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Matter of Gross

Court of Appeals of the State of New York
Feb 19, 1981
420 N.E.2d 91 (N.Y. 1981)

Opinion

Argued January 12, 1981

Decided February 19, 1981

Appeal from the Appellate Division of the Supreme Court in the First Judicial Department, BERTRAM R. GELFAND, S.

Robert Abrams, Attorney-General (Marie A. Beary, Shirley Adelson Siegel and Thomas P. Dorsey of counsel), for appellants.

John B. Fitzpatrick for Barbara E. Glass, respondent.

Benedict Ginsberg, pro se, and Philip A. Mittleman for Benedict Ginsberg, guardian ad litem, respondent.


MEMORANDUM.

The order of the Appellate Division should be affirmed, with costs.

It cannot be said that the trustee was required to invade the corpus of the trust to reimburse the Department of Mental Hygiene for costs incurred in caring for the life beneficiary. Both courts below found that testator's intent, as expressed in the codicil establishing the trust in its current form, was that the corpus be invaded only for health-related emergencies and that routine expenses for care be paid out of the income. This was amply supported by the record. The trustee did not abuse her discretion as a matter of law.

Chief Judge COOKE and Judges JASEN, GABRIELLI, JONES, WACHTLER, FUCHSBERG and MEYER concur.

Order affirmed, with costs, in a memorandum.


Summaries of

Matter of Gross

Court of Appeals of the State of New York
Feb 19, 1981
420 N.E.2d 91 (N.Y. 1981)
Case details for

Matter of Gross

Case Details

Full title:In the Matter of EMILY GROSS, as Trustee under the Last Will of MARTIN…

Court:Court of Appeals of the State of New York

Date published: Feb 19, 1981

Citations

420 N.E.2d 91 (N.Y. 1981)
420 N.E.2d 91
438 N.Y.S.2d 293

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