Nunnenman v. Estate of Grubbs

JOHN MAUZY PITTMAN, Judge.

Lin 2003, decedent Donald Grubbs transferred his individual retirement account (IRA) to Raymond James and Associates, Inc., naming appellant as the beneficiary to receive the residue in the event of his death. Decedent was hospitalized in May 2005 and died on June 9 of that year. On June 3, 2005, decedent summoned an attorney to the hospital, where decedent made and executed a last will and testament that did not mention the IRA account. This will left decedent’s entire estate to his mother, Shervena Grubbs, who was also named as executrix. In that capacity, Shervena…