If my father and I co-owned a safe deposit boxbut he then passed away and my sister now wants half of the coins and savings bonds, is she entitled to them?

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If my father and I co-owned a safe deposit boxbut he then passed away and my sister now wants half of the coins and savings bonds, is she entitled to them?

Asked on March 6, 2012 under Estate Planning, Iowa

Answers:

Hong Shen / Roberts Law Group

Answered 12 years ago | Contributor

This may or may not be the case in Iowa so check with a probate attorney there for state law. Typically, a co-ownership of the safety deposit box does not create a co-ownership of the content in that box. Depends on how the safety deposit box account was set up, it could well be that the contents are still belonged to the estate and must be distributed accordingly.


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