John Hancock Life Insurance Company (U.S.A.) v. Rachel Eisdorfer, Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust, Mario Gurrieri, Edward Mutch, Kim Bennett, Jonnell Brundage, and Brigette Lutz

CourtDistrict Court, E.D. New York
DecidedMay 19, 2026
Docket1:24-cv-02974
StatusUnknown

This text of John Hancock Life Insurance Company (U.S.A.) v. Rachel Eisdorfer, Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust, Mario Gurrieri, Edward Mutch, Kim Bennett, Jonnell Brundage, and Brigette Lutz (John Hancock Life Insurance Company (U.S.A.) v. Rachel Eisdorfer, Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust, Mario Gurrieri, Edward Mutch, Kim Bennett, Jonnell Brundage, and Brigette Lutz) is published on Counsel Stack Legal Research, covering District Court, E.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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John Hancock Life Insurance Company (U.S.A.) v. Rachel Eisdorfer, Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust, Mario Gurrieri, Edward Mutch, Kim Bennett, Jonnell Brundage, and Brigette Lutz, (E.D.N.Y. 2026).

Opinion

UNITED STATES DISTRICT COURT NOT FOR PUBLICATION EASTERN DISTRICT OF NEW YORK

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),

Plaintiff, MEMORANDUM & ORDER

– against – 24-CV-2974 (ERK) (CHK) RACHEL EISDORFER, BERNADETTE PANZELLA, as TRUSTEE of THE GARY P. ESCANDON IRREVOCABLE INSURANCE TRUST, MARIO GURRIERI, EDWARD MUTCH, KIM BENNETT, JONNELL BRUNDAGE, AND BRIGETTE LUTZ,

Interpleader Defendants.

KORMAN, J.: Plaintiff John Hancock Life Insurance Company (“Plaintiff” or “John Hancock”) filed this interpleader action against Defendants Rachel Eisdorfer; Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust; Mario Gurrieri; Edward Mutch; Kim Bennett; Jonnell Brundage; and Brigette Lutz (collectively, “Defendants”), seeking interpleader relief regarding contested death benefits totaling $2,250,000 due under a life insurance policy. ECF No. 1 ¶ 12, 31, 37. John Hancock has now filed a Motion for Interpleader Deposit and for Interpleader Relief.1 John Hancock’s motion is granted in part and denied in part.

I. Factual Background A. The Policy On or about September 20, 2007, John Hancock issued a life insurance policy

(the “Policy”) to insure the life of Gary P. Escandon (the “Decedent” or “Escandon”). ECF No. 1 ¶ 12. The death benefit under the Policy is $2,250,000. Id. At the time the Policy was issued, Gary Escandon was the owner, and Stephanie Escandon—the Decedent’s then-wife—was the sole beneficiary of the Policy. Id. ¶

13; ECF No. 1-9 at 28. In October 2008, John Hancock received a “Change of Beneficiary” form signed by Escandon, requesting that the beneficiary of the Policy be changed to Brigette Lutz, who was identified as Escandon’s fiancée. ECF No. 1

¶ 16; ECF No. 1-10. In December 2009, John Hancock received an “Absolute/Gift Assignment - Life Insurance” form signed by Escandon, requesting that the owner and beneficiary of the Policy be changed to Mario Gurrieri as Trustee of the Gary P. Escandon

1 Presently before this Court are also: (1) Eisdorfer’s Motion to Dismiss Gurrieri’s Cross-Claims, ECF No. 42; (2) Eisdorfer’s Motion to Dismiss Panzella’s Claim to the Res, ECF. No. 43; (3) Eisdorfer’s Motion to Dismiss Mutch, Bennett, and Brundage’s (collectively, “Pro Se Defendants’”) Cross-Claim, ECF No. 44; and (4) Gurrieri’s Motion for Judgment on the Pleadings, ECF No. 59. These motions will be addressed in separate opinions. Irrevocable Insurance Trust (the “Trust”). ECF No. 1 ¶ 17; ECF No. 1-11. In January 2010, John Hancock sent a letter to Gurrieri confirming that John Hancock

had registered the Assignment and Beneficiary Designation forms. ECF No. 1 ¶ 18; ECF No. 1-12. Subsequently, on or about January 10, 2014, John Hancock received an

“Assignment of Life Insurance Policy as Collateral” form signed by Gurrieri requesting that the Policy be transferred to Rachel Eisdorfer as Assignee.2 ECF No. 1 ¶ 19; ECF No. 1-13. Then, on or about January 17, 2014, John Hancock received a letter from Gurrieri advising that he had mistakenly executed the assignment of the

Policy and that such assignment was not permitted under the terms of the governing trust document. ECF No. 1 ¶ 20; ECF No. 1-14. Gurrieri requested that John Hancock decline to acknowledge any Assignment from Eisdorfer. ECF No. 1 ¶ 20;

