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a few probate questions

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simonthecat

Junior Member
What is the name of your state (only U.S. law)? AZ



I'll try to make this as short and succinct as possible.

Mother died recently. (Her son), a convicted felon (multiple drug charges spanning more than 10yrs, bad checks, assault, etc) had mooched off of her the last 12+ years of her life. She paid bail, legal fees, food, housing, medical, everything. Eventually she hired an attorney who helped him qualify for SSI and she thought once he was "self-supporting" he'd be out of her hair.

No such luck. He refused to leave her property. He gambles his benefits away each month at the local casino and she continued to pay all expenses. Mother filed forcible detainers and whatever other suggestions, but there he remained. She had purchased a large trailer that he lived in ON the property but was only allowed inside her house with permission.

Since her death, he has taken over the property and his girlfriend is living there with him. We believe she is footing the bill for utilities and possibly paying him rent.

I also need to mention that this is all taking place in a remote area of the state, several hours' drive from family, in a resort-type community where there are only a few months each year to sell to summer visitors. Due to the housing market, remote location, and condition of the property, the PR does not want to try to sell.

The house was just appraised and photos taken-- the place is trashed. Another family member was named PR and wants to give the property to Brother: it's been his "residence" for years, it's in no condition to be sold, and he's on probation which requires that he stay in that county.

There is cash from an IRA, but Brother wants the house and cash. I also need to mention that because he receives benefits, Mother's wishes were that he receive NO cash or that any cash be put into a Special Needs Trust for medical expenses and b/c of the gambing/drug problem.

I am the other heir. The house, land and misc. property he would inherit equals approx. $95,000. The cash I would inherit would be approx. $65,000. I'm willing to take the lesser amount in cash to be done with this mess.

The questions are:

1. can he refuse the property as his fair share?

2. if he refuses this offer, does he forfeit his share or what happens?

3. since he would be coming out ahead on paper (and in reality), does he have any grounds to refuse the property, even though he would rather have the cash? In other words, does the PR have the final say in how things are divided?

BTW, yes there is a will. It's more than 50 years old, executed when Mother owned nothing, it was basically created to state who was to raise the 2 minor children. It states things to be divided equally.

Thank you!!What is the name of your state (only U.S. law)?What is the name of your state (only U.S. law)?What is the name of your state (only U.S. law)?
 


justalayman

Senior Member
I would simply tell the guy he either accepts the house and you the cash or the PR just sell all of the property and simply divide the cash equally between the two of you.


Mother's wishes were that he receive NO cash or that any cash be put into a Special Needs Trust for medical expenses and b/c of the gambing/drug problem.
Unless mother wrote that in her will, it cannot control her estate.
 

simonthecat

Junior Member
As I said, the PR doesn't want the headache of selling the property due to the remote location and the fact that the season is already nearing an end, in addition to the poor condition it's in.

The wishes re: establishing a trust were put in writing as a document (addendum) she created herself and signed, but were also stated to an estate planning attorney and witnessed by the person who is now the PR days before her death. After researching the SSI website, I believe it's also a requirement for SSI recipients in order to keep benefits.

Thanks so much for your reply.
 

justalayman

Senior Member
simonthecat;2597284]As I said, the PR doesn't want the headache of selling the property due to the remote location and the fact that the season is already nearing an end, in addition to the poor condition it's in.
then deal with the argument. You cannot give a property to a person that will not accept it but he is owed 1/2 of the estate.



The wishes re: establishing a trust were put in writing as a document (addendum) she created herself and signed
,addendum to what? If the will, then submit this and the will to probate and have them ruled on by the courts for administration.

but were also stated to an estate planning attorney and witnessed by the person who is now the PR days before her death.
doesn't override a will or modify a will

After researching the SSI website, I believe it's also a requirement for SSI recipients in order to keep benefits.
sounds like brothers problem, not yours

It sounds like you are trying to be nice to your brother. My point is, if he doesn't want you to be nice, then do what you have to do without regard to how it benefits him or injures him. Follow the directives you have and let him live with the results.

and the selling of the house: ever hear of a bluff, at least at this point in time. Maybe brother simply needs a wake up call so he understands what he risks losing.
 

simonthecat

Junior Member
My suggestion to the PR was exactly that-- to tell Brother that he (PR) is creating paperwork to submit to the judge to have Brother's share put into a trust upon the sale of the house. A bluff for now, but perhaps not a risk worth taking.

After all, why not inherit the house and sell it himself? He has nowhere else to live, due to his criminal record...the very reason Mother somewhat took pity on him.

NO, I actually have -zero- interest in being nice or coddling Brother. I was citing facts that I hope may carry some weight with the judge, if it comes to that.

Thank you for your reply!
 

justalayman

Senior Member
if you don't care about the brother, although PR doesn't want to sell, that doesn't mean that isn't what they are going to have to do to settle the estate.

If worse comes to worse, push for just selling everything and having it split 50/50 and let bro worry about where bro will live and what this would do to his SSI.

No sense in killing yourself trying to help somebody that doesn't want help.
 

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