Legal Opinion

In re the Estate of Jacobsen

New York Surrogate's Court

Decided March 11, 1969PublishedCited by 8 opinions

1Opinion of the Court

Samuel J. Silverman, S.

This is a proceeding by testator’s widow to determine the validity of her election under EPTL 5-1.1 to take her elective share of testator’s estate.

The will was executed in 1965. Accordingly, the substantive rights of the parties are governed by subdivision (a) of EPTL 5-1.1.

Although at least one provision of the will gives the widow a trust interest in the estate that, on its face, would appear to be sufficient to defeat her right of election, the widow contends that she is entitled to elect to take against the will because this is only an alternative provision which…

2Cases cited12 opinions

  1. In Re the Will of ClarkNew York Court of Appeals · 1937
  2. In re the Estate of BauerNew York Surrogate's Court · 1967
  3. In Re the Will of FilorNew York Court of Appeals · 1944
  4. In re the Will of FilorAppellate Division of the Supreme Court of the State of New York · 1943
  5. In re the Estate of RolandNew York Surrogate's Court · 1963

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

3Cited by8 opinions

  1. Estate of Posen v. CommissionerUnited States Tax Court · 1980
  2. Estate of Neugass v. CommissionerUnited States Tax Court · 1975
  3. In re the Estate of GoutmanovitchNew York Surrogate's Court · 1980
  4. In re the Estate of PlimackNew York Surrogate's Court · 1973
  5. Estate of Neugass v. CommissionerUnited States Tax Court · 1975

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

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