Legal Opinion

In re the Estate of Lyons

New York Surrogate's Court

Decided May 8, 1958PublishedCited by 4 opinions

1Opinion of the Court

S. Samuel Di Falco, S.

After a hearing in this matter all objections to the intermediate account filed by the trustee were withdrawn except as to the following questions which were submitted to this court as matters of law:(1) Has the accounting trustee properly exercised his discretion in the allocation of all stock dividends to principal pursuant to paragraph Fifteenth of the decedent’s will?(2) Has the accounting trustee properly exercised his discretion in refusing to invade the principal of the trust as requested by his cotrustee, the life beneficiary of said trust?(3) Is the accounting…

2Cases cited11 opinions

  1. In Re the Accounting of the Manufacturers National Bank of TroyNew York Court of Appeals · 1936
  2. In Re the Accounting of First Trust & Deposit Co.New York Court of Appeals · 1939
  3. In re the Estate of GatehouseNew York Surrogate's Court · 1933
  4. In re the Construction of the Last Will & Testament of JohnsonNew York Surrogate's Court · 1924
  5. Fritz v. City Trust Co.Appellate Division of the Supreme Court of the State of New York · 1902

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

3Cited by4 opinions

  1. In re the Construction of the Will of RockwellNew York Surrogate's Court · 1960
  2. Siegel v. JP Morgan Chase BankDistrict Court of Appeal of Florida · 2011
  3. In re Matter the Estate of LyonsNew York Surrogate's Court · 1959
  4. In re the Estate of HarrisNew York Surrogate's Court · 1959

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API