Fatman v. Fatman

18 N.Y.S. 847, 45 N.Y. St. Rep. 859, 22 N.Y. Civ. Proc. R. 149
CourtNew York Court of Common Pleas
DecidedMay 2, 1892
StatusPublished
Cited by3 cases

This text of 18 N.Y.S. 847 (Fatman v. Fatman) is published on Counsel Stack Legal Research, covering New York Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fatman v. Fatman, 18 N.Y.S. 847, 45 N.Y. St. Rep. 859, 22 N.Y. Civ. Proc. R. 149 (N.Y. Super. Ct. 1892).

Opinion

Gtegerich, J.

Joseph Fatman, father of both plaintiff and defendant, died in October, 1869. He was then a member of the firm of Fatman & Co., of Hew-York city. By his will he directed his executor to represent his interests in said copartnership, and, to all intents and purposes, carry out said copartnership in the same manner as though the testator were living, during the period provided for in the articles of copartnership, and that the said [848]*848partnership should continue and be prosecuted by the remaining partner and his executor. The defendant became the sole executor under his father’s will, and in January, 1870, about three months after his father’s death, filed an inventory showing personalty of the appraised value of $327,797.29, including the testator’s interest in the firm of Patman & Co., which was appraised at $275,000. The plaintiff demanded from the defendant an accounting, and the payment to him of his share of his father’s estate; but the defendant refused to comply with the demand, and the plaintiff now brings this action for the purpose of obtaining a judgment establishing and adjudicating the rights of the plaintiff in the real and personal estate of his father, and 1 requiring and directing the defendant, as sole executor and trustee of said Joseph Patman,'deceased, to file and judicially settle his account, and to pay over to the plaintiff his share in the proceeds of the said estate, as a legatee of the said testator. Upon the affidavit of the plaintiff setting forth these facts, and other facts and circumstances, which will hereinafter more fully appear, an order was made for the examination of the defendant to enable the plaintiff to frame tiis complaint. Thereafter the defendant moved to vacate, set aside, or modify such order, which application was founded upon his affidavit, wherein he states that the firm of Patman & Co. was dissolved by his father’s death; that its affairs were liquidated by Louis Patman, as surviving partner; “that all of the assets of said firm, and of both partners, were used to pay the debts of said firm, and that, after all liad been applied, left over half a million of indebtedness unpaid;” that in 1869 a new firm, composed of the defendant individually, and the said surviving partner, Louis Patman, was organized for one year; that it received none of the assets of the former firm, and had no connection with its business; that in 1870 “a new firm of Patman & Co.” was organized, composed of Louis Patman, Solomon J. Patman, Morris Ranger, and Solomon Ranger; that, about 1882, Morris Ranger retired, and about.1883 Louis Patman died, and the firm is now. composed of the remaining members; that none of the assets of the original firm of Patman & Co. ever came into the hands of this firm; that about the year 1877 all of the assets of Joseph Patman, together with his interest in the assets of the original firm of Patman & Co., had been collected by the defendant and .said Louis Patman, and paid out upon account of the indebtedness of his said firm; that since 1877 no assets whatever of the said Joseph Patman have come into his hands, nor those of said Louis Patman, nor have any such assets ever come into the hands of either of said “subsequent firms of Patman & Co.;” and that the plaintiff’s right to demand an accounting accrued upward of 20 years ago. The defendant also alleged that in July, 1890, the plaintiff applied to the surrogate for an order directing him to render an account in the estate of said Joseph Patman, and that the application was denied upon the ground that the plaintiff’s right to demand such an accounting had long since expired. The statement of the defendant as to the alleged result of the proceedings had in the surrogate’s court are denied by the attorney for the plaintiff, who in an affidavit alleges that they were discontinued before any determination was reached therein. The motion made by the defendant was denied, from which determination he had appealed, and thus there is presented for review the validity of the order in question.

It is insisted by the defendant that the affidavit was wholly insufficient to justify an order for the examination of the defendant. There is no force in this contention. The affidavit upon which the order was made contains, in addition to the' matters above stated, the statement that the plaintiff has no knowledge nor any source of information, excepting the testimony of the defendant and the other copartners of said Joseph Patman, deceased, as to what were the terms, provisions, and conditions of the said articles of copartnership, oral or written; nor as to who were copartners of the said Joseph Pat-man in the said firm at the time of his death; nor what was the extent of the [849]*849interest of the said Joseph Fatman in the assets of the said firm; nor what, has been the result of the operations of the said firm since the death of the said Joseph Fatman, as affecting the latter’s interest in the said assets; nor what changes, if any, have taken place in the membership of the said firm since the death of the said Joseph Fatman; nor in what respect such changes-in said firm have affected the said interests of the said Joseph Fatman, deceased, and of his executor and trustee in the assets of said firm; nor what,, if anything, is now left of the trust fund created by the said provisions off the said will in the assets of said firm; nor any of the othsr facts or incidents-connected with the administration of his said trust by the said executor ancti trustee under the said will. It was further stated that the deposition of the? defendant is material, and necessary to the plaintiff in the prosecution of this action, and that the plaintiff has no means of ascertaining anything whatsoever concerning the said trust under the said will, or its administration, or concerning any part of the estate of said testator or its administration, and that this discovery is necessary to enable the plaintiff to discover the names of other defendants, and to frame his complaint in this action-From these statements, and others as they are contained in the affidavit, the-plaintiff is clearly entitled, under the authorities, to an order for the examination of the defendant,—Glenney v. Stedwell, 64 N. Y. 120; Heishon v. Knickerbocker Co., 45 N. Y. Super. Ct. 54; Raymond v. Brooks, 59 How. Pr. 383;. Miller v. Kent, Id. 321; Manley v. Bonnell, 11 Abb. N. C. 123; Goldberg v. Roberts, 12 Daly, 339; Burt v. Oneida Community, 21 N. Y. Wkly. Dig. 342;. Davis v. Stanford, 37 Hun. 531; Talbot v. Doran & W. Co., (Com. Pl. N. Y.) 9 N. Y. Supp. 478; Carter v. Good, (Sup.) 10 N. Y. Supp. 647,—and the plaintiff is entitled thereto, especially in view of the fact that he is a cestui', que trust, and entitled to a full and truthful disclosure affecting the corpus of the estate,—Carter v. Good, supra.

The second objection to the order is that the affidavit fails to show that the plaintiff has a cause of action, either legal or equitable. Even assuming, for the purposes of the argument, that this is so, the general rule does not apply to a case of this character. Carter v. Good supra. But it is not necessary that the affidavit should state a complete cause of action; it is sufficient if the nature of the action is stated, and the substance of the judgment demanded. Froihingham v. Railroad Co., 9 Civil Proe. R. 304, 314, Van Brunt, J.; Videtto v. Dudley, (Super. N. Y.) 4 N. Y.,Supp. 437; Heishon v.

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Cite This Page — Counsel Stack

Bluebook (online)
18 N.Y.S. 847, 45 N.Y. St. Rep. 859, 22 N.Y. Civ. Proc. R. 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fatman-v-fatman-nyctcompl-1892.