MERCURE, J.P.
Petitioner Henkel Realty Associates is the owner of a 214-acre parcel of land in the Town of Nassau, Rensselaer County, upon which petitioner Troy Sand & Gravel Company, Inc. proposed to establish a quarry. In this combined proceeding pursuant to CPLR article 78 and action for, among other things, declaratory judgment, petitioners assert numerous claims relating to their allegations that respondents have undertaken, in bad faith, an extended course of conduct designed to prevent the operation of the quarry. The article 78 claims were submitted for judgment, and discovery commenced on the remaining claims. Those claims seek, as relevant here, a declaration that Local Law No. 1 (2008) of the Town of Nassau—which bans commercial excavation throughout the Town—does not apply to the proposed quarry, as well as damages pursuant to 42 USC § 1983. After certain respondents gave purportedly conflicting testimony regarding an August 2008 visit to the proposed quarry that resulted in a stop work order, petitioners issued a subpoena duces tecum and ad testificandum to Katherine Bader, a town resident over whose land respondents allegedly passed to reach the quarry. Supreme Court granted Bader's motion to quash the subpoena, prompting this appeal.
We affirm. Pursuant to CPLR 3101 (a) (1) and (2), "[t]here shall be full disclosure of all matter material and necessary in the prosecution or defense of an action, regardless of the burden of proof, by . . . a party, or . . . a person who possessed a cause of action or defense asserted in the action." It is well settled that the terms "material and necessary" encompass any information "`bearing on the controversy which will assist preparation for trial by sharpening the issues and reducing delay and prolixity. The test is one of usefulness and reason'" (Andon v 302-304 Mott St. Assoc., 94 N.Y.2d 740, 746 [2000], quoting Allen
As petitioners acknowledge, this Court has repeatedly held that disclosure from a nonparty under CPLR 3101 (a) (4) may be obtained "`only upon a showing of special circumstances, i.e., that the information sought to be discovered is material and necessary and cannot be discovered from other sources or otherwise is necessary to prepare for trial'" (Sand v Chapin, 246 A.D.2d 876, 877 [1998], quoting King v State Farm Mut. Auto. Ins. Co., 198 A.D.2d 748, 748 [1993]; accord Cerasaro v Cerasaro, 9 A.D.3d 663, 665 [2004]; see Matter of John H., 56 A.D.3d 1024, 1026 [2008]; Fraser v Park Newspapers of St. Lawrence, 257 A.D.2d 961, 962 [1999]; Desai v Blue Shield of Northeastern N.Y., 128 A.D.2d 1021, 1021-1022 [1987]; see also Ruthman, Mercadante & Hadjis v Nardiello, 288 A.D.2d 593, 595 [2001]). Petitioners note, however, that while the statute previously contained the express requirement that a party seeking disclosure from a nonparty obtain a court order upon a showing of "special circumstances," the statute was amended in 1984 to eliminate that requirement (see L 1984, ch 294, § 2; see also Siegel, NY Prac § 345, at 554 [4th ed]). As noted above, the statute now requires only that the party seeking discovery provide "notice stating the circumstances or reasons such disclosure is sought or required" (CPLR 3101 [a] [4]). Petitioners urge this Court to abandon our prior precedent in this area and adopt a standard permitting discovery upon a showing that the nonparty possesses material and necessary—i.e., relevant— information useful to a party in preparing for trial.
Although the Appellate Division, Fourth Department has evidently adopted the standard urged by petitioners (see Kephart v Burke, 306 A.D.2d 924, 925 [2003]; Catalano v Moreland, 299 A.D.2d 881, 881-882 [2002]; see also Connors, Practice Commentaries,
It must be noted that many of our cases decided after the 1984 amendment trace back to a Second Department case, Dioguardi v St. John's Riverside Hosp. (144 A.D.2d 333 [1988]), which held that the special circumstances "requirement survived the 1984 amendment" (id. at 334; see e.g. Fraser v Park Newspapers of St. Lawrence, 257 AD2d at 962; King v State Farm Mut. Auto. Ins. Co., 198 AD2d at 748).
Similarly here, we agree with Supreme Court that petitioners were not entitled to obtain disclosure from Bader, a nonparty. Even assuming that petitioners made a showing of relevancy, they failed to demonstrate that they could not otherwise obtain the information sought from Bader regarding whether town officials asked her permission before using her property to access the site of the proposed quarry. "Inasmuch as defendant has not established that it is unable to obtain the information in question from other sources" (Fraser v Park Newspapers of St. Lawrence, 257 AD2d at 962 [citations omitted]), the court properly granted Bader's motion to quash.
Ordered that the order is affirmed, with costs to Katherine Bader.