Mother has 3 natural born children, one adopted child. Mother deeded her house to her firstborn daughter. Daughter is permanent caregiver for Mother. Adopted son says he "has something" that will allow the house to be taken away from the daughter who now owns the house, upon Mother's death. Is there a way for the house to be taken away from daughter? How does she protect herself and keep the house? Thank you.
It can only be taken away if there is a problem with the deed or the circumstances of the transfer to the daughter. Usually, a challenge would be based on lack of capacity of the mother or undue influence by the daughter.
Mother deeded the house to daughter. Daughter is now the owner of the house. Period. This is just like you saying you "have something" that will let you take away my house. My response would be, "bring it." Adopted son can sue daughter on some "undue influence" theory. Or maybe "constructive trust." We can't stop adopted son from getting his day in court; from the facts you provide, it sounds to me like he's wasting his time. However, I assume the house is worth a fair amount of money. Imagine that amount of cash on the dining room table. It's probably worth daughter seeing a lawyer to make sure her position is secure.
If the daughter received the property per a deed, there is little that could be done as long as the mother had full rights to make the transfer. The adopted son is just posturing. Retain an attorney if he continues to make threats.
If the adopted son could convince the court that Mother transferred the home because of fraud, undue influence, or that the transfer was made at a time when Mother lacked the requisite capacity to know and appreciate what she was doing, then it is possible that a court could set the conveyance aside and return the property to Mother or her estate when she dies. Even if elements of fraud, undue influence or diminished capacity are not present, the adopted son could still cause lots of problems alleging as much in order to force a settlement. In order for Daughter to protect herself (and Mother's intentions), she should carefully document Mother's mental capacity and the circumstances surrounding the transfer. She might want to have mother evaluated by a physician or psychiatrist and have a formal written report of the findings made by such doctor. She should also make sure that her will and/or trust is property drafted and executed. Mother's will and/or trust should be clear that Daughter is to receive the house and may even go so far as to disinherit the adopted son and others if necessary. If mother is still living and has her mental capacity in check, she should definitely meet with an attorney who specializes in these areas of the law to make sure that her intentions are honored.
It is impossible to say what brother has. The fact that he is adopted has nothing to do with anything. If your mother adopted him, he is considered her child. As long as mom had capacity and was not influenced into deeding the home to the daughter, it should hold up. These transfers are often questioned by other siblings for obvious reasons. You will not know what is going to happen until the time comes.
No. The deed stands against all other alleged documents, sounds like the adopted child may have a power of attorney from the mother or a will. Power of attorney dies when mother dies, and will does not have any affect on a during life transfer, i.e. deed of property from mother to daughter.
Adoption is of no issue. The issue is whether thee was undue influence or capacity issues. You should seek legal counsel. The answer or possible issues and results should be addresses with an attorney experienced in these types of matters. There is no simple answer. There also may be additional liability of the daughter who received the property.
If the property was properly and voluntarily deeded and and the transfer recorded, the property would no longer be in the parent's estate at the time of her death and would not be subject to probate. If the son has "something" that would prevent the transfer, he needs to present it now.
No, your brother cannot take the house away from anyone unless there was some wrongdoing involved in the execution of the deed making it invalid. Did your mother sign a quitclaim deed or a transfer on death affidavit?
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