Real Estate

Right of Survivorship

Right of survivorship is a legal feature of joint tenancy and tenancy by the entirety that automatically transfers a deceased co-owner's interest to the surviving co-owner(s), bypassing probate.

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Exam Tip

Right of survivorship = automatic transfer to surviving co-owner. Joint tenancy and tenancy by entirety HAVE it. Tenancy in common does NOT. Bypasses probate and CANNOT be overridden by will.

What is Right of Survivorship?

Right of survivorship is a key characteristic of certain forms of co-ownership that provides for automatic transfer of a deceased owner's interest to the surviving owner(s). When one co-owner dies, their share immediately passes to the surviving co-owner(s) without going through probate.

How Right of Survivorship Works

EventWhat Happens
Co-owner DiesDeceased's interest automatically transfers
Surviving Owner(s)Receive deceased's share
ProbateNOT required for property transfer
WillCannot override right of survivorship

Forms of Ownership with Right of Survivorship

Ownership TypeSurvivorshipWho Can Use
Joint TenancyYesAny co-owners
Tenancy by the EntiretyYesMarried couples only
Tenancy in CommonNOAny co-owners
Community Property with SurvivorshipYesMarried couples (some states)

Joint Tenancy Requirements (Four Unities)

UnityRequirement
TimeAcquired at same time
TitleSame deed or document
InterestEqual shares
PossessionEqual right to whole property

Survivorship Example

ScenarioThree Joint Tenants A, B, C (each 1/3)
A DiesB and C each own 1/2
B Then DiesC owns 100%

Advantages of Right of Survivorship

BenefitExplanation
Avoids ProbateProperty transfers immediately
SimplicityNo court involvement needed
SpeedSurviving owner has immediate access
PrivacyNot part of public probate records
Creditor ProtectionMay protect from deceased's creditors

Disadvantages of Right of Survivorship

DrawbackExplanation
Cannot DeviseCannot leave share in will
Loss of ControlProperty goes to co-owner, not heirs
Creditor IssuesLiving co-owner's creditors may attach
Gift TaxCreating joint tenancy may trigger gift tax
Severance RiskJoint tenant can sever, destroy survivorship

Severing Joint Tenancy

A joint tenant can destroy the right of survivorship by:

ActionResult
Selling Their InterestCreates tenancy in common
Mortgaging (some states)May sever joint tenancy
Partition ActionCourt-ordered division
Written AgreementMutual severance

Tenancy by the Entirety vs. Joint Tenancy

FeatureTenancy by EntiretyJoint Tenancy
PartiesMarried couples onlyAnyone
Unilateral SeveranceNot allowedAllowed
Creditor ProtectionGenerally protectedNot protected
Divorce EffectConverts to tenancy in commonN/A

Exam Alert

Right of survivorship means deceased owner's share AUTOMATICALLY transfers to surviving co-owner(s). Joint tenancy and tenancy by the entirety have this right. Tenancy in common does NOT. Property with survivorship bypasses PROBATE and cannot be devised by will.

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