trust

22 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
23-721 Gayle Killilea v. Richard M. Coan, et al. Second Circuit 2024-01-04 Denied Response RequestedResponse WaivedRelisted (2) avoidance-action bankruptcy-law civil-procedure evidence expert-testimony federal-rules-of-evidence jury property-transfer rules-of-evidence statutory-interpretation trust Whether expert testimony may be excluded under Rules 702 and 704 because the expert offers an opinion on the relevant question of fact
22-7050 Dorothy Weigman v. Victoria Wertz, as Trustee California 2023-03-21 Denied IFP accounting civil-procedure due-process judicial-misconduct mortgage-backed-securities probate probate-court racketeering securities-investment standing trust trust-administration Can there be a judgment for the approval of accounting when there has been no filing of an administration of the trust?
22-861 John F. Marchisotto v. Debra E. Canova, et al. New Jersey 2023-03-09 Denied civil-rights constitutional-rights due-process estate estate-trust judicial-ethics judicial-misconduct legal-procedure trust Whether the lower courts violated the petitioner's civil rights under 42 U.S.C. § 1983
22-151 Lasean Dejong Houston v. Estate of Lasean Dejong Houston, et al. Sixth Circuit 2022-08-17 Denied barbary-treaties civil-rights constitutional-interpretation due-process equitable-claims fiduciary-duty fiduciary-relations indigenous-status standing treaty treaty-rights trust Whether petitioners' equitable primary rights are destroyed by denying their status as Moors, Americas' aboriginal Illinoisan nationals and subjects o…
21-1542 Mill Bay Members Association, Inc., et al. v. United States, et al. Ninth Circuit 2022-06-09 Denied Response Waived equitable-estoppel executive-order federal-government general-allotment-act indian-lands land-allotment trust trust-period Whether equitable estoppel applies against the federal government as trustee for Indian lands
21-6025 Stewart Hines v. Gwendolen Cleopha Nelson South Dakota 2021-10-20 Denied Response WaivedRelisted (2)IFP access-to-courts civil-procedure constitutional-due-process court-access due-process first-amendment fourteenth-amendment pro-se-representation standing trust trust-law Whether a sole Beneficiary and Trustee can represent that Trust pro se
21-5832 In Re Leslie Willis 2021-09-30 Denied Relisted (2)IFP beneficiary beneficiary-designation civil-procedure disclosure disclosure-request financial-institution mandamus pnc-bank safe-deposit-records trust trust-instrument writ-of-mandamus Whether the Court should issue a WRIT OF MANDAMUS to PNC Bank and The PNC Financial Services Group, Inc. to disclose the Trust Instrument, Beneficiary…
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
20-501 M. Christine Shaffer, as Executrix of the Estate of Adelaide Chuckrow v. Geoffrey E. Snyder, Commissioner, Massachusetts Department of Revenue Massachusetts 2020-10-16 Denied Response Waived due-process estate-tax income-interest marital-deduction predeceased-spouse trust Can a state impose an estate tax on the termination of an income interest in a trust
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…
19-1341 Richard A. Van Auken, as Trustee and Beneficiary v. Fletcher R. Catron, et al. New Mexico 2020-06-04 Denied Amici (2)Relisted (2) civil-procedure civil-rights constitutional-rights due-process family-property fraud fraudulent-taking judicial-denial judicial-determination judicial-review litigation-history property-rights trust trust-contract Whether the refusal of New Mexico State Courts to provide a final judicial determination of trust contract meaning and effect, a fact central to provi…
19-7935 Dennis Andrew Ball v. City of Marion, Illinois Illinois 2020-03-11 Dismissed IFP appellate-procedure beneficiary civil-procedure due-process judicial-review quiet-title real-estate standing supreme-court-jurisdiction trust trust-assets writ-of-certiorari Appellant's Standing To Protect Inherited Property
19-1024 Wayne A. Powe, et ux. v. Deutsche Bank National Trust Company, as Trustee for Residential Asset Securitization Trust Series 2004-A7 Mortgage Pass-Through Certificates 2004-G Fifth Circuit 2020-02-18 Denied deed-of-trust financial-institutions-reform-recovery-and-enforce FIRREA firrea-receivership foreclosure foreclosure-standing indymac-bank mortgage-pass-through note-assignment receivership residential-asset-securitization standing trust trustee trustee-appointment Whether Respondent Deutsche Bank National Trust Company, as Trustee for Residential Asset Securitization Trust Series 2004-A7 Mortgage Pass-Through Ce…
