Q: When the owner of an account is deceased and directs his assets to two beneficiaries, is the Personal Representative
still entitled to the balance of a jointly held convenience account that was set up as a means to manage financial affairs of the deceased or should the balance be conveyed to the estate for distribution to the beneficiaries.
Probate Law is very complex. No lawyer can answer your question because there is not enough information.
Foe example, if there is a Last Will, it will usually name a personal representative--who may or may not be a beneficiary of the Last Will. In situations where that is no Last Will Florida law provides one in the Probate Code. The duties of a Personal Representative are spelled out in the Probate Code--but if there is a Last Will the Last Will always prevails.
Bottom line: I cannot answer this question.
Nina Whitehurst agrees with this answer
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