In re the Estate of McDonnell
New York Surrogate's Court
1Opinion of the Court
John D. Bennett, S.
This is a motion for an order amplifying so much of this court’s decision of February 4, 1965, as stated that “ the executors may not satisfy the amount of the marital trust bequest in cash without adding to such bequest its proportionate share in the appreciation realized by the estate ” (Matter of McDonnell, 45 Misc 2d 57, 59).
Since the marital deduction legacy is an “ amount equal to the maximum marital deduction ”, there is no discernible fraction which would govern the widow’s rights in sharing in gains realized by the estate (see, e.g., Durbin, Marital Deduction…
2Cases cited1 opinion
- In re the Estate of McDonnellNew York Surrogate's Court · 1965
3Cited by2 opinions
- In re the Estate of McDonnellNew York Surrogate's Court · 1965
- In re the Estate of GoutmanovitchNew York Surrogate's Court · 1980