Legal Opinion

In re the Estate of Wagner

Appellate Division of the Supreme Court of the State of New York

Decided August 8, 2014No. Appeal No. 2Published

1Opinion of the Court

Appeal from a decree of the Surrogate’s Court, Monroe County (Edmund A. Calvaruso, S.), entered September 3, 2013. The decree granted the petition to terminate a testamentary trust and ordered that the remaining balance of the trust be delivered to Sally Baumann.

It is hereby ordered that the decree so appealed from is modified on the law by vacating the third decretal paragraph and as modified the decree is affirmed without costs, and the matter is remitted to Surrogate’s Court, Monroe County, for further proceedings in accordance with the following memorandum:

Petitioner and trustee…

2Cases cited4 opinions

  1. In re the Accounting of United States Trust Co.New York Court of Appeals · 1957
  2. In re the Estate of SymondsAppellate Division of the Supreme Court of the State of New York · 1981
  3. In re the Accounting by KalkmanAppellate Division of the Supreme Court of the State of New York · 2010
  4. In re the Estate of SawyerAppellate Division of the Supreme Court of the State of New York · 2004

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