Legal Opinion
In re the Estate of Davidson
New York Surrogate's Court
Decided August 10, 1998PublishedCited by 4 opinions
1Opinion of the Court
OPINION OF THE COURT
Renee R. Roth, S.
This application by a disinherited distributee of testatrix Vivian J. Davidson raises novel questions with respect to standing to challenge a revocable trust after the settlor’s death and the procedures for bringing such a contest. Here, petitioner seeks limited letters of administration (SCPA 702 [9]) in order to commence a discovery proceeding against the trustee of decedent’s revocable trust (SCPA 2103), who is also the nominated executor of her will.
Mrs. Davidson died on August 11, 1997, survived by her niece, Lizette Edgar, and her nephew, Barry Low…
2Cases cited9 opinions
- Greene v. GreeneNew York Court of Appeals · 1982
- Burns v. TurnbullNew York Court of Appeals · 1945
- Pertie v. Chase Manhattan BankNew York Court of Appeals · 1973
- In re the Estate of TeahNew York Surrogate's Court · 1996
- In re the Estate of TisdaleNew York Surrogate's Court · 1997
4 more not listed; retrieve them via the Exa API.
3Cited by4 opinions
- Bullis v. DownesMichigan Court of Appeals · 2000
- In re Estate of StollerNew York Surrogate's Court · 2004
- In re the Estate of GoldmanNew York Surrogate's Court · 2003
- Constantine v. LutzAppellate Division of the Supreme Court of the State of New York · 2022