Legal Opinion

In re the Estate of Petty

New York Surrogate's Court

Decided February 27, 1974Published

1Opinion of the Court

Samuel DiFalco, S.

In this accounting proceeding, the trustee requests a construction as to the disposition of one fifth of the principal of the residuary trust. The question is whether the adopted child of the testator’s son comes within the description of ‘ ‘ issue ’ ’ of such child, entitling her to the share of the residuary trust which had been held for her father’s life use, Or whether such share passes to the four surviving children of the testator.

Testator died June 3, 1932. In his will, testator created a trust of his residuary estate and directed the trustee to pay all of the income…

2Cases cited6 opinions

  1. In re the Construction of the Will of UpjohnNew York Court of Appeals · 1952
  2. In re the Estate of HendersonNew York Surrogate's Court · 1970
  3. In re the Estate of PelhamNew York Surrogate's Court · 1970
  4. In re the Estate of AldrichNew York Surrogate's Court · 1973
  5. In re the Estate of StrongNew York Surrogate's Court · 1965

1 more not listed; retrieve them via the Exa API.

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

Powered by the Exa API