Legal Question in Wills and Trusts in Virginia

Death of mother

mother died 2/25/09. She has 2 surviors. she lived with a man for 33 yrs. her sister is named in the will executor of the estate. The 2 children have not seen the will. there was a locked cedar chest with all of my mothers personal papers and the boyfriend broke into the chest to plunder through her stuff. our mother had stock and insurance policies. the boyfriend has gone into her personal papers and pulled out the insurance policies and said he was filling them out and would have the checks mailed to him and then would pay my bother and myself. Can her boyfriend cash the checks that come from the insurance companies? Is it as easy for him to to write on the back of the checks ''for deposit only'' into his account and pay out the surviving children? can he even file these papers? he also said that she had given her car to him 2 wks before her death. he may have forged her signature on the title. the executor is my mothers sister, she is in no hurry to get the will, she is moving, maybe next week. in the meantime, her only survivors are not permitted to remove any of my mothers belongings except her clothes. as beneficiaries aren't we protected? shouldn't we have to sign documnets. produce ID


Asked on 3/04/09, 2:11 pm

1 Answer from Attorneys

Jonathon Moseley Moseley & Associates Law Firm

Re: Death of mother

I am sorry to hear of all this.

Unfortunately, things like this happen more often than one would think.

First, if the insurance policies are not written payable to him, he cannot cash the checks, because they would be written to someone other than him. The insurance policies will not be payable to your mother, but to the named beneficiaries. If you know who the ins. companies are, you might warn them. If you know where your mother banked, you should present them with her death certificate placing them on notice to not allow anyone to use her account, other than the executor.

Second, the man does not have authority to do any of this, obviously. Technically, it is a form of theft. It is complicated because I gather he lives there so saying that he cannot make use of the house where he lives makes it difficult. But technically it is theft. If you are concerned enough you could even go to the Sheriff and/or find the magistrate (under the Sheriff) and swear out a complaint.

Third, this is complicated by the fact that the executor is not doing anything (yet). The authority to cure these issues is primarily held by the executor.

Since no one has yet produced the will, an aggressive strategy might be for you to go to the Clerk of the Court, probate division, and qualify as the administrator of her estate. Under the will, it should be the mother's sister. But no one has found the will yet. So in the absence of the will, WHICH MAY NEVER BE FOUND, it is reasonable for you as close family to act as Administrator (executor).

If the will then turns up, you would have to transfer the position to the person named in the will.

But right now assets are being lost and rights lost because no one is acting as executor, and no one has the will.

As executor, one can not only have the authority to demand all of these items but also to sue in the name of your mother, and to demand information from banks, stock brokers, insurance companies, etc.

Even if he has taken shares of stock out of the vault, the exeuctor has authority to find out what your mother owned at her death and sue him to return it. Same with the car.

Finally, if you have access to your mother's belongings but cannot remove themm, you should take a camera or videocamera or at least take witnesses and take notes, and begin an inventory of everything that your mother owned to preserve it.

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Answered on 3/04/09, 4:08 pm


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