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My landlady’s mother is the decedent, and my landlady is a beneficiary of the trust along with her one brother. The mother’s live-in boyfriend is the one claiming the life estate to the house they shared, though the property was hers prior to them knowing each other. She pretty much supported him as he receives only a couple hundred dollars in a monthly pension. The property was transferred into the trust the day of the mothers death. The boyfriend never allowed the family to come onto the property to help look for any paperwork after her death. After a few months he produced a copy of the trust reinstatement that was not signed and the codicil that was signed but the signature is questionable. No will was produced and the brother filed for and received letters to administer the estate intestate.
The trustee is the mother’s sister. Shortly after the death she had an accident and broke her hip and was immobile for several months then she was diagnosed with breast cancer which she has recovered from. So she hasn’t done her responsibilities as trustee. The trust has the house valued at apprx. $500,000; a timeshare valued ?; and life insurance and annuities valued at $20,000 to $100,000 not sure.
The estate had a property with two houses that sold for $1,000,000 and a bank account for $8,000 that is awaiting final account and distribution.
My landlady is trying to get the codicil authenticated before the closing of the estate in case these documents are found to be false.
