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Probate : Transfer Upon Death – Beneficiary – IRA

Where appellant challenged the designation of respondent as a death beneficiary, a properly filled out signature card is not always required to change a POD beneficiary, and the request to change was legally sufficient in this case, so substantial evidence supported the trial court’s determination that respondent was the designated beneficiary, and the court did not err in finding that four account cards constituted a contract, but the record lacked substantial evidence to support the court’s conclusion that the respondent was the IRA beneficiary.

Judgment is affirmed in part; reversed and remanded in part.

Linscott v. Bader (MLW No. 67190/Case No. WD77184 – 14 pages) (Missouri Court of Appeals, Western District, Gabbert, J.) Appealed from circuit court, Clay County, Harman, J. (Gwen Adele Edwards, Kansas City, Missouri, for appellant) (Jon Alan Blongewicz, Leawood, Kansas, for respondent).

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