Legal Opinion

First Nat'l Bank v. Shirla Howard Revocable Living Trust

Missouri Court of Appeals

Decided October 9, 2018No. SD 35307PublishedCited by 3 opinions

1Per curiam

*436Jerry Howard appeals from a summary judgment entered in favor of the Shirla Howard Revocable Living Trust (the "Trust") in an action to settle ownership of a bank account. We must reverse and remand because the summary-judgment record does not establish a right to judgment as a matter of law.

Background1

In 2000, Shirla opened an individual checking account ("Account") with First National Bank ("Bank") and named Jerry, her husband, as the pay-on-death ("POD") beneficiary. Two years later, Shirla established the Trust.

After Shirla died in 2015, Jerry claimed Account ownership by virtue of…

2Cases cited8 opinions

  1. ITT Commercial Finance Corp. v. Mid-America Marine Supply Corp.Supreme Court of Missouri · 1993
  2. JOANNE JONES, QUINCY DWAYNE JONES, CHRIS JONES, and ANTHONY JONES v. UNION PACIFIC RAILROAD COMPANYMissouri Court of Appeals · 2016
  3. DAKOTA J. LACKEY v. IBERIA R-V SCHOOL DISTRICT, and JASON MORRISMissouri Court of Appeals · 2016
  4. Cross v. Drury Inns, Inc.Missouri Court of Appeals · 2000
  5. Columbia Mutual Insurance Co. v. HerifordMissouri Court of Appeals · 2017

3 more not listed; retrieve them via the Exa API.

3Cited by3 opinions

  1. Cristina Raybourn v. Changing Leads Equine Rescue; Woodson Hill Equestrian Center, LLCMissouri Court of Appeals · 2024
  2. Gregory Stiens v. Missouri Department of AgricultureMissouri Court of Appeals · 2019
  3. In re: Robert Keith MonroeUnited States Bankruptcy Court, E.D. Missouri · 2026

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