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Description Date Docket #

Liftin v. US

United States Federal Circuit
Probate, Trusts & Estates, Tax Law
The decision of the United States Court of Federal Claims that upheld a penalty assessed by the Internal Revenue Service because the executor filed...
06/10/2014 13-5103

Estate of Thouron v. US

United States Third Circuit
Probate, Trusts & Estates, Tax Law
Summary judgment in favor of the government in an action in which plaintiff alleged that the Internal Revenue Service improperly failed to refund the...
05/13/2014 13-1603

Estate of Sobol

California Court of Appeal
Elder Law, Probate, Trusts & Estates
The probate court's orders appointing co-executors and denying objectors' competing petition are affirmed, where the objectors lack standing to...
04/21/2014 B250306

Anderson v. Architectural Glass Construction, Inc.

United States Fourth Circuit
Bankruptcy Law, Probate, Trusts & Estates, Property Law & Real Estate
In an appeal by debtor challenging the bankruptcy court's finding constructively fraudulent her real estate transfer to a company owned by her...
04/17/2014 12-2465

Kalenian v. Insen

California Court of Appeal
Probate, Trusts & Estates
In an action to replace defendant trustee and determine the trust's construction, filed pursuant to Probate Code section 17200, denial of plaintiffs'...
04/14/2014 B248228

In the Matter of H. Kenneth Ranftle

Court of Appeals of New York
Probate, Trusts & Estates
The certified question is not answered upon the ground that it is unnecessary, where the affirmed findings of fact regarding decedent's change of...
03/27/2014 122 SSM 3

Estate of Saunders v. Commissioner of Internal Revenue

United States Ninth Circuit
Probate, Trusts & Estates, Tax Law
The tax court's decision disallowing plaintiff-estate's $30 million deduction for a lawsuit that was disputed at the date of the decedent's death, is...
03/12/2014 12-70323

McArthur v. McArthur

California Court of Appeal
Dispute Resolution & Arbitration, Elder Law, Probate, Trusts & Estates
In an action between two beneficiaries of a trust, in which plaintiff alleges financial elder abuse and claims that a 2011 amendment favoring...
03/11/2014 A137133

Conservatorship of John D.

California Court of Appeal
Civil Procedure, Civil Rights, Constitutional Law, Health Law, Probate, Trusts & Estates
Judgment appointing a Lanterman-Petris-Short (LPS) Act conservator of the conservatee is: 1) reversed in part, where the trial court erred in ordering...
03/04/2014 C067500

Yesson v. S.F. Municipal Transportation Agency

California Court of Appeal
Probate, Trusts & Estates, Property Law & Real Estate, Transportation
The trial court's order denying plaintiff's petition for an order determining that she, as the trustee of her father's trust, had the right to sell...
02/26/2014 A136257

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