Chapter 3 - The Codicil Looked Real

By eight the next morning, Rebecca was sitting across from Mara Ellis in a glass-walled conference room downtown.
The codicil lay between them.
Three pages.
Formal formatting.
Andrew Whitmore’s name.
His signature.
Two witness signatures.
One belonged to Preston Hale.
The other belonged to Megan Shaw, Preston’s senior paralegal.
Rebecca stared at Andrew’s signature.
It looked right.
That was the problem.
The long A.
The unusually narrow W.
The small downward line under the final e.
Mara watched her.
“Does it resemble his?”
“Yes.”
“Resemble or is?”
“I’m not a handwriting expert.”
“Good answer.”
Rebecca looked up.
“Can signatures be copied that well?”
“Scanned.”
“Traced.”
“Digitally transferred.”
“Or genuine.”
Rebecca hated the last possibility.
Mara continued.
“We don’t decide before testing.”
Rebecca turned the page.
The language hurt more than she expected.
I have made provision for my wife, Rebecca. I love Chloe but believe the Whitmore family company must remain within the natural bloodline of my family.
Rebecca almost pushed the paper away.
“He never spoke like this.”
“What part?”
“Natural bloodline.”
“Andrew hated phrases like that.”
“Anything else?”
“He never separated loving Chloe from being her father.”
Mara nodded.
“Those are contextual observations.”
“Useful, not dispositive.”
“What is dispositive?”
“Evidence.”
Rebecca leaned back.
She worked in compliance at Saint Catherine Medical Center.
Evidence was her language too.
Mara pointed to the signature block.
“Allegedly signed February ninth.”
Andrew died March second.
“Where was he February ninth?”
“Vanderbilt.”
“Hospitalized?”
“Yes.”
“Condition?”
“Cancer treatment.”
“Was he competent?”
Rebecca paused.
“Most days.”
“Some days?”
“He was heavily medicated.”
“Then we get records.”
Rebecca flinched.
Medical privacy around Andrew still felt intimate.
Mara noticed.
“We request only what’s relevant.”
“I know.”
“Two witnesses claim he signed willingly.”
“Preston and Megan.”
“Yes.”
“Did anyone tell me about it?”
“Apparently not.”
“Was Preston obligated?”
“That depends on his role and Andrew’s instructions.”
“Convenient.”
“Yes.”
Then Mara showed her the petition.
Evelyn claimed Andrew feared the company would “lose continuity” if Chloe, an adopted minor, eventually obtained influence.
Rebecca almost laughed.
“Chloe was nine.”
“Exactly.”
“She wasn’t going to walk into a board meeting.”
“Her trust would hold economic and potentially voting rights.”
“Through an independent trustee.”
“Who?”
“Harbor Fiduciary Group.”
Mara pointed.
“Your original will documents name Harbor.”
Rebecca remembered.
Andrew had chosen an independent firm because he did not want Rebecca managing company politics.
At the time, she had felt mildly insulted.
Now she was grateful.
Mara continued.
“The dispute matters immediately because Whitmore Medical Systems has a pending sale.”
Rebecca frowned.
“What sale?”
Mara looked surprised.
“You don’t know?”
“No.”
“Arcwell Partners.”
“Private equity?”
“Yes.”
“They offered approximately two hundred twelve million dollars for the company.”
Rebecca stared.
“When?”
“Three months ago.”
“After Andrew died.”
“Yes.”
“Why wasn’t I told?”
“You aren’t a director.”
“But Chloe’s estate owns twenty-four percent.”
“Which is why the codicil matters.”
Rebecca understood.
Without Andrew’s shares, Evelyn and Gavin likely lacked enough support to force the deal.
With them?
Possibly.
“Thursday hearing gives Evelyn what?”
“If the judge admits the codicil or grants temporary authority over the disputed shares, it could affect the sale.”
“Could she close Thursday?”
“Not that fast.”
“But she could secure the votes.”
“Yes.”
Money.
There it was.
Not just bloodline obsession.
Timing.
Rebecca looked at the codicil again.
“Two hundred twelve million.”
“Andrew’s stake alone is worth roughly fifty million before discounts, taxes, and deal adjustments.”
