From Our “Ask a Question” Mailbag: “My mother died two years ago. My brother is the Executor but has stopped returning my calls. This didn’t seem like such a complicated estate. When the Executor is taking a long time, what can I do?” What can I do when the Executor […]
Tag: Formal Accounting
From Our “Ask a Question,” Mailbag: “My mother died last year, and my sister became the executor of her estate. Things started well, but then she stopped communicating with our family. She has sold the house, liquidated accounts, but we have no idea about what she has done with the […]
From Our “Ask a Question,” Mailbag: “I am the executor of my father’s estate. My father gave me the house, and the rest is divided equally between my two sisters and me. My sisters are angry about this. They refuse to sign the family settlement agreement and keep threatening to […]
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Burlington County, Personal Representative.” What Are Examples of When to Request a Formal Accounting From a Burlington County Executor: Reasons to Request a Burlington County Formal Accounting: Suspected Estate Asset Mismanagement. Mrs. Moorestown named her daughter, Florence, […]
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Lehigh County Executor.” What Are Examples of When to Request a Formal Accounting From a Lehigh County Executor: Reasons to Request a Formal Accounting: Suspected Mismanagement of Estate Assets. Mrs. Allentown died leaving a Will which named […]
From Our “Ask a Question” Mailbag: “What are Examples of Forcing a Power of Attorney to Account?” Examples of Forcing a Power of Attorney to Account: The executor is Given Unsatisfying Answers. Mr. Blue Bell died with a Will naming his son, Jenkintown, as his executor. During Mr. Blue Bell’s life, […]
From Our “Ask a Question” Mailbag: “When Should a Bucks County Executor File a Formal Accounting?” When Should a Bucks County Executor File a Formal Accounting: When the Beneficiaries Refuse to Sign an Informal Accounting. Mr. Doylestown died with a Will naming his son, New Hope, as his executor. Mr. Doylestown’s […]
From Our “Ask a Question” Mailbag: “What Are Reasons to Request a Formal Accounting From an Executor.” What Are Reasons to Request a Formal Accounting From an Executor: Theft. Mr. Philadephia died with a Will naming his son, Montgomery, as his executor. The Will divides his estate equally between his four […]
From Our “Ask a Question” mailbag: “My mother died in Montgomery County, PA, and set up a trust for me in her will. The Trust pays out now that I am 40. I recently found out the trustee failed to pay the Trust’s income taxes for ten years. How do I prove that he committed a breach of fiduciary duty? Can I make him pay the interest and penalty?”
From Our “Ask a Question” mailbag: “My Uncle died 4 months ago in Burlington County, New Jersey. I am in the Will. How long does it take to get an Inheritance?”
The time it takes to get an inheritance can vary widely between estates in New Jersey. Many factors that can impact a Personal Representative. The concern I have is that the Personal Representative is not adequately communicating his or her plan of action. An Executor or Personal Representative should clearly communicate to you an estimate of when you are receiving your inheritance.