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Topic : 01/18 "Fighting Over the Will"

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Created on : Tuesday, November 22, 2005, 03:25:43 pm
Author : DrPhilBoard1

(Original Airdate: 11/29/05) When you imagine receiving an inheritance, you might dream that all your financial problems would be solved. But sometimes, the money is more trouble than it's worth. Eighty-four-year-old Aileen inherited a 2,000-acre farm after her husband died. But is her granddaughter, Amber, jumping the gun by wanting her mother's name on the title now? Then, Tracy says her 19-year-old son, Mark, changed when he came into a large inheritance this year after his dad passed away. She says the money wasn't what changed her son, but his long-lost friend, Brandon. Talk about the show here.

 

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November 29, 2005, 6:12 pm PST

Durable Power of Attorney

.....my mother has Alzheimer's and is 82 years old.  I would give anything to have a mother like the 84 year old lady on the show today.  I fell in love with her.   

 

.....She is so amazing in all she's done to keep "her".....notice emphasis on "her" ...property and farm going so well.  The daughter and granddaughter have no right to voice who or what she does or doesn't do with her money and her farm.  They should be so grateful to be in the same room with this 84 year old sharp witty and delightful lady.   

 

....I would give anything if my mother at 82 was able to do what she use to.  I have a durable power of attorney, but only because of the disease do I need it.  My mother has nothing to leave but her memories and those I cherish and would not give a million dollars for.  

 

Barb 

 
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November 29, 2005, 6:30 pm PST

Fairness????

  

It's comforting to know the problem with families and wills is not exclusive to my own family.  

  

Our family situation is this. My father (rest his soul) worked VERY VERY hard all his life. He only had a grade 6 education but he was a good businessman and a good provider. Our family lived a very modest life with no extras but we had food on the table, a roof over our heads and thankfully our health. My father put everything into his business and over the years built it up into a successful business. He worked 16 hour days and I rarely got to spend time with him because he was often working to provide for the family. My mother also worked out of the home - she was a nurse and worked part-time and had 5 kids. I'm the youngest of the five.  

  

The "family" business was my father's world. He ate, breathed and slept the business and when the day came that my two older brothers joined the business was one of great pride for my father. He showed them the trade and worked diligently to make sure his standards for quality where shared by his two sons. All of us kids at one time or another worked in the family business but for various lengths of time. My two brothers held out though and eventually the business became quite lucrative. Both are very well off today. 

  

My father passed away 6 and a half years ago. His will was read by my mother and my two brothers who were also his business partners, but for the rest of us the will was kept a secret for all these years. A couple years ago, my one brother accidentally mentioned that I and my remaining two siblings had some money coming to us from our father's estate. I didn't act on it at the time and simply shrugged it off. Then I came upon some hard times and remembered this conversation we once had. I was disappointed with my family because I had come upon some very hard and trying times in my life and was disappointed that my family hadn't stepped up to help. After all, if what my brother was saying was true then why didn't they attempt to pay me my entitlements left by my father. So I hired a lawyer to first get a copy of my father's will and see for myself first hand what it was all about. The secrecy about my father's will really hurt me. I felt betrayed by people within my very own family. Afterall, one should be able to trust one's own family right???  

  

Anyway, to make a long story short. The will named me and my other three siblings a beneficiary to several small legacies; however, seeing that my mother is still living - everything went to her. Disappointed I was but don't get me wrong. It wasn't so much the money or lack thereof that disappointed me. The fact was my mother became a partner in the business partnership with my two older brothers. She is now 73 years old and living on old age pension. Although she worked all her lifetime she never participated in a pension because of her part-time work status. So essentially she is living on this fixed income plus a little bit of money she is getting from selling off her and my father's assets. My brothers are not paying my mother a DIME from the business and yet she is a one-third partner. If my father were alive I would hope my brothers would have paid him a very well deserved pension. Afterall, they would not be as well off today as they are if it weren't for my father's sacrifices and hard work. They were essentially handed over the golden egg and didn't have to pay a cent for it. Granted they are working very hard today to maintain the status quo but frankly the point is their success is largely due to my father. So much for a "family" business as my father put it.  

