New York, NY asked in Probate for New York

Q: Can the executor of my aunt's estate come after me for the joint account my aunt put me on years before she passed away?

my brother, one of the beneficiaries of the will, left me a threatening message saying I'm suppose to pay all the expenses from that and that I robbed him!

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2 Lawyer Answers
Elaine Shay
Elaine Shay
PREMIUM
Answered
  • Probate Lawyer
  • New York, NY
  • Licensed in New York

A: Simply having a joint account does not mean that both parties to the account are equal owners of the asset. For example, many older people will add an adult child to a bank account for convenience in having assistance with banking matters instead of to make a gift.

1 user found this answer helpful

Michael David Siegel
Michael David Siegel
Answered
  • Probate Lawyer
  • New York, NY
  • Licensed in New York

A: Short answer -- if she pays the filing fee she can come after you. The question is will she win. This is a more complex question, and depends on many factors, including the reason you are on the account. If it was "convenience", i.e. to help pay bills, etc., then you could have to give it back.

1 user found this answer helpful

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