Legal Opinion

In re the Trust Made by Mary XX.

Appellate Division of the Supreme Court of the State of New York

Decided June 12, 2008PublishedCited by 1 opinion

1Opinion of the CourtSpain, J.

Appeal from that part of an order of the Supreme Court (Teresi, J.), entered May 23, 2007 in Albany County, which denied respondent Linda KK.’s objections to the account of the trust made by Mary XX.

Petitioner, Key Bank National Association, commenced the instant proceeding requesting judicial settlement of its accounting of the 1989 Mary XX. revocable inter vivos trust, as amended (hereinafter the trust). Petitioner is the sole successor trustee of the trust as well as the attorney-in-fact for Mary XX., who was determined to be an incapacitated person by order of Supreme Court in 2000 (see…

2Cases cited3 opinions

  1. Sengstack v. SengstackNew York Court of Appeals · 1958
  2. In re a Trust Created by MalaskyAppellate Division of the Supreme Court of the State of New York · 2002
  3. In re the Trust Made by Mary XX.Appellate Division of the Supreme Court of the State of New York · 2006

3Cited by1 opinion

  1. Matter of WassersteinAppellate Division of the Supreme Court of the State of New York · 2024

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