Legal Opinion

In the Estate of Herrig

New York Surrogate's Court

Decided January 30, 1984PublishedCited by 5 opinions

1Opinion of the Court

OPINION OF THE COURT

Bernard L. Reagan, J.

Fern Herrig, the decedent, on June 16, 1981, created an inter vivos trust. The trust agreement provided that the income and so much of the principal of the trust as the trustee (Merchants National Bank and Trust Company of Syracuse), in its sole discretion, saw fit from time to time to be paid to the settlor — the decedent, Fern Herrig.

The settlor reserved the right to amend the trust.

Pursuant to the power to amend the trust, the trust was amended once on September 28, 1981.

Fern Herrig died testate June 20, 1982. Her will, executed on September 28,…

2Cases cited22 opinions

  1. In re the Accounting of United States Trust Co.New York Court of Appeals · 1957
  2. Roe v. . VingutNew York Court of Appeals · 1889
  3. Williams v. . JonesNew York Court of Appeals · 1901
  4. Matter of HoffmanNew York Court of Appeals · 1911
  5. In re Will of LarkinNew York Court of Appeals · 1961

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

3Cited by5 opinions

  1. In re the Estate of KlosinskiNew York Surrogate's Court · 2002
  2. In re the Estate of O'BrienAppellate Division of the Supreme Court of the State of New York · 1996
  3. In re the Estate of WinstonNew York Surrogate's Court · 1995
  4. Bonet Cardona v. HolahanSupreme Court of Puerto Rico · 2011
  5. Bonet Cardona v. Judith HolahanSupreme Court of Puerto Rico · 2011

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