General Mills Federal Credit Union v. Lofgren

OPINION

STONEBURNER, Judge.

In this interpleader action to determine the beneficiary of an IRA, appellant, who asserts that he is the intended beneficiary, *768challenges the district court’s grant of summary judgment in favor of respondent, the named beneficiary. Appellant argues that the district court erred by failing to consider evidence of (1) the intent of decedent IRA owner to change the IRA beneficiary and (2) decedent’s reasonable belief that she had, in fact, effectively changed the IRA beneficiary before her death.

The district court declined to consider any evidence of decedent’s intent…