nhocstrasser
Junior Member
What is the name of your state (only U.S. law)? Massachusetts
Hello.
My father died in May of 2008. My father's will states that I was to receive 75% of his retirement savings.
Around May of 2009 I was told that my step mother (the executrix of his estate) took these funds into her account in order to avoid paying taxes on the funds when they were distributed to me. (She would gift the money to me)
It took another year to get her to visit the attorney again and it has been a month since of me trying to get her to see her accountant in order to get the funds.
What happens if she says that the funds lost value in the year-plus that she held them?
I feel like she has been hiding things from me and I don't feel that she has been honest. The will has been put into probate. I don't know the exact process involved, but the estate attorney seemed to imply that a summary of assets was never filed with the court.
Also, is there a statute of limitations on these matters? Quick googling indicates that the sol for fraud is 3 years for Massachusets. Is there any time limit to my legally objecting to her having taken the money?
It is possible that she took it the funds up to 2 years ago.
Hello.
My father died in May of 2008. My father's will states that I was to receive 75% of his retirement savings.
Around May of 2009 I was told that my step mother (the executrix of his estate) took these funds into her account in order to avoid paying taxes on the funds when they were distributed to me. (She would gift the money to me)
It took another year to get her to visit the attorney again and it has been a month since of me trying to get her to see her accountant in order to get the funds.
What happens if she says that the funds lost value in the year-plus that she held them?
I feel like she has been hiding things from me and I don't feel that she has been honest. The will has been put into probate. I don't know the exact process involved, but the estate attorney seemed to imply that a summary of assets was never filed with the court.
Also, is there a statute of limitations on these matters? Quick googling indicates that the sol for fraud is 3 years for Massachusets. Is there any time limit to my legally objecting to her having taken the money?
It is possible that she took it the funds up to 2 years ago.