Legal Opinion

In re the Estate of Bogart

New York Surrogate's Court

Decided February 10, 1970PublishedCited by 12 opinions

1Opinion of the Court

Nathan R. Sobel, S.

This construction proceeding raises what has become the most frequently recurring issue in the law of future estates: whether a remainderman whose right to possession is postponed to let in an intervening life estate must survive the life beneficiary in order to take the principal of the fund.

A recent decision of this court dealt with a named remainder-man (Matter of Young, 62 Misc 2d 86). In this case the gift of the remainder is to a class.

Unhappily, testators (or their draftsmen) do not make their intention clear. The primary fault is the failure to express whether a…

2Cases cited22 opinions

  1. In Re the Accounting of CraneNew York Court of Appeals · 1900
  2. Connelly v. . O'BrienNew York Court of Appeals · 1901
  3. Fulton Trust Co. v. . PhillipsNew York Court of Appeals · 1916
  4. In Re the Accounting of TamargoNew York Court of Appeals · 1917
  5. In re the Accounting of KroossNew York Court of Appeals · 1951

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

3Cited by12 opinions

  1. In re the Estate of SeidmanNew York Surrogate's Court · 1976
  2. In re the Estate of BrahaneyNew York Surrogate's Court · 1982
  3. In re the Estate of CollinsNew York Surrogate's Court · 1982
  4. In re the Estate of TillyNew York Surrogate's Court · 1976
  5. In re the Estate of AkinsNew York Surrogate's Court · 1976

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

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