If my brother and sister paid for my mother to go into an assisted living facility, can they get reimbursed off the top of the estate?

Get Legal Help Today

Compare Quotes From Top Companies and Save

secured lock Secured with SHA-256 Encryption

If my brother and sister paid for my mother to go into an assisted living facility, can they get reimbursed off the top of the estate?

She was going to reimburse them when her condo sold. In the meantime she passed away. Her Will states that her estate be divided equally among the 5 siblings. Do they have to prove it was a loan? One brother seems to be inflating his figures and going back through the past year of any money he gave to support her. The Will be filed in probate court.

Asked on June 19, 2013 under Estate Planning, Massachusetts

Answers:

FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney

Answered 11 years ago | Contributor

Good question. Money expended for the mother intended to be reimbursed is subject to a claim to the estate for reimbursement which seems to be the situation in your matter. The documents supporting the expenditures must be submitted to the executor of the estate to substantiate the claim for reimbursement.


IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.

Get Legal Help Today

Find the right lawyer for your legal issue.

secured lock Secured with SHA-256 Encryption