Legal Question in Wills and Trusts in Wisconsin

receiving an inheritance

Recently my grandmother passed away and left me an inheritance of $5,000. There was also an insurance policy on my father (who passed away several years ago) that was found and was not cashedin. My mother (who divorced my father in 1989) says the insurance policy belongs to her (even though there is no beneficiary listed on it) and now she wants mine and my sister's social security numbers caliming that the lawyer who's handling the grandmother's estate needs them from us. I know my grandmother (techincally step-grandmother) kept all of our addresses and phone numbers up-to-date. I wanted to know if I should trust my mother and giver her our social security numbers or should I trust my instincts that she is up to no good with the insurance policy she wants to cash? We cannot trust our mother she is a thief and a con artist. My grandmother's son is the executor but, lives out of the state so, the lawyer is handling whatever her son cannot. Please help.


Asked on 7/16/03, 1:57 pm

1 Answer from Attorneys
Mark Mahoney Cassiani Law Office, Wise Shepherd Law Office

Re: receiving an inheritance

Hello,

It is difficult to answer a question like this without knowing all the facts. However, if the lawyer needs the numbers let the answer contact you and explain why in writing. Then you can decide if it makes sense or not, and can get help if you need it. If there is no beneficiary on the insurance (and I am not sure how you can know that for sure), then insurance is usually payable to the estate. If she is his heir under the Will, or without one, then she can get the insurance. However, I am not sure why, IF that is true, that they need your numbers. Again, either hire a lawyer to help you, or at least have the other lawyer put things in writing. Good luck, Mark J. Mahoney 920-984-4529

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Answered on 7/18/03, 2:35 pm


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