turnerplus3
Junior Member
What is the name of your state (only U.S. law)? California
My mother passed away in 2009 and left my sister as trustee of her Revocable Trust. My mother is survived by my stepfather who owns half the house they lived in. He is able to stay in the home until he passes or medical issues.... Then it is split in half. Half for his side of the family and half for me and my sister.
The home when the market was at bottom was appraised at approx $780K. Now that the market has increased some it is worth a fraction over $1 million. I have found out that my sister has purchased the home from my stepfather for $400k and he is able to stay there and live with her for his remaining years. he is in his mid 80's and fading. (God bless him, one of the nicest people on earth).
Going backin time here. When my mother passed my sister did not have any money. Savings, CD's or coffee can full. I did not either. My mother gave me a few copies of her bank statements a week before she died saying my sister knows that all this is to be split between the two of you. Leave the big account alone and the interest will pay the taxes and utility bills on a home she owned in Lake Tahoe. One acct had my sisters name on it so if we needed money for funeral, church, florist... we could get some.
Evidently she did not tell my sister she gave me the info on accounts. Because a few months after her death when we went to split things up. Not everything came to the table. When I said "Mom had more than this. My sister said she didn't. You are not getting another dime and there is not a f%&&%n thing you can do about it. I'm a hot head. Instead of blowing up. I got up and left before I went ballistic.
Next day I called my mother's lawyer and told them. They informed me that I could not do much because my sisters name was put on the accounts. I guess according to CA law upon day of death it goes to her.
The lawyers I went to see all want money that I can't afford. What am I supposed to do? Bite the bullet and say "Oh Well"
My mother passed away in 2009 and left my sister as trustee of her Revocable Trust. My mother is survived by my stepfather who owns half the house they lived in. He is able to stay in the home until he passes or medical issues.... Then it is split in half. Half for his side of the family and half for me and my sister.
The home when the market was at bottom was appraised at approx $780K. Now that the market has increased some it is worth a fraction over $1 million. I have found out that my sister has purchased the home from my stepfather for $400k and he is able to stay there and live with her for his remaining years. he is in his mid 80's and fading. (God bless him, one of the nicest people on earth).
Going backin time here. When my mother passed my sister did not have any money. Savings, CD's or coffee can full. I did not either. My mother gave me a few copies of her bank statements a week before she died saying my sister knows that all this is to be split between the two of you. Leave the big account alone and the interest will pay the taxes and utility bills on a home she owned in Lake Tahoe. One acct had my sisters name on it so if we needed money for funeral, church, florist... we could get some.
Evidently she did not tell my sister she gave me the info on accounts. Because a few months after her death when we went to split things up. Not everything came to the table. When I said "Mom had more than this. My sister said she didn't. You are not getting another dime and there is not a f%&&%n thing you can do about it. I'm a hot head. Instead of blowing up. I got up and left before I went ballistic.
Next day I called my mother's lawyer and told them. They informed me that I could not do much because my sisters name was put on the accounts. I guess according to CA law upon day of death it goes to her.
The lawyers I went to see all want money that I can't afford. What am I supposed to do? Bite the bullet and say "Oh Well"
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