Legal Opinion

In re BNY Mellon, N.A.

New York Surrogate's Court

Decided December 30, 2014Published

1Opinion of the Court

OPINION OF THE COURT

Edward W. McCarty III, J.

Before the court is the petition of BNY Mellon, N.A., as trustee of the trusts created under Article Fourth of the will of Fred A. Dorie. Petitioner seeks the settlement of the trustee’s account, permission to resign, the appointment of successor trustees, and a determination of the validity, construction and effect of various provisions contained in Article Fourth of the decedent’s will.

Background

Fred A. Dorie (the decedent) died on February 2, 1991. Decedent’s will, dated April 23, 1987, as amended by codicil *827dated October 11, 1990 (the will),…

2Cases cited12 opinions

  1. In re the Accounting of United States Trust Co.New York Court of Appeals · 1957
  2. In Re the Will of SliterNew York Court of Appeals · 1941
  3. In re the Estate of MartinNew York Surrogate's Court · 1989
  4. In re the Judicial Accounting of Brooklyn Trust Co.Appellate Division of the Supreme Court of the State of New York · 1931
  5. In re the Accounting of VeninoNew York Surrogate's Court · 1957

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