STANDARD NO. 411

 

PROBLEM:

In the case of a joint tenancy should the recitation of survivorship in a subsequent instrument satisfy the examiner of such survivorship?

RECOMMENDATION:

Yes. But see Standard No. 708 as to inheritance tax and estate tax discharges.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First adopted August 25, 1960; amended June 19, 1975 and May 18, 2010 .  Formerly Title Standard No. 13.

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