Legal Opinion
In re Goetz
New York Surrogate's Court
Decided March 31, 2005PublishedCited by 8 opinions
1Opinion of the Court
OPINION OF THE COURT
Anthony A. Scarpino, Jr., S.
*201Stephen Goetz, the petitioner in this proceeding to set aside a limited power of appointment, now moves for summary judgment, contending that an attorney-in-fact may not use that authority to amend a trust created by another person and confer upon herself a limited power of appointment over the trust remainder. Sylvia Perle (respondent) is the successor executor of the estate of the late Robert Goetz and the executor of the estate of Verena Goetz. She opposes the petitioner’s motion, contending that both the creation and exercise of the power…
2Cases cited13 opinions
- Mercury Bay Boating Club Inc. v. San Diego Yacht ClubNew York Court of Appeals · 1990
- Leahy v. Old Colony Trust Co.Massachusetts Supreme Judicial Court · 1950
- Williams v. Springfield Marine BankAppellate Court of Illinois · 1985
- Culver v. Title Guarantee Trust Co.New York Court of Appeals · 1946
- Zaubler v. PiconeAppellate Division of the Supreme Court of the State of New York · 1984
8 more not listed; retrieve them via the Exa API.
3Cited by8 opinions
- Perosi v. LiGreciAppellate Division of the Supreme Court of the State of New York · 2012
- In re ChiaroNew York Supreme Court · 2010
- Perosi v. LiGreciNew York Supreme Court · 2011
- Gurfinkel v. JosiDistrict Court of Appeal of Florida · 2007
- In re StuartAppellate Division of the Supreme Court of the State of New York · 2013
3 more not listed; retrieve them via the Exa API.