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MHL ARTICLE 81 - New York State Unified Court System

MHL ARTICLE 81 - New York State Unified Court System

MHL ARTICLE 81 - New York State Unified Court System

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it is noted that the niece lived in California and the aunt lived in NY. The niece visited regularly and<br />

had already been handling her aunts financial matters as POA.<br />

Matter of Bowers, 164 Misc.2d 298; 624 N.Y.S.2d 750 (Surr. Ct., NY Cty., 1995)<br />

A foreign guardian of nonresident AIP who is sole distributee of estate of <strong>New</strong> <strong>York</strong> domiciliary may<br />

proceed in Surrogate's <strong>Court</strong> to obtain letters of guardianship and acquire standing to apply for letters<br />

of administration in estate. Surrogate's <strong>Court</strong> enjoys limited jurisdiction over Art. <strong>81</strong> proceedings<br />

where impaired person has beneficial interest in estate. Although Article <strong>81</strong> does not specifically<br />

confer jurisdiction on Surrogate's <strong>Court</strong> where beneficiary of an estate is neither resident of nor<br />

physically present in <strong>New</strong> <strong>York</strong>, <strong>81</strong>.05 governing venue, provides that where AIP is not present in<br />

<strong>State</strong>, residence shall be deemed to be county in which property is located. Thus, petitioner will not<br />

be required to proceed in two courts.<br />

Matter of Sulzberger, 159 Misc.2d 236; 603 N.Y.S.2d 656 (Sup. Ct., NY Cty., 1993)<br />

Where AIP had resided in France for many years; and pursuant to French law, conservators of his<br />

property had been appointed, daughter of AIP, and one of the conservators appointed by French<br />

court, sought order appointing her as ancillary guardian in <strong>New</strong> <strong>York</strong> to deal with AIP's substantial<br />

financial holdings in this state. <strong>Court</strong> noted lack of guidance in statute and directs counsel for<br />

petitioner to find out whether foreign courts procedure provided same protections as NY, such as<br />

court evaluator, in order to determine whether court should honor foreign court finding of incapacity<br />

or appoint court evaluator now.<br />

st<br />

In re: Robinson, 272 A.D.2d 176; 709 N.Y.S.2d 170 (1 Dept., 2000)<br />

<strong>Court</strong> appoints co-guardian who is living out of the country temporarily, stating that modern<br />

transportation and communication will enable him to serve adequately.<br />

(iv) Counsel or court evaluator as guardian<br />

Matter of GLM (Gloria Loise Meyers), NYLJ, 5/6/03, p. 19, col 2 (Sup. Ct., Kings Cty.,)<br />

(Leventhal, J.)<br />

<strong>Court</strong> finds extenuating circumstances under 22 NYCRR 36.29(c)(10) to appoint the court evaluator<br />

in a proceeding as the guardian for a 14 year old girl where there was $3.5 million involved, where<br />

the parents were financially unsophisticated and also divorced acrimoniously, where they both had<br />

a good relationship with the court evaluator and where the court evaluator was an experienced elder<br />

law attorney whose office was near the home of both parents and the child. Of note is that the court<br />

did not identify why he could not find someone other than the court evaluator to appoint under the<br />

circumstances.<br />

124

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