Bennice v. Lakeshore Savings & Loan Ass'n
Appellate Division of the Supreme Court of the State of New York
1Opinion of the Court
Order insofar as appealed from unanimously reversed on the law without costs, motion granted and complaint against defendant Lakeshore Savings & Loan Association dismissed. Memorandum: Supreme Court erred in denying the motion of Lakeshore Savings & Loan Association (defendant) for summary judgment dismissing the complaint against it. Defendant established as a matter of law that it had no duty to inform plaintiff of the tax consequences of rolling over the proceeds from liquidation of a tax deferred annuity into an IRA account, and plaintiff failed to raise an issue of fact warranting a…
2Cases cited13 opinions
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- Blon v. Bank One, Akron, N.A.Ohio Supreme Court · 1988
- Merrill Lynch, Pierce, Fenner & Smith, Inc. v. Chemical BankNew York Court of Appeals · 1982
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