Legal Opinion
In re the Judicial Settlement of the Account of HSBC Bank USA
New York Surrogate's Court
Decided September 25, 2012PublishedCited by 3 opinions
1Opinion of the Court
*876OPINION OF THE COURT
Barbara Howe, J.
This is a proceeding for judicial settlement of the final account of HSBC Bank USA (hereafter, HSBC), as corporate trustee of the testamentary trust of James S. Ely (hereafter, Ely). The testamentary trust was established by Ely in his last will and testament dated September 28, 1959, for the benefit of his son, James S. Ely, Jr. (hereafter, James, Jr.). The will named decedent’s brother, Franklin J. Ely (hereafter, Franklin), as co-trustee with the Marine Trust Company of Western New York, the predecessor to HSBC. This account covers the period from the…
2Cases cited6 opinions
- In Re the Estate of JanesNew York Court of Appeals · 1997
- In re the Accounting of the Bank of New YorkNew York Court of Appeals · 1974
- In re the Estate of SchnareAppellate Division of the Supreme Court of the State of New York · 1993
- In re Trust Created by HydeAppellate Division of the Supreme Court of the State of New York · 2007
- In re CampioneAppellate Division of the Supreme Court of the State of New York · 2009
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3Cited by3 opinions
- HSBC BANK USA, MTR. OFAppellate Division of the Supreme Court of the State of New York · 2013
- In re the Judicial Settlement of the Account of HSBC Bank USAAppellate Division of the Supreme Court of the State of New York · 2013
- In re the Judicial Settlement of the Account of HSBC Bank USAAppellate Division of the Supreme Court of the State of New York · 2013