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In re the Estate of Bartoli

In the Matter of the Estate of Cosmo Bartoli, Maria R. Barrelli, Appellants Gelcaio M. Cordello

In re the Estate of Bartoli, 143 A.D.2d 830 (1988)
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Court
Appellate Division of the Supreme Court of the State of New York · State Appellate Courts
Decided
October 17, 1988
Citations
143 A.D.2d 830533 N.Y.S.2d 3241988 N.Y. App. Div. LEXIS 10170

Opinion of the Court

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In a probate proceeding, the objectants appeal from an order of the Surrogate’s Court, Nassau County (Radigan, S.), dated December 9, 1987, which granted the respondent’s motion to disqualify the law firm of Morris and Eisenberg from acting as trial counsel for the objectants.

Ordered that the order is affirmed, with costs payable to the respondent by the appellants.

*831 It is well settled that an attorney may not accept employment in contemplated or pending litigation if he knows or it is obvious that he or a member of his firm ought to be called as a witness (see, Code of Professional Responsibility DR 5-101 [B]; Brill v Friends World Coll., 133 AD2d 729 ; Solomon v New York Prop. Ins. Underwriting Assn., 118 AD2d 695 ), and, "once representation is undertaken, the lawyer must withdraw as advocate if it appears that he must testify on behalf of his own client, or if it appears that he will be called as a witness to testify for the adverse party, where his testimony may be prejudicial to the client he is representing” (People v Paperno, 54 NY2d 294, 300 ).

Our review of the instant record reveals that Surrogate Radigan properly disqualified the law firm of Morris and Eisenberg from representing the objectants in this proceeding on two grounds: (1) Mr. Kurzer, an associate of the law firm, will be a necessary witness on behalf of the objectants since he was the draftsman of a previous will, executed by the decedent, under which the objectants herein were primary beneficiaries of the estate; and (2) Mr. Eisenberg will most likely be called as a witness by the proponents regarding conversations between the decedent and the objectants which allegedly took place at a real estate closing at which Mr. Eisenberg appeared on behalf of the decedent. Under the particular facts and circumstances of this case, we find no reason to disturb the Surrogate’s order. Thompson, J. P., Brown, Rubin and Eiber, JJ., concur. [See, 137 Misc 2d 499 .]

How later courts describe this case

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

1989: 11991: 21992: 11999: 319892026peak 1999 · 3

Relies on it most ⓘ

  1. Paretti v. Cavalier Label Co., Inc.722 F. Supp. 985 (S.D.N.Y. 1989)
  2. Chapman Engineers, Inc. v. Natural Gas Sales Co.766 F. Supp. 949 (D. Kan. 1991)
  3. Stober v. Gaba & Stober259 A.D.2d 554 (1999)
  4. Parke-Hayden, Inc. v. Loews Theatre Management Corp.794 F. Supp. 525 (S.D.N.Y. 1992)
  5. Mayerson v. DeBuono181 Misc. 2d 55 (N.Y. Sup. Ct. 1999)
  6. In re Henderson175 A.D.2d 804 (1991)

Most recent

  1. Wensley & Partners, L. L. C. v. Polimeni262 A.D.2d 311 (1999)
  2. Stober v. Gaba & Stober259 A.D.2d 554 (1999)
  3. Mayerson v. DeBuono181 Misc. 2d 55 (N.Y. Sup. Ct. 1999)
  4. Parke-Hayden, Inc. v. Loews Theatre Management Corp.794 F. Supp. 525 (S.D.N.Y. 1992)
  5. In re Henderson175 A.D.2d 804 (1991)
  6. Chapman Engineers, Inc. v. Natural Gas Sales Co.766 F. Supp. 949 (D. Kan. 1991)

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.

Authorities cited 4

DepthCaseCited by
People v. Paperno, 429 N.E.2d 797 (N.Y. 1981) 139
Brill v. Friends World Coll., 133 A.D.2d 729 (1987) 16
Solomon v. N.Y. Prop. Ins. Underwriting Ass'n, 118 A.D.2d 695 (1986) 10
In re the Estate of Bartoli, 137 Misc. 2d 499 (N.Y. Sur. Ct. 1987) 4

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