Legal Opinion
In re the Estate of Klauber
New York Surrogate's Court
Decided December 11, 1959PublishedCited by 2 opinions
1Opinion of the Court
Joseph A. Cox, S.
This is a proceeding brought pursuant to the provisions of section 124 of the Decedent Estate Law to recover Federal and New York estate taxes apportioned against life insurance proceeds now held by two insurance companies under certain settlement option agreements for the benefit of the decedent’s incompetent daughter. The decedent, prior to her death, was the beneficiary of certain insurance policies on the life of her husband who had predeceased her. The proceeds of these policies were held by the insurance companies under settlement options which, because of the…
2Cases cited4 opinions
- In Re the Accounting of Central Hanover Bank & Trust Co.New York Court of Appeals · 1937
- In re the Estate of ScottNew York Surrogate's Court · 1936
- In re the Judicial Settlement of the Account of Proceedings of Central Hanover Bank & Trust Co.Appellate Division of the Supreme Court of the State of New York · 1937
- In re the Accounting of DimondAppellate Division of the Supreme Court of the State of New York · 1954
3Cited by2 opinions
- In re the Estate of LipshieNew York Surrogate's Court · 1961
- In re the Estate of SheaNew York Surrogate's Court · 1970