Financial difficulties... in dire need of help

<p>My father died last year and so my mom received half a million in life insurance. We had a finaid package at Penn such that our family only had to pay like 8k a year (this was after the insurance money was taken into account as well as the family's situation) with about 2k in Stafford Loans on my end. A financial aid officer said this was a huge "steal" considering my father's assets and income -- we should have actually paid a lot more but he was able to argue a better package for us. </p>

<p>I worked over the summer of 2005 in order to get money, and I now work 15-20 hours a week in work study. My mom refuses to pay because she feels it is too much despite the fact that it's quite the deal, but it is an amount I cannot afford on my own even when working and going to school (I simply don't have the time to earn 8k through work study --- it isn't even allowed, I was granted like 3k in work study and this is outside of the 8k + 2k loans we needed to pay. My family had assets (boat, big house, etc) which hurt these numbers.</p>

<p>Regardless I know our ability to pay is much higher. On taxes my mother lied about her business to make it look like a loss despite the fact that she gained. My father had been earning 100k a year income. She had been using social security checks addressed to my brother and me for herself (I received about 6 checks of 1500 each and my brother still receives checks which mom uses). She's constantly getting drunk with her friend who has now moved in and she is lying about her wherabouts and actions continuously. She doesn't work. I feel as if she has abandoned many aspects of being a parent. Is it illogical of me to ask that she put more money towards my education considering that she did little else for me throughout high school? I studied for everything myself, did everything myself, paid for many school fees myself, even after my father's death. During this stressful period my mom was telling me to figure things out why she went out partying with her friend, using her companion as an "excuse to get away from the pain," despite the fact that the whole family was in "pain." She went to Vegas a few times as well as Mexico -- she will go on these trips but somehow claim she doesn't have the money to help my education.</p>

<p>Instead she wants me to take out extra loans (unsubsidized CitiAssist loans I believe) to pay for the family contribution (she initially agreed to pay 4k for the first semester since I obviously couldn't cover that in time but wants me to pay it back to her later on). Work study money is technically "spending money" and not intended to be put towards tuition, according to a few financial aid officers I spoke to. My mother is constantly railing on me for not taking out these loans or paying the bills on PennInTouch, but I simply cannot pay these amounts and she makes it difficult to cosign on loans that, even if I agreed to, would add a considerable amount of debt being that they are unsubsidized. She uses the argument that "Everyone takes out these loans" when I know it is not true -- many students pay loans such as the Stafford and rarely take on additional personal debt -- am I correct or incorrect on this point?</p>

<p>Regardless I am just upset that my mom has never taken my education seriously. She acts as if all the money Dad earned over the years is somehow her own money even though she never earned it (Mom's income was only in effect for two years and it was about a fifth of Dad's), giving me these lectures about being lazy when it is far from the truth -- I dealt with a <strong>considerable</strong> amount of stress and work while she went off with her friend drinking. She won't stop this continuing pattern of illogical behavior and she won't agree to stop drinking or seek additional help, but in the meantime she is going to bury me in debt that I cannot afford to take on. </p>

<p>I don't know if I am in the wrong or what. I just needed outside opinions so I know what to do. Please tell me what you think and how I should assess this situation.</p>

<p>Side note: Where should I look for places to work over this coming summer? There is no way in hell I am coming back home to all this.</p>

<p>Would becoming independent help?</p>

<p>How do I minimize my payment? Would it be worth taking her to court on charges of tax cheating, taking my social security checks, and neglect (since she's always out buying alcohol and getting drunk while driving with her friend?). She is also consideirng marriage with this guy eventually -- if they get married this will make my aid package very very bad since this guy has money.</p>

<p>I just don't know what to do. I earned about 3k from the summer and I currently earn work study money and my balance is roughly 2.5k right now. I can't afford all these loans and debts. Is it wrong of me to assume that my mom has a responsibility in paying? What should I do or who should I talk to and what should I say?</p>

<p>I'm curious if your father left a will - have you seen it?</p>

<p>What you need is good legal advice, which is not the focus of these message boards. The Penn Office of General Counsel offers these referrals on their website:</p>

<pre><code>* Philadelphia Bar Association Lawyer Referral and Information Service -
(215) 238-6333
* Community Legal Services -
215-981-3700
* University Assembly & Off Campus Living (Students Only) -
(215) 898-8500
</code></pre>

