Legal Opinion
In re Siegel
New York Surrogate's Court
Decided October 15, 1997PublishedCited by 5 opinions
1Opinion of the Court
*699OPINION OF THE COURT
Eve Preminger, S.
This uncontested application to split a trust (EPTL 7-1.13) is coupled with a request to relax investment restrictions set forth in the trust agreement with respect to one of the split-off trusts.
In 1977, Harvey R. Siegel created an inter vivos trust funded with insurance on his life. Mr. Siegel died in 1982, survived by his wife, Phyllis, and his two daughters, Susan and Linda.
Under the agreement, a trust was established for the life benefit of Phyllis. Upon her death, the remainder is distributable to Susan and Linda, in equal shares. If either daughter…
2Cases cited5 opinions
- In re AlbertNew York Supreme Court · 1981
- In re New York Trust Co.New York Supreme Court · 1958
- In re the Estate of PaceNew York Surrogate's Court · 1977
- In re the Accounting of Bankers Trust Co.New York Surrogate's Court · 1951
- In re the Trustees of the Estate & Property of the Diocesan ConventionNew York Surrogate's Court · 1984
3Cited by5 opinions
- In re the Estate of SmathersNew York Surrogate's Court · 2008
- In re the Estate of AberlinAppellate Division of the Supreme Court of the State of New York · 1999
- In re the Estate of ChamberlinAppellate Division of the Supreme Court of the State of New York · 2016
- In re the Estate of ChamberlinAppellate Division of the Supreme Court of the State of New York · 2016
- Matter of ChamberlainAppellate Division of the Supreme Court of the State of New York · 2016