Reply
New Member
Posts: 6
Registered: ‎04-25-2012
0

Wife's deadbeat brother being dishonest about sibling's inheritance

First off, I want the forum to realize this is about fairness, not greed.  Death is a terrible event and my wife has suffered tremendously over the past 3 months.  However, life continues and the deceased would want her assets divided equally among her children...

 

My wife's mother died in February.  She was only in her sixties.  We drove out of state to the funeral and stayed 3 days before returning home.  Some time after, my wife received $20,000 from the brother as part of her inheritance.  Problem is, there are more assets.. there have to be. We found evidence of a JC Penney life insurance policy and possible one other bank account while there.  When questioned about it, the brother gets angry and changes the subject pointing to himself as the victim for having lived with her and witnessing her death.  He's 47 and living with Mom... does that tell you anything?  Thank goodness she leased her house!

 

In my view, the $20,000 was a payoff for the rest of the siblings to get lost... and her life insurance should've been settled by now if a claim was put in.  My wife's name definitely would be listed as a beneficiary.  Unfortunately, JCP Life was taken over by TransAmerica and they don't have a record of it.  What should we be doing now?  We want to avoid be scammed by some unscrupulous lawyer or search site.

 

Thanks for any advice

 

 

Valued Contributor
Posts: 3,302
Registered: ‎06-09-2010
0

Re: Wife's deadbeat brother being dishonest about sibling's inheritance


jonwb wrote:

First off, I want the forum to realize this is about fairness, not greed.  Death is a terrible event and my wife has suffered tremendously over the past 3 months.  However, life continues and the deceased would want her assets divided equally among her children...

 

My wife's mother died in February.  She was only in her sixties.  We drove out of state to the funeral and stayed 3 days before returning home.  Some time after, my wife received $20,000 from the brother as part of her inheritance.  Problem is, there are more assets.. there have to be. We found evidence of a JC Penney life insurance policy and possible one other bank account while there.  When questioned about it, the brother gets angry and changes the subject pointing to himself as the victim for having lived with her and witnessing her death.  He's 47 and living with Mom... does that tell you anything?  Thank goodness she leased her house!

 

In my view, the $20,000 was a payoff for the rest of the siblings to get lost... and her life insurance should've been settled by now if a claim was put in.  My wife's name definitely would be listed as a beneficiary.  Unfortunately, JCP Life was taken over by TransAmerica and they don't have a record of it.  What should we be doing now?  We want to avoid be scammed by some unscrupulous lawyer or search site.

 

Thanks for any advice

 

 



No matter who takes over a policy all paperwork would be transfered over to the new owners of the policy. For them to say they have no record of it the possibilities of the policy being canceled, sold off early, etc etc would come more into play.

 

Research it completely, find any proof you have that the policy exist or did exist. Then you would have to search even further and see what happened with the policy.

 

If she has a will I am sure you will be going to probate if she is listed as a beneficiary. IMO I also would not cash and or deposit the check until you know all the facts just in case their is some type of act that keeps you from obtaining anything else left to you in the will if you have accepted and cashed said check.

 

 

Good Luck
May all your dreams and wishes become a reality!
Advertiser Disclosure: The listings that appear on myFICO are from companies from which myFICO receives compensation, which may impact how and where products appear on myFICO (including, for example, the order in which they appear). myFICO does not review or include all companies or all available products.
† Credit cards for FICO Score ranges: The score ranges are guidelines based on actual applicant approvals and having a FICO Score in a particular range does not guarantee you will be approved for credit cards recommended in that range.

Copyright ©2001-2015 Fair Isaac Corporation. All rights reserved.   | Terms of Use | Privacy Policy | Sitemap

IMPORTANT INFORMATION: All FICO® Score products made available on myFICO.com include a FICO® Score 8, along with additional FICO® Score versions. Your lender or insurer may use a different FICO® Score than the versions you receive from myFICO, or another type of credit score altogether. Learn more

FICO, myFICO, Score Watch, The score lenders use, and The Score That Matters are trademarks or registered trademarks of Fair Isaac Corporation. Equifax Credit Report is a trademark of Equifax, Inc. and its affiliated companies. Many factors affect your FICO Score and the interest rates you may receive. Fair Isaac is not a credit repair organization as defined under federal or state law, including the Credit Repair Organizations Act. Fair Isaac does not provide "credit repair" services or advice or assistance regarding "rebuilding" or "improving" your credit record, credit history or credit rating. FTC's website on credit.