Legal Opinion

In re the Indenture of Trust Made by Alton

New York Supreme Court

Decided January 22, 1968PublishedCited by 3 opinions

1Opinion of the CourtBirdie Amsterdam, J.

In this proceeding petitioner seeks an order judicially settling the account it rendered as trustee, and directing it as to whom to pay the share of a deceased remainderman.

The terms of the inter vivos trust provided for income to the settlor for her life, then to her surviving sister for life, and upon her death the principal was to be divided and paid over in prescribed shares to the surviving named beneficiaries. The second life beneficiary died on March 8, 1964, survived by two named beneficiaries, Bessie Alton and Florence Ridgeway. The latter also died on March 8, 1964, several hours…

2Cases cited5 opinions

  1. West v. . BurkeNew York Court of Appeals · 1916
  2. In re the Accounting of Bath National BankNew York Surrogate's Court · 1958
  3. In re Gilman, Son & Co.District Court, S.D. New York · 1932
  4. In re the Estate of HermanNew York Surrogate's Court · 1964
  5. Hills v. FlynnAppellate Division of the Supreme Court of the State of New York · 1914

3Cited by3 opinions

  1. In re the Estate of ColonNew York Surrogate's Court · 1975
  2. In re the Estate of BustamanteAppellate Division of the Supreme Court of the State of New York · 1998
  3. Gerald Bradley Hunsucker and Margaret Jennings HunsuckerUnited States Bankruptcy Court, E.D. North Carolina · 2023

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