Legal Opinion

In re the Estate of Brown

New York Court of Appeals

Decided December 28, 1973PublishedCited by 8 opinions

1Opinion of the CourtJones, J.

We hold that the proscription of EPTL 10-5.3 renders unenforceable the agreement made by this decedent to exercise two general testamentary powers of appointment in favor of his son.

The decedent was the donee of two separate powers of appointment— one over the assets of a trust under his mother’s 1925 will, the other over the assets of an inter vivas trust he himself had created in 1927. Incident to the resolution of family dif- ■ ferences, in 1944 he agreed to exercise his powers in part in favor of his son, James, respondent herein, and at the same time executed a will making appointments…

2Cases cited3 opinions

  1. Farmers' Loan Trust Co. v. . MortimerNew York Court of Appeals · 1916
  2. Richardson v. RichardsonNew York Court of Appeals · 1948
  3. Worm v. United States Trust Co.New York Court of Appeals · 1949

3Cited by8 opinions

  1. Drake v. DrakeAppellate Division of the Supreme Court of the State of New York · 1982
  2. United States v. RitterCourt of Appeals for the Fourth Circuit · 1977
  3. In re the Estate of FrankAppellate Division of the Supreme Court of the State of New York · 1976
  4. In re the Estate of FriedmanNew York Surrogate's Court · 1989
  5. City of New York v. Uniformed Firefighters Ass'nAppellate Division of the Supreme Court of the State of New York · 1982

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