Legal Opinion

In re the Estate of Shepard

New York Surrogate's Court

Decided March 20, 1930PublishedCited by 11 opinions

1Opinion of the Court

Wingate, S.

The single question here presented arises upon a petition for the intermediate judicial settlement of the account of the substituted trustee of certain trusts created by the will of Alexander W. Shepard, which was admitted to probate in this court on November 4, 1896.

The entire estate was devised and bequeathed upon certain specified trusts. The only portion of the account to which objection is made relates to expenditures made by the trustee for rental of a safe deposit box, aggregating $43.75, and for premiums on the trustee’s bond, amounting to $1,062.04. These expenditures…

2Cases cited19 opinions

  1. Furniss v. . CruikshankNew York Court of Appeals · 1921
  2. Spencer v. . SpencerNew York Court of Appeals · 1916
  3. In Re the Accounting of TracyNew York Court of Appeals · 1904
  4. Whitson v. . WhitsonNew York Court of Appeals · 1873
  5. Smith v. KeteltasAppellate Division of the Supreme Court of the State of New York · 1901

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

3Cited by11 opinions

  1. In re the Estate of BommerNew York Surrogate's Court · 1936
  2. In re the Estate of AyvazianNew York Surrogate's Court · 1934
  3. In re the Estate of EdgarNew York Surrogate's Court · 1935
  4. In re the Estate of PelcygerNew York Surrogate's Court · 1936
  5. In re the Estate of PerlmutterNew York Surrogate's Court · 1935

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

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