beneficiary-rights

13 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
25A316 Patricia M. Cornell v. Ann Cornell California 2025-09-18 Application beneficiary-rights due-process life-estate property-rights trust-interpretation trustee-actions Whether a state court's interpretation of a trust instrument that allegedly deprives a beneficiary of a life estate and right of occupancy violates du…
23-1306 Linda Smith, et al. v. David R. Heilman, Trustee of the Ralph A. Siddell Living Trust, et al. Michigan 2024-06-17 Denied Response Waived beneficiary-rights estates-and-trusts fourteenth-amendment limitations-period notice-requirements statutory-interpretation trust-validity trust-validity-challenges trustee-duties trustee-duty Whether the Michigan Courts committed plain legal error construing and applying §700.7604(1)(b) by declining to apply the relevant statutory definitio…
22-7576 Crystal Maye v. Ocean Tax Deed Investment, LLC Florida 2023-05-16 Denied IFP administrative-law beneficiary-rights civil-rights due-process jurisdiction legislative-authority property-rights statutory-interpretation tax-regulation trust-income whether tax appraiser has the authority to create a tax regulate private property not sanction by legislature or congress
21-1571 Rozalyn Ragan, Personal Representative of the Estate of Charles Phillip Ragan, Deceased v. Melissa Ragan, aka Melissa Hudson Colorado 2022-06-17 Denied Response RequestedRelisted (2) after an ERISA plan administrator has fully distr ERISA preempts a claimant's state-law right to th beneficiary-rights benefit-distribution distribution distribution-dispute erisa ERISA-preemption federal-court-jurisdiction life-insurance life-insurance-proceeds plan-administrator preemption state-law state-law-claim Whether ERISA preempts a state-law claim to recover life insurance plan proceeds after distribution
20-1263 Gianinna Gallardo, an Incapacitated Person, By and Through Her Parents and Co-Guardians Pilar Vassallo and Walter Gallardo v. Simone Marstiller, In Her Official Capacity as Secretary of the Florida Agency for Health Care Administration Eleventh Circuit 2021-03-11 Judgment Issued Amici (5)Relisted (2) beneficiary-rights federal-statute future-medical-expenses healthcare-reimbursement medicaid-act medicaid-recovery medical-expenses preemption reimbursement statutory-interpretation tort-recovery tort-settlement Whether the federal Medicaid Act provides for a state Medicaid program to recover reimbursement for Medicaid's payment of a beneficiary's past medical…
20-1087 Leonard Hartford Tunnell v. Public School Retirement System of Missouri, et al. Eighth Circuit 2021-02-09 Denied Response Waived beneficiary-rights civil-rights constitutional-law discrimination erisa government-retirement-system government-retirement-systems retirement-equity-act spousal-rights Whether the Retirement Equity Act of 1984 protects the spousal rights of spouses of government retirement system members, including teachers, military…
20-856 Gary Pisner v. Robert M. McCarthy Maryland 2020-12-29 Denied asset-transfer beneficiary-rights civil-rights contempt court-appointed-trustee due-process ex-parte-contact procedural-due-process standing trust trust-governance trustee Whether the petitioner was denied procedural due process
20-413 Jozlyn Thomas v. James Scott Blevins California 2020-09-30 Denied 14th-amendment 5th-amendment beneficiary-rights civil-procedure constitutional-due-process due-process fifth-amendment fourteenth-amendment notice notice-requirements trust trust-administration Whether the Fifth and Fourteenth Amendments void a trial court order approving a trust account and distribution between trustee and beneficiary withou…
19-980 Ariana M. v. Humana Health Plan of Texas, Inc. Fifth Circuit 2020-02-05 Denied Response RequestedResponse WaivedRelisted (2) attorney-fees beneficiary-rights civil-rights employee-benefits erisa fee-award health-plan judicial-review legal-success legal-victory standard-of-review Whether a beneficiary achieves 'some success on the merits' for purposes of a fee award under ERISA Section 502(g)(1) when she obtains a significant l…
19-961 Khashon Haselrig v. Stephanie Inslee Washington 2020-01-31 Denied Response Waived 14th-amendment armstrong-v-manzo beneficiary-rights constitutional-violation due-process in-terrorem-clause personal-representative public-policy Did the Washington Court err in finding that an infirmity in due process is cured by denial of a motion seeking to correct it and violate the 14th Ame…
19-884 Rick V. Caldwell, et ux. v. Unum Life Insurance Company of America Tenth Circuit 2020-01-16 Denied beneficiary-rights contra-proferentem discretionary-provision erisa fiduciary-duty insurance-policy judicial-deference trust-law Does construing ambiguous insurance policy terms against ERISA beneficiaries undermine the purpose of ERISA?
19-444 Robert Hoch v. MBI Energy Services Eighth Circuit 2019-10-04 Denied Response Waived beneficiary beneficiary-rights cigna-corp-v-amara erisa erisa-beneficiary erisa-plan erisa-plan-administrator-reimbursement erisa-plan-document plan-administrator plan-document reimbursement reimbursement-provisions summary-plan-description Whether an ERISA Plan Administrator may enforce reimbursement provisions against an ERISA beneficiary that are contained only in a Summary Plan Descri…
18-1446 Lettie Sexton, ex rel. Appalachian Regional Healthcare, Inc. v. Kentucky Cabinet for Health and Family Services, et al. Kentucky 2019-05-20 Denied Response RequestedResponse WaivedRelisted (2) beneficiary-rights due-process fair-hearing federal-regulations medicaid medicaid-benefits medicaid-program medical-coverage personal-liability standing state-agency statutory-interpretation statutory-right Whether 42 U.S.C. § 1396a(a)(3) requires a state participating in the Medicaid program to provide a 'fair hearing' to a beneficiary when coverage of h…