Legal Opinion

In re Estate of Waks

District Court of Appeal of Florida

Decided July 30, 1980No. 78-2723PublishedCited by 2 opinions

1Opinion of the Court

GLICKSTEIN, Judge.

This is a timely appeal from an order denying the personal representative’s petition for surrender of personal property. We reverse.

Karl Waks and Belle Waks were husband and wife. They contemporaneously executed an agreement and joint will on February 4,1975, in Palm Beach County, Florida. The agreement provided in part:

1. Their purpose in making this Agreement and a Joint Last Will and Testament is to enable each of them, following their respective deaths, to make successive bequests from their jointly owned property, to their respective brothers, sisters, nephews, nieces…

2Cases cited9 opinions

  1. McDonald v. MorleyCalifornia Supreme Court · 1940
  2. Berry v. Estate of BerrySupreme Court of Kansas · 1949
  3. Duncan v. SuhyIllinois Supreme Court · 1941
  4. Mamalis v. BornovasSupreme Court of New Hampshire · 1972
  5. Nichols v. NicholsWisconsin Supreme Court · 1969

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3Cited by2 opinions

  1. Estate of Stewart v. CommissionerUnited States Tax Court · 1982
  2. Estate of Stewart v. CommissionerUnited States Tax Court · 1982

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