Legal Opinion

In re the Estate of Stevenson

New York Surrogate's Court

Decided December 21, 1971PublishedCited by 2 opinions

1Opinion of the Court

S. Samuel Di Palco, S.

In this construction proceeding, a determination is requested that the power of appointment granted to testatrix’ sister, Johanna Marie McKenna, by article fifth, paragraph E of the will of the testatrix, Julia McKenna Stevenson, permits its exercise at this time to the extent of $200,000 in favor of James V. O’Brien, a nephew of the testatrix.

Testatrix died in 1964. Under article fifth of the will, the entire residue is left in trust with the petitioner as trustee, *620to be held until the death of the sister. During her lifetime she is entitled to receive the first $10,000…

2Cases cited2 opinions

  1. Cutting v. . CuttingNew York Court of Appeals · 1881
  2. In re the Estate of MerselesNew York Surrogate's Court · 1936

3Cited by2 opinions

  1. In re the Estate of WeinsteinNew York Surrogate's Court · 1981
  2. Ferrell-French v. FerrellDistrict Court of Appeal of Florida · 1997

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