Legal Opinion

Davidson v. Union Bank & Trust Co.

California Court of Appeal

Decided April 23, 1958No. Civ. No. 22655PublishedCited by 2 opinions

1Opinion of the Court

VALLÉE, J.

Appeal from an order granting the petition of a testamentary trustee to transfer funds from one trust to another.

Morris Buckhantz died testate on March 18,1950. Appellant Frieda Davidson is his surviving sister. Appellants Leon and Louis Davidson are sons of Frieda Davidson. Respondent Jeannette Buckhantz is his surviving widow. Respondent bank was the executor of his will.

During administration of the estate the executor paid federal estate tax in the amount of $12,052.63 and inheritance taxes in the amount of $4,602.09.

On November 26, 1952, an order and decree was made in which the…

2Cases cited31 opinions

  1. Loring v. Town of KingsleyCalifornia Supreme Court · 1946
  2. Goad v. MontgomeryCalifornia Supreme Court · 1898
  3. Cook v. CookCalifornia Supreme Court · 1941
  4. Estate of RadovichCalifornia Supreme Court · 1957
  5. Bright v. Bank of America National Trust & Savings Ass'nCalifornia Supreme Court · 1947

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3Cited by2 opinions

  1. Estate of BuckhantzCalifornia Court of Appeal · 1958
  2. Bank of Am. v. HodgeCalifornia Court of Appeal · 1967

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