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Description Date Docket #

In re: the Estate of Roller

Appellate Court of Illinois
Probate, Trusts & Estates
In a suit seeking to exclude petitioner from the Andrew Roller Trust by virtue of the fact that he was an adopted child, orders granting summary...
11/26/2007 4060964

Estate of Jelke v. Comm'r of IRS

United States Eleventh Circuit
Probate, Trusts & Estates, Tax Law
In estate tax case involving the proper valuation for estate tax purposes of a stock interest owned by the decedent in a closely-held, investment...
11/15/2007 05-15549

Estate of Gerson v. Comm'r of Internal Revenue

United States Sixth Circuit
Administrative Law, Probate, Trusts & Estates, Tax Law
A tax court's decision to assess a tax of over $1 million on the proceeds of an irrevocable trust under the generation-skipping transfer tax is...
11/09/2007 06-2582

In re: Estate of Talty

Appellate Court of Illinois
Probate, Trusts & Estates
In an appeal from multiple orders and judgments entered by the circuit court with regard to the probate estate of Thomas Talty, all orders and...
11/07/2007 3060669

Principal Life Ins. Co. v. Peterson

California Court of Appeal
Criminal Law & Procedure, Insurance Law, Probate, Trusts & Estates
In dispute over life insurance proceeds arising from the murder of Laci Peterson by Scott Peterson, and where Scott is the named beneficiary of a...
10/31/2007 F049876

Mota v. Superior Ct. (Villalobos)

California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
In case arising out of a series of acrimonious disputes between the beneficiaries of a revocable trust, probate court's order denying motion to compel...
10/23/2007 G038289

Betts v. City Nat'l Bank

California Court of Appeal
Probate, Trusts & Estates
Probate court ruling on plaintiff's application under Probate Code section 21320 to determine whether a proposed probate court petition would...
10/19/2007 D050006

In the Matter of the Estate of Wallens

Court of Appeals of New York
Family Law, Probate, Trusts & Estates
In proceeding seeking judicial settlement of accounts of a co-trustee, finding that father, as co-trustee of beneficiary daughter's trust left to her...
10/18/2007 122

Steinhart v. County of Los Angeles

California Court of Appeal
Government Law, Probate, Trusts & Estates, Property Law & Real Estate, Tax Law
In an action brought for refund of real estate taxes paid, dismissal pursuant to defendant-county's demurrer is reversed as plaintiff's acquisition of...
09/28/2007 B190957

Altenheim German Home v. Bank of America

Appellate Court of Illinois
Probate, Trusts & Estates
In a complaint for declaratory and injunctive relief to establish rights under a trust agreement, grant of defendant's motion to dismiss is affirmed...
09/26/2007 2060699

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