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Description Date Docket #

ESTATE OF STRADER

California Court of Appeal
Probate, Trusts & Estates
A distribution request in the final account of a probate estate, seeking distribution of certain litigation proceeds to the beneficiaries who funded...
04/11/2003 B153652

GERMINO v. HILLYER

California Court of Appeal
Probate, Trusts & Estates
Notice to trustees pursuant to Probate Code section 16061.7 was adequate to commence the limitations period established by section 16061.8, and the...
04/09/2003 F041268

ESTATE OF MOWRY

California Court of Appeal
Probate, Trusts & Estates
Because appellant was adopted before her father's holographic will was executed, she was not an omitted heir as described within Probate Code section...
03/21/2003 B160835

CHAVIN v. PNC BANK, DELAWARE

Supreme Court of Delaware
Probate, Trusts & Estates
In a dispute over the word "then" as used in a trust provision, in order to give effect to the settlor's intent the trust must be construed as meaning...
01/17/2003 175, 2002

TEXAS COMMERCE BANK, N.A. v. GRIZZLE

Supreme Court of Texas
Probate, Trusts & Estates
The court of appeals erred in concluding that a trust's exculpatory clause could not, as a matter of public policy, exonerate defendants from...
12/31/2002 01-0211

ESTATE OF EUGENE

California Court of Appeal
Probate, Trusts & Estates
Probate Code section 6110 permits an otherwise qualifying witness to sign a will after the testator's death, under the facts.
12/23/2002 B156049

IN RE: CARL E. BAYLIS

United States First Circuit
Bankruptcy Law, Probate, Trusts & Estates
In determining when a fiduciary of a trust is in "defalcation while acting in a fiduciary capacity," and so may not be discharged from those debts in...
12/10/2002 02-1364, 02-1415

ESTATE OF GONZALEZ

California Court of Appeal
Probate, Trusts & Estates
A will's no-contest clause is enforceable against appellant where he did not have "reasonable cause" to offer a will to probate under Probate Code...
10/18/2002 H023336

IN RE: KENNETH ALLEN KNIGHT TRUST

United States Sixth Circuit
Bankruptcy Law, Probate, Trusts & Estates
When determining whether a trust is a business or personal trust for purposes of bankruptcy, the controlling legal standard is the "primary purpose"...
09/13/2002 00-5530

HATFIELD v. SCOTT

United States Fifth Circuit
Civil Rights, Constitutional Law, Property Law & Real Estate, Probate, Trusts & Estates
Where earned interest is used to pay for the administration of a voluntary inmate trust fund, providing a benefit to prisoners, there is no "taking"...
09/11/2002 01-11364

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