Legal Question in Wills and Trusts in Michigan
A few questions about wills
A friend of mine's mother died recently and had a properly executed will naming her four children, A, B, C, and D as each getting 25% share in all accounts / titles / deeds except for savings accounts and bonds
(1) C lived with Mom, who noted in her Will that the house be sold. C still lives there, can she do anything or must she move?
(2) Can C collect anything for living with her mom/taking care of her above the will decrees?
(3) C was the beneficiary of one of Mom’s bank accounts. Her brother, B, the executor, demanded that C split the proceeds four ways. Did she have to do so? Can she get the money back?
(4) C and Mom were also on a joint savings account together. C paid funeral expenses and bills with this account. Her brother, B, the executor, demanded that C split the proceeds four ways. Did she have to do so? Can she get the money back?
(5) Grandma is the beneficiary of Mom’s Savings Bonds. C took Grandma to cash the bonds and used it to pay Funeral expenses and C took the rest. Was this Grandma’s money to do with as she pleased?
1 Answer from Attorneys
Re: A few questions about wills
You have some serious legal questions here. I recommend that you contact a qualified estate planning attorney to review the mother's will to insure that her wishes were followed.
We would be happy to assist your friend and his or her family as best we can. Please have them contact us at 248.220.1538. Good Luck.
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