Legal Opinion

In re the Estate of Younker

New York Surrogate's Court

Decided October 16, 1997Published

1Opinion of the Court

OPINION OF THE COURT

Renee R. Roth, S.

Incident to their applications seeking permission to resign, the trustees of four separate trusts established under the wills of Ira M. Younker and his wife, Rose Marie Younker, request confirmation of the fiduciaries’ authority to delegate investment powers and permission to consolidate the trusts.

Mr. Younker died in 1966 survived by Rose Marie, their son Herman (an adjudicated incompetent) and their daughter, Janet Y. Willen. Mrs. Younker died in 1980 survived by the two children.

Under their wills, the Younkers established two trusts, one for the life…

2Cases cited8 opinions

  1. King v. . TalbotNew York Court of Appeals · 1869
  2. In Re Proving the Will of LelandNew York Court of Appeals · 1916
  3. Matter of DukeNew York Court of Appeals · 1996
  4. In re the Probate of the Will of FossAppellate Division of the Supreme Court of the State of New York · 1953
  5. In re the Judicial Settlement of the Final Account of Proceedings of Westchester Title & Trust Co.Appellate Division of the Supreme Court of the State of New York · 1935

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