Legal Opinion

In re the Estate of Peart

New York Surrogate's Court

Decided August 24, 1965PublishedCited by 1 opinion

1Opinion of the Court

John D. Bennett, S.

The decedent bequeathed his residuary estate to his wife in two separate trusts under paragraph “ iSeventh ” of his last will and testament.

The first trust is a marital trust designated as trust “A”. The second is a residual trust called trust “ B ”.

Trust “ A ” directs the named trustees to pay the net income to the widow “ during her natural life, together with one-twentieth (l/20th) of the principal or corpus of this trust, semiannually.” In addition, the will gives the widow an absolute power of appointment with a provision for alternate beneficiaries should she fail to…

2Cases cited6 opinions

  1. Robinson v. . MartinNew York Court of Appeals · 1910
  2. Collister v. . FassittNew York Court of Appeals · 1900
  3. Williams v. . JonesNew York Court of Appeals · 1901
  4. March v. . MarchNew York Court of Appeals · 1906
  5. In Re the Will of SliterNew York Court of Appeals · 1941

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

3Cited by1 opinion

  1. In re BNY Mellon, N.A.New York Surrogate's Court · 2014

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