An irrevocable trust established by Theresa Weigel (hereinafter decedent) on January 13, 1992 was to be funded by, among other assets, 4,753.533 shares of Guardian Mutual Fund (hereinafter the mutual fund shares). By letter dated August 26, 1992, decedent's son, a trustee of the trust, instructed the managers of the mutual fund to transfer the mutual fund shares to the irrevocable trust. For reasons that are unclear,
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MATTER OF ESTATE OF WEIGEL v. COMM'R OF THE NEW YORK STATE DEP'T OF SOC SERVS.
243 A.D.2d 1050 (1997)
663 N.Y.S.2d 440
In the Matter of The Estate of Theresa Weigel, Petitioner, v. Commissioner of the New York State Department of Social Services, Respondent
Appellate Division of the Supreme Court of the State of New York, Third Department.https://leagle.com/images/logo.png
October 30, 1997
October 30, 1997
Appellate Division of the Supreme Court of the State of New York, Third Department.
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