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| Thread ID: 85809 | 2007-12-22 21:59:00 | Cost of certifying documents? | Mercury (1316) | PC World Chat |
| Post ID | Timestamp | Content | User | ||
| 623677 | 2007-12-24 12:50:00 | He also made one other unauthorized change to the contents of the envelope. He removed Mum's deposit slip and replaced it with one to his trust account. Thats so he can clip the ticket in and out. Sorry Winston no insult to you but a previous trustee/lawyer of my fathers estate played that game. |
mikebartnz (21) | ||
| 623678 | 2007-12-25 04:33:00 | If I had tried it he would have had me in Court for fraud. It is being refunded now - and next time Mum needs a lawyer it will be a new one (at his request and my insistence). Do not mess with dragons. For you are crunchy and taste good with tomato sauce. |
Mercury (1316) | ||
| 623679 | 2007-12-25 05:28:00 | Fortunately for me, my dragon appears to be vegetarian (so far). | R2x1 (4628) | ||
| 623680 | 2007-12-25 09:47:00 | Winston, I KNOW how much time is involved in sorting out a life insurance claim - because I did it. There were only two things missing - a copy of the death certificate (my brother had sent the original to the lawyer without copying it) and a copy of probate (at that stage still at Court). I dropped it into his office with the request that when the documents became available he photocopy them, certify them, put them in the provided stamped addressed envelope with the rest of the documents and post it. I saw a copy of his bill on Friday. As well as the normal costs of probate and mum's apartment he also charged $180 for "Our fee in connection with surrender of insurance policies". This translates to $30 per page. Plus GST. He also made one other unauthorized change to the contents of the envelope. He removed Mum's deposit slip and replaced it with one to his trust account. He paid out the proceeds of the policies less his fee and also hung onto to $5,000 "in case it is needed for tax". As it will take at least 3 months to finalize the tax (time of year etc) Mum is being deprived of interest on this money. Sparks will fly tomorrow. I can see why you are annoyed and agree with you. Glad it is sorted. |
Winston001 (3612) | ||
| 623681 | 2007-12-25 20:47:00 | I can see why it would go into his account if there were more than one beneficary but not in this case where there was only one. I'd included it in the asset list and only sent it through his office for two reasons: 1. Same amount of work to photocopy the things and send it to me as send it direct to the company. 2. Transparency. So he could see we were doing it correctly and not diverting it to ourselves. And I was legally doing the correct thing as well. Both my brother and I hold power of attorney for both our parents (which he drew up) AND we were listed as alternative trustees if Mum was "unable or unwilling to act" (again he updated their wills 3 years ago and included this clause). Mum is 82, extremely deaf, disabled, housebound, has double vision and was unable to do the work required. He knew this as he did a house visit for her signature on something a few weeks ago. Ignoring my written instructions and replacing a document for his own benefit (extra fees and interest) is fraud. His email suggesting that Mum should also use his firm for Dad's final tax return (when he was fully aware that they use an accountant) really topped it off. |
Mercury (1316) | ||
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