My mother died last year in August. She appointed her son, P, to have power of attorney. My mother left a will that clearly stated her wishes in terms of any monetary distribution to her surviving children and grandchildren. My brother was made the sole beneficiary at some point but through my mother's law office, in a letter, stated he would share the monetary gifts equally among siblings. He was also advised to wait one year from the date of her death before distributing any remaining assets.
Well, I received a letter with several documents from P including the last will and financial records on Friday of last week. I cannot understand the financial records but he states that the final amount was about $5,600 to be shared among 5 children and 3 grandchildren. He decided to exclude me from the distribution of assets and said, you are out. His reason is, that several years ago, my mother had financed the cost of a roof and chimney repair to my home in the amount of $10,000. During the last few months of my mothers' life, she was applying to the state for financial support, I think through Medicaid, to cover costs in a total care setting. The state found the $10,0000 pay out and declared it an asset. Brother P stated I should have put it back into the account. I frankly was just starting to understand what my obligation was and wasn't around this return of funds when she died.
He is stating I did not return the funds and potentially put him in a precarious position financially. There was no verbal discussion or meeting between us around this issue. Relations have been strained for several years. Frankly, he is a bully and a negative person to deal with. I do not feel safe in his company.
What should I do? I do not have a relationship with P and haven't for several years. The amount that may be distributed is perhaps in the amount of $600 or so. I do not understand what the final amount is in actuality, don't understand his decision and think this requires a legal opinion. An attorney would cost quite a lot of money. But, I don't know what or what not would be best for me in this situation.
I'd appreciate your response. I am sure I am not the first to be in such an awkward position.
Well, I received a letter with several documents from P including the last will and financial records on Friday of last week. I cannot understand the financial records but he states that the final amount was about $5,600 to be shared among 5 children and 3 grandchildren. He decided to exclude me from the distribution of assets and said, you are out. His reason is, that several years ago, my mother had financed the cost of a roof and chimney repair to my home in the amount of $10,000. During the last few months of my mothers' life, she was applying to the state for financial support, I think through Medicaid, to cover costs in a total care setting. The state found the $10,0000 pay out and declared it an asset. Brother P stated I should have put it back into the account. I frankly was just starting to understand what my obligation was and wasn't around this return of funds when she died.
He is stating I did not return the funds and potentially put him in a precarious position financially. There was no verbal discussion or meeting between us around this issue. Relations have been strained for several years. Frankly, he is a bully and a negative person to deal with. I do not feel safe in his company.
What should I do? I do not have a relationship with P and haven't for several years. The amount that may be distributed is perhaps in the amount of $600 or so. I do not understand what the final amount is in actuality, don't understand his decision and think this requires a legal opinion. An attorney would cost quite a lot of money. But, I don't know what or what not would be best for me in this situation.
I'd appreciate your response. I am sure I am not the first to be in such an awkward position.
Distribution of Monetary Assets in Will - Relative Refusing
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