Legal Opinion

In re the Estate of Karlen

New York Surrogate's Court

Decided November 17, 1967Published

1Opinion of the Court

J. Maynard Jones, S.

In this proceeding for the judicial settlement of the executor’s account,,objections have been filed which raise the question of the manner of computing the principal of a trust provided for the widow. The testator’s gift to the trustee by article III of his will was ” such part of my estate as shall be equal to the intestate share distributable to my said wife as determined by the laws of the State of New York in force and effect at the time of my death ”.

By a subsequent provision (art. IX), testator directed, “ all estate, transfer, inheritance, succession, revenue and…

2Cases cited5 opinions

  1. In re the Estate of GoldsmithNew York Surrogate's Court · 1941
  2. In re the Estate of WolfNew York Court of Appeals · 1954
  3. In re the Accounting of ZockAppellate Division of the Supreme Court of the State of New York · 1952
  4. In re the Estate of EdwardsNew York Surrogate's Court · 1956
  5. In re the Accounting of MahoneyNew York Surrogate's Court · 1955

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