Legal Opinion

In re the Estate of Pelham

New York Surrogate's Court

Decided May 27, 1970PublishedCited by 6 opinions

1Opinion of the Court

Otto C. Jaeger, S.

In this trustee’s accounting proceeding the court is asked to construe the will to determine the persons to whom the trust remainder should be distributed.

The testator died in 1926 leaving a will dated June 27, 1922 which was duly admitted to probate. In paragraph 11 third ” of the will he created a trust consisting of one half of the residuary estate and directed the trustee ‘ ‘ to pay over to my son, Alphonzo Pelham, the net income during the term of his natural life and at his death to pay said trust fund to his lawful issue if any. And in the event of his dying without…

2Cases cited3 opinions

  1. In re the Construction of the Will of UpjohnNew York Court of Appeals · 1952
  2. In re the Estate of FishelNew York Surrogate's Court · 1938
  3. In re the Will of PowersNew York Surrogate's Court · 1960

3Cited by6 opinions

  1. In re the Estate of HendersonNew York Surrogate's Court · 1970
  2. Wells Fargo Bank v. Title Insurance & Trust Co.California Court of Appeal · 1971
  3. Wells Fargo Bank v. Regents of University of CaliforniaCalifornia Court of Appeal · 1993
  4. In re the Estate of LawrenceNew York Surrogate's Court · 1974
  5. In re the Estate of PettyNew York Surrogate's Court · 1974

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