Legal Question in Wills and Trusts in Illinois

Gift received before death was part of deceased's will

I have been summoned to court to explain a gift that was given to me. The giver was the recipient of the item originally and had no need for the item any longer. Can I be taken to court for something that someone else gave to me in good faith. The original owner passed away a month after giving the item away, but had not changed her will to state this change. The giver who originally recieved the item has not been summoned. Do I need legal represenation for such a case or should I just state the facts as I know them to be true? I have several witnesses that this was indeed a gift. Should I ask them to be present also in this court proceeding, including the original recipient? Please help. I have contacted your website before regarding another part of this issue and now it has taken another turn. The item being a piano. Thanks for your help in the past and future.

Regards,


Asked on 4/07/04, 1:50 pm

1 Answer from Attorneys

Re: Gift received before death was part of deceased's will

Under the law, a specific item that is gifted away before a person's death can no longer be bequeathed to someone through the will because it is not owned by the estate.

According to your question, the person who gave it to you received it from the deceased person?

Assuming that the court that is summoning you is the probate court, they will want to be presented with some evidence that you were truly gifted the piano instead of it just being loaned to you, or you keeping it for someone.

If there is nothing in writing, the person who gave you the piano, if available to testify, would be critical to your being able to prove that he gave it to you, without expectation of its return. In addition, it should help prove that you did not "remove" it from the estate in any way. If there are other people willing to testify, the more the better, if they have first-hand knowledge of the transaction.

I'm sure the court will also want to know if you knew the original owner before he died, or if you were a disinterested third party when the original owner gave it to the middle person.

As far as whether you should hire an attorney, it is always a good idea to consult with an attorney regarding the specific facts of your claim.

Please be aware that the advise given in this response is based on the limited information that you have provided in your question. There could be other issues involved that have not been addressed that may change the answer or approach you should take to defend your claim.

Your local Bar Association should be able to recommend someone in your area to consult.

Good luck to you.

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Answered on 4/07/04, 4:48 pm


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