Stamford, CT asked in Estate Planning for Connecticut

Q: My mom passed in January of this year. Prior to her death she added me (her daughter) to her checking/savings account

With survivorship. The account was used to pay bills etc and was not included in the will. In her will she stated her estate to be divided by 8 children. My sibling is accusing me of taking money from bank account and says he won’t give me anything from the estate. Could he do this legally? Could I contest the will? As stated the bank account I had right of survivorship. I live in CT. Thank you.

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1 Lawyer Answer

Steven Basche

Answered
  • Estate Planning Lawyer
  • Glastonbury, CT
  • Licensed in Connecticut

A: The funds in the joint account became yours upon your mother's death and you are entitled to keep them. That being said, if your name was added as a convenience, and your mother did not explicitly say she wanted you to have the money and not include it as part of the estate, your brother could argue that the money should come back into the estate and be divided. He would have to prove that in court. If he proposes a distribution which is less than your share, you can object and the court will ultimately decide. It is not uncommon for a sibling to agree to put jointly held funds back into an estate, but you are not obligated to do this.

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