Widows & Widowers Support Group
This community is dedicated to those who have lost a husband, wife, or partner. Anything is open for discussion here, with the hope that we can focus on grief, bereavement, life after loss, and continuing on after a great loss.
"Definition of Elder Financial Abuse Under California Law
California Welfare and Institutions Code section 15600 protects elders (anyone 65 year of age or older) and dependent adults from many types of physical abuse and neglect. “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the following:
(1) Takes, secretes, appropriates, obtains, or retains real or personal property of an elder or dependent adult for a wrongful use or with intent to defraud, or both.
(2) Assists in taking, secreting, appropriating, obtaining, or retaining real or personal property of an elder or dependent adult for a wrongful use or with intent to defraud, or both.
(3) Takes, secretes, appropriates, obtains, or retains, or assists in taking, secreting, appropriating, obtaining, or retaining, real or personal property of an elder or dependent adult by undue influence.
Plus, it must be shown that the person or entity alleged to have committed financial elder abuse knew or should have known that the conduct at issue was likely to have been harmful to the elder or dependent adult.
The taking of the property of an elder is not restricted to physically removing property from the elder’s possession. The law defines taking to include depriving an elder or dependent adult “of any property right, including by means of an agreement, donative transfer, or testamentary bequest, regardless of whether the property is held directly or by a representative of an elder or dependent adult.”
Real property refers to land or structure built on land such as a house. Real property is also referred to as real estate. Personal property is all property other than real estate, such as money, stocks, jewels, etc."
The State of California has issued an info booklet about what to do - it's a doccument in "pdf" format which you can find here:
http://ag.ca.gov/bmfea/pdfs/citizens_guide.pdf
If I were in your shoes, I would also talk to my lawyer and make sure my own Will was up-to-date and excluded him. If not, then when you pass, he will try to screw your daughter over, too. Just my two cents on that....
I am sorry you are in this situation, and I hope you get some help to get it resolved. It is theft, and you don't deserve that.
Love and Hugs,
Martha
I'm in your corner. I wish I could help you. I hope you can get this settled. We don't need any extra pain in our lives.
Warm hugs,
Linda
She is the mother of my two precious granddaughters, and I couldn't stand it if I turned both her and my granddaughters against me by suing her. She is a good person at heart, but she is like an addict when it comes to spending. She was seeing a therapist and plans to go back, but we'll see...
I have an online widow friend who has been going through this with 3 sons, so I know we are not alone. But that doesn't really help, does it?
I was here on DS when you first posted about your son and the money several years ago. At that time you used the term "relative" instead of son. You said then you could NEVER sue him. Perhaps you've gained enough strength during these years to have changed your mind. Maybe as Veronica77 suggested, the threat of a lawsuit would at least persuade him to make payments. Chances are he doesn't have the entire amount.
I hope with all my heart you can get something worked out. Having this kind of stress is a heavy weight to carry all alone.
I also think that his sister should not be involved. You lend him the money not her and it should not be her affairs has it creates a rift between her and her brother. I almost had to sell my house because of this so I know the stress it involves but going the legal route may simply had more stress and financial lost in the end.
I would make sure to change it in the will if there is anything, I would consider that to be taking out of his share plus extra for interest.
The amount is 10 times what is legally allowed in small claims which would be taking it to Judge Judy or the like. He would NEVER want this to be televised.....isn't that just too bad! But, unfortunately, even if I were to settle for a smaller amount the guilty party has to be willing to come forward and admit their wrong doing......I am considering him too much of a coward and person of poor character to admit that he has done me wrong.
I also do not like involving my eldest daughter, she's been so supportive and helpful. And, although his actions have strained his relationship with his sisters and nieces and nephews I will NOT allow his poor behavior to be the reason that my relationship with the rest of my family be strained!
I have changed my will and he will get NOTHING. He has gotten enough!
Again, thank you for your input and allowing me to share with you.
Linda, you are so right. I have written about this before and as you can see, it still owns my emotions to some extent. No matter how it is settled, if at all, he did a terrible thing and he has to live with it!