Legal Opinion

In re the Estate of Chamberlin

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

Decided January 7, 2016Published

1Opinion of the Court

Lahtinen, J.P.

Appeal from an order of the Surrogate’s Court of Washington County (McKeighan, S.), entered March 6, 2015, which, in a proceeding pursuant to EPTL article 8, denied petitioners’ application to remove the investment restrictions of decedent’s will.

Leon C. Chamberlin (hereinafter decedent) died in 1999 and his will made bequests to, among many others, three churches — petitioners herein — in the amounts of about $217,000, $460,000 and $260,000. The will directed each petitioner to hold such funds in trust, invest only in insured bank accounts and government securities and use the…

2Cases cited4 opinions

  1. Episcopal Charities of Albany, Inc. v. Albany Medical Center—South Clinical CampusAppellate Division of the Supreme Court of the State of New York · 2006
  2. Board of Trustees of the Museum of the American Indian v. Board of Trustees of the Huntington Free Library & Reading RoomAppellate Division of the Supreme Court of the State of New York · 1994
  3. In re SiegelNew York Surrogate's Court · 1997
  4. In re the Trustees of the Estate & Property of the Diocesan ConventionNew York Surrogate's Court · 1984

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