What is the name of your state? Minnesota
In a nut shell.
Dad died. Made a living trust that everything he owned was to go into. However NOTHING was transferred into the Trust's name until AFTER he passed away. Everything was to be left to the 4 sons. The "executer" or person named to make sure all 4 sons received equal halves keep making excuses. According to the Living Trust everything should've been transferred in 2004 when it was signed. (It is also just a generic one that is not state specific, it was printed offline) He died 2007. About a month later the "executor" transferred everything to the trust. According to the Trust and the Will the house did not have to be sold. It was left to all 4 sons with equal shares. And if one needed to live there they could, rent free. There was a son who had been living there actually for the last 16 years. He was forced from the house. Actually he was informed by the executor he had "25 days to qualify for a mortgage" to buy a house he already owned 25% of or he had to be out. Whenever this person has been questioned she says she has hired an attorney herself. however this attorney's fees are being charged to the trust, which she is on;y supposed to oversee, she is not a benefactor". So it's not her money. But she keeps charging things and getting it paid by the trust. When the son was forced to moved she PAID people $100 a day to help clean out the house because she said it had to be sold. Even though it never says that anywhere in any of the documents it has to be. The $100/per day she paid "volunteers" to clean the house out for sale was paid for from the trust.
She keeps coming up with different excuses as to not give the 4 sons their due money. I was under the assumption that before a house could be sold it had to have all leins removed. Well when she sold the house their was a lein that is 27 years old & the original holder of the lein (the company) is no longer. So she is holding $10,000 of the trusts money for a lein that is over 25 years old held by a company that no longer exists. However supposedly the house has been sold. (she is a real estate agent) They have asked her to step down from her post because she is uncooperative (it states in the trust that any benefactors have the right to ask her for receipts or documents relating to the trust and how it is being handled) However she can not produc them. And then she threatens with calling her attorney, which in turn takes more money out of the trust. One of the sons called the attorney to ask 1 question. He was on the phone all of maybe 10 minutes. However the executor then told all the sons "that one phone call cost $300" so none of the boys have the money to hire an attorney since she is holding all their money. Almost like ransom. And whenever they call the attorney she hired for herself they get charged. How can they remove her. She says only she can remove herself. However one of the sons is listed as 2nd executor & conservator. But she won't relinquish her title and whenever they question her it seems more money gets taken out. Hoiw can they get her out? The will states the money & assests to be divied up as soon as possible after the death. It has now been 8 months and the money just keeps disaoppearing. One of the things she charged was the flowers to cover the casket. It was thought as a nice gesture. Instead later it was found that a friend of hers does flowers, so she ordered them through a friend. and the casket flowers and her flowers were reimubursed from the trust.
HELP!
In a nut shell.
Dad died. Made a living trust that everything he owned was to go into. However NOTHING was transferred into the Trust's name until AFTER he passed away. Everything was to be left to the 4 sons. The "executer" or person named to make sure all 4 sons received equal halves keep making excuses. According to the Living Trust everything should've been transferred in 2004 when it was signed. (It is also just a generic one that is not state specific, it was printed offline) He died 2007. About a month later the "executor" transferred everything to the trust. According to the Trust and the Will the house did not have to be sold. It was left to all 4 sons with equal shares. And if one needed to live there they could, rent free. There was a son who had been living there actually for the last 16 years. He was forced from the house. Actually he was informed by the executor he had "25 days to qualify for a mortgage" to buy a house he already owned 25% of or he had to be out. Whenever this person has been questioned she says she has hired an attorney herself. however this attorney's fees are being charged to the trust, which she is on;y supposed to oversee, she is not a benefactor". So it's not her money. But she keeps charging things and getting it paid by the trust. When the son was forced to moved she PAID people $100 a day to help clean out the house because she said it had to be sold. Even though it never says that anywhere in any of the documents it has to be. The $100/per day she paid "volunteers" to clean the house out for sale was paid for from the trust.
She keeps coming up with different excuses as to not give the 4 sons their due money. I was under the assumption that before a house could be sold it had to have all leins removed. Well when she sold the house their was a lein that is 27 years old & the original holder of the lein (the company) is no longer. So she is holding $10,000 of the trusts money for a lein that is over 25 years old held by a company that no longer exists. However supposedly the house has been sold. (she is a real estate agent) They have asked her to step down from her post because she is uncooperative (it states in the trust that any benefactors have the right to ask her for receipts or documents relating to the trust and how it is being handled) However she can not produc them. And then she threatens with calling her attorney, which in turn takes more money out of the trust. One of the sons called the attorney to ask 1 question. He was on the phone all of maybe 10 minutes. However the executor then told all the sons "that one phone call cost $300" so none of the boys have the money to hire an attorney since she is holding all their money. Almost like ransom. And whenever they call the attorney she hired for herself they get charged. How can they remove her. She says only she can remove herself. However one of the sons is listed as 2nd executor & conservator. But she won't relinquish her title and whenever they question her it seems more money gets taken out. Hoiw can they get her out? The will states the money & assests to be divied up as soon as possible after the death. It has now been 8 months and the money just keeps disaoppearing. One of the things she charged was the flowers to cover the casket. It was thought as a nice gesture. Instead later it was found that a friend of hers does flowers, so she ordered them through a friend. and the casket flowers and her flowers were reimubursed from the trust.
HELP!