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My parents passed away two months apart, first my mother then my father. It has been 6 weeks since my father was laid to rest. My brother is named executor of their wills. So far I have not received any information on anything, not even a copy of the will. Is it too soon to expect any information from him? Is there a set time for the will to be filed in Probate?
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Sue bear get a lawyer and legal advice they are not afraid as there is no emotional charge - there will of course be a financial charge. I think I will leave all my inheritance to the state let my lot challenge them for it! or maybe a donkey sanctuary!
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I'm powerless over my sister-in-law. My son who's now 25 is entitled to his inheritance from his gran, but she has tied the money up in property. She refuses to pay the full amount or any interest of what he's owed and refuses to give a breakdown of his money. She's a bully,manipulative and blineds him with excuses. talk about history repeating it self, my father spent all mine and my sisters. Not sure what to do my husband is afraid of her seems so is my son.
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MaggieMarshall is so right. Beneficiaries to a bank CD, an investment, or life insurance policy---NONE of this is part of an Estate, and NONE of them is prevented from passing DIRECTLY to the Beneficiary, upon receiving the Certified Death Certificate, the Beneficiary gets the funds.
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Nothing can cause more problems in a family than an inheritance! There have been at least four situations within my husband's extended family that blew up; one brother's estate hasn't even made it to probate (he left no will and assets in a mess)in 12 years. My husband and I have everything in a trust, which has made it easy to deal with stuff now that he's gone--I totally recommend this. Assuming, of course, that the parents have a good attitude.
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*IF* Your Relationship Had Been A Difficult One All Along, But it Wasn't. Maybe is as simple as your sister is in a financial hard place.
Ask yourself a question: IF Your Sis Came To You To Ask For Money, Would You Give It To Her? She may NOT Be lying if she hasn't a track record of being a liar. Maybe she misunderstood advice from friends or something.
Ask a GOOD Attorney to mediate between you two. Discuss as a situation to be taken care of NOT a Scheme With Anyone Betraying You. Keep Both Hubbys Outta It. If You sisters work it out, they'll get over themselves......Your Mother Obviously Thought Her Daughters Could Handle It. Prove Her Right. YOU Have YEARS Before this, and Pray God, Years More To Go. BE The Good Friends You've Up Until Now Been
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I have 2 sisters .one was homeless at the time of my parents death so we let her move into the family home. I took my mom to a great attorney to up date her will in private. As a paralegal, she then rewrote the will and had her co workers witness it. Moms execture was her ex son inlaw.mom died in 2006 we just got a ciurt date. Sister took all but left us with a cematary plot. We should get 8000 at probate. After all these years, she has spent about everything. 250,000 originally.how can I find out whats left. Can I get a couple acres in lieu of cash.?.
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does my sister need my social security number to execute my moms will ... then only thing i think i getting is a life insurance policy she had made in my name
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I don't condone what sister did and that she isn't more remorseful on this, but I'm with jeannegibbs on this one. I'm the primary contact, visitor, decision maker for my mom and my brother doesn't want anything to do with her...and has little to no contact with her, but DOES support me in dealing with mom. yet when she passes, the estate will be expected to be split evenly. I wouldn't do what your sis did, but yeah --most days, I feel like I deserve a greater share.

There must be some compromise you can work on with this that is acceptable to both families.
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Go around them directly to the investment company. Be prepared to send them a letter requesting payment of the funds directly to you along with copy of your mom's death certificate via Certified Mail Return Receipt Requested. If you are the beneficiary of the funds, your sister shouldn't even be handling it since that beneficiary designation puts those funds outside the confines of the will.

Your sister doesn't need more money to pay taxes. She herself will pay NO taxes on any of the money. Taxes are paid out of the INHERITANCE not one's own pocket.

