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Matter of Jewish Home of Rochester v. Dworkin

Citations: 2017 NY Slip Op 5354; 151 A.D.3d 1934; 54 N.Y.S.3d 899Docket: 874 CA 16-01826

Court: Appellate Division of the Supreme Court of the State of New York; June 30, 2017; New York; State Appellate Court

Original Court Document: View Document

Narrative Opinion Summary

In the appellate case of Matter of Jewish Home of Rochester v. Dworkin, the New York Appellate Division affirmed a lower court's decision denying David Dworkin's motion to dismiss a petition by the Jewish Home of Rochester. The petition aimed to compel Dworkin, who managed his parents' affairs under powers of attorney executed in New Jersey, to provide an accounting and to remove him as their agent due to alleged financial misconduct in withholding funds required for their care. Dworkin contended that the General Obligations Law was inapplicable and that the petitioner lacked the requisite standing. However, the court held that the petitioner had standing under General Obligations Law § 5-1510(3), which permits third parties obligated to accept a power of attorney to initiate proceedings. Furthermore, the court upheld the validity of out-of-state powers of attorney under General Obligations Law § 5-1512, provided they conform to the laws of the issuing jurisdiction. The court also rejected Dworkin’s additional appellate arguments as they were not preserved for review. Ultimately, the court affirmed the order unanimously, without costs, thereby maintaining the petitioner's standing to seek the requested relief against Dworkin.

Legal Issues Addressed

Preservation for Appellate Review

Application: The court declined to address additional arguments raised by the appellant because they were not preserved for review.

Reasoning: The court found that Dworkin's reference to General Obligations Law § 5-1501C(11) did not affect their conclusion on standing, and any additional arguments he raised on appeal were not properly preserved for review.

Recognition of Out-of-State Powers of Attorney under General Obligations Law § 5-1512

Application: The court confirmed that powers of attorney executed in New Jersey are valid in New York if they comply with New Jersey laws.

Reasoning: Additionally, General Obligations Law § 5-1512 confirms that powers of attorney from other jurisdictions are valid in New York if compliant with their respective laws.

Standing to Initiate Proceedings under General Obligations Law § 5-1510(3)

Application: The court determined that the petitioner had standing to commence proceedings to compel an accounting and removal of the agent under the powers of attorney.

Reasoning: The court ruled that under General Obligations Law § 5-1510(3), the petitioner has standing as it allows agents, family members, or any third parties obligated to accept a power of attorney to commence such proceedings.