Legal Question in Wills and Trusts in Utah

Will vs Benifeciary

Mother-inlaw Died in May 2005

Sold House IN 2003

Had hand written will wrote in 2002 saying if she should die her grand daughter may have house to sell or live in.

Mother In-law Had joint bank account with Daughter (wife)$77,000.00

Mother-Inlaw Bought a Annuity in 2004 naming Daughter has Benifeciary. (50,000.00)

Remainder of Money in account at death 5,000.00

Question: Grand daughter wants all money, from when Mother-Inlaw sold house, does she have a claim to this and does a Beneficery trump a Will?


Asked on 1/16/06, 11:18 am

1 Answer from Attorneys
Alvin Lundgren Alvin R. Lundgren, L.C.

Re: Will vs Benifeciary

Your facts are not clear, but if the house was sold before grandma died, granddaughter gets nothing, even if the will was valid.

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Answered on 1/16/06, 11:12 pm


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