Succession / Estate Question...

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  • Knave

    Well-Known Member
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    Jan 27, 2010
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    Baton Rouge
    I hate to divulge alot of personal information, but I guess considering the topic it can't really be helped. I imagine with the range of folks on BS that someone has experience on this topic that can share some information, or maybe we have an estate lawyer around here that could give a few freebie answers..

    My father died in November of last year. He and my mother were married for 30 years. They had three children including me, all of us over 24 and none of us disabled in any way. He had no other children.

    My father spent his last week in hospice dying of liver failure. He was heavily medicated, was barely conscious or coherent throughout the day and could barely speak. My mother had a will written up for him by a family acquaintance two or three days before the death. Since my father's death, we (mother and children together) have not had a "reading of the will" as it were, or any official or unofficial conversations on the topic.

    My first question is: Given the above information, would whatever will he signed in hospice likely be considering valid or invalid in court, were it to go that way?

    My father and mother owned their current home since 1998. It is not paid off. I believe, but am not entirely sure, that the home was purchased "in my mother's name" if that means anything, though obviously they were married at the time. I say I'm not entirely sure because my parents never shared much personal information with me or my siblings. They did not have any other real estate. My mother has indicated a possible desire to sell the house.

    My second question is: If my father's hospice will were declared invalid, does my father's 1/2 of the house belong in thirds to me and my siblings, with our mother able to live there usufruct until she dies or wishes to move? If she wishes to sell the house, would law dictate that 1/2 of any profit go in thirds to the children?


    This is probably a bit more open-ended, but following up to the circumstances about the house...

    My sister and her family have been living in the house as well since last summer. Does that play in to the situation in some kind of way?



    I'm fairly distressed by this situation. My parents did not have alot of money, and since my father's death my mother has basically indicated a desire to just sell all of his belongings because she's worried about her own financial well-being. Literally she has talked about just putting all his stuff on eBay or craigslist or in a garage sale if it can be sold, and throwing it in the dumpster if it can't. Meanwhile, my sister who lives there totally eggs this on and brags about the fact that she and her husband sold all they could of her husband's father's possessions after his death and junked the rest. I've tried to broach the subject with them a few times over these months and they basically just blow me off and talk about moving forward with the eBay/garage sale/dumpster plans this summer.

    There are things my father owned that I view as having no substantial monetary value in an estate situation, but immeasurable sentimental value to me. Different items with cash values under $500 or so. Seriously...we're not talking about lucrative oil rights to some multi-million dollar acreage. We're talking about the hunting rifle I bought him for his birthday last year, that we went shooting a month before his death in what was the last father-son outing we ever had. I mean Christ, I'm tearing up just thinking about some of this stuff. I go back and forth being saddened and enraged, and don't know what else to do at this point besides using the threat of a legal strong-arm to force the conversation.
     
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    JCcypress

    Gun Trust Lawyer
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    Jun 9, 2011
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    Baton Rouge, LA
    I am very sorry for your loss.

    I'm a little rusty on my Louisiana Successions, but it sounds like you have a decent grasp on the basics- Before anything else gets junked or sold, I suggest setting an actual appointment with an attorney, compiling an inventory and opening up the succession. That will hopefully put a temporary freeze on some of the shenanigans and by you time to sort things out. In the meantime, you may think about taking "temporary possession" of some of the items that you are most concerned about. Your sister living in the house means nothing. The house being in your mom's name means nothing, unless they had a separate property agreement.
     

    hunter5567

    Monolithic Mentor
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    Oct 9, 2006
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    Or see if you can buy some of this stuff off them. Makes you wonder if the stuff has already disappeared.
    I don't know why they needed a will done right before he died anyways. She is his wife and would inherit everything upon death anyways unless she was trying to get it all in her name only and circumvent forced heirship. This is your mother your talking about and may need the funds to continue to live after his death.
    The way I look at it, this was their stuff and possessions they accumulated during their lifetime so it should belong to her first and kids second. If she wanted to **** it all away at the casino or donate to Save a Dog Foundation its her prerogative. Maybe you can negotiate the sentimental value items.
    I guess if she sells the place, Sis and hubby will have to get their own place or move in with mom at her new digs. I guess you may be wondering if Sis is going to end up with the whole bag. Seems like there is always one greedy one in the bunch that feel like they should get it all and the siblings nothing.
     

    jimdana1942

    oldtimer
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    Aug 11, 2008
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    I would definitely talk to an attorney. The late Will could be ruled invalid?? in which case the children would be entitled to their part. Anyone disposing of any property could be held accountable. By all means speak with an atty.
     

    2011Corvette

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    May 27, 2011
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    If all else fails, hang on to the good memories and go on with life.
    Many times you will be amazed at how families will react when a loved one dies.
    The memories are priceless and no one can take them away.
     

    dantheman

    I despise ARFCOM
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    Jan 9, 2008
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    Get an Attorney ASAP ! And prepare for the worst . I can tell you from experience , it will probably end badly . Things like this bring out the greed and selfishness in people .
     

    Emperor

    Seriously Misunderstood!
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    Mar 7, 2011
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    Nether region
    You and your siblings have no claim to ANYTHING your dad owned until your mother dies!

    If your mom is combative about the family matters concerning your dad's belongings, and/or you sense tension between the siblings in regard to this; challenge the will!