  

Anyway, my mother is living on what she can and making do but could be doing better had she taken my advice 6 years ago. But she didn't and now she is living the consequences. The thing is our family suffered together when things in the business weren't so great way back when and now the only one to reap these rewards are my two older brothers. Myself and my remaining two siblings will have nothing. My mother will likely sell of the remainder of the assets in order to live and there will be nothing left for us. Selfish? You may think so but I don't quite see it that way. First and foremost, my interest was to protect my mother's interests in the business but she chose to "trust" her sons and didn't act on my advice. Secondly, if there was something as in money to be distributed among the remaining children then I think we are entitled to it. Afterall, it was my piano recital and my dance and my graduation that my father missed as a result of work. I think those memories lost are worth something wouldn't you think? No amount of money could replace the feeling of having had my father present but since he wasn't and their is no memory of it now then why not have some sort of compensation. Why should my two older brothers reap all of my father's hard work and sweat. Afterall, he did produce three other children.  

  

I'm very angry at my brothers for this. I blame them entirely and I truly see their true colors. Greed is an ugly thing. I'm also angry at my mother for being soo naive and stupid about the whole situation. I mean what in heavens name was she thinking?  

 
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November 29, 2005, 6:30 pm PST

Make your choices Mark

I wonder how a mother could ask her son to pay for the divorce from his father, who left his son the money she is asking he use to pay ... the father who is dead to pay for her divorce from himself ... and I notice although she did offer to pay her parents back, she did not do so, and she has not offered to pay Mark back. Yet, Tracy thinks she can make better financial choices for Mark. Having never met her, I wonder how much your mother feels she deserves part the money left by your father for having put up with him before the divorce, that she may feel she should be entitled as she would have been if she were still his wife when he passed away. If only she would have known he would die so young, would she have stayed with him?? I am sorry your mother choses to behave this way in the wake of your loss. I am so sorry for your loss of your father Mark, he left all he has to you. Money can not be enough to fill the void where a person was, and even though it was not a part of the show, whatever that relationship was, you have a loss, and it can not be any consolation to have issues arise with your mother over your fathers money, to fall on top of his passing away. If you were to blow your entire inheritence, the world would not end, you would just learn some life lessons. When you get your fathers money back, I hope you do not need to go through hard lessons. Think about investing most of it into the future, but have a minor portion for you to enjoy now. Allow yourself to make decisions, even if they do not work out perfect, so you can grow as an adult. At 19 you have been given an opportunity to make decisions that people four times your age never made, possibly even your mom. These need to be your decisions to make, as what you decide to do now will build on future financial decisions you will be making. These are the type of decisions that you can not put off learning to make until your mom passes too. Young man, it has fallen to you to grow and stretch now, because circumstance dictates you not wait until your 20's are upon you. Your father has given all he has over to you now. Do not cower from your choices to make, but find reliable mentors who can give you reliable information. If mom has never done it, then she does not have the information you need. It may not be easy, but it will be worth it in the long run to go through this time and learn and grow.
 
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November 29, 2005, 6:32 pm PST

Unstable Grandmother?

The only stable one of those 3 women was the grandmother. My hat's off to her for sticking to what was in HER best interest, afterall .. it's her who does all the work! The daughter and grand daughter should really be written out of the will. They are greedy, uncaring, self-serving and don't deserve a thing. They were so embarassing and even Dr. Phil looked uncomfortable with the situation. I have never seen that in him before.  

  

The best thing would be if the grandmother would give away the land to a good cause.. now that would show how 'mean spirited' she is.  

The relationship between them all says it all. 

  

 
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November 29, 2005, 6:33 pm PST

11/29 "Fighting Over the Will"

Quote From: danajo

I could not believe the amount of disrespect the daughter was showing for her mother. And I thought the granddaughter was just being greedy. I think the grandmother should live it up and leave the rest to charity.
I agree
 
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November 29, 2005, 6:39 pm PST

Mark's Money

I was stunned by Tracy's reaction to Mark acknowledging that the money was a large responsibility.  She decided he wasn't competent.  She tired to put a happy face on it, but that is what she is attempting legally declare.  He seems like he has a good head on his shoulders and sensible ideas of what to do with the inheritance.  Even if he doesn't, it's his decision to make. 

