Legal Question in Wills and Trusts in Pennsylvania

My mother pass and left me as executor. The will went thru probate and was not contested. She divided her bank accounts between myself and my cousin. And left the rest to me. She left the house to myself and my cousin. Now after a year my cousin is saying that the car should be hers because it is considered a household item. Also my mom bought me bonds (which were in my name) and my cousin is saying she should get half of this because this is a household item (because it was in a lock box in the house). Does she have a leg to stand on in this sutitaion.


Asked on 4/03/14, 5:22 pm

1 Answer from Attorneys

If you are the executor then you are in charge of administering the estate. I suggest that you at least consult with a probate attorney in the state where your mother's will is probated.

While I give your cousin an "A" for creativity, I don't know by what substance-assisted logic she concludes that the car and savings bonds are part of the house.

When a will leaves a house to a beneficiary, the beneficiary gets only the house. No furnishings in the house or appliances or clothes or jewelry. Just because these things are stored in the house does not make them part of the house. They are personal property and there are separate categories for this. A car is a vehicle, not part of the house. Savings bonds usually go under the category of investments or like category of personal property.

I think your cousin is all wet but you can always find a clever lawyer so its possible that she might find one who can make a better argument for the car and the savings bonds. And I don't have the whole will in front of me - only what you relate. There may be something else in the will that may shed some light on this here. That is why you need to pay an attorney to review the will if you do not already have an attorney.

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Answered on 4/04/14, 1:34 am


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