Legal Question in Wills and Trusts in North Carolina

Expense Claims

My mother died in 2004 - she bought a house listed as Tenants-in-Common with her boyfriend back in 2002 so both names were on the deed. When she passed - her 50% of the house passed to my brother and I in equal portions.

Up until now - the boyfriend has paid for things and I fully agree that we owe half of the costs from 2004-2008 as reimbursement (we've been trying to sell the house with no luck). He and his lawyer feel that we owe half the costs from the time the house was purchased in 2002 though. Is this normal or correct? My mother didn't work while they were together - she was a homemaker instead.

There was no question they lived together - my mother lost her alimony from my father when it was shown that she and her boyfriend were living together (by a TN court). Is there any case law to support my claim that we don't owe anything on the house during the time she was living?


Asked on 5/09/08, 9:46 am

1 Answer from Attorneys
Jeff Rosner Rosner Law Firm P.A.

Re: Expense Claims

Honestly your question would require more research. My gut feeling is that the boyfriend may have a claim against your mother's estate but wouldn't necessarily have a claim against you.

He may already be barred from bringing claim against your mother.

- Jeff

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Answered on 5/09/08, 10:48 am


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