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JACOBS v. MAZZEI

516513

112 A.D.3d 1115 (2013)

977 N.Y.S.2d 123

2013 NY Slip Op 8320

JEAN C. JACOBS, Appellant, v. STEPHEN J. MAZZEI JR., Respondent, and MORGAN STANLEY SMITH BARNEY, LLC, Defendant and Third-Party Plaintiff-Respondent. FLORENCE LOUISE WESTON, Third-Party Defendant-Respondent, et al., Third-Party Defendants.

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

Decided December 12, 2013.

Garry, J.

Appeal from an order of the Supreme Court (Connolly, J.), entered July 16, 2012 in Ulster County, which, among other things, granted defendants' motion for summary judgment dismissing the complaint.

In 2007, Helen Van Alst (hereinafter decedent) opened an individual account and an individual retirement account (hereinafter IRA) at defendant Morgan Stanley Smith Barney, LLC (hereinafter MSSB). Decedent named no joint owners of the individual account...

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