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MATTER OF MORSE

150 Misc.2d 415 (1991)

In the Matter of The Estate of James B. Morse, Deceased.

Surrogate's Court, New York County.

April 1, 1991

Attorney(s) appearing for the Case

Elizabeth M. Barnett for petitioner.

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.

Prior to his death, Mr. Morse had created IRA accounts at two brokerage houses. In 1983, he created account No. NY 64789686...

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