Tokarczyk v. A G Edwards and Sons, Incorporated et al

Filing 43

JUDGMENT Signed by District Judge Patrick J Duggan. (MOre)

Download PDF
UNITED STATES DISTRICT COURT EASTERN DISTRICT OF MICHIGAN SOUTHERN DIVISION JANET TOKARCZYK, Plaintiff, v. A.G. EDWARDS & SONS, INC. and WACHOVIA SECURITIES LLC, Defendants. ____________________________/ ROBERT N. TOKARCZYK, Personal Representative of THE ESTATE OF ROBERT TOKARCZYK, Deceased Intervening Plaintiff, v. JANET TOKARCZYK, Cross-Defendant. ____________________________/ JUDGMENT Plaintiff Janet Tokarczyk ("Mrs. Tokarczyk") filed this action against Defendants, seeking a declaratory judgment that she is the sole beneficiary of individual retirement accounts that her late ex-husband held with Defendant A.G. Edwards & Sons, Inc., identified as Account Nos. 6149-3411 and 6149-3429. Robert N. Tokarczyk ("Robert"), the son of Mrs. Tokarczyk's ex-husband and the personal representative of his father's estate, has intervened in this action, claiming that the estate is the rightful owner of the Case No. 08-12481 Honorable Patrick J. Duggan accounts. Robert filed a complaint against Mrs. Tokarczyk, alleging breach of contract and seeking a declaratory judgment that the accounts belong to the estate. Mrs. Tokarczyk and Robert subsequently filed cross-motions for summary judgment. In an opinion and order entered on April 15, 2009, the Court granted Robert's motion and denied Mrs. Tokarczyk's motions. On April 29, 2009, the parties stipulated that the Court's April 15 decision resolves all pending claims and issues between them. Accordingly, IT IS ORDERED, ADJUDGED, AND DECREED, that Janet Tokarczyk's complaint is DISMISSED WITH PREJUDICE; IT IS FURTHER ORDERED, ADJUDGED, AND DECREED, that the Court GRANTS the request for declaratory judgment filed by Robert N. Tokarczyk as personal representative of the Estate of Robert Tokarczyk and DECLARES that the Estate of Robert Tokarczyk is the sole owner of the individual retirement accounts that are the subject of this litigation. DATE: April 29, 2009 Copies to: Kenneth F. Neuman, Esq. Edwin Young, Esq. Gary Saretsky, Esq. ____ _s/PATRICK J. DUGGAN UNITED STATES DISTRICT JUDGE 2

Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.


Why Is My Information Online?