Legal Opinion
Estate of Estes v. Valley National Bank
Court of Appeals of Arizona
Decided September 16, 1982No. 1 CA-CIV 5014PublishedCited by 19 opinions
1Opinion of the Court
OPINION
JACOBSON, Presiding Judge.
This appeal concerns an attempt to surcharge the executor-trustee, Valley National Bank, for the negligent mishandling of the estate of W.C. Estes, deceased. In particular, surcharging was sought because: (1) the bank overstated the value of the estate thereby causing overpayment of estate taxes; (2) the bank failed to take proper deductions on the federal estate tax returns thereby causing an overpayment of estate taxes; and (3) the bank failed to properly supervise a wholly owned corporation of the decedent which resulted in losses to the estate. In…
2Cases cited20 opinions
- Arizona Title Insurance & Trust Co. v. O'Malley Lumber Co.Court of Appeals of Arizona · 1971
- Shoudy v. ShoudyCalifornia Court of Appeal · 1921
- Chisholm v. HouseCourt of Appeals for the Tenth Circuit · 1950
- Mutual Life Insurance of New York v. FranckCalifornia Court of Appeal · 1935
- Costanzo v. Stewart Title & Trust of PhoenixCourt of Appeals of Arizona · 1975
15 more not listed; retrieve them via the Exa API.
3Cited by19 opinions
- National Taxpayers Union, Inc. v. United StatesCourt of Appeals for the D.C. Circuit · 1995
- In Re Estate of PirieAppellate Court of Illinois · 1986
- Imperial Litho/Graphics v. M.J. EnterprisesCourt of Appeals of Arizona · 1986
- Autonumerics, Inc. v. Bayer Industries, Inc.Court of Appeals of Arizona · 1984
- Employer's Mutual Casualty Co. v. McKeonCourt of Appeals of Arizona · 1991
14 more not listed; retrieve them via the Exa API.