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Florida Probate Blog

Posts Tagged: joint bank accounts

Florida Joint Tenancy with Right of Survivorship (JTWROS) Bank Account

Written by on Sep 16, 2008| Posted in: Estate Litigation

A Lesson in the Power of a Florida Joint Tenancy with Right of Survivorship (JTWROS) Bank Account Boy meets Girl; Boy puts Girl’s name on his bank accounts; Girl kills Boy: can Girl get the cash? Broward County Circuit Court tells Girl no, Fourth District Court of Appeals reverses, says answer is yes. John Russo and Michelle Julia never married, but their romantic relationship lasted several years.  In June 2005, John opened an account at Bank of America in his own name and less than two weeks later, he added Michelle’s name to that account.  In March 2006, John opened an investment account as well as a bank account with Charles Schwab; six weeks later, John added Michelle to those two accounts, too. On May 19, 2006, Michelle Julia shot and killed John Russo.  Less than one month had passed since her name had been added to the Schwab accounts.

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