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  • Estate of Ruth M. Oberg v. Director, Div. of Taxation

    Publication Date: 2017-10-25
    Practice Area: Tax | Trusts and Estates
    Industry:
    Court: Tax Court
    Judge: Judge Nugent
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 000240-2015

    Court rules in favor of Estate on Taxation's motion for summary judgment seeking dismissal of complaint for lack of subject matter jurisdiction since the evidence supports the presumption that Estate's protest was received by Taxation. Substantively, the court affirms the assessment finding Taxation is statutorily authorized under N.J.S.A. 54:38-1 to assess estate tax in excess of the federal death tax allowance as reported by Estate on its federal tax return form 706 accepted by the IRS as filed.

  • Neglia v. Caldwell

    Publication Date: 2017-10-24
    Practice Area: Trusts and Estates
    Industry:
    Court: Appellate Division
    Judge: Per Curiam
    Attorneys: For plaintiff:
    for defendant:
    Case Number: A-1959-15T2

    Estate beneficiary appealed the grant of summary judgment in favor of executor.

  • In the Matter of the Estate of Samuel Joseph Feiner

    Publication Date: 2017-10-03
    Practice Area: Trusts and Estates
    Industry:
    Court: Appellate Division
    Judge: Per Curiam
    Attorneys: For plaintiff:
    for defendant:
    Case Number: A-0561-15T3

    This probate litigation was adjudicated through a protracted trial that consumed twenty-five days over a ten-month period, following four years of pretrial discovery supervised by the trial judge.