In re Succession of Hubbard
Louisiana Court of Appeal
803 So. 2d 1074 (2001)
- Written by Meredith Hamilton Alley, JD
Facts
John Hubbard and Ruth Hubbard (defendant) married in 1964. John began working for the Jacobs Engineering Company (Jacobs) and enrolled in Jacobs’s retirement plan, designating Ruth as the primary beneficiary of the plan. The contingent beneficiaries included John’s daughters from a prior marriage (plaintiffs), among others. John used his salary to fund the account. When John quit working for Jacobs in 1977, Jacobs closed John’s retirement-plan account and compensated him for his interest in the account with 188 shares of Jacobs stock and cash. John died in 1985, and years later John’s daughters filed and won a petition for ownership of the stock. Ruth appealed, arguing, among other things, that because the stock had been a retirement asset, John’s beneficiary designation of the retirement account should determine the ownership of the stock.
Rule of Law
Issue
Holding and Reasoning (Kline, J.)
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