Sam Sugar v. in Re:stern

Sam and Judy Sugar, beneficiaries of the estate of Idelle Stern (Judy Sugar’s mother), appeal an order denying their motion for relief under a 2011 settlement agreement, and granting a petition brought by the competing beneficiaries (the appellees) for relief under that agreement. 1 We affirm the trial court’s determination that the Sugars released any entitlement to inherit funds from Idelle Stern’s Israeli bank account. However, we reverse the trial court’s determination that the Sugars must disgorge funds transferred to them from the Israeli bank account several years before the July 2011…