Legal Opinion
Helen C. Holtz v. J.J.B. Hilliard W.L. Lyons, Inc.
Court of Appeals for the Seventh Circuit
Decided July 15, 1999No. 98-1870PublishedCited by 44 opinions
1Opinion of the Court
KANNE, Circuit Judge.
When her brother Robert Ziss died, Helen Holtz was told by others that she would be the beneficiary of his individual retirement account (“IRA”). In May 1993, Ziss, however, had decided to make some changes to the mutual funds that made up this account. In response to Ziss’s request, J.J.B. Hilliard W.L. Lyons, Inc. (“Hilliard Lyons”), his broker, sent him the appropriate pre-printed applications, which he filled out and returned. After Ziss’s death, Holtz learned that when Ziss made these changes to the mutual funds he maintained with American Funds Services Company…
2Cases cited45 opinions
- Anderson v. Liberty Lobby, Inc.Supreme Court of the United States · 1986
- Celotex Corp. v. Catrett, Administratrix of the Estate of CatrettSupreme Court of the United States · 1986
- Matsushita Electric Industrial Co., Ltd. v. Zenith Radio CorporationSupreme Court of the United States · 1986
- Montana v. United StatesSupreme Court of the United States · 1979
- Ultramares Corp. v. ToucheNew York Court of Appeals · 1931
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3Cited by44 opinions
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- B.R. v. WestUtah Supreme Court · 2012
- Allen Frake, in His Capacity as Special Administrator of the Estate of Robert Frake v. The City of Chicago, a Municipal CorporationCourt of Appeals for the Seventh Circuit · 2000
- Delisa Ross v. Rjm Acquisitions Funding LLCCourt of Appeals for the Seventh Circuit · 2007
- Rosado v. TaylorDistrict Court, N.D. Indiana · 2004
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