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AirmensMom

(15,091 posts)
20. I'm so sorry this is happening to you.
Tue May 26, 2020, 07:33 AM
May 2020

I agree with the advice to get a lawyer.

My sister handled my mom's estate several years ago. I knew how much it was worth and was constantly asking about the little dribbles of money she sent and was constantly told that taxes were being paid, stock was being sold, etc. Finally, after 3 years, she decided it was time to dissolve the trust and distribute the remaining funds. Strange that there was only about $2K left instead of what should have been a whole lot more, closer to hundreds of thousands.

She had a fit when I said I wanted to see an accounting before I signed anything. At the very least, I wanted the bank statements from the trust account. No lawyers or accountants. Just bank statements. I could tell by what she had already sent that she had co-mingled the trust accounts with her own. She had a shit fit after I sent the email telling her that and she died almost instantly, likely from a heart attack. Then my other sister accused me of killing her. (Honestly, if I had that kind of power, I'd get a list together and work on it.)

Turns out that she had used her POA to assign her boyfriend (event though she was still married) as beneficiary to the account holding most of the money. He was a 3-strikes convicted drug dealer who was hiding out at her house.

Seriously, you couldn't write a believable fiction about all the shit that went down with this. I was next in line as trustee, and had to write a letter saying I would absolutely not serve since I would then be responsible for all the shit she pulled. In the end, she didn't get to enjoy it, so I suppose karma got the last word.

Recommendations

0 members have recommended this reply (displayed in chronological order):

I would strongly suggest your husband hire a lawyer. As executor, she should have certain laws to Frustratedlady May 2020 #1
Definitely get a lawyer Dan May 2020 #3
Right. elleng May 2020 #4
Thanks - we are looking into an attorney tomorrow. She is mad because my husband. . . Liberal In Red State May 2020 #7
The plot thickens... Definitely get an estate lawyer. You haven't mentioned how big... TreasonousBastard May 2020 #10
THIS. Get an estate lawyer IMMEDIATELY. She is setting up your husband to rob him, and Nay May 2020 #22
Sister meanie Beakybird May 2020 #2
Transfer on Death means that exactly, elleng May 2020 #5
What a (insert expletive here). sakabatou May 2020 #6
Get a lawyer. And buy the flag for $200. You need a professional to protect your interests. Midnight Writer May 2020 #8
I have been an executor. Big Blue Marble May 2020 #9
Damn, money really can break up families. I was the executor for my mother prevented that. TheBlackAdder May 2020 #14
If she doesn't behave a Probate Court can remove her for Executor Misconduct. roamer65 May 2020 #11
Document everything. Mariana May 2020 #12
We are pulling together all emails and text messages for a chronological account. She has said Liberal In Red State May 2020 #13
If you can afford one, get a good probate/wills & estates lawyer DonaldsRump May 2020 #15
it's not that unusual Nature Man May 2020 #16
Having been an executor for a large estate, there are legal rules sinkingfeeling May 2020 #17
My mother and her Sister haven't spoken for 10 years over settlement of their father's estate brooklynite May 2020 #18
Report her to the court NOW obamanut2012 May 2020 #19
I'm so sorry this is happening to you. AirmensMom May 2020 #20
I'm so sorry you & your husband are having to deal with this... dixiechiken1 May 2020 #21
Should have secured an attorney the instant she started 2naSalit May 2020 #23
I think it's very unseemly for a family to be fighting over a deceased loved one's assets. totodeinhere May 2020 #24
Sorry your family is going through this trauma. MoonRiver May 2020 #25
My father's flag is in a fine triangular wooden box on my bookshelf. panader0 May 2020 #26
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