Citation Numbers: 117 A.D.2d 843, 498 N.Y.S.2d 543, 1986 N.Y. App. Div. LEXIS 53118
Judges: Weiss
Filed Date: 2/6/1986
Status: Precedential
Modified Date: 10/28/2024
Appeal from an order of the Surrogate’s Court of Cortland County (Kepner, Jr., S.), entered February 26, 1985, which denied a motion for the appointment of an independent expert witness.
This is a proceeding for the judicial settlement of the account of the coexecutors of the estate of Ethel B. Atkinson. Respondent is a residuary charitable legatee under the will, entitled to a 2% share of the estate. When this matter was previously before this court, we determined that the Surrogate improperly quashed a subpoena issued by respondent to one Robert J. Galey, then a trust officer with the Bank of New York, before a determination could be made as to whether Galey’s opinion as an expert was being sought (103 AD2d 960). The purport of our decision was that the witness could be required to testify as to "custom and usage” of estate management in the banking industry, if he was so qualified. Although the actual transcripts are not before us, the record indicates that on December 17, 1984, Galey was called by respondent to testify, but denied knowledge of "custom and usage” in the management of decedent’s estates. On that same date, respondent’s motion for the appointment of an independent expert witness to examine the books and records of the coexecutors was denied, giving rise to this appeal.
Order affirmed, without costs. Mahoney, P. J., Kane, Casey, Weiss and Levine, JJ., concur.