TOMPKINS BANK (HURLBUT)

File No. 2013-663/O& /P.

79 Misc.3d 708 (2023)

188 N.Y.S.3d 876

2023 NY Slip Op 23114

In the Matter of TOMPKINS COMMUNITY BANK, Formerly Known as TOMPKINS TRUST COMPANY, as Successor Trustee to the Marital Trust for the Benefit of Barbara Hurlbut under the Last Will and Testament of ROBERT H. HURLBUT, Deceased.

Surrogate's Court, Monroe County.

Decided April 16, 2023.


Attorney(s) appearing for the Case

Bond, Schoeneck & King, PLLC ( Edward C. Radin , Brian Laudadio and Kathleen H. McGraw of counsel) for Tompkins Community Bank, formerly known as Tompkins Trust Company, petitioner and successor trustee.

Pullano & Farrow PLLC ( Christian Valentino of counsel) for Robert W. Hurlbut, respondent and objectant.

Harris Beach PLLC ( Kelly S. Foss and Kyle D. Gooch of counsel) for Christine Owen, respondent and objectant.


OPINION OF THE COURT

Background

Robert H. Hurlbut passed away on March 4, 2013, survived by his spouse, Barbara Hurlbut, and two adult children, Robert W. Hurlbut and Christine Owen. Article V of the decedent's probated will created a marital trust for the benefit of Barbara and letters of trusteeship...

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