Legal Opinion

In re the Accounting of Halpern

New York Surrogate's Court

Decided November 9, 1949Published

1Opinion of the Court

Frankenthaler, S.

Testatrix bequeathed the residue of her estate to the accounting executor, in trust, to erect a “ suitable monument on my grave, and to pay, annually, such amount as may be necessary for the proper care and maintenance of our family plot ”. The executor requests a construction of the above provision and permission to transfer sufficient funds to a named religious corporation to have it provide such perpetual care.

*732The court holds that a valid trust was created by the will (Personal Property Law, § 13-a; Matter of Pearsall, 125 Misc. 634), and that a reasonable sura must be…

2Cases cited4 opinions

  1. In re the Estate of DevineNew York Surrogate's Court · 1933
  2. In re WelchNew York Surrogate's Court · 1918
  3. In re SeitzNew York Surrogate's Court · 1918
  4. In re the Estate of PearsallNew York Surrogate's Court · 1925

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API