Legal Question in Wills and Trusts in Massachusetts
Who are considered legal heirs when there is no will and how do we claim inherit
When my father died last month, his brothers took his car and boat and all of his paperwork which included insurance policies, bank accounts, safe deposit boxes, and stocks. They will not let us (his siblings) see any of the paperwork and they are trying to figure out how to sell his car and boat. Can they legally do this? How can we stop them?
3 Answers from Attorneys
Re: Who are considered legal heirs when there is no will and how do we claim inh
You should contact an attorney immediately. In the absence of a will, inheritance is based on bloodlines and marriage - that is, children, grandchildren and any spouse inherit before the decedent's parents or siblings.
I am admitted to practice in Massachusetts and am available to discuss this matter with you, but, of course, I would need more details. E-mail or fax is the best way to reach me since meetings & court appearances eat up much of the 9-5 day.
Re: Who are considered legal heirs when there is no will and how do we claim inh
"When my father died last month, his brothers"
BROTHERS? Unless he created a trust naming them as trustees
while alive or within his will he named them as trustees or executors,
their involvement is illegal, they have no business doing any of what
you claim and they are especially breaking the law if they profit from
this; in the absence of a will (or a previously established trust),
brothers have no rights to any of the estate while there are legal
children of the deceased. Had he ever had a divorce? Did he die single?
If he was married, the spouse has major rights, more even than children,
but children generally have rights, too. Brothers have none unless
spouse, no children, and even no parents of the deceased under
Massachusetts "intestacy" statutes.
"took his car" they'll have to deal with the Registry
and either show a court-appointment of an executor or
an administrator or else transfer it to his spouse. Without
that, they won't be able to sell it to anyone, not unless they
do something drastic like forge some papers to get a salvage (trashed
car) license. They might be able to get away with operating it for awhile.
(But I know how to stop that, too!)
"and boat" -- there's a similar registration process for boats.
"and all of his paperwork which included insurance policies,"
the insurance companies (when they are informed of his death in
the legal manner) will pay whoever he had listed as his
beneficiaries, no matter who has the insurance policy documents;
possession of them makes little difference except that if you
are a beneficiary, it'd be a lot easier to file the claim if you
knew who the insurer(s) were!
"bank accounts," generally paid to joint account holder or "p.o.d." (payable on
death) party or else USUALLY the bank will require a copy of a court
document showing who's in charge of the estate (executor or administrator),
which is an appointment that the court requires natural heirs (e.g., children!) be
informed of before it happens, unless they are minors!
TO BE CONTINUED
Re: Who are considered legal heirs when there is no will and how do we claim inh
CONTINUED FROM LAST MESSAGE (This is #2 of 2 parts).
"safe deposit boxes,"
banks shouldn't allow "just anyone" to get access to the box; if
they have, you may never know what was in the box because the brothers
could have stolen the contents.
"and stocks."
Getting the stocks retitled is a very tedious process and also
requires proof of a court appointment of an executor or administrator.
You shouldn't be worried about this, either, theoretically.
"They will not let us (his siblings)" WHAT? his brothers and
his sisters are his siblings, not his children!
"see any of the paperwork and they are trying to figure out how to sell his car and boat.
Can they legally do this?" NO.
"How can we stop them?" There is are a couple of legal procedures
an attorney can choose from, one of which is an emergency measure.
You will have subpoena rights to demand
the documents be turned over.
Write back to me with more
details. I especially want to know where he last resided.
Write to me at [email protected] via e-mail. In spite of the
calm I project, I actually think you should hustle on this
very quickly. How many children are there and where do they
each live? How old is each?
How do you know that the brothers took control of the safe deposit
boxes? How do you know any of what you wrote? Do you know where the
safe deposit boxes are? Do you know any of the other details?
I may be able to take your case for you after I hear these answers.
I'd like to read your answers tomorrow night and have you call me
Thursday morning after 10 AM for my comments.
Good luck.