IVALDI v. METLIFE INVESTORS INSURANCE COMPANY

2009-01854

72 A.D.3d 897 (2010)

899 N.Y.S.2d 346

MARGARET IVALDI, Appellant, v. METLIFE INVESTORS INSURANCE COMPANY et al., Respondents.

Appellate Division of the Supreme Court of New York, Second Department.

Decided April 20, 2010.


Ordered that the order is affirmed, with one bill of costs to the respondents appearing separately and filing separate briefs.

Jane Baumann and her husband, John Baumann, were joint owners of an annuity purchased in 2004, and the plaintiff was listed as their primary beneficiary. John Baumann died during the accumulation period in December 2006 and, pursuant to the terms of the annuity policy, that event immediately changed the terms of the annuity policy, leaving...

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