MATTER OF McCLUSKEY (LEHMAN)


38 Misc.3d 482 (2012)

951 N.Y.S.2d 852

2012 NY Slip Op 22292

In the Matter of the Settlement of the Final Account of Proceedings of ORIN A. McCLUSKEY, as Trustee of the Trust Created under Part Two, Paragraph A, of Article Tenth, of the Last Will and Testament of ALLAN S. LEHMAN, Deceased.

Surrogate's Court, Nassau County.

Decided September 27, 2012.


Attorney(s) appearing for the Case

Farrell Fritz , P.C., Uniondale, for trustee. McLaughlin & Stern, New York City, for Susan Carmichael and others, objectants. Cooperman, Lester & Miller, New York City, for George A. Williamson, executor, and another.


OPINION OF THE COURT

EDWARD W. MCCARTY III, J.

In connection with the final account of Orin A. McCluskey, as the sole surviving trustee of the trust created under article tenth of the will of Allan S. Lehman, a motion has been filed by the trustee for an order, pursuant to CPLR 3124, compelling objectants Susan Carmichael, Brooke Lehman and Sage Lehman to comply with movant's discovery requests for production of their personal investment portfolio account...

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