goldenone44
Junior Member
California
My grandfather died recently. In his will he left $80,000 to my mother. My mother died 3 years before he did. This is what it states in the will pertaining to my mother.
Annuity for Gina Kern. Trustors have established an annuity for the benefit of Gina Kern. The Trustee shall deposit funds from the Trust Estate into this annuity so that the principal amount at the time of distribution is equal to Eighty Thousand Dollars ($80,000.00)
The Trustee claims much smaller amount.
Does the statement above mean, the Trustee must deposit funds from the Trust Estate into the Annuity? So that when I receive it that it equals $80,000.00?
If the answer is yes, and the Trustee does not, what should I do about it?
The Trustee has sent letters and a copy of the will to everyone named in the will , except me. I found a copy of the will in my mother’s papers. Otherwise I would have never known about it.
Is the Trustee required to do so, being that my mother is named in the will?
Thank You for your time.What is the name of your state?
My grandfather died recently. In his will he left $80,000 to my mother. My mother died 3 years before he did. This is what it states in the will pertaining to my mother.
Annuity for Gina Kern. Trustors have established an annuity for the benefit of Gina Kern. The Trustee shall deposit funds from the Trust Estate into this annuity so that the principal amount at the time of distribution is equal to Eighty Thousand Dollars ($80,000.00)
The Trustee claims much smaller amount.
Does the statement above mean, the Trustee must deposit funds from the Trust Estate into the Annuity? So that when I receive it that it equals $80,000.00?
If the answer is yes, and the Trustee does not, what should I do about it?
The Trustee has sent letters and a copy of the will to everyone named in the will , except me. I found a copy of the will in my mother’s papers. Otherwise I would have never known about it.
Is the Trustee required to do so, being that my mother is named in the will?
Thank You for your time.What is the name of your state?