Legal Opinion
In re the Estate of Owen
New York Surrogate's Court
Decided December 7, 1964PublishedCited by 6 opinions
1Opinion of the Court
S. Samuel Di Falco, S.
The will of the testatrix created a trust for the benefit of her son, Robert, the income of which is payable to him during his lifetime or until the fund becomes exhausted by distributions of principal as therein directed. The will directs that when Robert shall attain the age of 45 years, the trustee “shall transfer and distribute to him one-half (Yz) of the then principal of the portion so set apart in trust for his benefit.” On September 5, 1963, Robert attained that age. The share of the fund now distributable to him is claimed by (1) the receiver of all of the…
2Cases cited3 opinions
- Bergmann v. . LordNew York Court of Appeals · 1909
- Droege v. BaxterAppellate Division of the Supreme Court of the State of New York · 1902
- Droege v. . BaxterNew York Court of Appeals · 1902
3Cited by6 opinions
- Vanderbilt Credit Corp. v. Chase Manhattan Bank, N. A.Appellate Division of the Supreme Court of the State of New York · 1984
- In re the Estate of ChusidNew York Surrogate's Court · 1969
- Laborers Union Local 1298 v. Frank L. Lyon & Sons, Inc.New York Supreme Court · 1971
- In Re DolardDistrict Court, C.D. California · 1967
- In re the Estate of TalbottNew York Surrogate's Court · 1978
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