Legal Opinion
In re the Estate of Morse
New York Surrogate's Court
Decided April 1, 1991PublishedCited by 3 opinions
1Opinion of the Court
OPINION OF THE COURT
Renee R. Roth, S.
At issue in this proceeding is whether the beneficiary of an individual retirement account (IRA) may be changed by a designation of a different beneficiary by testator in his will.
Testator, James Bruce Morse, died on May 27, 1989 survived by his parents.
*416Prior to his death, Mr. Morse had created IRA accounts at two brokerage houses. In 1983, he created account No. NY 64789686 at Charles Schwab naming as his designated beneficiaries in the event of his death his mother Mrs. James E. Morse and a friend Jacob Restrick. In 1985, he created account No.…
2Cases cited14 opinions
- Greenfield v. Massachusetts Mutual Life InsuranceAppellate Division of the Supreme Court of the State of New York · 1937
- Considine v. ConsidineAppellate Division of the Supreme Court of the State of New York · 1938
- Kane v. Union Mutual Life InsuranceAppellate Division of the Supreme Court of the State of New York · 1981
- Rothstone v. NortonAppellate Division of the Supreme Court of the State of New York · 1930
- Rothstone v. NortonNew York Court of Appeals · 1931
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3Cited by3 opinions
- Lincoln Life & Annuity Co. v. CaswellAppellate Division of the Supreme Court of the State of New York · 2006
- In re the Estate of TrigoboffNew York Surrogate's Court · 1998
- McCarthy v. Aetna Life InsuranceAppellate Division of the Supreme Court of the State of New York · 1997