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MATTER OF CARPENTER (OWEN)

168679/D.

37 Misc.3d 782 (2012)

951 N.Y.S.2d 379

2012 NY Slip Op 22269

In the Matter of MARGARET O. CARPENTER et al., as Trustees of the Trust Created for the Benefit of MARGARET O. VAN RENSSELAER by Article Fifth of the Last Will and Testament OF KATHERINE J. OWEN, Deceased.

Surrogate's Court, Nassau County.

September 18, 2012.

Attorney(s) appearing for the Case

SNR Denton US LLP, New York City, for petitioners.

OPINION OF THE COURT

EDWARD W. McCARTY III, J.

In this uncontested miscellaneous proceeding for advice and direction, a petition has been filed by Margaret O. Carpenter and Stephen C. Owen, Jr., as trustees of the trust created for the benefit of Margaret O. Carpenter* by article fifth of the last will and testament of Katherine J. Owen. Petitioners seek a decree directing that the optional unitrust provision under EPTL 11-2...

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