Rose v. Rose

TAYLOR, Justice.

This is an appeal from a declaratory judgment action in which the district court invalidated an attempted modification of ownership of a certificate of deposit (CD). The original owner of the CD (now deceased) requested that the issuing bank add the name of his nephew, Jeffrey Rose, as joint owner. However, only the “Register Copy” of the CD, on file at the bank, was altered. Following the original owner’s death, his estate brought this action to declare the CD modification invalid and to establish the estate’s ownership of the CD. The district court ruled in favor of the…