Legal Opinion
In re Estate of Pease
Appellate Division of the Supreme Court of the State of New York
Decided February 1, 2008Published
1Opinion of the Court
OPINION OF THE COURT
Martoche, J.
Edward Pease and James Pease (collectively, objectants) appeal from an order of Surrogate’s Court that settled petitioner’s final accounting of decedent’s estate. On March 31, 2000, decedent applied for a group variable annuity certificate from Hartford Life. On the annuity contract application, decedent designated “James Pease (as executor in the will of John Pease) 100%” as the only beneficiary. James is decedent’s great-nephew and was the named executor of decedent’s estate under the will that was in effect at the time decedent applied for the annuity.…
2Cases cited5 opinions
- McCarthy v. Aetna Life InsuranceNew York Court of Appeals · 1998
- Jacobelli v. ReganAppellate Division of the Supreme Court of the State of New York · 1987
- Faircloth v. Northwestern National Life InsuranceDistrict Court, S.D. Ohio · 1992
- David D. Duggins v. Fluor Daniel, Inc., Stacey Lynn Carpenter Michael Lee Newsom Patty Lynn Puckett Charles Steven Newsom, Third Party DefendantsCourt of Appeals for the Third Circuit · 2000
- In re Estate of AlpertAppellate Division of the Supreme Court of the State of New York · 2007