondent as either a legatee or challenged cofiduciary. We have considered respondent's other arguments and find them to be unavailing.

Concur — Ellerin, P. J., Nardelli, Mazzarelli, Rubin and Saxe, JJ.


Summaries of

Matter of Estate of Levine

Appellate Division of the Supreme Court of New York, First Department
Jun 10, 1999
262 A.D.2d 80 (N.Y. App. Div. 1999)
Case details for

Matter of Estate of Levine

Case Details

Full title:In the Matter of the Estate of RAYMOND LEVINE, Deceased. ROBERT E…

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

Date published: Jun 10, 1999

Citations

262 A.D.2d 80 (N.Y. App. Div. 1999)
692 N.Y.S.2d 32

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