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Description Date Docket #

Copeland v. Kramarck

Court of Chancery of Delaware
Contracts, Education Law, Probate, Trusts & Estates, Sanctions, Tax Law
In a dispute involving a revocable trust used for a minor's education, summary judgment is granted to a settlor where the minor and his mother...
09/05/2006 294-N

Reilly v. City and County of San Francisco

California Court of Appeal
Administrative Law, Probate, Trusts & Estates, Property Law & Real Estate, Tax Law
Summary judgment in favor of defendant, on trustee's claim for property tax refund on real property held by a testamentary trust, is affirmed since...
08/29/2006 A109062

Janis v. Comm'r of Internal Revenue

United States Ninth Circuit
Administrative Law, Probate, Trusts & Estates, Tax Law
A tax court's holding that a husband and wife were liable for deficiencies in their joint income tax returns for certain years, resulting from the...
08/21/2006 04-74624

Estate of Watts v. Blue Hen Insulation

Supreme Court of Delaware
Government Benefits, Injury & Tort Law, Labor & Employment Law, Probate, Trusts & Estates, Workers' Compensation
Relevant statutes, read in light of the purpose of worker's compensation laws, authorize the award of permanent injury benefits to a claimant's...
07/10/2006 430, 2005

Thomas v. Gustafson

California Court of Appeal
Attorney's Fees, Elder Law, Probate, Trusts & Estates
In a dispute involving whether an individual was entitled to support from the principal of a residual trust, a judgment finding that a trustee did not...
07/06/2006 C048171

Laycock v. Hammer

California Court of Appeal
Debt Collection, Elder Law, Injury & Tort Law, Insurance Law, Probate, Trusts & Estates
Summary judgment for a trustee on her probate petition seeking a declaration that the proceeds of the life insurance policy were exempt from a...
07/06/2006 D046422

In the Matter of the Estate of Ferrara

Court of Appeals of New York
Probate, Trusts & Estates
An agent acting under color of a statutory short form power of attorney that contains additional language augmenting the gift-giving authority must...
06/30/2006 92

Williams v. Hume

California Court of Appeal
Evidence, Probate, Trusts & Estates
In the context of objections to inventories and accountings in conservatorship proceedings, the burden of proof is on the objector to the inventory...
06/29/2006 G036141

Estate of Myers

California Court of Appeal
Civil Procedure, Debt Collection, Probate, Trusts & Estates
Summary judgment disposing of creditor's petition to recover profits from sale of real property is reversed where probate court erred in finding: 1)...
05/10/2006 G035355

In the Matter of Heller

Court of Appeals of New York
Probate, Trusts & Estates
A trustee's status as a remainder beneficiary does not in itself invalidate a unitrust election made by that trustee, and that a trustee may elect...
05/04/2006 52

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