Sec. 18. (a) Sums remaining on deposit at the death of a party to a joint account belong to the surviving party or parties as against the estate of the decedent unless there is clear and convincing evidence of a different intention at the time the account is created. If there are at least two (2) surviving parties, their respective ownerships during lifetime are:
(1) in proportion to their previous ownership interests under section 17 of this chapter; and
(2) augmented by an equal share for each survivor of any interest the decedent may have owned in the account immediately before the person's death.
The right of survivorship continues between the surviving parties.
(b) If the account is a trust account, on death of the trustee or the survivor of at least two (2) trustees, any sums remaining on deposit belong to the person or persons named as beneficiaries who survive the trustee, unless there is clear and convincing evidence of a contrary intent. If at least two (2) beneficiaries survive, there is no right of survivorship between the beneficiaries unless the terms of the account or deposit agreement expressly provide for survivorship.
(c) Except as provided in subsections (a) and (b), the death of any party to a multiple party account has no effect on beneficial ownership of the account other than to transfer the rights of the decedent as part of the decedent's estate.
(d) A right of survivorship arising:
(1) from the express terms of the account; or
(2) under:
(A) this section; or
(B) a beneficiary designation in a trust account;
cannot be changed by will.
[Pre-2002 Recodification Citation: 32-4-1.5-4.]
As added by P.L.2-2002, SEC.2. Amended by P.L.143-2009, SEC.37.
Structure Indiana Code
Article 17. Interests in Property
Chapter 11. Multiple Party Accounts
32-17-11-2. "Beneficiary" Defined
32-17-11-3. "Financial Institution" Defined
32-17-11-4. "Joint Account" Defined
32-17-11-5. "Multiple Party Account" Defined
32-17-11-6. "Net Contribution" Defined
32-17-11-9. "Proof of Death" Defined
32-17-11-12. "Request" Defined
32-17-11-13. "Sums on Deposit" Defined
32-17-11-14. "Trust Account" Defined
32-17-11-15. "Withdrawal" Defined
32-17-11-16. Application of Certain Sections
32-17-11-17. Ownership of Accounts
32-17-11-18. Ownership of Accounts at Death of Party, Original Payee, or Trustee
32-17-11-19. Rights of Survivorship
32-17-11-20. Certain Transfers Not Testamentary
32-17-11-21.1. Liability for Creditor Claims and Statutory Allowances; Applicable Law
32-17-11-22. Payments; Multiple Party Accounts
32-17-11-23. Payments; Joint Accounts
32-17-11-25. Payments; Trust Accounts
32-17-11-26. Payments; Discharge of Financial Institutions From All Claims
32-17-11-27. Right of Financial Institutions to Set Off Against Accounts
32-17-11-28. Provisions in Certain Agreements Nontestamentary; Creditors' Rights
32-17-11-29. Personal Property Owned as Tenants in Common; Exceptions