Legal Opinion
In Re Cook's Trust
Supreme Court of Oklahoma
Decided March 16, 1943No. 30666PublishedCited by 8 opinions
1Opinion of the CourtHurst, J.
Carl K. Bates, trustee of the estate of Annie Severs Cook, deceased, appeals from an order of the Oklahoma Tax Commission assessing income taxes against said trust estate.
The facts are not in dispute. Mrs. Cook died testate leaving an estate of some $350,000. On November 8, 1937, her will was admitted to probate in Muskogee county. By the terms of the will, I. H. Mertz was appointed executor of the will and also trustee of the estate, and the bulk of the estate was devised to Mertz in trust for four named beneficiaries, and Mertz was given the authority, in his discretion, to pay out of the…
2Cases cited5 opinions
- In Re Gentry's EstateSupreme Court of Oklahoma · 1932
- Jones v. BroadbentIdaho Supreme Court · 1912
- Mertz v. OwenSupreme Court of Oklahoma · 1942
- McDermid v. BourhillOregon Supreme Court · 1924
- Nolan v. MathisSupreme Court of Oklahoma · 1931
3Cited by8 opinions
- State Ex Rel. Oklahoma Bar Association v. BesleySupreme Court of Oklahoma · 2006
- Culbertson v. McCannSupreme Court of Oklahoma · 1983
- In Re Howard's EstateUtah Supreme Court · 1945
- IN THE MATTER OF THE INCOME TAX PROTEST OF HARESupreme Court of Oklahoma · 2017
- Howard v. CritchlowUtah Supreme Court · 1945
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