Legal Corner

California Family Law Question
caharmon 2 Reviews 10984 reads
posted

Hi:

I know I got in trouble a few years ago by asking some questions on this board that perhaps I shouldn't have. To that end, once again please accept my apology. However, I need some heads up information before I approach counsel to ask for help.

I am about to turn 48, my parents are in their mid 70's. I also have a marginally retarded younger sister who will be 37 very shortly as well. She doesn't need to be institutionalized but will never be able to completly care for herself.She has never held a full time job because of her inability to do so. Currently she still lives with my parents.

In 1987 my Mother purchased a townhouse with personal property funds as an investment, and to insure that my sister, and by extension me as her caretaker, would always have a place to live after her death. The problem is she never put any of this in writing. She does have a will. However, this document is very general, merely indicating that upon her death she has directed that all her assets be divided equally between me and my sister. As my Mother continued to age I asked her to have her will modified and that any changes be more specific. Naturally, this never happened.

Last summer my Mother had a stroke. While she recovered physically, the stroke has left her mentally unbalanced to the point that she appears, at least from a laymans point of view insane.

Lately, she has indicated that she wants to sell the townhouse. Now, you might be saying , its her property she can do with it as she wants. Yes, I agree, however, she is so rattled she won't remember the more important purpose of the purchase was to gurantee a place for my sister to live after my parents are both gone, and neither of my parents are mentally competent enough to handle the amount of money the sale of the property would generate.

But more important than that, my mother's mental condition is such that she needs to be declared mentally incompetent. For her own safety, and those of others. I truely believe that she is a threat to herself and others.

Now I presume that my Father, as long as he is alive, and my parents are still married would be the only person who has standing to go to court and get my Mother commited to get help. However,I know without asking him that he will refuse. He will refuse because he is in denial that anything is wrong with Mother mentally.In addition, my Father has his own mental  health issues.

Therefore, in the interest of possibly saving my Mother from at a minimum, doing something stupid such as sell the Townhouse,   squandering the proceeds,and leaving my sister holding the bag. To at worst, phyically harming herself, or others. How can I go around the issue of standing, and my Father if necessary and get my Mother committed? In addition, I need to block the sale of the property if she decides to try. I know, I would have to go to court. Will I require the assistance of counsel, or can this be done myself?

Any advice you can give me would be very much apreciated.
Please respond on the board, or at my email [email protected]  .  My pm is currently inoperative.

Thank you in advance.

Cliff

Your mother does not need to be committed, but she may need a conservatorship, and you have standing to bring a conservatorship petition, although you would want to discuss it with your father first.  You may want to discuss having a limited conservatorship established for your sister, also, although the extent of her disabilities is unclear.  Nonetheless, if something happens to your parents, you may have great difficulty doing things for her without it.  You will need to post a bond if you are named conservator of your mother's estate, and the bond company will likely require, as a requisite to issuing the bond, that you have counsel.  If your mom tries to list the property, you can go in ex-parte to temporarily stay any sale, although you will need to have filed the conservatorship before doing so.  The other issue is that you call the townhouse your mom's, but state she is married.  Is this really her separate property or does your dad have a community property interest?  If so, he has to sign off on a sale, and even if not, a title company may require him to sign off anyway.  By the way, the conservatorship proceeding is a probate proceeding, not a family law proceeding.

It is correct to say this is not a family law issue.  It is also correct that your father has some community property interest unless:

a. your mother purchased the property for all cash which cash was her separate property at the time and

b. any costs of maintenance were paid for from other separate property money of hers.

If the property was purchased with separate funds but had mortgage(s) and they were paid with community funds, i.e., earnings of either parent, then your father has an interest in the property, its appreciation and so forth.

Either way, a title company or new lender for any buyer will not allow the transaction without his signature.

You need counsel.  Don't do this alone.

Hi:
Thank you all for your feedback. I know have a better idea of what I am getting into.

I do wish to clarify one issue however.

The Real Property in question is entirely my Mothers own seperate property, in that she purchased it with money she inheirited from her Mother, my Grandmother. In addition, the mortgage, and any repairs, or taxes were paid by her with personal property funds.

As a matter of fact when she bought the place, the title company had a hard time doing the title insurance because they had never had a situation like that. In the end they demanded that my Dad sign off and agree that he had no community property interest in the home.

Anyway, thank you again. I need to consult an attorney.

I'm glad that you agree that you need to speak with an attorney. There are some other matters that you need to discuss with him. If you mother or father requires long term care and has to go into a nursing home who will pay for it? MediCal requires that all personal assets be used first. It's good that you are thinking of your sister but at the same time don't neglect your parents long term care. Speak with your attorney about this too.

I'm glad that you agree that you need to speak with an attorney. There are some other matters that you need to discuss with him. If you mother or father requires long term care and has to go into a nursing home who will pay for it? MediCal requires that all personal assets be used first. It's good that you are thinking of your sister but at the same time don't neglect your parents long term care. Speak with your attorney about this too.

normdale10688 reads

Cliff-

I'll echo the sentiments of everyone else . . . hire a lawyer who handles these issues regularly, as soon as you can.  You'll pay a bit of moeny now, but save yourself *lots* of trouble later.

These are very complicated issues, and a lay person is almost certain to foul them up.  Even a lawyer unfamiliar with this area might have difficult.  Hire someone who knows what they're doing.

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