Legal Opinion

In re the Estate of Kartzowitz

New York Surrogate's Court

Decided February 18, 1969PublishedCited by 1 opinion

1Opinion of the Court

Nathan R. Sobel, S.

These are cross motions to confirm and disaffirm the report of a Referee.

The sole issue in the construction proceeding was the disposition to be made of four Totten trust accounts each in the name of decedent in trust for his wife. The passbooks had been delivered to and were in the possession of the wife at the time of decedent’s death. She had upon request delivered the passbooks to the executor.

The testator died August 27, 1967. His will was executed on October 16, 1966 some 10 months prior to his death. At the time of death, the Totten trust accounts represented…

2Cases cited12 opinions

  1. In re HalpernNew York Court of Appeals · 1951
  2. In re PetersenNew York Surrogate's Court · 1929
  3. In re the Estate of BeaganNew York Surrogate's Court · 1920
  4. In re the Estate of BeckAppellate Division of the Supreme Court of the State of New York · 1940
  5. Moran v. FerchlandNew York Supreme Court · 1920

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3Cited by1 opinion

  1. In re the Estate of NeumanNew York Surrogate's Court · 1980

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