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IN RE ESTATE OF WELLSHEAR

No. 101,384.

142 P.3d 994 (2006)

2006 OK CIV APP 90

In The Matter of the ESTATE OF Charles C. WELLSHEAR, deceased. Virginia R. Wellshear, Petitioner/Appellee, v. Kedre D. Mellor, CPA/PFS; Kedge C. Wellshear; Kraig A. Wellshear, Defendants/Appellants, and Fidelity Investments; Fidelity Brokerage Services, LLC; Fidelity Services Company, Inc., and John Does 1 thru 10, Defendants.

Court of Civil Appeals of Oklahoma, Division No. 4.

Rehearing Denied June 20, 2006.

Attorney(s) appearing for the Case

Jon E. Brightmire, Varley H. Taylor, Jr., James P. McCann, Doerner, Saunders, Daniel & Anderson, L.L.P., Tulsa, OK, for Appellee.

D. Faith Orlowski, Steven K. Balman, Brian S. Gaskill, Sneed Lang, P.C., Tulsa, OK, John H. Trudgeon, Hartzog, Conger, Cason & Neville, P.C., Oklahoma City, OK, for Appellants.

Released for Publication by Order of the Court of Civil Appeals of Oklahoma, Division No. 4.

OPINION BY JOHN F. REIF, Judge.

¶ 1 This appeal concerns conflicting claims to the individual retirement account (IRA) owned by Dr. Charles C. Wellshear at the time of his death. Dr. Wellshear's three adult children from his first marriage claim the IRA based upon their designation as primary beneficiaries in a form signed...

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