Legal Opinion

In re the Estate of Rockefeller

New York Surrogate's Court

Decided December 19, 2003Published

1Opinion of the Court

OPINION OF THE COURT

Renee R. Roth, S.

The trustees of the trust established under the will of William Rockefeller ask the court to allow the corporate trustee, the Chase Manhattan Bank (now known as JP Morgan Chase Bank), to resign in favor of its affiliate, JP Morgan Trust Company of Delaware, and to change the situs of the trust to the State of Delaware. By order dated May 15, 2002, the request for the change of corporate trustee was granted. The sole issue remaining is whether under the circumstances presented changing the situs of the trust is also warranted.

Testator died on June 24, 1922,…

2Cases cited8 opinions

  1. In re the Accounting of New York Trust Co.New York Supreme Court · 1949
  2. In re the Final Accounting of Chemical Corn Exchange BankNew York Supreme Court · 1958
  3. In re the Accounting of WeilNew York Supreme Court · 1957
  4. In re the Second Intermediate Accounting of WeinbergerAppellate Division of the Supreme Court of the State of New York · 1964
  5. In re the Estate of TurrentineNew York Surrogate's Court · 1975

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