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CHARLES SCHWAB & CO., INC. v. McENTEE

No. COA12-897.

739 S.E.2d 863 (2013)

CHARLES SCHWAB & COMPANY, INC., Plaintiff, v. John McENTEE, Personal Representative of the Estate of Alan J. McEntee and Kelly McEntee, a/k/a Kelly Pecha Defendants.

Court of Appeals of North Carolina.

March 5, 2013.

Attorney(s) appearing for the Case

Essex Richards, PA, by Edward G. Connette , Charlotte, and Elizabeth A. Buckner , for Defendant-Appellee John McEntee, as Personal Representative of the Estate of Alan J. McEntee.

Norelli Law, PLLC, by Nancy Black Norelli, Esq. , Charlotte, and Louis A. Bernard, Esq. , Pro Hac Vice, for Intervenor-Appellant American Diabetes Association.

DILLON, Judge.

The American Diabetes Association appeals from the trial court's order denying its Motion to Intervene in an interpleader action filed by Charles Schwab & Company, Inc. (Schwab) for the purpose of determining the rightful beneficiary of an individual retirement account owned by Alan J. McEntee (the Decedent) and held by Schwab. For the following reasons, we affirm the trial court's order denying intervention.

I. Factual & Procedural...

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