Legal Question in Wills and Trusts in Ohio
Grandmothers will inheritance to grandchildren
Grandma passed away last week. I am one of her grandkids who lived with her and took care of her along with my mom Throughout the course of her old age and death. My grandmother made my mom power of attorney and also left the house in my mom's name. My grandmother always told me that she had put 10K in an account for each of us grankids starting 1988. There are 3 of us. However, my mother claims there is no need to read the will in front of anyone or with a lawyer because there is not much money left. My mom claims she knows nothing about the account my grandmother set up for us grandkids. I know there will be some medical bills and whatnot to be paid but I do know there is 74K that was put into a cd. I know the bills will not exceed 74k. My question is, I know my grandmother did not leave me out with nothing. How do I find out if there is indeed an account for us? or my mom refuses to let me see the will? can my mom end up just keeping the money if there was any for us? If there was something left in the will for me how can I claim it? Is there a way even if somethig was left for us she can turn around and just refuse to give us anything? can I contact the lawyer who has the orginal will 2 see if anything was left for me?
1 Answer from Attorneys
Re: Grandmothers will inheritance to grandchildren
A will is probated to transfer title to probate assets. Your grandmother's CD is a probate asset only if there is no beneficiary or co-owner.
If your mother used her power of attorney to transfer the CD to herself for her personal benefit, you can take action to recover the funds for the estate. Doing so will benefit you only if you would inherit some of these funds under your grandmother's will. If she did not have a will, you inherit nothing because your mother is a closer relative.
I suggest you request further information from your mother to explain the situation. If she refuses to clear up the issues above, you will need the help of an attorney.