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Wednesday, February 22, 2017

KATHLEEN WOLENS VS. MORGAN STANLEY SMITH BARNEY, LLC, ET AL. A-1028-15T1


 KATHLEEN WOLENS VS. MORGAN STANLEY SMITH BARNEY, LLC, 
ET AL. 
A-1028-15T1 
Plaintiff appeals an order granting summary judgment and dismissing her complaint against her deceased mother's former investment company and its account manager. Plaintiff claims that defendants acted negligently and improperly in carrying out a written request to have her mother's bank accounts changed from accounts solely in her name to joint accounts with one of plaintiff's sisters. 

This court affirms the dismissal. It has not been shown that defendants owed or breached any legal duties to plaintiff, who was neither their customer nor a person known to them with whom they had any established contractual or special relationship.