Legal Opinion
In re the Estates of Davis
New York Surrogate's Court
Decided October 17, 1967PublishedCited by 3 opinions
1Opinion of the Court
Samuel J. Silverman, S.
These are objections to a series of accountings of the trustees of trusts under the wills of Florence H. Davis and Benjamin B. Davis. There is a related inter vivos trust created by Florence H. Davis. Charlotte Lawrence, daughter of Florence Davis and Benjamin Davis, is the income beneficiary under all three trusts and the objecting party. Certain common issues underlie various categories of objections and the court will rule on those in this decision.
I. DEPRECIATION
Until 1963 essentially the sole asset of the Florence Davis testamentary trust was stock in 250 Hudson…
2Cases cited12 opinions
- In Re the Accounting of First Trust & Deposit Co.New York Court of Appeals · 1939
- Bourne v. BourneNew York Court of Appeals · 1925
- In re the Judicial Settlement of the Account of SchaeferAppellate Division of the Supreme Court of the State of New York · 1917
- In Re the Accounting of SchaeferNew York Court of Appeals · 1917
- In re the Estate of AdlerNew York Surrogate's Court · 1937
7 more not listed; retrieve them via the Exa API.
3Cited by3 opinions
- Community Service Society v. New York Community TrustAppellate Division of the Supreme Court of the State of New York · 2000
- In re the Accounting of HouckAppellate Division of the Supreme Court of the State of New York · 1982
- In re the Estate of HollowayNew York Surrogate's Court · 1971