Legal Opinion

In re the Estate of Marvin

New York Surrogate's Court

Decided September 3, 1929PublishedCited by 5 opinions

1Opinion of the Court

Foley, S.

This is an accounting by a trustee in which dispute has arisen over the apportionment of a stock dividend between the life tenant and remaindermen. The parties since the filing of the account have stipulated the facts.

The testatrix bequeathed one-third of her holdings in the stock of the Continental Fire Insurance Company of New York to the accounting trustee in trust for the benefit of the Rev. Andrew G. Wilson for fife, with remainder over to three nieces and her godchild. Mrs. Marvin died on June 6,1923. At that time the trust consisted of 570 shares of the Continental Fire…

2Cases cited12 opinions

  1. In Re the Accounting of OsborneNew York Court of Appeals · 1913
  2. Rockefeller v. United StatesSupreme Court of the United States · 1921
  3. Thayer v. . BurrNew York Court of Appeals · 1911
  4. In re the Judicial Settlement of the Account of LydonAppellate Division of the Supreme Court of the State of New York · 1923
  5. Equitable Life Assurance Society of United States v. Union Pacific RailroadNew York Court of Appeals · 1914

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

3Cited by5 opinions

  1. Bryant v. Commissioner of Internal RevenueCourt of Appeals for the Fourth Circuit · 1950
  2. Bryant v. CommissionerUnited States Tax Court · 1950
  3. In re the Estate of WanzerNew York Surrogate's Court · 1942
  4. In re the Estate of StillmanNew York Surrogate's Court · 1975
  5. Bryant v. CommissionerUnited States Tax Court · 1950

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