Legal Opinion

In re the Estate of Bernstein

New York Surrogate's Court

Decided August 1, 1977PublishedCited by 1 opinion

1Opinion of the Court

Millard L. Midonick, S.

In this accounting proceeding, the executors have moved to dismiss the objections of Rose Fraenkel, a legatee of $5,000 and an income beneficiary of a preresiduary trust of one million dollars under article sixth of the decedent’s will.

The primary objection relates to income payable out of the estate to the trust’s income beneficiaries, including the objectant, during the period from December 2, 1974, the date of decedent’s death, to April 2, 1976, the date of the complete funding of the trust principal. Schedule K of the accounting states that income was payable out of…

2Cases cited5 opinions

  1. Matter of Accounting of BensonNew York Court of Appeals · 1884
  2. In re the Construction of the Will of ShubertNew York Court of Appeals · 1962
  3. In re the Estate of BachNew York Surrogate's Court · 1975
  4. In re the Estate of PhillipsNew York Surrogate's Court · 1926
  5. In re the Estate of BachAppellate Division of the Supreme Court of the State of New York · 1976

3Cited by1 opinion

  1. In re the Estate of FreemanAppellate Division of the Supreme Court of the State of New York · 1993

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