QUESTION

Am I required to release the nformation?

Asked on Apr 17th, 2012 on Wills and Probate - Texas
More details to this question:
I live in San Antonio, Texas. I am the executor of my mother''s estate. She passed away 15 months ago. My sibling never offered to assist her financially. they are now 15 months later asking for her bank statements. Her account is closed.
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1 ANSWER

Mediation (Family, Estate, Elder/Adult Care, Divorce) Attorney serving Tulsa, OK at Gale Allison, PLLC
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So are you in probate? Where is your lawyer? He or she should explain this to you. As for your siblings, anyone can ask for anything. When people are angry, selfish or upset, if you refuse just because your feelings are hurt or without some legally sound reason, it's just like pouring gasoline on a fire. I would suggest you give full disclosure to diffuse the situation and stop them from filing a lawsuit. Prove your honesty in handling her funds. So what if the account is closed? I would provide as many months of back statements as they want/or you have. It takes the wind out of their sails and you may avert a lawsuit. But, you are correct. You are not required to do it. However, this situation is usually when people lawyer up. If you have nothing to hide, it is silly to let this happen. You say your sibling never offered your mother financial assistance. That sounds like your mother didn't have anything and you had to support her. It should be a fairly simple matter for you to demonstrate this with your records. Save yourself the legal fees, the time and grief, and be an open book. It is secrecy that makes people lawyer up. You just waste time, emotions and money. To Your Success, Gale Allison, Principal AttorneyAllison Firm, PLLChttp://www.theallisonfirm.comhttp://www.linkedin.com/in/galeallison.com
Answered on May 21st, 2012 at 6:12 PM

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