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Case No. 23-0741

Douglas Kelley, Executor of the Estate of Gregory Autenreith
v.
Savings Bank Primghar

Appellant

Douglas Kelley, Executor of the Estate of Gregory Autenreith

Appellee

Savings Bank Primghar

Attorney for the Appellant

Steve Hamilton

Attorney for the Appellee

Paul W. Deck Jr.

Court of Appeals

Court of Appeals Opinion

Opinion Number:
23-0741
Date Published:
Oct 16, 2024
Summary

            Appeal from the Iowa District Court for O’Brien County, Nancy L. Whittenburg, Judge.  AFFIRMED.  Considered by Ahlers, P.J., Langholz, J., and Danilson, S.J.  Opinion by Langholz, J.  (9 pages)

            Douglas Kelley—the executor of a trust beneficiary’s estate—appeals the district court’s grant of summary judgment on the estate’s claim that the trustee, Savings Bank Primghar, negligently breached its fiduciary duty to the beneficiary.  OPINION HOLDS:  The bank did not violate any duty owed to the beneficiary as trustee under Iowa law.  Because the beneficiary was provided a copy of the trust’s terms as required by the Iowa Trust Code and he never asked for any more information from the bank, it complied with all its duties under Iowa law.

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