Sorry, but your husband is right. And your sister is lying.
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I have a similar situation to what I hav been reading today. My sister is 74 and has dignosed dementia and has had for the past 10 years. My mother passed away 3 years ago and my sister (the demented on) stated to me she wanted nothing to do with any of Mom's stuff. I have been handeling everything since and before her death. Now I have found a buyer for my mother's place and it is under contract. My sisters husband had her call me and ask to be in charge. Although she doesn't know in charge of what.) To make a long story short. Her husband is trying to take contol of the estate as he has POA over her. The will clearly states "if sister is unable or unwilling to fulfill her duties as exector, then sister (me) assumes the roll of exector. How do I handle this. Do I have to prove her incompetent first.
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My sister was named executor, because she was the oldest of three by 20 years.
My whole life as far back as I remember my parents always discussed being fair, they told me since I was little all that they had would be divided equally between the sibilings.
I also remember while growing up my brother was never really arround, and my sister was arround but was always negative towards me. Some family members my aunt used to say she never wanted siblings. She alawys complanied about how spoiled I was, and how mom and dad ignored her kids.....(Im the same age as her childrern.)
My parents were in their 80's both with dementia by the time I was in my 30's. I spent the better part (all) of my 30's raising my own kids, and taking care of my parents, I would do it all over again regardless.
Anyway after their deaths, I only receieved the cash divided between the 3 siblings. I called my sister executor regarding my parents home, and orther properties that they owned. She informed me that the properties were and are all hers as she did all the work and deserved it anyway ... She also informed me I couldnt do anything about it due to her name being on the title. (I found out she had taken a lawyer to visit my parents when they were starting to become confused but not yet legaly incompitent, and she had them sign over all their property to her.) When I saw a lawyer about this (elder abuse) she said there is nothing I can do. My so called older sister screwed me and my brother in more ways they one. She also screwed my trusting elderly parents and its all legal......
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Sister is executor she will not show the will the sisters and brothers got a copy and it states the brother has usufracrt of the home ...the executor has intimidated the brother til he moved out not knowing about will.... She has the house for sale
Can she sell the house in louisiana if he has usufracrt ??? He is about to confront her that he is moving back in and she is receiving rent the mother has been deceased for 6 weeks..... Help!!
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Yet another story of blatant greed, a sibling thinking they're "owed" at the expense of another. It makes me sick! You have to put your feelings aside about how things were good in the past and get a lawyer to help you with the present. It isn't pretty. And I also agree with your husband. Your sister and b-i-l have shown you their true colors and now can't be trusted. What they did to YOU was horrible!!!
My sister is the executor of our mom's will and let me tell you she has done a lousy job. I was forced to hire a lawyer to make her do her legal duty. Mom's been gone 2 yrs and we haven't even scratched the surface of this mess.
Please don't let your sister and b-i-l get away with this. I'll bet your mom would tell you the same thing.
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Also, google NOLO, it will tell you that about 7 states have inheritance taxes and the federal tax rate is for estates over 5 million (and nothing if the beneficiary is a spouse). Children are exempt or have very low rates in many of these states.

You certainly need a lawyer's advice before your sister takes something that she is not due. Even if you just let it go and she gets more, can you honestly put this away and not let it affect you relationship? I feel probably not.
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You need a lawyer. As executor of the estate she has a duty to see that everything is done accordinging to your mother's wishes. It is the law. She can drag her feet but you can force her to settle the estate. No one has the right to hold up the distribution of an estate. What she is trying to do is illegal.

As for paying taxes on the inheritance, I don't know all state laws but in the state I live in there is no tax on inheritance and no federal tax up to 5 million. If you are dealing with that amount, your certainly need a lawyer.

How do I know, my husband inherited a sizable amount from his mother. His brother was executor and there was foot draggery but not with any intent to take more than his share. he just procrastinates. No taxes due on my husband's part. Many states did away with inheritance tax or it is very low.

Like I said, Get a Lawyer!
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big mistake giving her the money! i'm with your hubby on this one. there's no excuse for that and she out and out tried to steal from you! that's great that you sound out the truth from the bank, but it's not your responsibility to pay her inheritance taxes! that's outrageous...she has a lot of nerve...she didn't have to accept the job of executor you know...hope you don't regret it. she already violated your trust and that's hard to ever get back.
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Greed. It is not your responsiblity to pay the inheritance tax on your sister's inheritance. If she did not plan ahead to prepare for the tax it is not your fault. There was a reason you were listed as 100 % benificiary to begin with. That was your mother's/father's wishes at some point. Your sister is not a good steward to oversee the will. The executor has to provide a summary statement to all beneficiaries of how the estate was handled.
Each state has regulations on the percentage of the estate an executor can be paid for performing their duites. Unless the person making their will puts a set amount of payment the executor receives, the amount of money the executor is entitled to can be enormous. Part of not being a doormat is addressing the issue. Telling your sister when you signed over the executorship to her you didn't sign up for her manipulating you and taking what is rightfully yours. She was being deceitful. You sound like you have great intuition. By calling the bank you were able to find out the real deal.
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Your sister cheated you out of your share of one investment. That she did so using deceit is wrong, wrong, wrong.

Your sister lived closer to your mother and therefore no doubt contributed greatly to her care even if your mother was "independent" and seemed, from your distance, to maintain her house on her own. You know, many people (including me) think it isn't fair that one sibling does most of the caregiving and all the siblings expect to share equally in the estate. There are far better ways of addressing this inequity than the caregiver being deceiptful after the parent's death. But I can sympathize with the attitude that "I deserve a little more. I did more." I don't condone cheating to get it ... but, are you willing to give up your relationship with your sister over this? Can you forgive her? It is really your choice now. Your sister made choices about her behavior. She didn't do a very honorable job on one aspect, in my opinion. Now you have choices to make. You've already decided to let her have the money. Now you can decide about your relationship going forward.

And ... since you've given up the money, how are you resolving the issues this causes with your husband?

Perhaps some family counseling would be in order here.
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