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Probate Will

I Love Lucy star Lucille Ball died more than 20 years ago — on April 26, 1989, at the age of 77.  So why did her daughter rush to court last week to save awards, love letters and other personal items of the famous comedienne?Lucille_Ball

Reportedly, when Lucille passed, she left love letters between she and her first husband, Desi Arnaz, along with her lifetime achievement awards, photographs and other items to Lucille and Desi’s daughter, Lucie Arnaz Luckinbill.  But, apparently, Luckinbill never claimed the items from Lucille’s estate and lost them.

So they ended up in the hands of Susie Morton.  Morton is the widow of Gary Morton, who was Lucille Ball’s second husband.  After Lucille passed, these items, along with a Rolls-Royce, were passed to Gary Morton, and then onto Susie after Gary died.

Susie Morton placed the items up for sale at a Beverly Hills, California auction house, with the sale set to start this past Saturday, July 17, 2010.  When Luckinbill’s attorney threatened legal action to stop the sale, Morton filed suit first to allow the auction to proceed.  Luckinbill’s lawyer went to court on Friday to stop the sale and won … well, sort of.

The Judge ruled that Luckinbill would be granted a restraining order, but only on the condition she post a $250,000 bond.  Ouch!  Luckinbill couldn’t afford it and the sale was set to go forward.

But it’s not all bad.  Luckinbill’s legal team was able to negotiate a resolution with the auction house, Heritage Auction Galleries, for the return of the lifetime achievement awards.  The love letters, photographs and Rolls still went up for auction though.

Here’s the link to the online auction, in case you want to see the listings.  The auction house website reports the items earned more than $230,000.

Luckinbill’s lawyer had called the auction efforts demeaning and insulting to Lucille Ball’s memory.  Now, he says, the awards will be donated to a museum, instead of being hawked for cash.

Susie Morton says that Luckinbill abandoned the property years ago.  It’s unclear why.

Too many people fail to take action when a loved one passes away, until it is too late.  We’ve had people contact us years after someone dies, wanting to protect their legal rights to an estate, trust or claim property.

Don’t let the emotions of a lost loved one keep you from protecting yourself.  Burying your head in the sand won’t help!  See a good probate lawyer and make sure you receive what your loved one intended.

By Andrew W. Mayoras and Danielle B. Mayoras, co-authors of Trial & Heirs: Famous Fortune Fights! and husband-and-wife legacy expert attorneys.  As educators across the United States through speaking engagements, print, broadcast, and social media, Danielle and Andrew consistently draw rave reviews and are in high demand.   Email them at contact@trialandheirs.com.  Find us on Facebook!

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George Steinbrenner’s heirs avoid estate tax – or do they?

July 15, 2010

Baseball pioneer George Steinbrenner, owner of the famed New York Yankees’ franchise, died from a heart attack on July 13, 2010, at age 80.  Checking in at number 341 on Forbes’ list of richest Americans last year, the Steinbrenner fortune has been estimated at $1.1 billion.
Many publications, including the New York Post, have pointed out [...]

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Trial over L’Oreal heiress sparks French political scandal

July 6, 2010

It’s been more than 18 months since the daughter of France’s richest woman sued to protect her from a man described as a “dandy” who had received more than $1 billion (U.S. value) in gifts from the owner of cosmetic giant L’Oreal.  You can read The Probate Lawyer Blog’s last article on the case here.
The daughter of [...]

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Michael Jackson Estate Battles – the Year in Review

June 24, 2010

The one year anniversary of Michael Jackson’s shocking death on June 25, 2009 is upon us. While his music and thriller dance moves live on, unfortunately, so do the legal battles over his estate.  Let’s moonwalk backwards through the past 12 months to review the courtroom clashes and combative issues involving the King of Pop’s [...]

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Florida millionaire left more to her dogs than her son

June 22, 2010

Apparently Leona Helmsley is not alone.  Gail Posner of Miami Beach, Florida passed away in March at the age of 67, from cancer.  Her only son, Bret Carr, was left one million dollars, despite not being close with her in the years leading up to her death.  They did reunite while she was on her deathbed, in the [...]

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More fireworks for the Gary Coleman Estate

June 9, 2010

The Probate Lawyer Blog posed the question a few days ago:  Will there be a fight over Gary Coleman’s estate?  It looks like we have an answer — a resounding “Yes!”.
And it all centers around Gary Coleman’s final wishes.  The 1999 will has been released.  You can download Gary Coleman’s Will (courtesy of TMZ).
It’s very [...]

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Michigan Bar Journal Review of Trial & Heirs

June 8, 2010

The State Bar of Michigan’s montly journal has recently reviewed our book, Trial & Heirs:  Famous Fortune Fights!.  Here are some of the highlights:

After reading Trial & Heirs, I am convinced that I need an estate plan. It’s time to get serious about, you know, death.  Danielle and Andrew Mayoras, Michigan estate-planning attorneys who are married [...]

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Dennis Hopper’s wife to continue fight into probate court

May 30, 2010

The recent legal battles between the ailing Dennis Hopper and his wife in divorce court have been well-documented.  Here are the Probate Lawyer Blog’s articles covering the case, including the Top Ten most hurtful allegations lobbed back and forth (a serious must-read!). 
Now that Hopper has passed on due to his prostate cancer, on May 29th, at age [...]

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The wars over the final wishes of Bill Davidson & Mel Simon

February 8, 2010

William Davidson and Melvin Simon had a lot in common.  Both were billionaires and both were Jewish.  Simon built his fortune through the country’s biggest shopping mall company, Simon Property Group, and Forbes estimated his net worth at $1.3 billion.  Davidson led Guardian Industries Corp., one of the world’s largest glass suppliers, and had a fortune recently tabbed at $4.5 billion.
They [...]

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6 Tips to Avoid Exploitation of Elderly by Family Member

January 25, 2010

Danielle Mayoras was recently quoted in this interesting article by the Detroit Free Press about the growing epidemic of exploitation of the elderly.  It discussed a very sad case where a daughter took hundreds of thousands of dollars from her elderly mother and now is in jail saying the money is gone and she can’t return [...]

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