Legal Opinion
Charles Schwab & Co., Inc. v. Debickero
Court of Appeals for the Ninth Circuit
Decided January 22, 2010No. 07-15261PublishedCited by 12 opinions
1Opinion of the Court
PER CURIAM: 1
This interpleader action involves a dispute over the ownership of an individual retirement account established by decedent Wayne Wilson and held by Charles Schwab & Company (“Schwab”). Katherine Chandler, Wilson’s surviving spouse, appeals the grant of summary judgment in favor of the named beneficiaries of the Schwab IRA, Wilson’s four adult children from a previous marriage. The district court determined that the surviving spouse protections in the Employee Retirement Income Security Act of 1974 (“ERISA”), 88 Stat. 832, as amended, 29 U.S.C. § 1001 et seq., do not apply to the…
2Cases cited4 opinions
- Fort Halifax Packing Co. v. CoyneSupreme Court of the United States · 1987
- Gerald Grimo and Gerald Grimo, Special Administrator of the Estate of Diana Grimo Bnf Diana Grimo v. Blue Cross/blue Shield, of VermontCourt of Appeals for the Second Circuit · 1994
- Andrea Peckham v. Gem State Mutual Of UtahCourt of Appeals for the Tenth Circuit · 1992
- In Re RaylUnited States Bankruptcy Court, S.D. Ohio · 2003
3Cited by12 opinions
- Chudacoff v. University Medical Center of Southern NevadaCourt of Appeals for the Ninth Circuit · 2011
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- Grund v. Delaware Charter Guarantee & Trust Co.District Court, S.D. New York · 2011
- Howard Jarvis Taxpayers Ass'n v. Ca Secure Choice Retire. Svg.Court of Appeals for the Ninth Circuit · 2021
- Burns v. Delaware Charter Guarantee & Trust Co.District Court, S.D. New York · 2011
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