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In re the Judicial Settlement of the Estate of Underwood

In the Matter of the Judicial Settlement of the Estate of George F. Underwood, Grace U. Adriance and Another, Appellants International Paper Company and Others

In re the Judicial Settlement of the Estate of Underwood, 217 A.D. 128 (1926)
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Court
Appellate Division of the Supreme Court of the State of New York · State Appellate Courts
Decided
May 21, 1926
Citations
217 A.D. 128216 N.Y.S. 1661926 N.Y. App. Div. LEXIS 7753

Opinion of the Court

Text extracted by OCR from a scanned original; check the original for exact wording.

Per Curiam.

In 214 Appellate Division, 741, we had before us an order of the surrogate, made in this same matter, whereby the executors of the estate were required to appear before the surrogate for examination “ as to any matter relating to their administration of the estate.” We held that the respondents, having been cited as “ possible claimants,” Were parties to the proceedings, and as such were entitled to an examination of the executors under section 263 of the Surrogate’s Court Act. Subsequently hearings were had before the surrogate at which the executors were required to produce certain books of account kept by the deceased, George T. Underwood. The executors declined to produce such books for examination although such books were physically present in court. Thereupon the two orders now appealed from, which adjudge each of the two executors to be in contempt of court and impose a fine on account of such contempts, were made. The right of a party to examine an executor upon the return of a citation in proceedings for a judicial settlement is strictly limited in subject to “ any matter relating to his administration of the estate or fund.” Concededly the books sought to be examined record no fact in reference to the administration of the estate. It is impossible that they should, since they record facts only which occurred before the death of the testator. The respondents desire the examination that they may, if possible, obtain proof that the testator, when acting as agent for them in the purchase of certain lands, made commissions and profits upon the sales illegally and at their expense, and that they may discover the precise sums of money so made, in order that they may file claims or bring actions in reference thereto, as they may be advised. The books, therefore, are not sought to be produced in furtherance of any examination “ relating ” to the “ administration of the estate or fund,” and the examination sought to be had, consequently, is unauthorized.

The orders should be reversed, with ten dollars costs and disbursements.

All concur, except Van Kirk, J., dissenting.

Orders reversed on the law, with ten dollars costs and disbursements against the respondents.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

1933: 11954: 11955: 119332026peak 1933 · 1

Relies on it most ⓘ

  1. In re the Estate of Ebbets149 Misc. 260 (N.Y. Sur. Ct. 1933)
  2. In re the Accounting of Moot285 A.D. 785 (1955)
  3. In re the Accounting of Rosenberg205 Misc. 557 (N.Y. Sur. Ct. 1954)

Most recent

  1. In re the Accounting of Moot285 A.D. 785 (1955)
  2. In re the Accounting of Rosenberg205 Misc. 557 (N.Y. Sur. Ct. 1954)
  3. In re the Estate of Ebbets149 Misc. 260 (N.Y. Sur. Ct. 1933)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

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