8 Mabel who did not have any children was very specific in her bequests As a

8 mabel who did not have any children was very

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including property, stocks, bonds, cash and jewelry in excess of $2,000,000. 8. Mabel, who did not have any children, was very specific in her bequests. As a long-time member of the Morningside Heights High School faculty, Mabel wanted to give the bulk of her estate to the school for improvements to the Science, Technology, and Math (STEM) Curriculum. A fund was created under my supervision as executor to see that the funds were properly distributed and spent. 9. Mabel had only one living relative, her niece/nephew, Casey Cheatham. While Mabel was very fond of Casey, she also was very concerned about her/him. As I mentioned before, during our numerous conversations, Mabel told me about her family. She was worried about Casey, who she believed had a serious gambling addiction. Mabel, who rarely used credit cards, told me that on more than one occasion she found charges for online banking and Atlantic City casinos. When she checked on the charges, she was told that her niece/nephew Casey had used her credit card. When Mabel questioned Casey about the unauthorized use of her credit card, Casey initially insisted that the charges were legitimate. After more questioning, Casey admitted that s/he had used her/his aunt’s credit card for gambling expenses. 10. When Mabel related this story to me, she was uncertain what to do. I suggested that she report the unauthorized charges to the police department. However, Mabel did not want to do that since Casey was her only living relative and at that time s/he was married to Shannon Templeton. Instead, Mabel insisted that Casey get help for her/his gambling problem. Casey promised to do so, and Mabel did not report the incident to the police. The unauthorized use of her credit card and other issues regarding Casey’s personality gave Mabel pause as to what portion of her estate should be distributed to Casey. Mabel told me that on family occasions, such as Thanksgiving and New Year’s Day, she would often hear Casey talking on the telephone
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101 11/19/14 to someone about how much Casey had bet on the games. When Casey was having these “discussions”, s/he often became quite loud and disrupted the family gatherings. Mabel told me that while Casey denied anything was wrong, she believed that s/he was gambling with large amounts of money. Mabel also began to notice that certain items were missing from her home after these family gatherings, such as jewelry, candlesticks, and some coins. Mabel suspected that Casey was taking these items to pay off debts. Despite my suggestions that Mabel report the incidents to the police, she refused to do so. 11. Although I was not familiar with the terms of her will until the will was admitted to probate, I did suggest to Mabel that if she intended to leave any of her estate to Casey, that she include restrictions as to when Casey could receive the money. Under the will, Mabel left $500,000 to Casey. Mabel provided in her will that Casey would not receive the money all at once. Instead, Casey would receive an initial payment of $20,000. This sum was paid to Casey
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  • Spring '17
  • mrs callman
  • attorney, new york state

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