In re the Estate of Carlson
Opinion of the Court
The decedent intended that his son should be the beneficiary of the trust fund which he established in the 7th paragraph of his will. One of two conditions arose upon the death of the decedent; either the entire trust fund Vested in the son, subject to the right of the trustee to expend the same for the son’s benefit, as directed in the will, or the decedent died intestate as to the possible remainder, which would result under the circumstances which have arisen, namely, the death of the son after his father. In either case the son’s estate would be the beneficiary. If it vested in the son, this is clear. If the decedent died intestate, then, as the son survived his father, he was the latter’s next of kin (Surrogate’s Court Act, § 314), the right to a possible remainder was distributable to him (Clark v. Cammann, 160 N. Y. 315, 329; Doane v. Mercantile Trust Co., Id. 494; Velders v. Gaines, 112 Misc. 226; Sweet v. Geisenhainer, 3 Bradf. Sur. 114), and the deceased son’s administrator is entitled to receive the same. The decree should so provide.
Payment of the claim of the executor should not be directed in the decree, because the same has not been “ proved to and allowed by the surrogate,” as required by law. (Surrogate’s Court Act, § 212; Matter of Marcellus, 165 N. Y. 70, 75; Kyle v. Kyle, 67 id. 400; Shakespeare v. Markham, 72 id. 400; Wood v. Busco,
Serve notice of hearing upon all parties who have appeared and file with proof of service.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.