Legal Opinion

In re the Estate of Dickerman

New York Surrogate's Court

Decided August 12, 1965Published

1Opinion of the Court

Harry G. Herman, S.

In this trustee’s accounting the court is asked to approve the allocation between principal and income of certain stock distributions which have been apportioned in purported compliance with the rule in Matter of Osborne (209 N. Y. 450).

The decedent died on April 5, 1923. By a decree of this court dated April 30, 1923, a will dated June 9, 1920, a codicil dated January 31, 1922, and a codicil dated December 11, 1922, were admitted to probate.

The trust terminated on the death of the widow of the testator on February 18, 1963, and the remainder became payable to the then…

2Cases cited4 opinions

  1. In Re the Accounting of OsborneNew York Court of Appeals · 1913
  2. In re the Will of LissbergerNew York Surrogate's Court · 1947
  3. In re the Estate of McMurtryNew York Surrogate's Court · 1962
  4. In re the Estate of DodgeNew York Surrogate's Court · 1962

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