Legal Opinion

In re the Estate of Hoffman

New York Surrogate's Court

Decided December 31, 1980PublishedCited by 3 opinions

1Opinion of the Court

OPINION OF THE COURT

Bernard M. Bloom, S.

Decedent Anna Hoffman died in 1940. Her will admitted to probate, after minor preresiduary dispositions, created a trust for the income benefit of her daughter Anna Amend with remainder to Anna’s children. The trust was funded in 1946 and administered by cotrustees Anna Amend, the income beneficiary and a Mr. McNamara. Mr. McNamara died in 1959. From 1959 to June 1, 1977, the date of her death, the trust was administered by Anna Amend, the income beneficiary, as sole trustee.

At her death in 1977, the remaindermen of the trust were Anna Amend’s seven…

2Cases cited4 opinions

  1. Hulbert v. . ClarkNew York Court of Appeals · 1891
  2. Greenley v. GreenleyAppellate Division of the Supreme Court of the State of New York · 1906
  3. Bernstein v. Allstate InsuranceCivil Court of the City of New York · 1968
  4. In re the Judicial Settlement of the Account of First Trust & Deposit Co.Appellate Division of the Supreme Court of the State of New York · 1939

3Cited by3 opinions

  1. Consumer Fin. Prot. Bureau v. RD Legal Funding, LLCDistrict Court, S.D. Illinois · 2018
  2. Professional Investors Insurance Group, Inc. v. United Overseas Bank (Luxembourg), S.A. (In Re Professional Investors Insurance Group, Inc.)United States Bankruptcy Court, N.D. Texas · 1999
  3. In re the Estate of HamiltonNew York Surrogate's Court · 1989

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