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In re Quis

Appellate Division of the Supreme Court of New York, Second Department
Jun 25, 2002
295 A.D.2d 617 (N.Y. App. Div. 2002)

Opinion

2001-04809

Argued April 19, 2002.

June 25, 2002.

In a proceeding, inter alia, to declare premature the removal of the petitioner Michael R. Quis as a trustee of the Lee B. Ledford Living Trust, the appeal is from so much of a judgment of the Supreme Court, Putnam County (Hickman, J.), dated May 15, 2001, as declared the removal of Quis premature.

Daniel C. Mooney, PC, Mattituck, N.Y., for appellant.

Martin J. King, Mount Kisco, N.Y., for respondents.

Eliot Spitzer, Attorney-General, New York, N.Y. (William Josephson, Paula Gellman, and Robert R. Molic of counsel), for ultimate charitable beneficiaries.

SANDRA J. FEUERSTEIN, J.P., CORNELIUS J. O'BRIEN, THOMAS A. ADAMS, BARRY A. COZIER, JJ.


ORDERED that the judgment is affirmed insofar as appealed from, with one bill of costs to the respondents.

A Living Trust created by Lee B. Ledford appointed several trustees upon Ledford's death, including Frank G. Bolden and Michael R. Quis. Bolden was also one of two beneficiaries to receive previously undistributed trust shares, the other being a charitable foundation. Following Ledford's death, Bolden sought to discharge Quis under a provision of the Trust which allowed "a majority of the beneficiaries" to discharge any trustee. Bolden claimed that he was the sole income beneficiary of the Living Trust, as the bequest to the charitable foundation took the form of a separate trust.

In construing a decedent's intention, words are to be given their ordinary and natural meaning (see Matter of Beiley, 91 N.Y.2d 520; Matter of Gustafson, 74 N.Y.2d 448; cf. Matter of Harms, 171 A.D.2d 868, 869, citing Matter of Fabbri, 2 N.Y.2d 236). There is no merit to Bolden's claim that the plain meaning of the phrase "majority of the beneficiaries" may be construed to empower him to act alone in discharging Quis as a Trustee (see Matter of Torricini, 249 A.D.2d 401, 402) before the distribution of the assets of the Trust.

FEUERSTEIN, J.P., O'BRIEN, ADAMS and COZIER, JJ., concur.


Summaries of

In re Quis

Appellate Division of the Supreme Court of New York, Second Department
Jun 25, 2002
295 A.D.2d 617 (N.Y. App. Div. 2002)
Case details for

In re Quis

Case Details

Full title:IN THE MATTER OF MICHAEL R. QUIS, et al., respondents; FRANK BOLDEN…

Court:Appellate Division of the Supreme Court of New York, Second Department

Date published: Jun 25, 2002

Citations

295 A.D.2d 617 (N.Y. App. Div. 2002)
744 N.Y.S.2d 700