“And Evelyn wants Chloe’s interest redirected into a family trust she controls.”
“Yes.”
Rebecca’s anger sharpened.
Mara said:
“We need to separate motive from proof.”
“I know.”
“Do you?”
Rebecca looked at her.
Mara smiled faintly.
“Good.”
They spent the next hour building requests.
Hospital records.
Original electronic files.
Document metadata.
Preston’s file.
Megan’s testimony.
Andrew’s prior estate drafts.
Company sale communications.
Then Mara asked:
“Why was Chloe at Evelyn’s house yesterday?”
Rebecca hated the question because the answer felt simple.
“Family dinner.”
“Regular?”
“Once or twice a month.”
“Did Evelyn treat Chloe differently before?”
Rebecca paused.
“Coldly.”
“How cold?”
“She criticized manners.”
“Clothes.”
“Said Andrew spoiled her.”
“Anything about adoption?”
“Indirect.”
“What does that mean?”
“She once said, ‘Some bonds take generations.’”
Mara’s expression changed.
“You remember exact words?”
“Yes.”
“Why?”
“Because Andrew told her to stop.”
“Was anyone else there?”
“Carmen.”
“Gavin.”
“Possibly two board members.”
Mara wrote it down.
Rebecca’s phone vibrated.
Carmen.
Chloe remembered something about Mr. Andrew’s desk. Please call.
Rebecca called immediately.
Carmen answered.
“Chloe says Mrs. Evelyn asked her last month whether her father ever showed her a green book.”
Rebecca looked at the brass key in her purse.
“What green book?”
“She doesn’t know.”
“Did Andrew own one?”
Carmen hesitated.
“Yes.”
Rebecca sat straighter.
“What was it?”
“A ledger.”
“What kind?”
“He wrote numbers in it.”
“When?”
“During his illness.”
“Where is it?”
“I don’t know.”
Rebecca closed her eyes.
The key.
The library desk.
“Carmen, I need you to think carefully.”
“Yes.”
“Did Andrew ever tell you the key opened the drawer with the ledger?”
“No.”
“He only said to use it if Evelyn said Chloe wasn’t his.”
Mara leaned closer.
Rebecca asked:
“Can we legally enter the mansion?”
She still had keys.
But ownership was complicated.
Mara answered:
“Rebecca has personal property and estate rights there, but given active litigation, we should not sneak in.”
“Then?”
“Request access formally.”
Rebecca groaned.
“By the time Preston agrees, Evelyn can remove anything.”
Mara picked up her phone.
“Then we notify opposing counsel that evidence relevant to probate may exist in the library desk and demand preservation.”
Rebecca stared.
“That tells them what we want.”
“Yes.”
“But it also puts them on notice.”
“If it disappears afterward, that creates a different problem.”
Rebecca understood.
By noon, Preston received the letter.
At 12:17, he responded.
There is no known ledger or estate evidence in Andrew’s former desk.
Rebecca read it twice.
Known.
Specific.
Too quick.
Mara noticed.
“Interesting.”
Then another email arrived.
From Preston.
For completeness, the desk in question was cleared after Andrew’s death and contains no documents belonging to his estate.
Rebecca looked up.
“He knows which desk.”
“You mentioned library desk in preservation notice.”
“Not that Andrew used it.”
Mara went still.
Rebecca continued.
“We said ‘a desk located in the library potentially containing Andrew’s papers.’”
Mara checked.
She was right.
Preston had called it Andrew’s former desk.
That meant someone had already discussed the exact desk with him.
Mara immediately requested an emergency preservation order.
At the same time, Rebecca called Carmen.
“Do not go back to the mansion.”
“Why?”
“Because Preston already knows about the desk.”
Silence.
Then Carmen whispered:
“Ms. Rebecca…”
“What?”
“I didn’t tell you everything.”
Rebecca’s stomach tightened.
“What didn’t you tell me?”
“The night after Mr. Andrew died…”
Carmen paused.
“I saw Mr. Preston in the library.”
“Doing what?”
“He was standing behind that desk.”
“And when he saw me…”
May you like
Carmen’s voice dropped.
“He was holding a green book.”
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