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Description Date Docket #

Day v. Apoliona

United States Ninth Circuit
Civil Procedure, Civil Rights, Government Law, Indian Law, Probate, Trusts & Estates, Property Law & Real Estate
The circuit court reaffirms that each Native Hawaiian, as a beneficiary of the trust created by the Hawaii Admission Act section 5(f), has an...
08/07/2007 06-16625

Estate of Bass v. Katten

Appellate Court of Illinois
Civil Procedure, Probate, Trusts & Estates
In a legal malpractice action arising from the preparation of a trust being challenged as invalid, order finding the legal malpractice suit premature...
07/06/2007 1053043, 1053044, 1053053, 1053068cons.

Patton v. Sherwood

California Court of Appeal
Probate, Trusts & Estates, Tax-exempt Organizations
The settlor of a charitable remainder unitrust (CRUT) may enforce the terms of the trust by petitioning the probate court concerning the internal...
06/21/2007 B189970

Galloway v. US

United States Third Circuit
Probate, Trusts & Estates, Tax Law, Tax-exempt Organizations
Internal Revenue Code section 2055(e) prevents an estate from claiming a charitable deduction when distributing the proceeds of a single trust to both...
06/21/2007 06-3007

In re Estate of Funk

Supreme Court of Illinois
Probate, Trusts & Estates
In the matter of an insolvent estate, judgement in favor of the U.S. is reversed where awards to surviving spouses and minor children take priority...
06/15/2007 100232

McKenzie v. Vanderpoel

California Court of Appeal
Probate, Trusts & Estates
Denial of plaintiff's application for an order determining that her proposed action of making annual adjustments between principal and interest of her...
06/13/2007 B186768

Emerald Investors Trust v. Gaunt Parsippany Partners

United States Third Circuit
Banking Law, Civil Procedure, Contracts, Debt Collection, Probate, Trusts & Estates, Property Law & Real Estate
In the context of a diversity of citizenship jurisdiction inquiry, the citizenship of both the trustee and the beneficiary should control in...
06/13/2007 05-3706, 05-4134

Allton v. Hintzsche

Appellate Court of Illinois
Insurance Law, Probate, Trusts & Estates
An order directing an insurance company to pay the proceeds of a life insurance policy to the plaintiff instead of decedent's and plaintiff's children...
06/06/2007 3-05-0771

Estate of Yool

California Court of Appeal
Probate, Trusts & Estates, Property Law & Real Estate
Order on a petition in probate directing the administrator of decedent's estate to quitclaim to their sister any interest of the estate in certain...
05/31/2007 A114787

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