Legal Question in Real Estate Law in Massachusetts

My mother just passed away, our brother holds the deed to her house. Brother wants to sell house and devide the money from the sale of house 4 ways.. What must brother do to protect our intrest of the money from the sale of house? Brother says he will protect us from paying estate taxes. Can we as siblings receive a gift of money from him? If so how much each year can he gift us. Or can he gift us the lump sum.

What are our rights as sibling? What must we do to protect our interest.

thank you for your help.


Asked on 1/15/10, 1:56 pm

2 Answers from Attorneys

Christopher Vaughn-Martel Charles River Law Partners, LLC

Please accept my condolences.

Your rights with respect to your mother's house depend upon the answer to a number of important questions. First, how was the house titled when your mother passed away? Next, did your mother have a valid will in place when she died? Is your mother survived by a spouse? If your brother is actually the owner, how did he come to own the property? Is your mother's estate subject to the estate tax? From whom or from what is your brother trying to protect you?

You need to have a conversation with an attorney and discuss the answers to these and other questions about your mother's estate. Your brother is well-advised not to take any hasty action, as he may cause complications and further estate expenses.

Please don't hesitate to contact me if I can be of any assistance (617) 357-4898.

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Answered on 1/20/10, 2:13 pm
Joseph Murray Joseph M. Murray, Esq.

I am sorry for your loss of your Mother.

If your brother has a deed to her house, you need to retain an attorney to search the title to determine how he got title and be sure it was not a gift from your Mother to him with stipulations that may be considered a gift in contemplation of death that may allow the estate tax bureau to consider the full equity value in her estate for estate tax purposes.

Any division of your Mother's assets should only be done after consulting an attorney to avoid unforseen estate tax consequences. Good Luck!

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Answered on 1/20/10, 7:10 pm


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