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Description Date Docket #

Marquez v. McDonough

District Court of Appeal of Florida
Criminal Law & Procedure, Probate, Trusts & Estates
A petition for writ of mandamus is denied in part and granted in part.
01/05/2007 1D06-2239

Werner v. Estate of McCloskey

District Court of Appeal of Florida
Probate, Trusts & Estates
An order denying appellant's request that he be appointed personal representative and, instead appointing his sister, who had been named by their...
12/14/2006 1D06-3520

Miami Rescue Mission, Inc. v. Roberts

District Court of Appeal of Florida
Probate, Trusts & Estates
Grant of a beneficiary's petition to revoke decedent's 2005 will from probate and administer decedent's previously executed 2003 will is affirmed...
11/29/2006 3d06-1037

Raborn v. Menotte

United States Eleventh Circuit
Bankruptcy Law, Probate, Trusts & Estates, Property Law & Real Estate
In case involving application of state law in federal bankruptcy proceedings, the following questions are certified to the Florida Supreme Court: 1)...
11/28/2006 05-16260

Forcier v. Metro. Life Ins. Co.

United States First Circuit
ERISA, Family Law, Insurance Law, Probate, Trusts & Estates
In a dispute between a decedent's parents and his wife, with whom decedent was in the midst of divorce proceedings at the time of his suicide, over...
11/20/2006 06-1088

Baldwin v. Winters

District Court of Appeal of Florida
Probate, Trusts & Estates
An order dismissing with prejudice purported beneficiary's petition for disbursement of funds from an estate is reversed and remanded where, although...
11/15/2006 4D06-509

Tunstall v. Wells

California Court of Appeal
Probate, Trusts & Estates
A testamentary trust's no contest clause providing that one beneficiary's contest voids other non-contesting beneficiaries' bequests along with the...
10/31/2006 B188711

Morgan v. Cornell

District Court of Appeal of Florida
Family Law, Probate, Trusts & Estates, Property Law & Real Estate
In a will dispute, summary judgment in favor of the testator's sons and against the testator's long-time companion, with whom he had owned two...
10/20/2006 2D05-5872

William L. Rudkin Testamentary Trust v. Comm'r of Internal Revenue

United States Second Circuit
Probate, Trusts & Estates, Tax Law
Investment-advice fees incurred by a trust are not fully deductible in calculating adjusted gross income for purposes of the Internal Revenue Code...
10/19/2006 05-5151

Brownstone v. US

United States Second Circuit
Probate, Trusts & Estates, Tax Law, Tax-exempt Organizations
Summary judgment for the government on trustee of a testamentary trust's challenge to the denial of a tax deduction is affirmed as the trust was not...
09/27/2006 04-4061

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