In re the Estate of McCoy

100 Misc. 2d 301, 418 N.Y.S.2d 863, 1979 N.Y. Misc. LEXIS 2457
CourtNew York Surrogate's Court
DecidedJune 25, 1979
StatusPublished
Cited by1 cases

This text of 100 Misc. 2d 301 (In re the Estate of McCoy) is published on Counsel Stack Legal Research, covering New York Surrogate's Court 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 McCoy, 100 Misc. 2d 301, 418 N.Y.S.2d 863, 1979 N.Y. Misc. LEXIS 2457 (N.Y. Super. Ct. 1979).

Opinion

OPINION OF THE COURT

Millard L. Midonick, J.

This is an application by a niece and a nephew of the decedent to vacate and reopen the decree on accounting which was entered on April 14, 1970. In addition petitioners seek to have themselves be declared to be distributees of the decedent and so entitled to one quarter of the estate each, to direct the Department of Mental Hygiene, and/or the committee for the then sister of decedent, to return to this estate the sum of $13,242.67, which they claim is their share of this estate, and to direct payment to petitioners of that amount from this estate.

The decedent died on July 19, 1966 at which time his sister Mary Ann McCoy was a patient at the Central Islip State Hospital. That sister had been declared to be incompetent and a committee was appointed for her. Service of citation in the above accounting proceeding was served upon that committee for Mary Ann McCoy, upon the Attorney-General of the State of New York, and upon the Assistant Director of the Central Islip State Hospital. Jurisdiction was obtained upon the unknown distributees by publication and a guardian ad litem was appointed for them. Objections were filed to the account by the committee and by the Commissioner of the Department [303]*303of Mental Hygiene on the ground that the account did not show that Mary Ann McCoy was the sole distributee. A hearing was held thereafter on the objections on December 12, 1969 at- which time documentary evidence was presented by the Attorney-General. Thereafter a decision was rendered by this court in which it was found that the only distributee was Mary Ann McCoy. The court went on to say, "The Attorney General has conceded that the charges made for the care of the objectant’s ward are not in arrears and that her estate as augmented by the inheritance will constitute the source of payment for the cost of her future maintenance.” The decree recited the above and directed the Public Administrator as the administrator of this estate to pay the sum of $26,485.34 to the committee for Mary Ann McCoy.

Mary Ann McCoy died slightly over three months after the entry of this decree on July 25, 1970. The committee for Mary Ann McCoy accounted for the property it received as the committee, which included the above amount. The Department of Mental Hygiene interposed a claim for "accrued charges for care, medical and maintenance of said Incompetent”. That claim for $15,365.02 was approved and the department was reimbursed for that amount. In addition there were commissions paid to the committee, fees paid to the attorney for the committee and compensation for the guardian ad litem in that proceeding. The remainder of $5,240.39 was paid to the Public Administrator who was appointed the administrator of Mary Ann McCoy’s estate.

A brother of both this decedent and Mary Ann McCoy, James McCoy, had predeceased the decedent on February 8, 1965. Letters of administration in his estate, however, were not issued to the Public Administrator until subsequent to those issued in this estate. The accounting in that estate was also filed subsequently. Ultimately the petitioners herein appeared in that accounting (the first indication in the file of their presence being 1974) and were able to prove that they were distributees of that brother: to wit, issue of a predeceased brother of James by the name of Daniel McCoy. Apparently the parties knew of their claim prior thereto because of the long delay. In that proceeding the Attorney-General of the State of New York was also a party. The committee of Mary Ann McCoy had been cited in that proceeding but was not in being on November 7, 1975 when the hearing in that estate was held.

[304]*304The petitioners herein seek to trace the overpayment from this estate to the Department of Mental Hygiene and to the committee for Mary Ann McCoy. Not only has the Attorney-General of the State of New York appeared in his general capacity herein but the Commissioner of Mental Hygiene has filed an answer in which he asserts affirmative defenses. The Public Administrator has also appeared in this proceeding, having been served as the administrator of this estate and as the administrator of the estate of Mary Ann McCoy, an accounting never having been filed in the latter.

This court has on numerous occasions set aside decrees settling the account of an administrator for various purposes on the basis of its equitable power of reviewing its own decrees. More specifically, a decree on accounting which established the distributees could be set aside and a finding could be made that the distributees were not limited to those who were originally found to be distributees (Matter of Hayden, 176 Misc 1078; Lawyers’ Sur. Co. of N. Y. v Reinach, 25 Misc 150; cf. Matter of Killan, 172 NY 547). Similarly, a decree on accounting can be set aside for the purposes of establishing and recoupment of overpayments to creditors (Chase Manhattan Bank v de Caumont, 27 Misc 2d 497; Matter of Osnato, 166 Misc 618). Clearly, in light of the above case law and the procedures provided therein, and since the petitioners have sufficiently demonstrated their status, the decree on accounting should be vacated, all the necessary parties having been served, and a determination must be made in due course as to the distributees of this estate.

Once this court has determined the distributees, the question presented is whether or not this court can also grant the remaining relief, and direct the return of the funds in question. The position of the Department of Mental Hygiene is that petitioners should proceed to the Supreme Court to determine how much money should be returned to the estate and then to the Court of Claims for a judgment. Clearly such a procedure not only would be time consuming but would encompass identical litigations in two additional courts with the same parties.

The law is well settled that a court of equity can render a decision which not only does justice but which can avoid multiple litigation (Matter of Killan, supra). This court is such a court of equity with the authority to decide all issues, and has in the past determined that where there have been [305]*305overpayments to distributees or creditors those persons are required to return those assets. (Matter of Droney, 231 App Div 674; Chase Manhattan Bank v de Caumont, supra; Matter of Kapelsohn, 15 Misc 2d 1079; Matter of McCormack, 12 Misc 2d 904; Matter of Osnato, supra.) Based upon the facts of this case such a determination is required.

Initially it should be noted that this court has co-ordinate jurisdiction with that of the Supreme Court on many issues. (Matter of Rothko, 69 Misc 2d 752, affd 40 AD2d 1083; Matter of Finkle, 90 Misc 2d 550, affd 59 AD2d 862; Matter of Zalaznick, 84 Misc 2d 715; Matter of Young, 80 Misc 2d 937.) There is no pending proceeding in the Supreme Court arising out of the accounting by the committee for Mary Ann McCoy. As stated in Dunham v Dunham

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Bluebook (online)
100 Misc. 2d 301, 418 N.Y.S.2d 863, 1979 N.Y. Misc. LEXIS 2457, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mccoy-nysurct-1979.