Legal Opinion

Ciampa v. Bank of America

Massachusetts Appeals Court

Decided August 13, 2015No. AC 14-P-1179PublishedCited by 3 opinions

1Opinion of the CourtMeade, J.

This case requires us to review the propriety of the allocation of a sixty-six percent share of an individual retirement account (IRA) of the decedent, Priscilla Cotgageorge (Priscilla). Following her death, that share was to be paid to a named contingent beneficiary whose identity cannot be ascertained. Both Priscilla’s daughter, the plaintiff Jamie Ciampa (Jamie), and her stepson, the defendant J. Edward Cotgageorge (Edward), claim to be that contingent beneficiary and, consequently, to be entitled to that share. After a trial, a judge of the Probate and Family Court awarded the sixty-six…

2Cases cited18 opinions

  1. Kendall v. SelvaggioMassachusetts Supreme Judicial Court · 1992
  2. Berman v. SandlerMassachusetts Supreme Judicial Court · 1980
  3. Foster v. Group Health Inc.Massachusetts Supreme Judicial Court · 2005
  4. Yankee Microwave, Inc. v. Petricca Communications Systems, Inc.Massachusetts Appeals Court · 2002
  5. DiCarlo v. MazzarellaMassachusetts Supreme Judicial Court · 1999

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3Cited by3 opinions

  1. In re Macmackin Nominee Realty TrustMassachusetts Appeals Court · 2019
  2. U.S. Bank, National Association v. Jeffrey S. Bittner, Individually and as Trustee of the Joan Y. Bittner Marital Trust and Midwestone Bank, as Conservator of the Joan Y. Bittner Marital TrustSupreme Court of Iowa · 2023
  3. Ubs Fin. Servs., Inc. v. AlibertiMassachusetts Appeals Court · 2018

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