please help guys....beneficiary ??

[wiguy2003]

settled..thanks

 

[Dandy Don]

Do NOT give out your SSN without knowing what the reason for it is. There is no way of knowing for sure why he wants it, but his "excuse" about needing it to add you to a new will is absolutely false. If he asks again, you tell him that all he legally needs to add you to a will is your name only and that the SSN is not needed for that.

Do you have any idea of whether your grandmother used an attorney to help her prepare her will and do you know who that attorney might be? Did she tell you where she kept the will in her home? Do you know the names of any friends of hers who might have witnessed her signature on it?

DANDY DON IN OKLAHOMA ([email protected])

 

[wiguy2003]

thanks...............

 

[Dandy Don]

Ask him to mail you a copy of the form and ask him what the title of it is, and post that information here and then you can make a decision whether to furnish it or not. Also go to the county courthouse and see who, if anyone, has filed to open up this estate for probate and who the administrator is.

 

[wiguy2003]

thanks......

 

[Dandy Don]

It really doesn't matter if you give it to him or not, since you stand to inherit anyway. But if I were you I would tell him that the estate attorney, if he is the official executor of the estate, is the only one who has the right to request this information, so that you would only feel comfortable giving that information to him.

 

[wiguy2003]

settled..thanks

 

[BleedingHeart]

I wouldnt get anything according to the old will dated 1978. just her remaining 2 sons...Im a grandchild......Im just hoping she had
a new will and my name is on it....this is confusing...so..it is possible she
had a newer will..that she kept with all her funeral plans.....or do you have
to turn a copy over to an attorney...Im done asking ????? untill I talk with
him directly, we are playing phone tag at the moment...

Minnesota...
Is your first sentence what you believe? If your father was listed on
the will and has passed away, I believe you are automatically the next
Heir in line to receive your dad's share even though you may not be
listed on the will. (Then the State may not know of your existence.)
You need to find out what the law is in your state, or her state if it is
different from your's. Phone a local Attorney and ask them. (free)

(Heirs and Beneficiaries are NOT the same thing.)
Benies are for insurance, some retirement, deferred comp. and other
Policies that your Grandma may have taken out. They have NOTHING to
do with the dividing up of her Estate. Estate involves Property, Company
Ownership and other things she may have Legal ownership or partnership
in. (An Heir may be listed in a will but does not Have to BE Listed. An Heir
is also a BLOOD RELATIVE, which you are.)

It has been known to happen that a more recent will can magically
disappear or be kept with an "unknown to you" Attorney. Had she re-done
her will, you OR your Dad should have been sent a copy of it. Have you
looked to see if your Dad has ANY wills in his files or important stuff or
does any one else know about the wherabouts of said 1st or 2nd will?

I am also reluctant to give out my SSN but I just did fill out an insurance
form as a beneficiary, myself, and had to give my SSN. It was for the IRS
so if I owe backup witholding taxes or have liens it would be deducted. So
that part could be legit, but you should **send your step-grandpa a self
addressed/stamped envelope, (small one inside a large one) and a note to
ask him for a copy/confirmation of who is the executor or administrator of
the Estate.** (note- the paperwork may be filed but that does not mean
he has it or has been legally specified by the court yet to be in charge of
the estate.) These things can take a long time to even get into the
court system.
(ALSO ask him in the letter to write down the name, address, phone#
and policy# of the Company you are a beneficiary of a policy to.)
**You can write it in your own letter, leave him space to fill out the info.
and just ask him to send the letter back to you.**
IF you live NEARBY Him you could stop by with the info you need written
down. Then you could ask him yourself if he has this info. yet and does he
have the paper in question that you are the beneficiary of. You could also
ask him in person to just let you know when he needs anything. NOT IF,
When. There IS a difference.
He may not feel like mowing the lawn or other simple things like bringing
in the mail, sweeping the kitchen or doing the dishes. Look and see if
there is something you can help with. Then ask him if you can do it.
Some people may think this is called sucking up, but in truth it is just
plain having a good heart. You both had at least one very important
thing in common, your Grandmother.

Chances are that he is just a bit confused with all the new stuff he has to
deal with and also grieving, which is extremely the hardest of all things to
deal with in life. (I am not saying this is your case, but even if their
relationship was not the best, he has STILL got to be having a hard time
with all this.)

Sometimes letters speak better than words. You can ease this hard time
for both of you by sending him a **sympathy card, seperate of letters
requesting information, or bring it with you if you visit him, and write in
it ( I am sooo so sorry for your loss Grandpa )** My daughter sent me
one like this and her condolences mean the world to me still. We don't
have the perfect relationship either. Remember, he has just lost his
lifelong partner. We never dream that this will happen to us, so there is
really no such thing as being emotionally prepared for it when it happens.
Having lived together makes it only worse. Anyway, it's just a suggestion.
It would also be a nice thing to do as he probably does not have a lot of
his long-time friends and/or relatives still living, at his age, to send him
this type of support.
It may also help your relationship, for now, even though it may not be
your choice to have one with him, it is necessary for you to have
communication with him for the time being.
When people speak, sometimes the tone of voice gets misconstrued,
especially during high stress times like this.

My advice to you is to speak with an Attorney on the phone regarding your
rights according to the State Laws and to Lovingly communicate with your
s-grandpa. Maybe not in that order. Good Luck & God Bless ~Mary~

 

[wiguy2003]

settled..thanks

 

[BelizeBreeze]

thank you for the advice and kind words. I saw the 1st will, filed at the courthouse 10-26-04. Its from 1978, and is very plain, doesnt have names just says "all my boys" and "beloved husband". My father ( her son) pasted 2 years ago...before that her other son ( my uncle) past away, so she would have redone the will 2 more times, she told us since our fathers were gone its only fair for the grandkids to have that share. So what your saying about the benificiary thing is mabye her life insurance was split up...when my grandfather said "form to send to madison" thats where the state tax office is. But like I said, and you, i need to talk to him, im just ranting now!

O.K. IF the will is filed with the probate court and no other will is found and subsequently filed, then that part of your situation is plain.

First, the court will have to rule the will valid. Although the language is rather vague, unless anyone files an objection it would seem, at first glance, that it's validity can be argued.

Second, since your father passed before probate and the will specifies 'all my boys', any inheritance he would have received from the estate passes to HIS estate, i.e. you and any siblings who would have shared in his estate.

Therefore, the will is a moot question.

As for insurance or the need for your social security number, until you find out specifically why it is needed, (hint, ASK) then do not send it. It is not needed for probate. IF this is an insurance policy naming you specifically (or your father, in which case see the above discussion) then it will be needed to establish your rights of survivorship.

So, ASK why it's needed specifically. Then proceed from there.

 

[wiguy2003]

settled...