Legal Opinion

In re the Estate of Otis

New York Surrogate's Court

Decided March 11, 1936PublishedCited by 7 opinions

1Opinion of the Court

Foley, S.

In this proceeding for the judicial settlement of its account, the trustee, the Bankers Trust Company, seeks instructions with respect to the administration of the trusts created by the will, and, specifically, with respect to the relative rights and interests of the life beneficiaries and the remaindermen of the trusts in property or its proceeds acquired by the trustee through the salvaging of defaulted mortgage investments.

The testator bequeathed his residuary estate to his trustee, to divide the same in two equal parts, to hold one of such parts in trust for his son, Harrison G.…

2Cases cited8 opinions

  1. In Re the Will of ChapalNew York Court of Appeals · 1936
  2. In Re the Accounting of Brooklyn Trust Co.New York Court of Appeals · 1932
  3. Meldon v. DevlinAppellate Division of the Supreme Court of the State of New York · 1898
  4. Meldon v. . DevlinNew York Court of Appeals · 1901
  5. In re the Judicial Settlement of the Account of Proceedings of MarshallNew York Surrogate's Court · 1904

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

3Cited by7 opinions

  1. Nirdlinger's Estate (No. 2)Supreme Court of Pennsylvania · 1937
  2. In Re the Accounting of Bankers Trust Company, as Trustee Under the Will of OtisNew York Court of Appeals · 1937
  3. Johnston v. CommissionerUnited States Tax Court · 1942
  4. In re the Estate of LanderNew York Surrogate's Court · 1937
  5. In re the Estate of BrainerdNew York Surrogate's Court · 1938

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

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API