    Best advice: Work it out between you all civilly. Decide which sibling will have the POA after your mother passes and get that POA taken care of now. Also, if your mother and siblings are willing; have the POA include living death / health provisions.

    Been there, done that!
     

    JCcypress

    Gun Trust Lawyer
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    Jun 9, 2011
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    Decide how much all this means to you. Internet advice is probably not what you want.

    Major medical issue = go to a physician

    Major legal issue = go to an attorney
     

    geoney

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    Jun 1, 2011
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    I had a similar situation in regards to the will with a family member. As the family member lay dying in hospice, another family member had them sign a will changing things from what everyone else knew that dying member wanted and previous will stated. In the end, because they had not been ruled out of capacity, the new "shady will" stuck, and of course, the member who had them sign it got most everything.

    There was nothing we could do about it because the was able to sign her own name, despite the fact that the family member who was the power of attorney and took daily care of her, knew otherwise.
     

    JLouv

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    Jun 13, 2010
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    Have you tried:

    "Hey Mom, can I get Dad's old....."

    I don't see a need for anything beyond this......unless your mother hates you. Ask specifically for what yu would like to hav, and let the others show their greed and fight amongst themselves. I'm currently in a somewhat similar situation. I asked for, and have received about 99% of what I asked for...mostly because its (relatively)worthless to anyone but me. I chose not to fight over the valuables. In the end, after the attorney gets involved, unless your talking millions of $$$$, it's just not worth the expense, hassle, & fallout.
     

    3fifty7

    CoonAss
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    Jul 9, 2011
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    Talk with a lawyer ASAP.

    If your father was "of sound mind" (to be determined by someone who probably shouldnt determine this) the most recent Will will most likely stand.

    If your dads rifle that you purchased is the most sentimental possession I would not hesitate to walk in and walk out with it. If anyone asks explain that it is in your name and you are responsible for it, as a matter of fact you (being the sane one) feel that any and all firearms need to be removed until the appropriate time comes.

    Be prepared to walk away with nothing or be prepared to fight on their level.

    Very sorry for your lose hope this resolves itself soon.
     
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    AustinBR

    Make your own luck
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    Oct 22, 2012
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    You and your siblings have no claim to ANYTHING your dad owned until your mother dies!

    If your mom is combative about the family matters concerning your dad's belongings, and/or you sense tension between the siblings in regard to this; challenge the will!

    Best advice: Work it out between you all civilly. Decide which sibling will have the POA after your mother passes and get that POA taken care of now. Also, if your mother and siblings are willing; have the POA include living death / health provisions.

    Been there, done that!
    A Power of Attorney is nullified on death though as far as I know though...? As the the original question, it might be worth a little money to sit down and talk to a lawyer who knows the answers and who can actually do something about it.
     

    Cat

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    Jan 5, 2009
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    You and your siblings have no claim to ANYTHING your dad owned until your mother dies!

    If your mom is combative about the family matters concerning your dad's belongings, and/or you sense tension between the siblings in regard to this; challenge the will!

    Best advice: Work it out between you all civilly. Decide which sibling will have the POA after your mother passes and get that POA taken care of now. Also, if your mother and siblings are willing; have the POA include living death / health provisions.

    Been there, done that!


    Strange. After the succession, my husband was legally entitled to one fourth of 50%. His father only inherited 50% of her assets. Four kids got the rest from a real estate sale.
     

    Cat

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    Jan 5, 2009
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    I don't see a need for anything beyond this......unless your mother hates you. Ask specifically for what yu would like to hav, and let the others show their greed and fight amongst themselves. I'm currently in a somewhat similar situation. I asked for, and have received about 99% of what I asked for...mostly because its (relatively)worthless to anyone but me. I chose not to fight over the valuables. In the end, after the attorney gets involved, unless your talking millions of $$$$, it's just not worth the expense, hassle, & fallout.

    Depends. Sometimes sentiment and the gut wrenching feeling of knowing your biggest sentimental value is worth the court cost. The fallout has already happened.

    That said, I have a house full of memories and things given to me by my parents, some of my grandparents items. I have what I feel is my inheritance already. Things nobody can take away from me.

    If someone wants it more than I do, I know my parents were miserable when my mother's siblings fought. Taking the high road, knowing my parents also took the high road... That's enough. But I wouldn't feel I could have a relationship with them again since what I want are gifts I've given them.
     

    GunRelated

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    Feb 22, 2012
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    I am going through a similar, more complicated situation.

    My father passed on March 29th at 59, my mother passed on april 9th at 52. I have 1 sibling (which i recently found out was only my half sister), and she is a worthless piece of **** who has stolen anything she could from parents when they were living and continues to steal from my mother by writing hot checks in her name and spending her first SS check that was deposited in her account after she passed. My parents had 2 seperate wills that read the same. Everything went to the one left living, then when the other passed, everything went to me.

    My sister pulled the same thing with my mother and had her sing another will which I have yet to see. She also had her change the $25k life insurance beneficiary to my sister and her son (which my parents raised his whole life and is now 13). The life insurance was meant to pay any medical debts or funeral costs. I am in the middle of disputing this change right now, although I am unsure how it is going to turn out but it will need to go to the estate to ensure her medical bills are paid.
     
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