Cleveland, OH asked in Estate Planning and Probate for Ohio

Q: My mother paid for a renovation in our home to live here. Can my brother deduct that cost from my inheritance ? Thanks.

My mother is elderly and our daily care is keeping her out of a nursing home and saving her estate money. Some difficult siblings may try to deduct the cost Mom paid for our garage renovation from my portion of our inheritance, which should be equally divided among the 6 of us. Can he (and the 2 difficult siblings who would try to do this to me) actually subtract the renovation cost from my portion of inheritance/ estate? That would be so unfair and wrong. Thank you.

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1 Lawyer Answer

A: No. There must be some expression of intent from the decedent that they intended that a living expenditure be an advance on inheritance that could be deducted. Absent that, the siblings would have a very difficult time of reducing your inheritance portion.

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