IN RE: the ESTATE OF Gloria PUTNAM

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IN RE: the ESTATE OF Gloria PUTNAM, Deceased. Charles H. Schaefer, as Temporary Administrator of the Estate of Gloria Putnam, Deceased, Respondents; Sandra Goodman, Now Known as Sandra Hajak, Appellant.

Decided: December 31, 2009

Before: MERCURE, J.P., SPAIN, ROSE, KANE and GARRY, JJ. David Rabin, Mt. Kisco, for appellant. Charles H. Schaefer, Catskill, respondent pro se. James F. Keefe, Cairo, for Sharon Hollwedell and another, respondents.

Appeal from a decree of the Surrogate's Court of Greene County (Lalor, S.), entered January 22, 2009, which partially granted petitioner's application, in a proceeding pursuant to SCPA 2103, to direct respondent to return certain property to decedent's estate.

Petitioner, the administrator of decedent's estate, commenced this proceeding pursuant to SCPA 2103 against respondent, decedent's daughter, to recover certain moneys for the estate. Petitioner asserted that, among other things, respondent had improperly used a power of attorney executed by decedent to transfer certain of decedent's bank accounts to herself before and after decedent's death. After thoroughly reviewing the accounts and the dates on which their ownership was changed or their proceeds were withdrawn, Surrogate's Court found that respondent had improperly used the power of attorney to withdraw and retain moneys that belonged to decedent's estate or her beneficiaries, and ordered respondent to return a total of $25,881.16. Respondent appeals.

Initially, respondent does not dispute that certain bank documents in the record on appeal were not part of the record before Surrogate's Court. Accordingly, neither they nor the arguments based upon them can be considered on this appeal (see CPLR 5017[b]; 5526; Gui's Lbr. & Home Ctr., Inc. v. Pennsylvania Lumbermens Mut. Ins. Co., 55 A.D.3d 1389, 1390 [2008]; Matter of De Cotis v. Malinoski, 252 A.D.2d 646, 647 [1998]; Matter of Yanoff v. Commissioner of Educ. of State of N.Y., 64 A.D.2d 763, 763 [1978] ).

Turning to the merits, respondent contends that she overcame the presumption of impropriety and self-dealing (see Matter of Audrey Carlson Revocable Trust, 59 A.D.3d 538, 540 [2009]; Mantella v. Mantella, 268 A.D.2d 852, 852-853 [2000] ) by establishing that decedent had authorized her actions. Surrogate's Court, however, rejected respondent's testimony that she had made herself the sole beneficiary of the accounts with decedent's permission. Giving due deference to the court's assessment of credibility issues (see Matter of Breistol, 64 A.D.3d 1122, 1123 [2009]; Matter of Hyde, 44 A.D.3d 1195, 1198 [2007], lv denied 9 N.Y.3d 1027 [2008] ), we cannot conclude that the record fails to support its finding that respondent misused the power of attorney or its allocation of the disputed funds.

Respondent also argues that she should have been credited more than the $2,000 allowed by Surrogate's Court towards the purchase price of the vehicle that she agreed to buy from the estate because its value substantially decreased between the time of purchase and its delivery to her. She was not entitled to any additional credit, however, inasmuch as she presented no evidence of any greater decrease in the vehicle's value (see e.g. Haber v. Gutmann, 64 A.D.3d 1106, 1108 [2009], lv denied --- NY3d ---- [Nov. 23, 2009] ). Respondent's remaining contentions have been considered and found to be unpreserved or without merit.

ORDERED that the decree is affirmed, with costs.

ROSE, J.

MERCURE, J.P., SPAIN, KANE and GARRY, JJ., concur.

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