QUESTION
My brother had his will drafted in 1999 leaving everything to a certain person. Hower, several years later he added me and my (his) sister to his cd's
Asked on Nov 08th, 2013 on Wills and Probate - Texas
More details to this question:
and to his checking account. He recently passed away. Are the cd's and checking account ours or the individual named in the will?
1 ANSWER
3 Awards
Talk to a TX lawyer, GENERALLY, jointly held property (joint tenants with right of survivorship) goes to the surviving tenants and does not go into the estate. If TX has inheritance tax, you may owe inheritance tax. Again, check with a local lawyer.
Answered on Nov 10th, 2013 at 1:39 PM
William R. Pelger, Attorney Munhall, Pennsylvania 412-461-1900