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Dueller Dueller is offline
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Join Date: Oct 2005
Location: Magnolia State
Posts: 7,548
Mother (or her agent) gave sibling the USE of a car 7 years ago. Inter vivos gift separate from the current estate. It is now worth $4K and an asset of the estate. Transfers through the estate are causa mortis gifts. Sibling with the car preserved the asset through maintenance and insurance if you need a rationalization for their 7 year "windfall."

If the sibling wants the car let them have it. Value at $4K as part of their inheritance...otherwise sell it and place the $4K into the estate assets.

Other two siblings need to lbe gracious and let this go out of respect for their departed mother.

Last edited by Dueller; 04-18-2008 at 03:24 PM..
Old 04-18-2008, 03:17 PM
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