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Matter of Morgan Guaranty Tr. Co. of New York

Appellate Division of the Supreme Court of New York, First Department
Oct 19, 1965
24 A.D.2d 744 (N.Y. App. Div. 1965)

Opinion

October 19, 1965


Order, entered on May 20, 1965, appointing a Referee, unanimously reversed, on the law and on the facts, and the matter ordered to proceed in accordance with the conclusion hereinafter set forth, with $30 costs and disbursements to all parties filing briefs, payable out of the fund. Matter of Bauer ( 14 N.Y.2d 272) and Matter of Pratt ( 5 A.D.2d 501, affd. 8 N.Y.2d 855) make clear that the validity of the exercise of the power of appointment is governed by New York law, notwithstanding that the settlor may have died a foreign domiciliary. Accordingly a reference to determine domicile serves no purpose. Nor is a reference needed to ascertain whether the settlor created a reversionary interest in herself, for "the solution of the problem presented is dependent upon the intention of the settlor as expressed in the trust agreement" ( Richardson v. Richardson, 298 N.Y. 135, 138). Examination of the instant trust agreement persuades us that no reversion was reserved by the settlor, and accordingly it is concluded that the exercise of the power of appointment violated the rule against perpetuities and was therefore invalid. Settle order on notice.

Concur — Botein, P.J., Breitel, McNally, Eager and Steuer, JJ.


Summaries of

Matter of Morgan Guaranty Tr. Co. of New York

Appellate Division of the Supreme Court of New York, First Department
Oct 19, 1965
24 A.D.2d 744 (N.Y. App. Div. 1965)
Case details for

Matter of Morgan Guaranty Tr. Co. of New York

Case Details

Full title:In the Matter of the Accounting of MORGAN GUARANTY TRUST COMPANY OF NEW…

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

Date published: Oct 19, 1965

Citations

24 A.D.2d 744 (N.Y. App. Div. 1965)