F
frosted
Guest
What is the name of your state? PA
A trust in PA (interest income) was set up by my great grandfather in 1955. He had four children. Two are still alive. It is to continue until all his children have died and then must be distributed. The trust beneficiaries are his childrens children, etc. My grand mother was one of the beneficiaries and passed in May 03.
My grandmother had 2 children- my father and his sister. My father passed before her and since he is gone, a bank contacted my brothers and sisters to determine if we are his descendants.
A long story, but my grandmother disinherited my father (and his children) years ago and her will leaves nothing from her estate to any of us - the children of my father. However, we understand that there is aother trust - mentioned above - that could not be part of her estate and that she could not disinherit him.
The trustee - a major bank went to great lengths to find us and now we are told that the Trust is in legal counsel. We have only spoken by phone. We only received a letter from them once to put our correct address and phone number on but it did not mention the trust, just that they were trying to locate descendants of my father.
What should we be doing now? We know from what our father said,that this is a big trust. They have never asked for our SS#, etc. Should we make a claim or just wait for the determination?
A trust in PA (interest income) was set up by my great grandfather in 1955. He had four children. Two are still alive. It is to continue until all his children have died and then must be distributed. The trust beneficiaries are his childrens children, etc. My grand mother was one of the beneficiaries and passed in May 03.
My grandmother had 2 children- my father and his sister. My father passed before her and since he is gone, a bank contacted my brothers and sisters to determine if we are his descendants.
A long story, but my grandmother disinherited my father (and his children) years ago and her will leaves nothing from her estate to any of us - the children of my father. However, we understand that there is aother trust - mentioned above - that could not be part of her estate and that she could not disinherit him.
The trustee - a major bank went to great lengths to find us and now we are told that the Trust is in legal counsel. We have only spoken by phone. We only received a letter from them once to put our correct address and phone number on but it did not mention the trust, just that they were trying to locate descendants of my father.
What should we be doing now? We know from what our father said,that this is a big trust. They have never asked for our SS#, etc. Should we make a claim or just wait for the determination?