SUPREME COURT OF THE STATE OF NEW YORK

Appellate Division, Fourth Judicial Department

326 

CA 16-00146 

PRESENT: CARNI, J.P., LINDLEY, DEJOSEPH, TROUTMAN, AND SCUDDER, JJ. 

 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF 

THE INTERMEDIATE ACCOUNT OF HSBC BANK USA, N.A., 

AS TRUSTEE OF THE TRUST UNDER AGREEMENT DATED 

JANUARY 21, 1957, SEYMOUR H. KNOX, GRANTOR, FOR 

THE BENEFIT OF THE ISSUE OF SEYMOUR H. KNOX, III ORDER

FOR THE PERIOD JANUARY 21, 1957 TO NOVEMBER 3, 

2005. 

(PROCEEDING NO. 1.) 

----------------------------------------------------- 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF THE 

ACCOUNT OF HSBC BANK USA, N.A., AS TRUSTEE OF THE 

TRUST UNDER AGREEMENT DATED JANUARY 21, 1957, 

SEYMOUR H. KNOX, GRANTOR, FOR THE BENEFIT OF THE 

ISSUE OF SEYMOUR H. KNOX, III FOR THE PERIOD 

NOVEMBER 4, 2005 TO JUNE 25, 2012. 

(PROCEEDING NO. 2.) 

----------------------------------------------------- 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF THE 

ACCOUNT OF W.A. READ KNOX, SUCCESSOR TRUSTEE, JEAN R. 

KNOX, AND HSBC BANK USA, N.A., AS TRUSTEES OF THE 

TRUST UNDER ARTICLE THIRD OF THE WILL OF SEYMOUR H. 

KNOX, III, DECEASED, FOR THE PERIOD JULY 16, 1998 TO 

NOVEMBER 3, 2005. 

(PROCEEDING NO. 3.) 

----------------------------------------------------- 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF THE 

ACCOUNT OF W.A. READ KNOX, SUCCESSOR TRUSTEE, JEAN R. 

KNOX, AND HSBC BANK USA, N.A., AS TRUSTEES OF THE 

TRUST UNDER ARTICLE THIRD OF THE WILL OF SEYMOUR H. 

KNOX, III, DECEASED, FOR THE PERIOD NOVEMBER 4, 2005 

TO SEPTEMBER 4, 2012.

(PROCEEDING NO. 4.) 

----------------------------------------------------- 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF THE 

INTERMEDIATE ACCOUNT OF W.A. READ KNOX, SUCCESSOR 

TRUSTEE, JEAN R. KNOX AND HSBC BANK USA, N.A., AS 

TRUSTEES OF THE TRUST UNDER ARTICLE SEVENTH OF THE 

WILL OF SEYMOUR H. KNOX, III, DECEASED, FOR THE 

BENEFIT OF JEAN R. KNOX (MARITAL TRUST) FOR THE 

PERIOD JUNE 3, 1996 TO NOVEMBER 3, 2005. 

(PROCEEDING NO. 5.) 

----------------------------------------------------- 

IN THE MATTER OF THE JUDICIAL SETTLEMENT OF THE 

ACCOUNT OF W.A. READ KNOX, SUCCESSOR TRUSTEE, JEAN R. 

KNOX AND HSBC BANK USA, N.A., AS TRUSTEES OF THE 

TRUST UNDER ARTICLE SEVENTH OF THE WILL OF SEYMOUR H. 
-2- 326 

CA 16-00146 

KNOX, III, DECEASED, FOR THE BENEFIT OF JEAN R. KNOX 

(MARITAL TRUST) FOR THE PERIOD NOVEMBER 4, 2005 TO 

JANUARY 31, 2013. 

(PROCEEDING NO. 6.) 

----------------------------------------------------- 

HSBC BANK USA, N.A., PETITIONER-APPELLANT; 

 

W.A. READ KNOX, SEYMOUR H. KNOX, IV, AVERY KNOX, 

HELEN KNOX KEILHOLTZ AND JEAN READ KNOX, 

OBJECTANTS-RESPONDENTS.

(APPEAL NO. 1.) 

HARRIS BEACH PLLC, BUFFALO (RICHARD T. SULLIVAN OF COUNSEL), FOR

PETITIONER-APPELLANT. 

HOGAN WILLIG PLLC, AMHERST (LINDA LALLI STARK OF COUNSEL), FOR

OBJECTANTS-RESPONDENTS.

MOSEY ASSOCIATES, LLP, BUFFALO (ACEA M. MOSEY OF COUNSEL), FOR

RESPONDENT AURORA KNOX. 

 

Appeal from an order of the Surrogate’s Court, Erie County

(Barbara Howe, S.), entered July 13, 2015. The order denied in part

the petition of HSBC Bank USA, N.A., to modify a decree of May 18,

2011. 

It is hereby ORDERED that said appeal is unanimously dismissed

without costs (see Loafin’ Tree Rest. v Pardi [appeal No. 1], 162 AD2d

985). 

Entered: April 28, 2017 Frances E. Cafarell

Clerk of the Court