I had an assignment where an elderly woman in a nursing home was signing-over her house (Deed) to her son, they were both present at the appointment.
I sensed something wasn't quite right, as her son seemed particularly anxious. I asked to speak with his Mom one-on-one. He agreed and left the room. I then asked her cognitive awareness questions like, the year, the current President, etc. She passed. I then checked for willingness and awareness of the documents. She stated that he (the son) "has a sister and he knows it." And, "she deserves some too." I asked her point blank if she wanted to sign the documents and she said, "No."
I then called the son into the room and let him know that I could not notarize the documents, as the signing party (his Mom) was unwilling. I eased into it, but, nonetheless, he, unsurprisingly, blew a gasket. Then the Mom started to say that she wanted to do whatever the son wants. She could not stand-up to him.
I kept my cool, stayed out of the drama, and immediately contacted the hiring party to apprise them of the situation. They completely understood and there was no problem (and I later got paid in full, with a thank you). However, the son chased me into the parking lot screaming at me and telling me that he would get another notary. Which I reported back, with all of the other details. The son lives in my neighborhood and I had done previous signings for him (refis) and his family, which were fine. Anyway, I documented everything in my journal and reported every detail to the both the hiring party and our local senior advocacy group.
I feel comfortable with what I did, had grounds to refuse the notarization, had support from the hiring party, kept copious notes, and contacted support for the woman. But, I must say I don't want to run into the son at the grocery store! |
| Messages in this Thread |
|  Trouble in paradise, notary notarizes a vehicle transfer -  Cheryl Elliott on 2/11/21 7:26am |
|  Subsection 8225. n/m - Cheryl Elliott on 2/11/21 7:33am |
|  Re: Subsection 8225. - Matt Miller on 2/11/21 9:06am |
|  Re: Subsection 8225. (please see Msg #629425) n/m - NVLSlady/VA on 2/11/21 6:09pm |
| Re: Trouble in paradise, notary notarizes a vehicle transfer - Luckydog on 2/11/21 7:50am |
| Re: Trouble in paradise, notary notarizes a vehicle transfer - VT_Syrup on 2/11/21 8:18am |
| Re: Trouble in paradise, notary notarizes a vehicle transfer - Matt Miller on 2/11/21 8:44am |
|  Re: Trouble in paradise, notary notarizes a vehicle transfer - VT_Syrup on 2/11/21 8:55am |
|  Re: Trouble in paradise, notary notarizes a vehicle transfer - Matt Miller on 2/11/21 9:01am |
|  Re: Trouble in paradise, notary notarizes a vehicle transfer - VT_Syrup on 2/11/21 10:07am |
|  Re: Trouble in paradise, notary notarizes a vehicle transfer - JanetK_CA on 2/11/21 4:02pm |
|  Intended to . . . - NVLSlady/VA on 2/11/21 4:20pm |
|  Since we're already in the weeds... :>) - JanetK_CA on 2/11/21 5:27pm |
|  The CAC rule (our new Lifeline!) - NVLSlady/VA on 2/11/21 6:15pm |
| Re: Since we -- Agree w/Janet n/m - Yoli/CA on 2/11/21 7:03pm |
| Bingo - and agree 100% - Linda_H/FL on 2/11/21 10:47am |
| Re: Trouble in paradise, notary notarizes a vehicle transfer - Cheryl Elliott on 2/11/21 8:53am |
| Re: Trouble in paradise, notary notarizes a vehicle transfer - Matt Miller on 2/11/21 9:03am |
| Re: Doesn’t explain why this particular guy talking to you - Carolyn Bodley on 2/11/21 11:23am |
| I've done notary work in 11th hour situations. While it's - MW/VA on 2/11/21 10:25am |
 | Re: I - SC/CA on 2/11/21 1:27pm |
| WTG! Good job! n/m - Bear900/CA on 2/11/21 2:16pm |
| Re: I - NVLSlady/VA on 2/11/21 4:53pm |
| Case of Coercion & Undue Influence - Bear900/CA on 2/11/21 5:18pm |
| Re: Case of Coercion & Undue Influence - JanetK_CA on 2/11/21 5:31pm |
| Re: Case of Coercion & Undue Influence - NVLSlady/VA on 2/11/21 6:20pm |
| Re: Elder abuse which can be a felony n/m - Carolyn Bodley on 2/11/21 9:33pm |
| Re: Banks often won’t accept POA’s, other than their own n/m - Carolyn Bodley on 2/11/21 4:12pm |
| Objective thought here: Erring on the side of Caution - NVLSlady/VA on 2/11/21 4:13pm |
| Always interesting to read others' comments/slants on things - Cheryl Elliott on 2/11/21 9:36pm |
