Legal Opinion

In re the Estate of Lord

New York Surrogate's Court

Decided March 12, 1929PublishedCited by 16 opinions

1Opinion of the Court

Foley, S.

Two questions of construction are presented for determination in this accounting proceeding:(1) The first question involves the interesting and increasingly recurrent situation as to the ascertainment of the true residue of an estate, and the division of income and principal where the residue is given in part to a legatee outright and in part in trust. Paragraph 26 of the will divides the residuary estate “ into three equal parts,” one of which is bequeathed absolutely to the decedent’s husband and the other two of which are given to trustees for the benefit of the grandchildren of…

2Cases cited12 opinions

  1. Crawford v. . McCarthyNew York Court of Appeals · 1899
  2. Williamson v. WilliamsonNew York Court of Chancery · 1837
  3. Matter of Accounting of BensonNew York Court of Appeals · 1884
  4. Lawrence v. . LittlefieldNew York Court of Appeals · 1915
  5. In Re the Accounting of the United States Trust Co.New York Court of Appeals · 1925

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

3Cited by16 opinions

  1. In re the Estate of MillsNew York Surrogate's Court · 1932
  2. Grainger's Ex'rs Trustees v. PennebakerCourt of Appeals of Kentucky (pre-1976) · 1932
  3. In re the Estate of ChavesNew York Surrogate's Court · 1932
  4. In re the Estate of ShevlinNew York Surrogate's Court · 1932
  5. Simon v. HoeyDistrict Court, S.D. New York · 1949

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

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