Estate of Jill A. Jordan
v.
Iowa Medicaid Enterprise Estate Recovery Program
Appellant
Estate of Jill A. Jordan
Appellee
Iowa Medicaid Enterprise Estate Recovery Program
Attorney for the Appellant
David H. Skilton
Attorney for the Appellee
Matthew K. Gillespie, Assistant Attorney General
Court of Appeals
Court of Appeals Opinion
Opinion Number:
Date Published:
Summary
Appeal from the Iowa District Court for Cerro Gordo County, DeDra L. Schroeder, Judge. AFFIRMED. Heard by Vogel, P.J., and Vaitheswaran and McDonald, JJ. Opinion by Vaitheswaran, J. (4 pages)
An estate appeals from the district court’s order granting summary judgment in favor of the Iowa Department of Human Services on the estate’s petition for declaratory judgment regarding the payment of an annuity. OPINION HOLDS: On Jill Jordan’s death, the remaining annuity balance became the personal property of the department as the “100% primary beneficiary.” The balance was never a probate asset subject to Iowa Code section 633.425 (2017). The district court did not err in granting the department’s motion for summary judgment.
