Legal Opinion

In re the Estate of Barnum

New York Surrogate's Court

Decided April 10, 1967PublishedCited by 1 opinion

1Opinion of the CourtEdward S. Silver, J.

In this successor trustee’s final accounting proceeding, petitioner requests construction of testator’s will in order to determine who is entitled to receive the trust principal. The matter involves testator’s intention as to the meaning of the words “ child or children her surviving ”, referring to his daughter and life income beneficiary of the testamentary trust created as follows:

“ second. I give and bequeath to my son, W. Newton Barnum, Fifty (50) shares of the capital stock of the Frederick H. Levey Company, standing in my name on the books of said Company, in trust nevertheless for the…

2Cases cited9 opinions

  1. New York Life Insurance & Trust Co. v. WinthropNew York Court of Appeals · 1923
  2. In re the Will of HartNew York Surrogate's Court · 1945
  3. In re the Accounting of Security Trust Co.New York Surrogate's Court · 1947
  4. In re the Accounting of MulliganNew York Surrogate's Court · 1949
  5. In re the Estate of WhittemoreNew York Surrogate's Court · 1960

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3Cited by1 opinion

  1. In re the Estate of BarnumAppellate Division of the Supreme Court of the State of New York · 1968

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