New Jersey
My mother died more than 3.5 years ago, estate still in probate, I receive dividend distributions at the end of each year. My share of estate was a percentage of stock.
Since shortly after will went into probate, I have been requesting in right, via letters and email, a list of the companies names of shares I've inherited, and the # of shares. At first I was told that the stock price would have to be compared 6 months after the death. My response was, "fine, I'd like the list from the date of death, as well as the list after 6 months. I have copies of all attempts to obtain this information, and/or requests on general progress of probate. After the first response from the Executor re the 6 months, she has ignored completely all requests. Writing to the attorney only resulted in being directed back to Executor.
At the end of March, I called Executor (a sister) asking when tax form would be arriving so I could file my taxes. She stated they would come shortly from the accountant (they did) Since I had her on the phone, I again asked her for a listing of my inheritance. To my shock she told me that I had been provided with this information shortly after our mothers death. I stated this was in no way true, if I had, why would I have followed up with more letters over the next year and a half? IMO she realized she had slipped up and tried to change the subject. When I stayed on task, asking for the info to be sent, she responded she was sick and couldn't think, then she hung up.
Within the week, I sent certified letters to both her and the attorney, along with copies of every bit of correspondance. I stated that is I did not receive the requested information and an update within 15 business days, I would request an accounting of the will, and would expect to be paid out of her pocket, as this was a reasonable request.
Being pragmatic, I'm assuming there will be no answer, and I'll have to get an attorney (The estate is in NJ, I live in Texas). Questions....Do I have to engage an attorney in NJ? If the judge finds in my favor, will the costs come out of her pocket.
Main question, does the Executor of the estate have a responsibilty to provide the information I've requested? It is a listing of what I have inherited, it would seem there would not be a problem with seeing it.
I see the Executor has received the letter, I expect the attorney will recieve it shortly. Is there a chance they will respond to me without having to get attorneys and the court involved?
Also, could the Executor is liable for some type of fine for not performing her duties?
In addition, there are actually THREE executors, also my brother, and BIL (sisters husband). Since I have written only to her (well, one note to my brother), are they responsible for giving this information also? I am approaching this as strictly business, but if I can make as many people liable for this as possible, I might see more action.What is the name of your state?
My mother died more than 3.5 years ago, estate still in probate, I receive dividend distributions at the end of each year. My share of estate was a percentage of stock.
Since shortly after will went into probate, I have been requesting in right, via letters and email, a list of the companies names of shares I've inherited, and the # of shares. At first I was told that the stock price would have to be compared 6 months after the death. My response was, "fine, I'd like the list from the date of death, as well as the list after 6 months. I have copies of all attempts to obtain this information, and/or requests on general progress of probate. After the first response from the Executor re the 6 months, she has ignored completely all requests. Writing to the attorney only resulted in being directed back to Executor.
At the end of March, I called Executor (a sister) asking when tax form would be arriving so I could file my taxes. She stated they would come shortly from the accountant (they did) Since I had her on the phone, I again asked her for a listing of my inheritance. To my shock she told me that I had been provided with this information shortly after our mothers death. I stated this was in no way true, if I had, why would I have followed up with more letters over the next year and a half? IMO she realized she had slipped up and tried to change the subject. When I stayed on task, asking for the info to be sent, she responded she was sick and couldn't think, then she hung up.
Within the week, I sent certified letters to both her and the attorney, along with copies of every bit of correspondance. I stated that is I did not receive the requested information and an update within 15 business days, I would request an accounting of the will, and would expect to be paid out of her pocket, as this was a reasonable request.
Being pragmatic, I'm assuming there will be no answer, and I'll have to get an attorney (The estate is in NJ, I live in Texas). Questions....Do I have to engage an attorney in NJ? If the judge finds in my favor, will the costs come out of her pocket.
Main question, does the Executor of the estate have a responsibilty to provide the information I've requested? It is a listing of what I have inherited, it would seem there would not be a problem with seeing it.
I see the Executor has received the letter, I expect the attorney will recieve it shortly. Is there a chance they will respond to me without having to get attorneys and the court involved?
Also, could the Executor is liable for some type of fine for not performing her duties?
In addition, there are actually THREE executors, also my brother, and BIL (sisters husband). Since I have written only to her (well, one note to my brother), are they responsible for giving this information also? I am approaching this as strictly business, but if I can make as many people liable for this as possible, I might see more action.What is the name of your state?