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Case No. 21-0455

For summaries from opinions prior to August, 2018, view PDF versions here

US Bank N.A. v. Bittner

U.S. Bank National Association, Plaintiff-Appellee,

vs.

Jeffrey S. Bittner, Individually and as Trustee of the Joan Y. Bittner Marital Trust, Defendant-Appellant,

and

MidWestOne Bank, as Conservator of the Joan Y. Bittner Marital Trust, Defendant-Appellee,

and

Joan Y. Bittner, Kimberly Montgomery, Todd Richard Bittner and Lynn Von Schneidau, Defendants.

Attorney for Appellant

Jeffrey S. Bittner

Attorney for Appellee U.S. Bank National Association

Lynn W. Hartman and Nicholas Petersen

Attorney for Appellee MidWestOne Bank

Timothy J. Krumm and Danica L. Bird

Court of Appeals

Court of Appeals Opinion

Opinion Number:
21-0455
Date Published:
Jun 15, 2022
Summary

            Appeal from the Iowa District Court for Scott County, Thomas Reidel, Judge.  AFFIRMED.  Considered by Tabor, P.J., Badding, J., and Blane, S.J.  Opinion by Blane, S.J.  (12 pages)

            A son challenges the district court’s grant of declaratory judgment to U.S. Bank, the trustee of his father’s individual retirement account, finding his father left the asset to his mother.  OPINION HOLDS: Because we find the district court read the clear and unambiguous language of the IRA agreement and beneficiary designation correctly, we affirm.

Other Information

Date Further Review is Granted:
Aug 29, 2022
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