Redding, CA asked in Estate Planning and Probate for California

Q: My Mother just passed away without a will and my step cleaned out her personal bank account. Is there anything I can do?

The bank account contained her inheritance from her Mother that she purposely kept separate.

Related Topics:
1 Lawyer Answer
Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: It will depend on the dollar value of all your mother's probatable assets and the state in which your mother lived. (I'll assume your mother lived in California.) If your mother's probatable assets are valued at $166,250 or more, your mother's assets must go through the probate court before the assets can be distributed to heirs. There are exceptions. For example, if the bank account was a joint account with your mother and step-father, then he would be entitled to all the money in that account. Here's why: Whenever there is more than one owner of an asset and one of the owners passes away, the deceased person's name is removed from ownership and the remaining owner(s) continue to own whatever is left in the account. This is a general overview and each situation is different. So, if you want specific legal advice tailored to your individual situation, hire a lawyer in the area where your mother lived. Best wishes!

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.