Legal Question in Real Estate Law in Arizona
Joint Tenancy
My mom added my younger sister's name (as Joint Tenant with rights to survivorship) on the deed to her home a few years ago before she had major surgery. Now, she no longer wants her name on it. The attorney who did this for my mom originally told her she could remove my sister from the deed any time she wanted. Now, he says that my sister must agree to be removed. This has my mom very upset because my sister is getting married in May 2009 to a man who has severe health problems. My mom fears that his medical bills could cause a lien to be placed on her house My mom has a Will, which was done before she added my sister's name, which states that her property is to be split among all the children upon her death. . Please let me know if there is any way to remove my sister's name.
2 Answers from Attorneys
Re: Joint Tenancy
Depending on the circumstances, there may be a way for your mother to recover her property.
I would need to know whether your sister paid or gave your mother anything for the half interest in your mother's property, whether your mother intended to permanently transfer the property to your sister at the time, and whether your mother knew what she was doing when she did it. From the information given, it sounds as if your mother thought she was reserving a right to take your sister's name back off the property when she felt better.
You or your mother may call or email me if she would like to discuss this.
Re: Joint Tenancy
When you put another person in joint tenancy, you have made a gift to that person, and you can't take it back. Your sister could convey the interest back to her mother, but your question indicates that she will not agree to do so. I believe that your Mom may have a malpractice claim against the attorney who advised her that she could take it back at any time (that would have been the case if she made a "beneficiary deed"). If she wanted your sister to have the property, outside of probate, upon her death, the attorney should have advised her to make a beneficiary deed, just to avoid the circumstances which prevail now.
Your Mom could also seek to partition the property so that the sister does not get it all.