Legal Opinion

In re the Estate of Fornason

New York Surrogate's Court

Decided December 15, 1976PublishedCited by 5 opinions

1Opinion of the CourtJohn D. Bennett, J.

A dual petition has been filed by Chemical Bank for the voluntary judicial settlement of its accounts in two capacities as above captioned — the first as executor under the decedent’s will and the second as trustee of an inter vivos trust, the remainder of which the decedent poured over into his testamentary estate.

The court originally hesitated to entertain the full proceeding although it relates to the affairs of a decedent, because it also involves settlement of an inter vivos trust. Since the case law is both confusing and contradictory as to jurisdiction, the decision of July 29, 1976…

2Cases cited10 opinions

  1. Sanders v. . SoutterNew York Court of Appeals · 1891
  2. Matter of RunkNew York Court of Appeals · 1911
  3. Noll v. RuprechtNew York Court of Appeals · 1940
  4. Noll v. RuprechtAppellate Division of the Supreme Court of the State of New York · 1939
  5. In re the Final Judicial Settlement of the Account of Proceedings of SmithAppellate Division of the Supreme Court of the State of New York · 1907

5 more not listed; retrieve them via the Exa API.

3Cited by5 opinions

  1. In re Jacqueline F.New York Surrogate's Court · 1978
  2. In re the Estate of VanderbiltNew York Surrogate's Court · 1981
  3. In re the Estate of LondonNew York Surrogate's Court · 1977
  4. In re HarmonNew York Surrogate's Court · 1999
  5. In re the Estate of GoldingNew York Surrogate's Court · 1985

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