In re the Estate of Bertram
New York Surrogate's Court
1Opinion of the Court
Evans V. Brewster, S.
Petitioner seeks a construction of article Fourth of decedent’s will and a determination by the court that the trust therein has lapsed resulting in a merger of the trust remainder with the estate of the life income beneficiary.
Under article Fourth, decedent placed his residuary estate in trust, giving the entire net income first to his wife, who has since died, and then to his daughter, the petitioner herein. Upon the death of the daughter, the remainder is given to her issue and then provides: "in case, however, my said daughter shall die without issue her surviving, I…
2Cases cited10 opinions
- In Re Proving the Will of MountNew York Court of Appeals · 1906
- Brown v. . SpohrNew York Court of Appeals · 1904
- In Re the Accounting of WilsonNew York Court of Appeals · 1949
- In re the Estate of FontanellaAppellate Division of the Supreme Court of the State of New York · 1969
- In re the Estate of McLaughlinNew York Surrogate's Court · 1970
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3Cited by4 opinions
- In re NelsonAppellate Division of the Supreme Court of the State of New York · 1989
- In re the Estate of NelsonNew York Surrogate's Court · 1987
- In re the Estate of BertramAppellate Division of the Supreme Court of the State of New York · 1978
- Estate of Patterson v. CommissionerUnited States Tax Court · 1983