In re Benjamin

Appellate Division of the Supreme Court of New York

In re Benjamin

72 A.D.3d 1078, 898 N.Y.S.2d 884

CourtAppellate Division of the Supreme Court of the State of New York

DecidedApril 27, 2010

StatusPublished

This text of 72 A.D.3d 1078 (In re Benjamin) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

In re Benjamin, 72 A.D.3d 1078, 898 N.Y.S.2d 884 (N.Y. Ct. App. 2010).

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Opinion

— In a probate proceeding in which the successor trustees of a living trust petitioned for the judicial settlement of their account, George B. Headley, the attorney for the successor trustees, appeals, as limited by his brief, from so much of a decree of the Surrogate’s Court, Kings County (Johnson, S.), dated May 1, 2009, as, upon a decision of the same court dated November 7, 2008, fixing his attorney’s fee in the principal sum of only $28,698, directed him to refund the sum of $25,437 to the trust.

Ordered that the decree is affirmed insofar as appealed from, with costs.

The Surrogate “bears the ultimate responsibility to decide what constitutes reasonable legal compensation” in estate matters regardless of whether the parties agreed to the amount of legal fees (Matter of Verplanck, 151 AD2d 767, 767 [1989]; see Matter of Phelan, 173 AD2d 621 [1991]). Here, the Surrogate’s Court providently exercised its discretion in fixing the appellant’s attorney’s fee in the principal sum of only $28,698, and directing him to return to the trust the sum of $25,437, representing an overpayment. The Surrogate properly considered the relevant factors, and its emphasis on the size of the trust estate was warranted under the circumstances (see Matter of Szkambara, 53 AD3d 502 [2008]; Matter of Murphy, 248 AD2d 475 [1998]; Matter of Kaufmann, 26 AD2d 818 [1966], affd 23 NY2d 700 [1968]; Matter of Potts, 213 App Div 59 [1925], affd 241 NY 593 [1925]).

The appellant’s remaining contentions are without merit. Fisher, J.P., Covello, Lott and Sgroi, JJ., concur.

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— In a probate proceeding in which the successor trustees of a living trust petitioned for the judicial settlement of their account, George B. Headley, the attorney for the successor trustees, appeals, as limited by his brief, from so much of a decree of the Surrogate’s Court, Kings County (Johnson, S.), dated May 1, 2009, as, upon a decision of the same court dated November 7, 2008, fixing his attorney’s fee in the principal sum of only $28,698, directed him to refund the sum of $25,437 to the trust.

Ordered that the decree is affirmed insofar as appealed from, with costs.

The Surrogate “bears the ultimate responsibility to decide what constitutes reasonable legal compensation” in estate matters regardless of whether the parties agreed to the amount of legal fees (Matter of Verplanck, 151 AD2d 767, 767 [1989]; see Matter of Phelan, 173 AD2d 621 [1991]). Here, the Surrogate’s Court providently exercised its discretion in fixing the appellant’s attorney’s fee in the principal sum of only $28,698, and directing him to return to the trust the sum of $25,437, representing an overpayment. The Surrogate properly considered the relevant factors, and its emphasis on the size of the trust estate was warranted under the circumstances (see Matter of Szkambara, 53 AD3d 502 [2008]; Matter of Murphy, 248 AD2d 475 [1998]; Matter of Kaufmann, 26 AD2d 818 [1966], affd 23 NY2d 700 [1968]; Matter of Potts, 213 App Div 59 [1925], affd 241 NY 593 [1925]).

The appellant’s remaining contentions are without merit. Fisher, J.P., Covello, Lott and Sgroi, JJ., concur.

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Bluebook (online)

72 A.D.3d 1078, 898 N.Y.S.2d 884, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-benjamin-nyappdiv-2010.

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