Legal Question in Wills and Trusts in Ohio

will and letter

My mom recently passed away. She left a will dividing her estate amount all her children and stepchild. She also left a letter which is signed and dated only stating what she wanted certain people to have. Then at the hospital she also verbally gave things to her children. The letter is in dispute by several of the children because she already gave the items to them at hospital then gave them to someone different in the letter. Is the letter legal and binding or should every thing be sold and divided equal.

Thank you


Asked on 6/01/02, 11:11 pm

1 Answer from Attorneys

David Weilbacher, Esq. Attorney at Law

Re: will and letter

The letter you refer to is often referred to as a letter of intent. It is directed to the executor of the estate, and it usually conveys the decedent�s wishes regarding small personal items. The letter has no legally binding effect. The executor will usually follow the decedent�s wishes, but is not legally bound to do so. Was you mother of sound mind when she was in the hospital? Was she able to make her own decisions, and able to understand what was going on around her? The real question is whether or not she was legally competent? If she was competent, any gifts she made prior to her death are controlling. The gift is made when she stated her wish that someone have a particular thing, and actually transfers possession of the item; by handing the item over or telling the person where the item is and telling them to retrieve it. If she conditioned the gift by stating that she wanted someone to have a particular thing after she passed, then the gift was not complete prior to her death, and her will controls. The executor will then decide whether to honor your mother�s letter of intent. It can be very complicated to determine if a gift had been completed or not. If an attorney has not been retained to assist the executor, and the size of the estate warrants it, an attorney should be consulted in detail.

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Answered on 6/03/02, 2:22 pm


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