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RIVERO v. FIDELITY INVESTMENTS, INC.

No. 20-40371.

1 F.4th 340 (2021)

Carmela RIVERO, Plaintiff-Appellant, v. FIDELITY INVESTMENTS, INCORPORATED, Defendant-Appellee.

United States Court of Appeals, Fifth Circuit.

FILED June 10, 2021.

Attorney(s) appearing for the Case

Jason B. Freeman, Freeman Law, P.L.L.C., Frisco, TX, for Plaintiff-Appellant.

Ellen Bush Sessions, Norton Rose Fulbright US, L.L.P., Dallas, TX, for Defendant-Appellee.

Before Higginbotham, Stewart, and Wilson, Circuit Judges.

Carmela Rivero seeks a declaratory judgment that an IRS transfer certificate is not necessary to transfer ownership of her account with Fidelity Brokerage Services, LLC ("Fidelity"). Concluding that such a declaration "would necessarily involve a determination `with respect to Federal taxes,'" the district court sua...

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