ECF No. 1-14. On or about January 27, 2014, John Hancock sent a letter to Gurrieri advising that to void the collateral assignment, Eisdorfer needed to confirm in writing that she had no interest in the Policy. ECF No. 1 ¶ 21; ECF No. 1-15. Several weeks later, on or about February 19, 2014, John Hancock sent another letter to

Gurrieri advising that the company had not received a response in reference to the collateral assignment request. ECF No. 1 ¶ 22; ECF No. 1-16. On or about March

2 The nature of Eisdorfer’s relationship to Escandon is not readily apparent from the pleadings. 4, 2014, John Hancock received a letter from Gurrieri dated February 16, 2014, stating that he was in the process of obtaining a “Recission of the Collateral

Assignment” from Eisdorfer. ECF No. 1 ¶ 23; ECF No. 1-17. John Hancock never received this recission. ECF No. 1 ¶ 24. On or about May 22, 2014, John Hancock received a letter from Lutz, advising

that she was the Decedent’s wife and that she “object[ed] to John Hancock taking any action to deprive [her] of [her] entitlement” to the Policy. ECF No. 1 ¶ 25; ECF No. 1-18. The following month, on or about June 23, 2014, John Hancock sent a letter to Gurrieri and Eisdorfer advising that the Collateral Assignment of the Life

Insurance Policy to Eisdorfer had been processed. ECF No. 1 ¶ 26; ECF No. 1-19. B. The Death Benefit Escandon died on August 14, 2023. ECF No. 1 ¶ 27. As a result, $2,250,000

(the “Death Benefit”) became due to the Policy’s beneficiaries. ECF No. 1-9 at 28. C. Competing Claims to the Death Benefit On or about September 27, 2023, John Hancock received a letter from Gurrieri stating that Eisdorfer “will soon be seeking to make a claim” for the Death Benefit

but that “payment to [] Eisdorfer would be deemed improper and incorrect.” ECF No. 1 ¶ 28; ECF No. 1-20. On or about October 23, 2023, John Hancock received a claim for the Death

Benefit from Bernadette Panzella in her capacity as the successor Trustee of the Gary P. Escandon Irrevocable Insurance Trust, along with a notice that Gurrieri had resigned as Trustee of the Trust and other supporting documents. ECF No. 1 ¶ 30;

ECF No. 1-21 at 47, 45. On or about October 26, 2023, John Hancock received a letter from Eisdorfer’s attorney advising that Eisdorfer intended to submit a claim to the Death

Benefit and requesting that John Hancock not release the Death Benefit to anyone other than her. ECF No. 1 ¶ 30; ECF No. 1-22. II. Procedural Background

On April 22, 2024, John Hancock brought this action of interpleader, naming as Defendants Eisdorfer; Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust; Gurrieri; Mutch; Bennett; Brundage; and Lutz. John Hancock does not claim any beneficial interest in the Policy’s Death Benefit and states that it

“cannot determine to whom and in what amounts the [D]eath [B]enefit should be paid until the conflicting claims are settled.” ECF No. 1 ¶¶ 33, 35. John Hancock’s Interpleader Complaint seeks judgment from this court (1) directing John Hancock to deposit with the registry of the court the sum of $2,250,000 plus contractual

interest at a rate of 1% from August 14, 2023 through the date of deposit; (2) ordering that upon such deposit, John Hancock is released from any liability under or with respect to the Policy; (3) permanently enjoining Interpleader Defendants from

instituting an action against John Hancock with respect to the Policy or their rights to any amount due under the Policy; (4) “requiring the Interpleader Defendants to settle between themselves their right to monies due under the Policy;” and (5)

awarding John Hancock its costs and attorneys’ fees. ECF No. 1 at 7. In its present Motion for Interpleader Deposit and for Interpleader Relief, John Hancock has moved to: (1) deposit the Policy’s Death Benefit with the registry of

the court; (2) be dismissed from this action with prejudice and be discharged from “any and all” liability arising from this action, the Policy, Death Benefit, or the interpleader property; and (3) obtain an injunction against Interpleader Defendants prohibiting them from bringing any action against John Hancock “with respect to,

affecting, or in any way arising out of the Policy, the Death Benefit, or the [i]nterpleader [p]roperty.” ECF No. 72-1 at 9–10; ECF No 72-2 ¶¶ 1–5. III. Legal Standard

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John Hancock Life Insurance Company (U.S.A.) v. Rachel Eisdorfer, Bernadette Panzella, as Trustee of the Gary P. Escandon Irrevocable Insurance Trust, Mario Gurrieri, Edward Mutch, Kim Bennett, Jonnell Brundage, and Brigette Lutz, Counsel Stack Legal Research, https://law.counselstack.com/opinion/john-hancock-life-insurance-company-usa-v-rachel-eisdorfer-nyed-2026.