QUESTION
I did not sign an accounting waiver form on an estate inheritance. Others have received their inheritance in Jan'19, but I have not. Is this legal?
Asked on Jan 09th, 2020 on Estate Planning - California
More details to this question:
My uncle is the executor on my grandfather's estate. My mom, brother and myself received an accounting waiver form regarding the estate, which we all did not sign as my uncle and his wife are not the most honest. I heard from a family member over Christmas (also on the will) that the home sold in Jan 2019 and everyone received their inheritance, with exception to my mom, brother and myself. I reached out to their lawyer in regards to this, requesting status and explanation and she is non-responsive. Given my family's history I think they are trying to write us out of my grandfather's will. Is this legal?
1 ANSWER
2 Awards
Executors typically require beneficiaries to either sign off on the accounting or sign a Receipt and Release to protect themselves from making a distribution and then being sued by a beneficiary who claims that it was not enough. If you have evidence tending to prove that the accounting was fraudulent or inaccurate, contact an attorney who does fiduciary litigation.
Answered on Jan 10th, 2020 at 6:46 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.