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Matter of Allyssa O. (Edward N.)

Appellate Division of the Supreme Court of the State of New York
Oct 14, 2015
2014-06680
Versions:132 A.D.3d 768
18 N.Y.S.3d 392
2015 NY Slip Op 07507

In a probate proceeding in which the executor of the estate, JP Morgan Chase & Co., petitioned to judicially settle its account, the objectant David Miller appeals from an order of the Surrogate‘s Court, Suffolk County (Czygier, S.), entered June 26, 2013, which denied the objectants’ motion to compel further discovery and to impose sanctions against the executor.

Ordered that the order is affirmed, with costs payable personally by the appellant.

The Surrogate‘s Court providently exercised its discretion in denying that branch of the objectants’ motion which was to compel the executor to comply with certain discovery requests, as the numerous discovery requests were vague, overbroad, burdensome, or not reasonably calculated to lead to material or necessary information (see Accent Collections, Inc. v Cappelli Enters., Inc., 84 AD3d 1283 [2011]; Palermo Mason Constr. v Aark Holding Corp., 300 AD2d 460, 461 [2002]). In addition, many of the requests were duplicative of prior interrogatories and discovery demands to which the executor had already responded.

Since the executor did not fail to comply with a proper discovery request, the Supreme Court properly declined to impose sanctions.

Mastro, J.P., Balkin, Sgroi and Maltese, JJ., concur.

Case Details

Case Name: Matter of Allyssa O. (Edward N.)
Court Name: Appellate Division of the Supreme Court of the State of New York
Date Published: Oct 14, 2015
Citations: 132 A.D.3d 768; 18 N.Y.S.3d 392; 2015 NY Slip Op 07507; 2014-06680
Docket Number: 2014-06680
Court Abbreviation: N.Y. App. Div.
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