In re the Estate of Trigoboff
New York Surrogate's Court
1Opinion of the Court
OPINION OF THE COURT
Eve Preminger, S.
This application by the executor of the estate of Martin Trigoboff seeks a determination of the beneficiary of decedent’s individual retirement account (IRA). At issue is whether a *371testamentary disposition of an IRA in a will predating decedent’s marriage supersedes the IRA’s generic default designation in favor of the surviving spouse. For the reasons described below, the court holds that, absent evidence of a contrary intent of the testator, a specific testamentary disposition overrides a default designation.
Martin Trigoboff died on January 6, 1997,…
2Cases cited8 opinions
- Kane v. Union Mutual Life InsuranceAppellate Division of the Supreme Court of the State of New York · 1981
- Aetna Life Insurance v. SterlingAppellate Division of the Supreme Court of the State of New York · 1962
- In re the Construction of the Will of StephanNew York Surrogate's Court · 1950
- In re the Estate of JaccomaAppellate Division of the Supreme Court of the State of New York · 1988
- In re the Estate of ZiolkowskiNew York Surrogate's Court · 1965
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3Cited by3 opinions
- Lincoln Life & Annuity Co. v. CaswellAppellate Division of the Supreme Court of the State of New York · 2006
- Freedman v. FreedmanDistrict Court, E.D. New York · 2000
- Amex Assurance Co. v. CaripidesDistrict Court, S.D. New York · 2002