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PENN MUT. LIFE INS. CO. v. WOLK

No. 09 Civ. 1808 (SAS).

739 F.Supp.2d 387 (2010)

The PENN MUTUAL LIFE INSURANCE CO., Plaintiff, v. Edmund F. WOLK, as trustee of the Myron Wald Irrevocable Trust dated 04/02/07, Defendant.

United States District Court, S.D. New York.

June 28, 2010.

Attorney(s) appearing for the Case

Katherine Leigh Villanueva, Esq., Stephen C. Baker, Esq., Jarrod D. Shaw, Esq., Drinker, Biddle & Reath LLP, Philadelphia, PA, for Plaintiff.

Peter Jakab, Esq., Fein & Jakab, Anthony J. Harwood, Esq., New York, NY, for Defendant.

AMENDED OPINION AND ORDER

SHIRA A. SCHEINDLIN, District Judge:

I. INTRODUCTION

The Penn Mutual Life Insurance Company ("Penn Mutual") brings this action against Edmund F. Wolk, trustee of the Myron Wald Irrevocable Trust dated April 2, 2007 ("the Trust"), in connection with a life insurance policy ("the Policy") purchased by the Trust and issued on the life of Myron Wald. Penn Mutual seeks declaratory judgment on whether the Policy is void...

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