In re the Estate of Middlemark

250 A.D.2d 852, 672 N.Y.S.2d 792, 1998 N.Y. App. Div. LEXIS 6058

This text of 250 A.D.2d 852 (In re the Estate of Middlemark) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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In re the Estate of Middlemark, 250 A.D.2d 852, 672 N.Y.S.2d 792, 1998 N.Y. App. Div. LEXIS 6058 (N.Y. Ct. App. 1998).

Opinion

—In a proceeding pursuant to SCPA 1420 the appeal is from so much of an order of the Surrogate’s Court, Nassau County (Radigan, S.), dated April 11, 1997, as, upon reargument and renewal, adhered to its original determination which, inter alia, excluded certain trust proceeds from the decedent’s net probate estate.

Ordered that the order is affirmed insofar as appealed from, with costs payable by the appellant personally.

A review of the decedent’s will and the post-nuptial agreement executed by the deceased and the appellant establishes that the Surrogate properly excluded the proceeds of a certain trust fund from the decedent’s net estate. The appellant’s contention that the trust constituted a “testamentary substi[853]*853tute”, which should have been included in the decedent’s net estate, is without merit (cf., Matter of Katzenstein, 56 Misc 2d 16, affd 32 AD2d 611). Mangano, P. J., Thompson, Santucci and Altman, JJ., concur.

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Related

In re the Estate of Katzenstein
56 Misc. 2d 16 (New York Surrogate's Court, 1968)

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Bluebook (online)
250 A.D.2d 852, 672 N.Y.S.2d 792, 1998 N.Y. App. Div. LEXIS 6058, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-middlemark-nyappdiv-1998.