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HOLTZ v. HILLIARD

No. EV 95-209-C H/H.

1 F.Supp.2d 887 (1998)

Helen C. HOLTZ, Plaintiff, v. J.J.B. HILLIARD, W.L. Lyons, Inc., Capital Guardian Trust Company, and American Funds Service Company, Defendants.

United States District Court, S.D. Indiana, Evansville Division.

March 23, 1998.

Attorney(s) appearing for the Case

Jack N. VanStone, Kenneth G. Haynie, Jr., Evansville, IN, for Helen C. Holtz.

David L. Clark, Kahn Dees Donovan & Kahn, Evansville, IN, for Hilliard & Lyons.

Donald M. Snemis, Ice Miller Donadio & Ryan, Indianapolis, IN, Ross E. Rudolph, Mattingly, Rudolph, Fine & Porter, Evansville, IN, for Capital Guardian Trust Co., American Funds Service Co.

ENTRY ON DEFENDANTS' MOTIONS FOR SUMMARY JUDGMENT

HAMILTON, District Judge.

Plaintiff Helen C. Holtz believes her late brother, Dr. Robert Ziss, intended to name her as the beneficiary of an individual retirement account upon his death. Dr. Ziss had previously named Mrs. Holtz as the beneficiary of the account, but when he transferred the account to a new trustee a few months before his death, Dr. Ziss left the beneficiary designation blank. A state probate...

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