Description: These are legal notes concerning policy owner federal income tax, taxation to an agent for expenses for sales convention travel, claims contest on a policy with false statements on the application, timing on surrender of a life insurance policy immediately before death, permitted investment by a life insurance company in a property/casualty company, extraterritorial issues pertaining to regulation of group life insurance, and tax deduction for reserves on pension contracts covering its own employees.

Description: This paper presents the following insurance cases: United States v. Henning, Hogan v. John Hancock Mutual Life Insurance, Mutual Life Insurance Company v. Weigel, Freeport Sulphur Company v. Aetna Life Insurance Company, Mabbitt v. Wilkerson, Mutual Life Ins. Co. v. Daniels, Motors Insurance Corporation v. Robinson, Neff v. Massachusetts Mutual Life Insurance Company, Re Schwarz' Estate from Pennsylvania Supreme Court, Harding v. Pennsylvania Mutual Life Insurance Company, Beley v. Pennsylvania Mutual Life Insurance Company, Aetna Life Insurance Company v. Reed, and Toulouse v. New York Life Insurance Company.

Description: This paper looks at the following cases: Metropolitan Life Insurance Company v. Fugate, Rodriguez v. Pan American Life Insurance Company, Cain v. John Hancock Mutual Life Insurance Company, Steven v. Fidelity and Casualty Company, and Old Republic Life Insurance Company v. Thacher.

Description: Topics and cases discussed include: Pension Plan Tort Liability for Incomplete Information: Gediman v. Anheuser Busch Deposit with State Treasurer Liability for Release to Insurance Commissioner: Hometrust Life Insurance Company v. United States Fidelity and Guaranty Company.