Nickel v. Est of Lurline Estes
Court of Appeals for the Fifth Circuit
1DissentReynaldo G. Garza, Circuit Judge
The majority states that the district court erred by conducting a preemption analysis and that the case turns on whether Lurline Estes’ executor, Marcus Armstrong, can validly disclaim her right to proceeds from the Phillips Thrift Plan within nine months of Benny’s death, as was Lurline’s right under the terms of the plan. The majority believes that Armstrong was not a beneficiary under the plan, and therefore, did not have the right to validly disclaim the proceeds from the plan. Accordingly, the majority has voted to reverse the decision of the district court in this matter. While I concur…
2Cases cited8 opinions
- Joanne W. Coleman v. Nationwide Life Insurance Company, & Third-Party v. Roofing Concepts, Incorporated, Third-Party Joanne W. Coleman v. Nationwide Life Insurance Company v. Roofing Concepts, Incorporated, Third-PartyCourt of Appeals for the Third Circuit · 1992
- Clarence E. Lockhart v. United Mine Workers of America 1974 Pension Trust Paul R. Dean Michael H. Holland Marty D. Hudson Elliott A. Segal, TrusteesCourt of Appeals for the Fourth Circuit · 1993
- Cartledge v. MillerDistrict Court, S.D. New York · 1978
- Paul Rodrigue v. The Western and Southern Life Insurance CompanyCourt of Appeals for the Fifth Circuit · 1991
- Estate of Rolin v. CommissionerUnited States Tax Court · 1977
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