(DOWNLOAD) "Matter Estate Ruth D. Bogert v. Edmund A." by Supreme Court of Idaho No. 11624 ~ Book PDF Kindle ePub Free
eBook details
- Title: Matter Estate Ruth D. Bogert v. Edmund A.
- Author : Supreme Court of Idaho No. 11624
- Release Date : January 06, 1975
- Genre: Law,Books,Professional & Technical,
- Pages : * pages
- Size : 64 KB
Description
This case presents the question of the status of securities which were acquired with community property and which were held by a husband and wife in a stock account with a brokerage firm, which account was designated as a joint tenancy account with right of survivorship. Decedent Ruth D. Bogert, who was married to Edmund A. Bogert, Sr., died testate on November 22, 1972. In her will she devised all of her property to the Bogerts' three children. Two of those children survived her and they, appellants Rozalys B. Smith and E. A. Dee Bogert, were designated the personal representatives of her estate. They claim that the stock held in a joint tenancy account with Birr, Wilson & Co., Inc., a stock brokerage firm in Boise, Idaho, worth approximately $354,000.00, was in fact community property, and thus one half of those stocks should be included in the probate estate. Respondent, Edmund A. Bogert, Sr., the decedent's husband, claims that he and his wife held the stocks in the Birr, Wilson account as joint tenants with right of survivorship, and thus those stocks passed directly to him, outside of the will, by right of survivorship and should be excluded from the decedent's probate estate.