What is the name of your state? mn, but trust/parent/steparent in AR
Father and stepmother married 21 yrs. Father died 5 yrs ago, she died 1 year ago. I am my fathers only child and stepmother had 1 son, 1 daughter all adults at time of marriage. Revocable trust set up before father died.
Long story short. I will try to put in as few details as possible. Trustee is a theif/alcholic/mess/liar/stepbrother. Trust to distribute 1/3 to stepbrother, stepsisters children, my son. (there are other assests no included in this 1/3 distribution)Stepbrother has been stalling distribution with numerous excuses. First stepbrother (SB) it was getting stuff done by accountant, had to file taxes for estate. Then its...blah, blah, blah. Then says he has lung cancer been sick. I contacted his sister to let her know about this (he didn't want her to know, they don't like each other. She confronted him...didn't beleive this excuse, (she lives 100 miles away from him)SB told her same Dr. that treated Dads(their stepfather) cancer, well she called hospital, that Dr retired 3 years ago...so we know he is lying. .(they were other things that lead to not believing cancer)..She went to his rented house and demanded records of trust bank account. He has been paying rent, girlfriends cell phone ($700 per month) liquor store, numerous cash with draws, just one great big party! Never got taxes done, never anything to an accountant. He been saying all along don't worry, how dare we accuse him of wrong doing, everything is just fine. (Just a note, he was stable, married, on the wagon for years when made trustee but is now divorced and a mess, no children, thank god)
Anyway..as of yesterday SS had everything tunred over to her legally as the new trustee.SB even had the nerve to withdraw $300 after meeting at bank and she had to get some papers signed elsewhere before account got frozen bank manager said there was nothing he could do until everything signed. There are many more horror stories to this but too long. I just don't know if we can trust her now...The stepbrother owes about 10,000 to the trust, he used up his 1/3 and then some. He does get royalties from mineral rights, we are probably going to go after that until he has paid. SS will now get checks and disperse $ to him....SS and I plan to deduct what he owes trust from royalties.
A question. The trust paperwork was filed with the bank and the bank allowed obviously fradulent charges against account. I called the bank a few weeks ago and notified them I thought the trustee was mis-handling $ and wanted account frozen until we could do something about SB. Do they have legal obligation to monitor account at all?
SS has in her possesion some very expensive jewlery and art glass that hasn't been sold yet. The trust didn't mention anything about it going to anyone, just all assests to be sold and divided in 1/3. Now she is claiming she found a letter with jewlery going to certain people (her and her children) but that letter was written years before the trust was set up so doesn't the trust supercede the letter. She lives in another state and now is the new trustee. How can I make her follow the trust and not some really old letter? (jewlery in excess of 15,000 retail) I am trying to keep on good terms, don't want to start big fight (She is very wealthy)She has always wanted that jewlery and not shy about saying so but it was not left to her. The most expensive stuff was purchased during their (father and stepmother) marriage, I don't want to make any claim to her grandmothers jewlery her mom had in her possesion not worth that much and think it's right for her to have it....What to do?What is the name of your state?
Father and stepmother married 21 yrs. Father died 5 yrs ago, she died 1 year ago. I am my fathers only child and stepmother had 1 son, 1 daughter all adults at time of marriage. Revocable trust set up before father died.
Long story short. I will try to put in as few details as possible. Trustee is a theif/alcholic/mess/liar/stepbrother. Trust to distribute 1/3 to stepbrother, stepsisters children, my son. (there are other assests no included in this 1/3 distribution)Stepbrother has been stalling distribution with numerous excuses. First stepbrother (SB) it was getting stuff done by accountant, had to file taxes for estate. Then its...blah, blah, blah. Then says he has lung cancer been sick. I contacted his sister to let her know about this (he didn't want her to know, they don't like each other. She confronted him...didn't beleive this excuse, (she lives 100 miles away from him)SB told her same Dr. that treated Dads(their stepfather) cancer, well she called hospital, that Dr retired 3 years ago...so we know he is lying. .(they were other things that lead to not believing cancer)..She went to his rented house and demanded records of trust bank account. He has been paying rent, girlfriends cell phone ($700 per month) liquor store, numerous cash with draws, just one great big party! Never got taxes done, never anything to an accountant. He been saying all along don't worry, how dare we accuse him of wrong doing, everything is just fine. (Just a note, he was stable, married, on the wagon for years when made trustee but is now divorced and a mess, no children, thank god)
Anyway..as of yesterday SS had everything tunred over to her legally as the new trustee.SB even had the nerve to withdraw $300 after meeting at bank and she had to get some papers signed elsewhere before account got frozen bank manager said there was nothing he could do until everything signed. There are many more horror stories to this but too long. I just don't know if we can trust her now...The stepbrother owes about 10,000 to the trust, he used up his 1/3 and then some. He does get royalties from mineral rights, we are probably going to go after that until he has paid. SS will now get checks and disperse $ to him....SS and I plan to deduct what he owes trust from royalties.
A question. The trust paperwork was filed with the bank and the bank allowed obviously fradulent charges against account. I called the bank a few weeks ago and notified them I thought the trustee was mis-handling $ and wanted account frozen until we could do something about SB. Do they have legal obligation to monitor account at all?
SS has in her possesion some very expensive jewlery and art glass that hasn't been sold yet. The trust didn't mention anything about it going to anyone, just all assests to be sold and divided in 1/3. Now she is claiming she found a letter with jewlery going to certain people (her and her children) but that letter was written years before the trust was set up so doesn't the trust supercede the letter. She lives in another state and now is the new trustee. How can I make her follow the trust and not some really old letter? (jewlery in excess of 15,000 retail) I am trying to keep on good terms, don't want to start big fight (She is very wealthy)She has always wanted that jewlery and not shy about saying so but it was not left to her. The most expensive stuff was purchased during their (father and stepmother) marriage, I don't want to make any claim to her grandmothers jewlery her mom had in her possesion not worth that much and think it's right for her to have it....What to do?What is the name of your state?
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