Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / petition-preliminary-distribution-life-insurance.docx
petition-preliminary-distribution-life-insurance.docx
Parties
HARKNESS LLP
Commonwealth Fidelity Assurance Corp
Saldívar LLP
Lumiére Canyon Studios LLC
Pacific Rim Narrative Partners LLC
Garnet Hill Insurance Brokerage Inc
Ashford Fiduciary Services Inc
Ridgeway Accounting Partners LLP
Dates
October 5, 2022
September 3, 2022
November 14, 2022
January 9, 2023
May 30, 2008
June 14, 2008
October 12, 2022
November 28, 2022
December 5, 2022
January 18, 2023
Amounts
$5,000,000
$3,000,000
$2,000,000
$71,112,000
Obligations
No probate court action is required to effectuate the transfer of life insurance proceeds to the named beneficiary
Section 17200(b)(2) specifically empowers the court to "ascertain beneficiaries and determine to whom property shall be distributed," and Section 17200(b)(6) authorizes the court to "instruct" the personal representative or other fiduciary
Fonseca, is not subject to probate administration, and shall be paid directly to Marguerite D
Upon making such distribution, said carriers shall be fully discharged and released from any further liability with respect to the death benefit proceeds under the policies identified herein
This Order shall constitute a final, binding determination of the non-probate character of the life insurance proceeds described herein and of Marguerite D