From our “Ask a Question” Mailbag: Pennsylvania Inheritance Delayed by Executor
Most Recently Updated July 9, 2018.
“My Grandmother died three years ago in Montgomery County, leaving me a lump sum in her Will. The house is sold, the taxes are paid but I have not received my inheritance. The executor will not return my calls. What can I do?”
Distributing Assets Safely in Gloucester County
Pennsylvania Inheritance Delayed by Executor
As the heir of a Montgomery County estate, you do have the right to force the Executor to provide you with a timeline when you will receive your inheritance. If the executor will not give you one voluntarily, you can have your Montgomery County Orphans’ Court lawyer file a Petition for Accounting with the Montgomery County Orphans’ Court.
The executor must reply, or face potential removal and surcharge.
By filing this petition, your attorney can force the executor to account for every penny and justify every action taken as well as submit a schedule of distribution.
If the executor gives you your inheritance, you can always withdraw the Petition for Accounting.
Further Estate Litigation Questions?
Challenging an executor is only one of many Estate Litigation issues our firm addresses. Consequently, if you want to learn more, please read my more detailed article, Trust and Estate Litigation All You Need to Know.
In Conclusion: Pennsylvania Inheritance Delayed by Executor
I hope that this article was helpful in explaining what you can do when your inheritance is delayed. Further, I included links to even more detailed information on my website. Therefore, please contact me and let me know how I did. Certainly, your comments and questions are welcome!
Let our Lawyers help walk you through what can be a confusing process. To begin with, call to speak to one of our experienced Litigation Attorneys. By all means, our lawyers are ready to answer your questions. In fact, feel free to contact our office for a free consultation. Ultimately our goal is to put our 25 years of estate litigation experience to work for you.
Wills, Trusts, Probate, and Estate Litigation It’s All We Do!
Estate Litigation Attorney, Jill Fitzgerald