Harms v. Walters

Petitioners filed a citation proceeding on behalf of their grandmother’s estate seeking a determination of right and title to various savings bonds, bank accounts, and certificates of deposit (CDs) held in the name of decedent and one or both of her two daughters as joint tenants. The order entered in the estate proceeding directed respondents to pay over to the estate more than $128,000, representing income received and deposited into preexisting joint tenancy accounts for the three years preceding decedent’s death. Respondents appeal, alleging (1) the trial court improperly ruled that…