My question involves estate proceedings in the state of: california.
My grandma for years has told me that a few of us had a payable upon death account and were beneficiaries in a will. Six months after her death I learned that my mom (who was not in the will) was able to put her name as a joint owner to our accounts. She did this to four accounts total. After demanding the return of our money, she did so and we were all paid the right amounts.
Now the will is being probated and the executor (my mother's sister) is stating that we have all received our "advance" of our money through the will and is demanding signed receipts. The will specifically states the money for me as a "gift" and is separate from any payable upon death accounts. Although I understand that without proving undue influence my mom was the rightful owner now of money. But by doing the right thing and sending the four of us our money to me doesn't mean they can now claim it's the money from the will. They are now denying funds were sent from these pod accounts although I have text messages from my mom confirming these pod accounts.
I need to add that the executor and my mom lied about their being a will, the bank wasn't notified of my grandmas death until I notified them 6 months later. I demanded the will be filed with the court and was finally filed 6 months after my grandmas death.
I had thought the pod accounts were a thing of the past and I was thankful my mom seemed to want to do the right thing and now this.
I feel I have a right to let the court decide my standing. Would that be correct? I was told contesting the will will mean I get nothing. But I'm not contesting the will. I only am wanting what my grandma intended in the will.
My grandma for years has told me that a few of us had a payable upon death account and were beneficiaries in a will. Six months after her death I learned that my mom (who was not in the will) was able to put her name as a joint owner to our accounts. She did this to four accounts total. After demanding the return of our money, she did so and we were all paid the right amounts.
Now the will is being probated and the executor (my mother's sister) is stating that we have all received our "advance" of our money through the will and is demanding signed receipts. The will specifically states the money for me as a "gift" and is separate from any payable upon death accounts. Although I understand that without proving undue influence my mom was the rightful owner now of money. But by doing the right thing and sending the four of us our money to me doesn't mean they can now claim it's the money from the will. They are now denying funds were sent from these pod accounts although I have text messages from my mom confirming these pod accounts.
I need to add that the executor and my mom lied about their being a will, the bank wasn't notified of my grandmas death until I notified them 6 months later. I demanded the will be filed with the court and was finally filed 6 months after my grandmas death.
I had thought the pod accounts were a thing of the past and I was thankful my mom seemed to want to do the right thing and now this.
I feel I have a right to let the court decide my standing. Would that be correct? I was told contesting the will will mean I get nothing. But I'm not contesting the will. I only am wanting what my grandma intended in the will.
Will Contests: Pod Accounts in Probate Court
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