Legal Opinion

In re Stern

New York Surrogate's Court

Decided May 21, 1962PublishedCited by 3 opinions

1Opinion of the Court

John D. Bennett, S.

This is a proceeding to construe the provisions for principal invasion of a testamentary trust for the benefit of the widow who is an adjudicated incompetent.

The provisions of the trust are:

‘ ‘ fourth : If my wife, kitty stern, survives me, I give and bequeath all the rest, residue and remainder of my estate, of every kind and nature, and wheresoever situated, to my Trustees, hereinafter named, in trust, to hold, invest and reinvest the principal thereof, and to pay or apply the net income thereof, in as nearly equal monthly installments as may be possible, to or for the…

2Cases cited7 opinions

  1. In Re the Accounting of the Manufacturers National Bank of TroyNew York Court of Appeals · 1936
  2. Holden v. . StrongNew York Court of Appeals · 1889
  3. Rezzemini v. . BrooksNew York Court of Appeals · 1923
  4. In Re the Accounting of First Trust & Deposit Co.New York Court of Appeals · 1939
  5. In re the Estate of PasterNew York Surrogate's Court · 1960

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

3Cited by3 opinions

  1. In re the Estate of GrubelNew York Surrogate's Court · 1962
  2. In re JohnsonNew York Surrogate's Court · 1965
  3. In re the Estates of DavisNew York Surrogate's Court · 1967

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