BERKE v. FIDELITY BROKERAGE SERVICES

No. COA19-641.

841 S.E.2d 592 (2020)

Julie BERKE, Plaintiff, v. FIDELITY BROKERAGE SERVICES, the Estate of Gary Ian Law, and Aman Masoomi, Individually and as Sole Heir and Executor of the Estate of Sharon Lee Day, Defendants.

Court of Appeals of North Carolina.

Filed: March 17, 2020.


Attorney(s) appearing for the Case

Tillman, Whichard & Cagle, PLLC, by Willis P. Whichard , Chapel Hill, and Sarah Elizabeth Tillman , for the Plaintiff-Appellant.

Roberti, Wicker, Lauffer & Cinski, P.A., Durham, by R. David Wicker, Jr. , for the Defendant-Appellees.


Julie Berke ("Plaintiff") appeals from judgment entered upon a jury verdict finding that the estate of Gary Law, her former husband, is the beneficiary of certain retirement accounts. We hold that the trial court erred by submitting this issue to the jury because there was insufficient evidence that anyone other than Plaintiff was...

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