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MATTER OF WILLIAM M. KLINE REVOCABLE TRUST

196 Misc.2d 66 (2003)

763 N.Y.S.2d 721

In the Matter of the WILLIAM M. KLINE REVOCABLE TRUST Under Agreement Dated September 30, 1971.

Surrogate's Court, Fulton County.

May 5, 2003.

Attorney(s) appearing for the Case

Wood & Seward, Gloversville (Jeremiah Wood IV of counsel), for petitioner.

Eliot Spitzer, Attorney General, Albany (Donald P. Segal of counsel), for charitable remainder interests.

OPINION OF THE COURT

RICHARD C. GIARDINO, S.

This matter comes before the court on the petition of the successor trustee, who was appointed to that office by order of this court dated July 18, 2002. The petition is captioned in the form of a request to determine the validity of competing claims to trust benefits, pursuant to SCPA 1809. However, the relief sought in the petition also invokes SCPA 2107 (2) (Advice...

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