Legal Question in Wills and Trusts in Arizona

Property Ownership and wills

My grandmother made a will leaving me and my sister half of her estate and her son the other half. After she died I discoverd that her son put her property (valued at 120,000) in his and her name. The county assesor informed me that it was listed as ''joint tenents''. There are no survivor rights listed with the assesor's office. My uncle (her son) I believe pulled a fast one. Am I S.O.L.?


Asked on 10/01/02, 12:29 am

2 Answers from Attorneys

Monica Donaldson Stewart Donaldson Stewart, P.C.

Re: Property Ownership and wills

Thank you for your inquiry. Joint tenancy generally implies survivorship. In addition, any property that passes by joint tenancy avoids probate, and does not pass according to a will. This means that you and your sister are entitled to share in half of the "probate estate" (anything that does pass according to the will).

Whether or not your uncle "pulled a fast one" depends on whether he had the authority to convey her property to himself (e.g. under a valid power of attorney), or whether she had the capacity to make the transfer herself. It might help if you could actually see a copy of the deed making the transfer.

If you believe that improper action has occurred, the best idea is to contact a probate attorney in the county where your grandmother died or where the property was located.

I hope this information is helpful.

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Answered on 10/01/02, 9:17 am
Charles Aspinwall Charles S. Aspinwall, J.D., LLC

Re: Property Ownership and wills

Consultation with a real estate or probate attorney in your town would be most valuable right now in finding the answers to your questions.

Your uncle may be guilty of exerting undue influence, or this may have been her idea alone. Whether the deed is dated prior to or after the will is important information. If prior to the will, and she was in possession of her normal faculities, you may have a difficult case; if subsequent to the will, things may be different. Make an appointment; initial consultations/case evaluations are usually done at no cost - ask first.

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Answered on 10/01/02, 10:32 am


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