Pierce Law Group | Estate Administration Lawyers North Carolina
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Can a probate clerk treat a joint account as partly estate? | NC

Pierce Law Group

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Q: Can a probate clerk treat a joint account as partly belonging to the estate even if the bank says the surviving owner can close the account? A: Yes — the bank being willing to pay the survivor does not always settle the probate question. A true joint account with written survivorship rights usually passes to the surviving owner outside the estate. But even then, part of the balance at death…

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