19-7261 Gibron Lopez v. United States Second Circuit 2020-01-13 Denied Response WaivedIFP co-conspirator criminal-procedure criminal-relationship criminal-relationship-development evidence evidence-admissibility evidence-rule-404(b) hobbs-act inextricably-intertwined-evidence intimate-relationship narcotics-sales relationship rule-404(b) rule-404b sexual-relationship trust trust-relationship Where evidence of prior narcotics sales was introduced at trial to establish both a relationship of trust among co-conspirators, as well as how their …
19-5393 Joanna M. Eiermann v. Lawrence R. Bowers, et al. First Circuit 2019-07-30 Denied IFP 9th-amendment civil-rights discovery discovery-rights due-process inheritance inheritance-dispute judicial-review ninth-amendment remains standing trust trust-litigation Is my 9th amendment right being violated by the Federal Appeals court by ignoring the fact that the State Court Justice dismissed my complaint with a …
18-1281 Hayes B. Milliman v. Timothy L. Randall California 2019-04-08 Denied Relisted (2) bankruptcy bankruptcy-law congressional-intent constitutional-interpretation diversity-jurisdiction federal-jurisdiction federal-question markham-v-allen probate-exception state-probate-court trust trusts wills What is the scope of the probate exception to federal jurisdiction?
18-1067 Ambac Assurance Corporation v. U.S. Bank National Association Minnesota 2019-02-14 Denied Response RequestedResponse WaivedRelisted (2) constitutional-limits due-process forum-state in-rem-jurisdiction minimum-contacts personal-jurisdiction trust trust-law trustee trustee-presence Whether a court may exercise in rem jurisdiction over a trust where the trust's primary assets are located outside the forum state
18-7231 Mark J. Avery v. United States Ninth Circuit 2019-01-04 Denied Response WaivedIFP criminal-procedure due-process fair-trial good-faith good-faith-defense money-laundering specific-intent trust trustee-liability wire-fraud Where the defendant, trustee of a private trust charged with wire fraud and money laundering based on his non-disclosure and misspending involving tru…
18-703 University of Southern California, et al. v. Allen L. Munro, et al. Ninth Circuit 2018-11-29 Denied Amici (1) arbitration arbitration-agreement civil-procedure contract-scope erisa erisa-arbitration-agreement erisa-claims erisa-fiduciary-duty erisa-plan-participant fiduciary-duty plan-participant standing statutory-interpretation trust Whether an agreement to arbitrate 'all claims' that an ERISA plan participant 'may have' against a plan fiduciary encompasses a breach-of-fiduciary-du…
18-6543 John J. Koresko v. R. Alexander Acosta, Secretary of Labor Third Circuit 2018-11-01 Denied Response WaivedIFP 29-usc-1132 appropriate-relief benefit-plans defined-benefit defined-benefit-plan erisa erisa-29-usc-1132 erisa-standing fiduciary-duty monetary-relief plan-surplus secretary-of-labor standing statutory-interpretation surplus-assets trust Does the Secretary of Labor have standing to sue for 'losses' to the surplus of an ERISA defined benefit welfare plan without showing concrete harm to…
18-530 Congregation Jeshuat Israel v. Congregation Shearith Israel First Circuit 2018-10-24 Denied Amici (2)Response RequestedResponse WaivedRelisted (2) charitable-trusts diversity-jurisdiction erie-doctrine establishment-clause evidence federalism free-exercise free-exercise-clause personal-property property property-dispute religious-liberty secular-evidence trust trust-law In ordinary trust and property disputes, does the Establishment Clause preclude courts from considering secular evidence that is relevant and admissib…
18-457 North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust North Carolina 2018-10-11 Judgment Issued Amici (14)Response RequestedResponse WaivedRelisted (3) beneficiary-residency constitutional-challenge due-process federalism pennoyer-v-neff state-courts state-revenue state-tax-revenue state-taxation trust trust-income trust-taxation Does the Due Process Clause prohibit states from taxing trusts based on trust beneficiaries' in-state residency?