In re the Estate of Cetta
Opinion of the Court
Appeal from an order of the Surrogate’s Court of Ulster County (Czajka, S.), entered April 25, 2001, which denied petitioner’s motion to compel respondent to make trust income and principal distributions to her in one lump sum annually.
Pursuant to the terms of a testamentary trust established by her late husband, Pasquale A. Cetta (hereinafter decedent), petitioner is to receive all of the trust income during her lifetime, as well as 10% of the trust principal “in each calendar year beginning with the calendar year of [decedent’s] death.”
The trust itself is silent concerning the manner or timing of income and principal payments to petitioner by the trustee. Petitioner argues that if decedent had intended for her to receive monthly and quarterly distributions, he would have
Cardona, P.J., Mercure, Peters and Spain, JJ., concur. Ordered that the order is affirmed, with costs.
. If the income payable to petitioner in any given calendar year is less than $200,000, the difference is to be paid from the trust principal.
. The trustee intends to distribute income to petitioner on a monthly basis in the amount of $16,666.67 and to make quarterly distributions of the principal.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.