Heir files lawsuit alleging wrongful withdrawal of $193K in retirement funds

By Louisiana Record reports | Mar 13, 2015

GRETNA – A retirement account is at the center of a lawsuit filed by the heir of a woman who claims community funds were withdrawn instead of being provided to her.

Terry Hartley Connolly, as independent testament executrix of the succession of Habie Boudreaux Landry, filed suit against Vanguard, Vanguard Group Inc., Christine Caccioppi, Judith Dornberger, Lionel Landry Jr., Donald Loisel, Alma McNamara, Barbara Muller, James Negrotto, Lawrence Negrotto, Walter Negrotto Jr., Laurie Orgeron, Beth Priem, Janet Seward, Seve Seward and James Seward in the 24th Judicial District Court on Dec. 16, 2014.

Connolly alleges that in June 2000 upon the death of Wilfred Landry, one half of a Vanguard money market account, or $153,196.61, was provided to his wife, Habie Boudreaux Landry. The other half was provided to his surviving children. However, the plaintiff contends that after the death of Habie Boudreaux Landry in 2011, although she was the heir to the money market account, the heirs of Wilfred Landry were found to have been making withdrawals without her knowledge amounting to $193,770.48.

Connolly asserts that she requested Vanguard request repay,went of the allegedly wrongfully withdrawn funds, but they have failed to take the steps to do so.

The defendants are accused of breach of contract.

Damages in the amount of $193,770.48 is sought by the plaintiff.

Connolly is represented by attorney Charles R. Justice of New Orleans.

The case has been assigned to Division O Judge Danyelle M. Taylor.

Case no. 745-185.

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