Legal Opinion

Anderson v. Dean Witter Reynolds, Inc.

Court of Appeals of Utah

Decided November 13, 1992No. 920228-CAPublishedCited by 13 opinions

1Opinion of the Court

OPINION

JACKSON, Judge:

Appellant, Anna Lee Anderson, appeals an order granting appellees’ motion to dismiss based on Rules 12(b)(6), 12(b)(7), and 19 of the Utah Rules of Civil Procedure. We reverse and remand.

FACTS

On November 20, 1978, Norman Anderson executed a trust agreement creating the Norman Anderson Trust. The trust was funded by stock held in a brokerage account with Dean Witter, Inc. (Dean Witter). Dean Witter had a copy of the trust agreement that outlined the terms and conditions for disbursement of trust assets. James Anderson, the' son of Norman Anderson, was named as trustee for…

2Cases cited13 opinions

  1. St. Benedict's Development Co. v. St. Benedict's HospitalUtah Supreme Court · 1991
  2. Colman v. Utah State Land BoardUtah Supreme Court · 1990
  3. Grider v. Texas Oil & Gas Corp.Court of Appeals for the Tenth Circuit · 1989
  4. Struble v. New Jersey Brewery Employees' Welfare Trust FundCourt of Appeals for the Third Circuit · 1984
  5. Prows v. StateUtah Supreme Court · 1991

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3Cited by13 opinions

  1. Slaughter v. SwicegoodCourt of Appeals of North Carolina · 2004
  2. Taylor v. MaileIdaho Supreme Court · 2005
  3. Hill v. Vanderbilt Capital Advisors, LLCDistrict Court, D. New Mexico · 2011
  4. Anderson v. Dean Witter Reynolds, Inc.Court of Appeals of Utah · 1996
  5. Pierucci v. PierucciCourt of Appeals of Utah · 2014

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

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