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§ 207. Lifetime trusts; jurisdiction and venue
1. The surrogate's court of any county has jurisdiction over the
estate of any lifetime trust which has assets in the state, or of which
the grantor was a domiciliary of the state at the time of the
commencement of a proceeding concerning the trust, or of which a trustee
then acting resides in the state or, if other than a natural person, has
its principal office in the state. The proper venue for proceedings
relating to such lifetime trusts is the county where (a) assets of the
trust estate are located, or (b) the grantor was domiciled at the time
of the commencement of a proceeding concerning the trust, or (c) a
trustee then acting resides, or, if other than a natural person, has its
principal office.
2. Where venue may lie in more than one county under the provisions of
subdivision one, the court where a proceeding is first commenced with
proper venue shall retain jurisdiction, and matters relating to the
estate of the lifetime trust pending in the surrogate's courts of other
counties shall be transferred to it.
3. A surrogate shall transfer any proceeding to the surrogate's court
of the proper county either on his own motion or on the motion of any
party.
Jan 28, 2021
Closed
Ontario County
Ontario County, NY
Jan 29, 2020
Closed
Nassau County Supreme Court
Nassau County, NY
Special Proceedings - CPLR Article 75
Arbitration
General Arbitration
Dec 04, 2019
Appealed
Monroe County Supreme Court
Monroe County, NY
Special Proceedings - CPLR Article 78
Administrative
Agency Action
Jun 27, 2014
Judgment on Appeal
Onondaga County Supreme Court
Onondaga County, NY
Article 75 proceedings
Arbitration
General Arbitration
FILED: NASSAU COUNTY CLERK 04/25/2018 03:04 PM INDEX NO. 604185/2018 NYSCEF DOC. NO. 12 RECEIVED NYSCEF: 04/25/2018 FILED: NASSAU COUNTY CLERK 04/25/2018 03:04 PM INDEX NO. 604185/2018 NYSCEF DOC. NO. 12 …
FILED: NASSAU COUNTY CLERK 01/29/2020 03:44 PM INDEX NO. 601492/2020 NYSCEF DOC. NO. 5 RECEIVED NYSCEF: 01/29/2020 EXHIBIT 3 FILED: NASSAU COUNTY CLERK 01/29/2020 03:44 PM INDEX NO. 601492/2020 NYSCEF DOC. NO. 5 …
Nassau County, NY
Jan 29, 2020
Special Proceedings - CPLR Article 75
FILED: ONTARIO COUNTY CLERK 01/28/2021 01:18 PM INDEX NO. 128679-2021 NYSCEF DOC. NO. 9 RECEIVED NYSCEF: 01/28/2021 202101280303 Index # : 128679-2021 202101280303 …
INDEX NO. 033032/2017 NYSCEF DOC. NO. 11 RECEIVED NYSCEF 09/21/2017 SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF __ WESTCHESTER STATEMENT OF AUTHORIZATION FOR ELECTRONIC FILING …
Rockland County, NY
Sep 21, 2017
Special Proceedings - Other (GML Section 207-c(6))
" "n° KEANEMBEANEac. te a n s 0601 …
Rockland County, NY
Oct 04, 2018
Special Proceedings - Other (GML Section 207-c(6))
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