executor decision to alter terms of will

[Just Blue]

This is what I was looking for. Thank you. I've told you all the facts. Sibling executor thought he could unilaterally "interpret" the will to his liking and the attorney undoubtedly set him straight so he fixed it before the estate closed.

Bump for the Roger that can't "post" .

 

[Zigner]

This is what I was looking for. Thank you. I've told you all the facts. Sibling executor thought he could unilaterally "interpret" the will to his liking and the attorney undoubtedly set him straight so he fixed it before the estate closed.

The administrator has the obligation to properly administer the estate. His interpretation of the law was probably correct in that the inter vivos gift to you could be considered a part of the estate and, therefore affect your distribution. Upon further contemplation and consultation with legal counsel, the administrator changed his position, likely because, even though he felt he was right, he simply didn't have enough evidence to prove it in court when/if the time came.