Estate Law Questions? Ask an Estate Lawyer.
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n 2009 my mom opened a bank acct and made me and one of my brothers beneficiaries. So i rec 20,000. Question is do i have to put that 20,000 into the pot to be dibi devided by 5? Tks
No, if that account had you specifically named as a beneficiary, then that money is not considered part of mother's estate and not subject to the terms of her will. So that money goes directly to you and brother tax free outside of probate.