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December 23 2013

START DATE

END DATE

April 30 2014

In The Matter Of The Estate Of Mrs. Erika Schirmer

COURT:

LAW:

JUDGE(S):

CLAIMANT'S LAWYER:

DEFENDANT'S LAWYER:

The Supreme Court of Bermuda

COMMERCIAL COURT CIVIL JURISDICTION

IAN R C KAWALEY CJ

Alex Potts Sedgwick Chudleigh Ltd.

Adam Collieson Appleby (Bermuda) Limited

FACTS OF THE CASE:

Mrs. Erika Schirmer passed away on February 7 2012 leaving behind a life insurance policy contested by Mr. Hans-J?rgen Hopke against named beneficiaries leading to legal proceedings for determining rightful claimants under Bermuda law.

SUMMARY:

The validity of beneficiary designation post-insured's death and the jurisdiction and application of Bermuda law in life insurance contracts

OUTCOMES:

Payment ordered to designated charities as beneficiaries dismissing the claim by Mr. Hans-J?rgen Hopke as sole heir based on Bermuda law's protection of beneficiary designations from estate claims

RULED IN FAVOUR OF:

Stiftung SOS Kinderdorf Schweiz Stiftung Kinderdorf Pestalozzi

PLAINTIFF/CLAIMANT

DEFENDANT:

DURATION (DAYS):

ISSUES:

RELEVANCE:

RULING:

RULING TYPE:

CASES CITED:

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In The Matter Of The Estate Of Mrs. Erika Schirmer

Mrs. Erika Schirmer passed away on February 7 2012 leaving behind a life insurance policy contested by Mr. Hans-J?rgen Hopke against named beneficiaries leading to legal proceedings for determining rightful claimants under Bermuda law.

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