Legal Opinion
In re the Estate of Freeberg
Court of Appeals of Washington
Decided November 8, 2005No. 23785-1-IIIPublishedCited by 9 opinions
1Opinion of the Court
*204¶1
Kato, C.J.
— Lon Freeberg opened an American Funds Individual Retirement Account (IRA) and named his children as beneficiaries. In 1995, he wanted to change the beneficiary to his wife, Margie Freeberg. But the paperwork was never completed and his children remained as beneficiaries. The court determined Mr. Freeberg substantially complied with the requirements to change his beneficiary to his wife. His children appeal. We affirm.
¶2 In 1982, Mr. Freeberg opened an IRA with Edward Jones. A single man at that time, he named his children as beneficiaries.
¶3 In 1984, Lon and Margie Freeberg were…
2Cases cited7 opinions
- Jones v. JonesWashington Supreme Court · 2004
- In Re Estate of JonesWashington Supreme Court · 2004
- Scott v. Trans-System, Inc.Washington Supreme Court · 2003
- Scott v. Trans-System, Inc.Washington Supreme Court · 2003
- Sun Life Assurance Co. v. SutterWashington Supreme Court · 1939
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3Cited by9 opinions
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- In Re Estate Of Randall J. Langeland. Sharon Drown, App. / X-res. v. Janell Boone, Res. / X-app.Court of Appeals of Washington · 2013
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