[WSBAPT] Joint Account (wros) and final distribution

[Jeff at bellanddavispllc.com]

Listmates:

 

This is a combined legal and ethical question.  Decedent set up bank account
with the PR (friend) as JTWROS so the PR could easily pay bills and fund
probate.  Only the decedent's money went into the account.  PR now, appears,
to take the position that the money is hers; and has reimbursed the joint
account, from the estate account, for probate costs.  I anticipate at least
one beneficiary, a big charity, will challenge these transactions.  There
have been discussions about joint accounts, but will the Court honor the
JTWROS or deem it an estate asset?  What are my duties to defend the PR's
position?  I look at the Trask case, but not sure how it applies here.  Your
perspective would be helpful.

 

Jeff Davis

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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