Legal Opinion
A.G. Edwards & Sons, Inc. v. Beyer
Texas Court of Appeals, 8th District (El Paso)
Decided June 30, 2005No. 08-03-00495-CVPublishedCited by 6 opinions
1Opinion of the Court
OPINION
ANN CRAWFORD McCLURE, Justice.
This appeal arises from a failed attempt to create a joint tenancy with right of survivorship between a father and a daughter. A.G. Edwards & Sons, Inc. appeals from a judgment in favor of Maria Alicia Beyer. We modify the judgment and affirm as modified.
FACTUAL SUMMARY
In 1985, Maria Alicia Beyer and her father, Federico Beyer, created a joint account at A.G. Edwards & Sons, Inc. (AGE). This account was set up as a joint tenancy with rights of survivorship (JTWROS). In 1997, Beyer obtained permanent alien status which required her to pay taxes on the…
2Cases cited17 opinions
- National Union Fire Insurance Co. of Pittsburgh v. CBI Industries, Inc.Texas Supreme Court · 1995
- Stewart Title Guaranty Co. v. SterlingTexas Supreme Court · 1992
- Tenneco Inc. v. Enterprise Products Co.Texas Supreme Court · 1996
- Stewart Title Guaranty Co. v. AielloTexas Supreme Court · 1997
- Pegasus Energy Group, Inc. v. Cheyenne Petroleum Co., Texas Court of Appeals, 13th District1999
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3Cited by6 opinions
- Emerson Electric Co. v. American Permanent Ware Co., Texas Court of Appeals, 5th District (Dallas)2006
- Holmes v. Beatty, Texas Court of Appeals, 14th District (Houston)2007
- Harry Holmes, Individually and as Independent of the Estate of Thomas J. Holmes, and as Trustee of Any Trust Named as a Legatee in the Will of Thomas J. Holmes, SR. v. Douglas G. Beatty, Individually and as Independent of the Estate of Kathryn v. Holmes, Texas Court of Appeals, 14th District (Houston)2007
- In Re Olshan Foundation Repair Company of Dallas, LLC, Texas Court of Appeals, 10th District (Waco)2006
- In Re Olshan Foundation Repair Company of Dallas, LLC, Texas Court of Appeals, 10th District (Waco)2006
1 more not listed; retrieve them via the Exa API.