What is the name of your state? CA
It has been 6 months since the passing of my mother-in-law. My husband is the executor of the will and successor trustee of the trust. The beneficiaries are the 4 sons. One of the sons lived with her and had joint banking accounts which were for convenience only since she was legally blind. The accounts were named in Schedule A of the trust, papers were prepared by the attorney for the banks, but the accounts were never changed as they still showed joint. The live-in son didn't take the papers to the bank perhaps but she was not able to physically do so. The live-in son transferred funds from the accounts to his personal checking account on the day she died. She was comatose for at least 3 days, but claimed she said he could do it. My husband recently made a distribution of some of the cash in banks, split the proceeds 4 ways, but deducted the "transferred funds" from the live-in. Live-in cashed the check, found an attorney and now whats a full accounting of the estate. He still lives there and will not surrender any records or cooperate. In addition he wants to be paid an hourly rate for her care. How can we do an accounting under these circumstances? In addition he is underage for the community he lives in and her will specified he could stay there 2 years and then the property be sold as long as he pays the bills. Can he be evicted if he missed one month's rent? This has cause so much pain for the family since he is so ungrateful and lived off his mother for several years now. Help!!What is the name of your state?
It has been 6 months since the passing of my mother-in-law. My husband is the executor of the will and successor trustee of the trust. The beneficiaries are the 4 sons. One of the sons lived with her and had joint banking accounts which were for convenience only since she was legally blind. The accounts were named in Schedule A of the trust, papers were prepared by the attorney for the banks, but the accounts were never changed as they still showed joint. The live-in son didn't take the papers to the bank perhaps but she was not able to physically do so. The live-in son transferred funds from the accounts to his personal checking account on the day she died. She was comatose for at least 3 days, but claimed she said he could do it. My husband recently made a distribution of some of the cash in banks, split the proceeds 4 ways, but deducted the "transferred funds" from the live-in. Live-in cashed the check, found an attorney and now whats a full accounting of the estate. He still lives there and will not surrender any records or cooperate. In addition he wants to be paid an hourly rate for her care. How can we do an accounting under these circumstances? In addition he is underage for the community he lives in and her will specified he could stay there 2 years and then the property be sold as long as he pays the bills. Can he be evicted if he missed one month's rent? This has cause so much pain for the family since he is so ungrateful and lived off his mother for several years now. Help!!What is the name of your state?
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