Legal Opinion
In re the Estate of Umpleby
New York Surrogate's Court
Decided August 4, 1964PublishedCited by 7 opinions
1Opinion of the Court
Pierson R. Hildreth, S.
In this final accounting of the executors objections are filed by the respondent trustee. Objection is made to a proposed method of distribution of securities in kind in partial satisfaction of a marital deduction legacy which decedent made to his wife.
The issues raised require a construction of the will to determine (a) the nature of the bequest, whether it is to be regarded in effect as a general legacy for a definite dollar amount ascertained by computation, or whether it is to be regarded as a fractional interest of indefinite dollar amount of the residuary estate,…
2Cases cited10 opinions
- Villard v. . VillardNew York Court of Appeals · 1916
- In re the Estate of InmanNew York Surrogate's Court · 1959
- In re the Estate of GauffNew York Surrogate's Court · 1960
- In re the Estate of BingNew York Surrogate's Court · 1960
- In re the Accounting of OssmanNew York Surrogate's Court · 1960
5 more not listed; retrieve them via the Exa API.
3Cited by7 opinions
- In re the Estate of McDonnellNew York Surrogate's Court · 1965
- In re the Estate of LeonardNew York Surrogate's Court · 1965
- In re the Accounting of Bankers Trust Co.Appellate Division of the Supreme Court of the State of New York · 1968
- In re the Estate of McKeeNew York Surrogate's Court · 1986
- In re the Estate of UsdanNew York Surrogate's Court · 1984
2 more not listed; retrieve them via the Exa API.