Legal Opinion

In re the Judicial Settlement of the Estate of Montgomery

New York Surrogate's Court

Decided March 4, 1927PublishedCited by 8 opinions

1Opinion of the Court

Feely, S.

For the second time in a year, the question has arisen as to the propriety of a trustee paying the funeral expenses of the beneficiary of a testamentary trust, under which the trustee was to pay over to the beneficiary all the income, and so much of the corpus as the trustee might from time to time deem necessary, for the support, maintenance and comfort of the beneficiary, during the latter’s life, without any express direction to the trustee as to such funeral expenses.

Here the special guardian for remaindermen, in a substantially similar trust, wherein the life beneficiary was the…

2Cases cited4 opinions

  1. Crowe v. HogeboomAppellate Division of the Supreme Court of the State of New York · 1927
  2. In re the Estate of Van De WalkerNew York Surrogate's Court · 1913
  3. Cruse v. CruseCourt of Appeals of Kentucky · 1912
  4. Brown v. CastleAppellate Court of Illinois · 1905

3Cited by8 opinions

  1. In re the Estate of FrayerNew York Surrogate's Court · 1935
  2. Swinson EstateSuperior Court of Pennsylvania · 1950
  3. In re the Accounting of WankNew York Surrogate's Court · 1951
  4. New Martinsville Bank v. BurlingameWest Virginia Supreme Court · 1935
  5. Stryker v. SandsSupreme Court of New Jersey · 1950

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