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Description Date Docket #

Estate of Moss

California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
In a postprobate contest to a will, the trial court's order sustaining the executor's demurrer without leave to amend is reversed, where:1) the trial...
03/20/2012 D058547

Garcia Monagas v. Garcia-Ramirez de Arellano

United States First Circuit
Civil Procedure, Probate, Trusts & Estates, Property Law & Real Estate
In litigation involving an intra-family dispute over inherited property in Puerto Rico, the district court's dismissal on res judicata grounds is...
03/16/2012 09-1460

Mirvish v. Mott

Court of Appeals of New York
Probate, Trusts & Estates
In a dispute over the ownership of a sculpture in which the executor of the owner's estate and a purchaser from a person who claimed to have been...
02/16/2012 5

Marshall Naify Revocable Trust v. US

United States Ninth Circuit
Probate, Trusts & Estates, Tax Law
In a suit by a successor in interest to the estate of a deceased California resident, alleging that it was due a refund for federal estate taxes, the...
02/15/2012 10-17358

Christie v. Kimball

California Court of Appeal
Probate, Trusts & Estates
On appeal of an order of the probate court requiring a trustee to file an accounting to document trust assets, the order is affirmed, where: 1) the...
01/26/2012 B230286

Payne v. Lampe

United States Third Circuit
Bankruptcy Law, Corporation & Enterprise Law, Probate, Trusts & Estates, Remedies
In an appeal from an order of the district court affirming the Bankruptcy Court's order dismissing an action against the former custodian for the...
12/30/2011 11-1819

Portico Management Group, LLC v. Harrison

California Court of Appeal
Attorney's Fees, Civil Procedure, Contracts, Dispute Resolution & Arbitration, Probate, Trusts & Estates, Remedies
In an appeal from a judgment of the trial court denying plaintiff's motion to enforce an arbitration award against a trust and awarding successor...
12/28/2011 C062060

In re Xavier R.

California Court of Appeal
Family Law, Juvenile Law, Probate, Trusts & Estates
In an appeal from a judgment of the juvenile court terminating paternal grandmother's guardianship, judgment is affirmed because: 1) the court had the...
12/16/2011 F062682

Patrick v. Alacer Corp.

California Court of Appeal
Corporation & Enterprise Law, Family Law, Probate, Trusts & Estates, Remedies
In an appeal from a judgment of the trial court finding that certain stock held in trust by plaintiff's deceased spouse was separate property even...
12/15/2011 G044589

Estate of Kampen

California Court of Appeal
Probate, Trusts & Estates
In an action brought by the San Francisco Opera Association as the sole beneficiary of two estates, alleging breach of fiduciary duty and other...
12/09/2011 A129849

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