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Wills, Trusts & Estates Keyed to Sterk
Trust of Gurney
Citation:
59 N.Y.S.3d 587 (2017)Facts
Petitioner became the successor trustee of a revocable living trust created by Margaret E. Gurney, which directed that, upon Gurney’s death, the trust assets be used for debts and gifts to various individuals and organizations, followed by distributions to three institutions. One of these institutions, St. Mary’s Roman Catholic School, was designated to receive 20% of the residuary trust corpus. However, after Gurney’s death in 2015, petitioner discovered that the school had closed in 2011 and its grounds had been sold. Consequently, petitioner filed a petition seeking permission to equally distribute the school’s share between the other two institutions listed in the trust.
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11m 20s