<p>Good luck!</p>

<p>re work this summer
I don't know if you have experience working with kids- but my daughter has really enjoyed working at a residential camp past years.( she works at a camp fire camp)
You get room and board- pay isnt necessarily tops but usually in beautiful areas, and can be a nice getaway from family drama
<a href="http://www.allensguide.com/Student-Travel/Summer-Jobs/%5B/url%5D"&gt;http://www.allensguide.com/Student-Travel/Summer-Jobs/&lt;/a&gt;&lt;/p>

<p>Glad you made it to Penn! I would seek counsel and advice in the financial aid office.</p>

<p>legend - I am glad to see you back but sad for the reason you need advice. I had heard from another "cc kid" that you are at Penn and thriving there. So glad for that - you deserve it. </p>

<p>It is a crying shame, as they say, what you are going through. I'm sorry I don't have specific suggestions; I'm sure some others will and there are already excellent suggestions above re legal services and the fin aid office.</p>

<p>My first thought, though, is to ask if you have consulted the original fin aid officer who advocated for you and got the better package? That is certainly where I would start. I think NorthStarMom is one who is knowledgeable about how emancipation works and whether it is possible for you/might help you. But the fin aid officer might be able to advise on this also.</p>

<p>..I'm not sure, but suspect that if you are 18 or over, the checks can be sent directly to you, rather than your mom. If it's possible to have your own check sent directly to you, do it.</p>

<p>Legend, so great to hear you are at Penn. I remember you very well and knew that somehow you'd get yourself to Philadelphia!</p>

<p>Do you remember the name of your dad's lawyer (the one who drew up his will?) I would call him as a first step-- update him on where you are, your financial situation, your mom's situation, etc. Also, I recall you have a younger sibling.... the lawyer might be interested in hearing what's going there.</p>

<p>Obviously none of us have a clue as to what recourse you have over your mother's reneging on her agreement with you. However, before you get tangled up in a lot of bureacracy, it may pay to connect with someone who knows your family and who might be aware of assets which were intended to go for your education (i.e. to you) and not to your mom, where essentially she has the legal right to decide how to use the money.</p>

<p>Also, are there other family members you can speak to? I seem to recall that you weren't on great terms with your mom's family.... but did your dad have siblings? I'd be on an airplane tout suite if any of my nieces and nephews needed support or $ for their education. It's hard enough losing a parent young; I think you've demonstrated remarkable resiliency and courage, and hope you've got a member of the extended family who agrees with me and can step in.</p>

<p>Keep us posted.</p>

<p>Jonri, most likely the checks are no longer coming, as 18 is the cutoff nowadays for SS (Thank God not when I was in school, when you could get them till 21 if you were in college.)</p>

<p>I agree that Max should see a lawyer; he may have legal rights to some of this money. I doubt he will get more from Penn who have already stated he got a more than generous package. And legal emancipation is something that happens before 18, for a ward of the state, for instance; I don't believe it's granted on account of a parent who refuses to pay.</p>

<p>I think the big question is if any of his mother's inheritance or insurance is legally required to go to him.</p>

<p>Would your mother consider acting as the "bank" and making you the loans herself? You could even enter into a contact with her. After you graduate, if you were to--ahem--breach the contract, the burden would then be on your mother to enforce it.</p>

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<p>Skipping ahead to advise you that you can call the SSA and they will audit her. When she applied for SS for you and your brother she was appointed representative payee. If she can't prove she spent the money on you and your brother then she has to repay. Just the threat of an audit will probably get her to cough up tuition and expenses for you. </p>

<p>They watch representative payees like hawks--she has to fill out an annual report on how she spent the money and if she's lied then it's a slam dunk.</p>

<p>I don't have much to add - everyone has already given good advice - but just wanted to let you know that I am SO sorry to hear you have to go through all of this. It may sound strange, but it sounds to me like your mother may have a serious case of depression and is using her trips and gallavanting as a way to dull the pain. That doesn't make what she is doing right, of course, but it may help explain some of her irrational actions since your father died. I doubt I need to say this, but keep in touch with your brother, and try to give him as much support as you can, for while it may be hard for you, he is probably going through even more. And, keep posting here. While we can only be your cyber-parents, we're here to listen when you need us.</p>