Safe Deposit Box Essay

Facts: Peter Dementas was a good friend of Jack Tallas. Over the last decade or so of Jack Tallas’ life, Peter Dementas cared for him and helped him with both business and personal errands. Jack Tallas was an insurance agent and landlord and frequently had Peter do things for him such as, “picking up his mail, taking him to the grocery store, and assisting with the management of his rental properties” (Dementas v. Estate of Tallas). Because of Peter’s help, Jack Tallas wrote a memo stating he wanted to give $50,000 to Peter Dementas and was going to add that to his will. Jack never added that memo to his will so Dementas’ claim was negated. The courts

v. Jessie has no spouse and can't be claimed as a dependent by someone else.

and claimant’s boyfriend) arguing and inside her car. The security guard instructed the boyfriend to give

In Perry v. Central Bank & Trust, 812 S.W.2d 166 (Ky. Ct. App. 1991) it was reasoned as to whether the parties exercised due diligence concerning the suit and answering the summons. It also stated that carelessness by a party or his attorney is not reason enough to set an entry aside. Ky. Civ. R. 55.02. With that said, It can be argued, that Dr. Furlow fully intended to answer the complaint within the twenty 20 days; but was prevented from doing so, because of the trauma his family suffered at the hand of robbers the day before meeting with us. We can also argue that he had reason of an extraordinary nature justifying relief as contained in ground (f) Ky. Civ. R.60.02.

does not present a justiciable issue); Di Portanova v. Monrow, 229 S.W.3d 324, 329 (Tex. App.—Houston [1st Dist.], 2006, pet. denied) (beneficiary could not bring declaratory judgment action to resolve dispute over how trustee should exercise discretion given to trustee in the trust instrument). Here, no justiciable conflict exists because Texas law clearly establishes that Plaintiff has no equitable (or legal) interest in the settlement funds paid by Geico to St. David’s.

On March 10 AGL received a surrender form, but was rejected, because it was missing the Notary signature. The client and client’s niece Trudie Gardner attempted to have client’s bank PNC notarized the form, however, PNC suspected the client was being manipulated by her niece and refused to notarize the form. PNC suspicions are based on observing the client’s behavior; the client is unable to speak and appears mentally incompetent.

This request for review is in reference to a grievance received on September 16, 2014. M. Denise Rockett filed a request for investigation against the respondent, Eugene A. Nigro. The respondent had been named as a co-trustee in J. Hilary Rockett’s Will; J. Hilary Rockett was Denise’s late husband, who passed away on November 26, 2009. Additionally, Nigro was “directed” to assist Denise with the administration of the estate, after Hilary died.

Advisor met with the client and brothers Elbert Parker (POA) and John Parker. Overall, from the meeting advisor saw several red flags he deemed as suspicious, he felt that Elbert Parker (POA) and John Parker, her brothers are trying to take advantage of Kate when she passes away by changing the beneficiary to themselves. With changing the beneficiary to Elbert & John they would each receive 50% of her 6915016 account. He felt John was nervous in talking to the advisor while Elbert was confident and directed Kate several times on how to fill out the change of beneficiary forms.

Upon arrival I made contact with the victim, Seymour Owens. Owens advised he had received a letter in the mail a few days prior stating he had won the lottery. The letter stated Owens had won $250,000.00 and all he needed to collect his winnings was to pay the tax from his winnings and the money would release the funds to him. At approximately 0600 hours, he went to Walmart located at 174 Cypress Point Pkwy, Palm Coast as the letter instructed. Owens proceeded to purchase 5 $100.00 ITunes gift cards with his credit card. Immediately after the purchase Owens threw away the letter he had received as well as the receipts for

Our office represents Dearing Dee English. Ms. English declines to act as a successor trustee of the Survivor’s Trust, Meyers Family Trust Agreement dated April 10, 1992. Attorney Jerry Cluff represents David Meyers, successor trustee of the Decedent’s and Q-Tip Trusts, Meyer’s Family Trust Agreement dated April 10, 1992. Mr. Cluff’s office phone number is (619) -222-0503.

When Franklin Delano Roosevelt became president, he wanted to stimulate the United States Economy and give relief to the United States citizens. The American people feared that Roosevelt would abandon the gold standard and reduce the value of the dollar to fight the Depression. By the day of Roosevelt’s inauguration, most of the nation’s banks were closed. One in four workers were unemployed.

Build an emergency fund. It can make all the difference. Low-income families with at least $500 in an emergency fund are better off financially than moderate-income families with less saved up. Learn more about emergency funds here.

Whether or not you call it an emergency or rainy day fund it is all the same.

Bank of America is a banking and financial service industry located in Charlotte, North Carolina. If you would like to access the internet address for Bank of America, then you can click on this link provided https://www.bankofamerica.com . Its primary SIC Code is 6021 – National Commercial Banks, and its primary NAICS Code is 522110 – Commercial Banking. The Bank of American provides many goods and services for its customers such as banking, credit cards, loans, and investments. Every day Bank of America is competing against many competitors but JPMorgan Chase and Wells Fargo are some of the largest. Bank of America’s stock exchange ticker symbol is NYSE: BAC. The external auditor is PricewaterhouseCoopers LLP in Charlotte, North Carolina.

The area in which I spent the most was definitely transportation however, this expense was an absolute necessity that I could not avoid. Being raised to be conscious about my money spending habits and to always look for a bargain was not something I could necessarily put into practice concerning this area. Areas where I spent the least would have to be personal care and personal extras; there is always a great sale and or off brand personal hygiene product to be bought. When I don’t buy the flashy product with the pretty packaging and well known name I save a bit of money in the process. The fact of saving money on products like these is so liberating and I get a huge adrenaline rush out of it! As far as