life beneficiary

• Aasiya Hassan's Life Insurance Disputed ; Beneficiary Change Form Allegedly a Forgery

Aasiya Z. Hassan took out a $450,000 life insurance policy in 2006, listing her two children and her three siblings as the beneficiaries. But a few months before she was slain, a change of beneficiary form was sent to her insurance company, making her husband, Muzzamil "Mo" Hassan, the main recipient of the insurance money.

• Buffalo News
• February 27, 2011

• 26 CFR 1.501(c)(9)-3 - Voluntary employees' beneficiary associations; life, sick, accident, or other benefits.

• Code of Federal Regulations - Title 26: Internal Revenue

• Finding Life Policy Recipient Difficult: ; State Currently Does Not Offer Search Services for Identifying Beneficiary

There is no easy way to find out if you are the beneficiary of a deceased relative's life insurance policy, according to state insurance and unclaimed property experts. Neither the state Offices of the Insurance Commissioner nor state Treasurer John Perdue's Unclaimed Property Division offers such a service.

• Charleston Daily Mail
• January 12, 2012

• Michele Eckelberry, in Her Capacity as Beneficiary, Plaintiff-Appellee, v. Reliastar Life Insurance Company, Defendant-Appellant., 469 F.3d 340 (4th Cir. 2006)

ARGUED: Bradley J. Betlach, Halleland, Lewis, Nilan & Johnson, P.A., Minneapolis, Minnesota, for Appellant. Charles Edward McDonough, Wiseman Law Firm...

• Federal Circuits

• Pennsylania Supreme Court Rules Erisa Preempts State Law On Post- Divorce Beneficiaries

A state probate law that extinguishes the right of a divorced spouse to receive life insurance benefits as a named beneficiary is preempted by ERISA, the Pennsylvania Supreme Court has ruled in reversing judgment. In 1998, the defendant was named the primary beneficiary of her then husband's $40,000 life insurance policy. The couple divorced in 2002. The husband died in 2006 without removing the defendant as the primary beneficiary of the policy.

• Lawyers USA
• December 14, 2011

• Life Insurance Beneficiary in Doubt

A Wisconsin-based insurance company is asking U.S. District Court in Pittsburgh to determine who gets nearly $700,000 in life- insurance benefits that were supposed to go to the widow of a murdered Mercer County doctor. Dr. Gulam Moonda, 69, of Hermitage, who was fatally shot May 13, 2005, along the Ohio Turnpike, took out two policies that name his wife, Donna Moonda, 47, as the sole beneficiary.

• Tribune - Review / Pittsburgh Tribune - Review
• December 23, 2006

• Virginia Kay Hays; Sandra Matthews, as Mother and Next Friend of Garrett Reid Hays, a Minor Child; Deana Lori Hays, Aka Deana Lori Simonsen, Beneficiary; Lou Emma Doppelmayr, Beneficiary, Plaintiffs--Appellants, v. Jackson National Life Insurance Company, a Michigan Corporation, Defendant-Appellee., 105 F.3d 583 (10th Cir. 1997)

Harry Scoufos (Thomas W. Condit, with him on the briefs), Law Offices of Harry Scoufos, P.C., Sallisaw, Oklahoma, for Plaintiffs-Appellants. Richard ...

• Federal Circuits

• Stevens v. Radey (Slip Opinion), Slip Opinion No. 2008-Ohio-291

Wills – Testamentary trusts – Trust for life of beneficiary with no provision for remainder – Assignment of interest in remainder occurs at death of testator – When testator manifests no contrary intent, vesting of estate occurs at death of testator, not of beneficiary of life interest.

• Ohio Supreme Court

• Rev. Rul. 2006-26

clarifies circumstances under which the surviving spouse is considered to have a qualifying income interest for life in an IRA where a marital trust is designated as the IRA beneficiary for purposes of electing to have the IRA treated as qualifying terminable interest property under Section 2056(b)(7).

• United States. Internal Revenue Bulletin
• August 10, 2009

• Royal Maccabees Life Insurance Company, Plaintiff-Appellee, v. Mona Peterson, as Surviving Spouse and Designated Primary Beneficiary of Monte Peterson, Deceased, Defendant-Appellant., 139 F.3d 568 (7th Cir. 1998)

Patrick A. Murphy, Michael J. Smith (argued), Chicago, IL, for Plaintiff-Appellee. Gary D. McCallister, Chicago, IL, Eric I. Unrein (argued), David, ...

• Federal Circuits