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Wills, Trusts & Estates keyed to Sitkoff
Nunnenman v. Estate of Grubbs
Citation:
374 S.W.3d 75, 2010 Ark. App. 75 (2010)Facts
In 2003, Donald Grubbs transferred his IRA to Raymond James and Associates, Inc., naming Chrissey Nunnenman as the sole beneficiary with her name, social security number, and date of birth. The IRA agreement specified that beneficiary changes required submission of a new designation form to the custodian or another manner acceptable to the custodian. Grubbs was hospitalized in May 2005 and died on June 9, 2005. On June 3, 2005, while hospitalized, Grubbs summoned an attorney and executed a formal will that left his entire estate to his mother, Shervena Grubbs, and named her as executrix. This will made no mention of the IRA account. After Grubbs’s death, Shervena claimed she found a handwritten note in Grubbs’s Bible stating his intent to leave all assets, including his IRA, to her. She filed suit to freeze the IRA assets and claim them as beneficiary.
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