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In re the Estate of Shaw

In the Matter of the Estate of Jack Shaw, Also Known as Jack Schlomowitz, Jules J. Haskel, Respondent Sara I. Shaw

In re the Estate of Shaw, 186 A.D.2d 809 (1992)
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Court
Appellate Division of the Supreme Court of the State of New York · State Appellate Courts
Decided
October 26, 1992
Citations
186 A.D.2d 809589 N.Y.S.2d 971992 N.Y. App. Div. LEXIS 12216

Opinion of the Court

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— In a probate proceeding, the objectants appeal from a decree of the Surrogate’s Court, Queens County (Laurino, S.), dated May 8, 1990, which, after a hearing, inter alia, dismissed their objections to the issuance of letters testamentary to Jules J. Haskel.

Ordered that the decree is affirmed, with costs payable by the estate.

In this proceeding, the testator’s surviving wife, daughter, and son object to the issuance of letters testamentary to Jules J. Haskel, on the ground that he manipulated the testator into designating him as a coexecutor, and that he failed to disclose to the testator his entitlement to receive commissions and legal fees from the estate. The objectants additionally assert that a conflict of interest exists between Jules J. Haskel and the estate, which bars him from serving as a coexecutor.

We disagree. There is conflicting testimony on the issue of whether Jules J. Haskel was guilty of overreaching and whether he disclosed the commissions and legal fees to be charged. The Surrogate credited the testimony of Jules J. Haskel, which was corroborated in part by the testimony of the objectants themselves. We find no reason to disturb the finding of the Surrogate (cf., Matter of Weinstock, 40 NY2d 1 ; Matter of Atterbury, 173 AD2d 817 ).

We further find that the potential conflict of interest be *810 tween Jules J. Haskel and the estate does not bar his service as a coexecutor. The law is well settled that a testator’s selection of a fiduciary must be given great deference and that the Surrogate’s power to refuse to grant letters is limited by statute (see, Matter of Flood, 236 NY 408 ; Matter of Leland, 219 NY 387 ; see also, Matter of Marsh, 179 AD2d 578 ). A potential conflict of interest between a fiduciary and a party interested in the estate does not warrant the denial of letters to, or removal of, a fiduciary (see, Matter of Jeulich, 81 AD2d 919 ; Matter of Foss, 282 App Div 509 ). Rather, it is actual misconduct, not a conflict of interest, that justifies the removal of a fiduciary (Matter of Foss, supra; Matter of Marsh, supra). Under the facts of the instant case, we find that the objectants have failed to demonstrate that Jules J. Haskel engaged in misconduct. Accordingly, we affirm the decree of the Surrogate. Bracken, J. P., Harwood, Miller and Copertino, JJ., concur.

How later courts describe this case

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

Cited by 12 cases

View all citing references →
1994: 11995: 11997: 11998: 12004: 12005: 12007: 12018: 12020: 12024: 12025: 219942026peak 2025 · 2

Relies on it most ⓘ

  1. In re Rothman2020 NY Slip Op 2602
  2. In re Estate of Palma40 A.D.3d 1157 (2007)
  3. In re the Estate of Hunter6 A.D.3d 117 (2004)
  4. In re the Estate of Shephard249 A.D.2d 748 (1998)
  5. In re the Estate of Morningstar21 A.D.3d 1285 (2005)
  6. In re the Estate of Rimland205 A.D.2d 693 (1994)

Most recent

  1. In re La Pava2025 NY Slip Op 07302 (N.Y. App. Div. 2025)
  2. In re Howansky2025 NY Slip Op 52084(U) (N.Y. Surr. Ct., Saratoga Cty. 2025)
  3. In re Neumann2024 NY Slip Op 30497(U) (N.Y. Surr. Ct., Bronx, Cty. 2024)
  4. In re Rothman2020 NY Slip Op 2602
  5. In re Bolen2018 NY Slip Op 8001
  6. In re Estate of Palma40 A.D.3d 1157 (2007)

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 7

DepthCaseCited by
In re the Probate of the Will of Foss, 282 A.D. 509 (1953) 31
In re the Estate of Marsh, 179 A.D.2d 578 (1992) 21
In re the Estate of Weinstock, 351 N.E.2d 647 (N.Y. 1976) 64
In re Proving the Will of Leland, 114 N.E. 854 (N.Y. 1916) 59
In re Proving the Will of Flood, 140 N.E. 936 (N.Y. 1923) 50
In re the Estate of Juelich, 81 A.D.2d 919 (1981) 7
In re Atterbury, 173 A.D.2d 817 (1991) 3

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