MTR DAVID WOLFENSON TRUST

2016-3178/A & /B.

57 Misc.3d 362 (2017)

2017 NY Slip Op 27239

56 N.Y.S.3d 848

In the Matter of the DAVID WOLFENSON 1999 TRUST, Also Known as the DAVID WOLFENSON LIVING TRUST, under an Agreement Dated December 14, 1999, as Amended.

Surrogate's Court, Erie County.

Decided July 17, 2017.


Attorney(s) appearing for the Case

Phillips Lytle LLP ( Sharon L. Wick of counsel) for Zoe Payne and others, respondents.

Hodgson Russ, LLP ( Britta L. McKenna and Nathan W G. Berti of counsel) for Fidelity Personal Trust Company, FSB, petitioner.

Roger B. Simon , guardian ad litem.


OPINION OF THE COURT

David Wolfenson died on November 2, 2005. David was the grantor of a trust, dated December 14, 1999, which was amended by him on June 29, 2001 (the first amendment to the David Wolfenson Living Trust), and which he amended again on July 1, 2002 (the second amendment to the David Wolfenson Living Trust...

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