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BACON v. SMITH BARNEY SHEARSON, INC.

Civil No. 95-130-SD.

938 F.Supp. 98 (1996)

Erika Gore BACON v. SMITH BARNEY SHEARSON, INC.; Leonard Morris.

United States District Court, D. New Hampshire.

June 27, 1996.

Attorney(s) appearing for the Case

Carl D. Hanson, Law Offices of Wm. Howard Dunn, Claremont, NH, for Erika Gore Bacon.

Wilbur A. Glahn, III, McLane, Graf, Raulerson & Middleton, Manchester, NH, David C. Boch, Bingham, Dana & Gould, Boston, MA, for Smith Barney Shearson, Inc., Leonard Morris.

ORDER

DEVINE, Senior District Judge.

This order addresses the issues raised by a number of pending motions.

1. Background1

Plaintiff Erika Gore Bacon, a New Hampshire resident, inherited an Individual Retirement Account (IRA) which had been created by her late cousin Elizabeth Hayman. The IRA was established with defendant Smith Barney, Inc.,

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