Legal Question in Wills and Trusts in Maine

I am co owner of my deceased aunts savings account. My other aunt is the other co owner of the account. In the will it states that the savings account should be divided equally amongst both of us. My other aunt is the executor of the will, and I am the back up. She is taking money out of the account to " do upgrades to my deceased aunts house"? and supposably paying bills. My deceased aunts bills were very mininal, but with access to the account on line I see money coming out of this account in large sums. So I have opened me up a personal account at the same bank and have transferred my half of the money (from the day my aunt passed away) for safe keeping. I have asked to see where this money is going especially if 1/2 was willed to me. She refuses. And the lawyer taking care of my aunts will has called me and told me to put it back. I have refused till I see a lawyer of my own. Have I done something I shouldn't? Please remember my name is on that account. Thank you.


Asked on 2/03/11, 7:56 am

1 Answer from Attorneys
Jerome Gamache Ainsworth Thelin & Raftice, P.A.

Based on the information you have provided so far it does not appear that you have done anything unreasonable. However, matters like this are very fact specific and require review of the specific language as to the joint status, provisions in Will and opposing parties' asserted legal basis. It may be a straightforward matter to protect your rights but not simplistic.

Feel free to call us for more assistance than can be provided over the internet.

www.atrlaw.pro

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Answered on 2/09/11, 6:39 am


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