In re the Estate of Matsis

Appellate Division of the Supreme Court of New York

In re the Estate of Matsis

280 A.D.2d 480, 720 N.Y.S.2d 179, 2001 N.Y. App. Div. LEXIS 1154

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

DecidedFebruary 5, 2001

StatusPublished

Cited by2 cases

This text of 280 A.D.2d 480 (In re the Estate of Matsis) 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 the Estate of Matsis, 280 A.D.2d 480, 720 N.Y.S.2d 179, 2001 N.Y. App. Div. LEXIS 1154 (N.Y. Ct. App. 2001).

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Opinion

—In a proceeding to settle the account of Angelo Matsis as trustee of an inter vivos trust created by Sophia Matsis, deceased, the appeal, as limited by the appellant’s brief, is from so much of an order of the Surrogate’s Court, Queens County (Nahman, S.), dated July 2, 1999, as denied the motion of the trustee, Angelo Matsis, to modify a Referee’s report (Spatz, R.), dated April 23, 1999.

Ordered that the order is modified, on the law and as an exercise of discretion, by deleting the provision thereof denying that branch of the motion of Angelo Matsis which was to modify so much of the Referee’s report as directed him to pay an appellate counsel fee in the sum of $3,215.54 and substituting [481]*481therefor a provision granting that branch of the motion and modifying the Referee’s report to the extent of directing that the trust, rather than Angelo Matsis personally, pay that fee; as so modified, the order is affirmed, with costs to the appellant payable by the trust.

The Surrogate improvidently exercised his discretion in failing to direct that the trust, rather than the trustee, Angelo Matsis, pay counsel fees incurred in defending an appeal taken by the objectant to the Appellate Term of the Supreme Court, First Judicial Department. That appeal resulted in an order dated December 24, 1997, in favor of the trustee. EPTL 11-1.1 (b) (22) provides that a trustee is authorized to pay for reasonable counsel fees that may necessarily be incurred. Counsel fees are properly awarded where the service provided is for the benefit of the entire trust, rather than an individual, and where the services rendered result in an outcome in favor of the trust (see, Matter of Greatsinger, 67 NY2d 177, 182). Here, the trustee, in defense of an action commenced by the objectant, successfully sought to protect the corpus of the trust for the benefit of the beneficiaries, rather than to protect his personal interests. Therefore, the trust should be directed to pay the counsel fee associated with the appeal in that action.

The trustee’s remaining contentions are either without merit or not properly before this Court. O’Brien, J. P., Krausman, Florio and Luciano, JJ., concur.

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—In a proceeding to settle the account of Angelo Matsis as trustee of an inter vivos trust created by Sophia Matsis, deceased, the appeal, as limited by the appellant’s brief, is from so much of an order of the Surrogate’s Court, Queens County (Nahman, S.), dated July 2, 1999, as denied the motion of the trustee, Angelo Matsis, to modify a Referee’s report (Spatz, R.), dated April 23, 1999.

Ordered that the order is modified, on the law and as an exercise of discretion, by deleting the provision thereof denying that branch of the motion of Angelo Matsis which was to modify so much of the Referee’s report as directed him to pay an appellate counsel fee in the sum of $3,215.54 and substituting [481]*481therefor a provision granting that branch of the motion and modifying the Referee’s report to the extent of directing that the trust, rather than Angelo Matsis personally, pay that fee; as so modified, the order is affirmed, with costs to the appellant payable by the trust.

The Surrogate improvidently exercised his discretion in failing to direct that the trust, rather than the trustee, Angelo Matsis, pay counsel fees incurred in defending an appeal taken by the objectant to the Appellate Term of the Supreme Court, First Judicial Department. That appeal resulted in an order dated December 24, 1997, in favor of the trustee. EPTL 11-1.1 (b) (22) provides that a trustee is authorized to pay for reasonable counsel fees that may necessarily be incurred. Counsel fees are properly awarded where the service provided is for the benefit of the entire trust, rather than an individual, and where the services rendered result in an outcome in favor of the trust (see, Matter of Greatsinger, 67 NY2d 177, 182). Here, the trustee, in defense of an action commenced by the objectant, successfully sought to protect the corpus of the trust for the benefit of the beneficiaries, rather than to protect his personal interests. Therefore, the trust should be directed to pay the counsel fee associated with the appeal in that action.

The trustee’s remaining contentions are either without merit or not properly before this Court. O’Brien, J. P., Krausman, Florio and Luciano, JJ., concur.

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Bluebook (online)

280 A.D.2d 480, 720 N.Y.S.2d 179, 2001 N.Y. App. Div. LEXIS 1154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-matsis-nyappdiv-2001.

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