Legal Opinion · Dissent

In re the Estate of Reynolds

Appellate Division of the Supreme Court of the State of New York

Decided April 28, 1995Published

1Dissent

Lawton, J. (dissenting).

I respectfully dissent in part. EPTL 5-1.1 is remedial and should be interpreted to expand and protect the rights of a surviving spouse. The majority’s holding defeats that express legislative intent.

I do not agree with the majority that the facts in this case are sufficiently distinguishable from those in Matter of DeVita (141 AD2d 46) to require a different result. The trust provided that the income from the trust "together with such sums from the trust principal as the Trustees, in their sole and absolute discretion, deem appropriate” be paid to decedent. That right…

2Cases cited3 opinions

  1. In re the Estate of RiefbergNew York Court of Appeals · 1983
  2. In re the Estate of KohutAppellate Division of the Supreme Court of the State of New York · 1987
  3. In re the Estate of DeVitaAppellate Division of the Supreme Court of the State of New York · 1988

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