 

 

 

 
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November 29, 2005, 6:44 pm PST

poas

My mother had a poa drawn up with an attorney for me to take care of her.  When she did begin to get alzheimers my sister-in-law had her change her poa and convinced her to change her locks and be afraid of me and my wife and all of my children.  My sister in law listed the house I was to recieve (per the will) and sold it and stole the money I was owed by my mother ($35,000.00) for the land the house was built on.   Just having a POA and a will does not mean it won't be changed.  I am in the process of suing my mother, who has alzhiemers, along with my sister in law and the realtor.  I had a second mortgage on the property but the closing and sale were held in secret so I wouldn't attend.   

  

David

 

 

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November 29, 2005, 7:00 pm PST

No one owes you a thing!

Life is to short to fight over money.  When my parents pass away they are leaving everything to the grandkids.  They feel like the grandkids need it more then my sisters and I do.  Guess what, I really don't care about their money, only about my parents well being.  What ever makes them happy makes me happy.  I don't need their money I can make my own. 
 
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November 29, 2005, 7:07 pm PST

11/29 "Fighting Over the Will"

Quote From: mooses

Dr. Phil, 

  

You missed two very important points today.   

  

#1  Aileen, her husband, Aileen's daughter and granddaughter had an understanding that if he passed away first, Aileen would put the land in Aileen and her daughter's name.  Aileen has refused to do that in any form.  Aileen could establish a trust that would protect her and possibly put her daughter in a better position tax wise.  Aileen has showed the nation that she did not honor her husband's wishes or her own commitment to her daughter. 

  

#2  Aileen made a Power of Attorney, but refused to show it to her daughter.  Why?  What did she have to hide?  The daughter did not care who had the power of attorney, she just wanted to make sure that one was in place.  Often, when people won't show you documents, it is because they don't have them.  Dr. Phil, when you asked Aileen why she didn't show her daughter the Power of Attorney, she said that the attorney said that she didn't have to.  The real answer is Aileen did not want to, she was being ornery.  Dr. Phil, you allowed Aileen to put the responsibility on the lawyer.  If Aileen was trying to get along, she would have gladly showed it to her daughter without having to be asked.  What a slap in the face that she would show it to you, Dr. Phil, and not her own daughter!  More orneryiness! 

  

Aileen has showed herself to be someone who can't be trusted.  She does not honor her husband's wishes or her own commitments.  She purposely hides information for no good reason knowing that it will hurt her daughter's feelings and foster a lack of trust.  All of this could have been avoided if Aileen had simply established a trust and shown her daughter a copy of the Power of Attorney. 

  

Aileen's daughter and granddaughter don't trust her with good reason.  Aileen has destroyed their respect for her.  Aileen's daughter is smart to ask that she have a Power of Attorney.  She needs to go one step further and ask that she not be made the executor.  What a headache that will be!  Pay someone to do that.  It will be worth every penny. 

  

Dr. Phil, I'm surprised that you let that little old lady sucker you!  Aileen's daughter and granddaughter don't want to pay anymore taxes they have to and want a smooth transition when the time comes.  That is not unreasonable.  Aileen doesn't care about that and refuses to establish a trust, purposely causing hard feelings.  Aileen's daughter and granddaughter described her as controlling.  Aileen is in control and has no consideration for anyone but herself.  This is probably her normal for her, but now that the husband is gone and not able to moderate her behavior, the intensity of her controlling, selfish behavior has increased. 

  

Dr. Phil, please rethink this show and your responses.  Give the daughter and granddaughter the support they deserve.  Tell Aileen to show her love for her family by drawing up a trust.  Stop doing things calculated to hurt feeling and to show that Aileen is in control.  Aileen can be in control and loving!  Challenge her to that.  

  

Dr. Phil, thanks for listening. 

  

Mooses 

  

Mooses, 

  

I totally agree with you on this one. Why can't others see this as clearly as we do?  

 
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November 29, 2005, 7:27 pm PST

Not so trusting.

Quote From: cruelworld

  

Mooses, 

  

I totally agree with you on this one. Why can't others see this as clearly as we do?  

I don't think we know the whole story. If Grandpa wanted his daughter and grandaughter on the deed, maybe he should have spoken to his wife and between the two of them they should have changed the deed before he died. If the daughter owns a home of her own already and she inherits her mothers house, she will be subject to capital gains if she chooses to sell one of the properties. She should consult with a real estate attorney in her province.
 
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