Hello,
I hope someone can answer this question.
My sister was named the co-executor of my mother's revocable living trust in California. I live in Oregon.
My question is...Am I required as a beneficiary to physically collect the assets left to me (600 miles away) as she is requiring? Or is it the executors responsibility to deliver (ship) the items to the beneficiaries. (It would be SO much easier).
Details:
My sister has completed everything according to the Trust. The only thing left is the distribution of assets to the beneficiaries. She says she's too tired to deal with anything else and she's done.
The problem is, she is forcing me (and my brother) to drive 600 miles to California (We're in Oregon) to pick up each of our inherited items, even our checks.
She won't ship my stuff to me, and also won't electronically deposit my portion into my account, nor my brothers. She says she must have the checks endorsed, is that true?
I asked her to send the check certified mail but she thinks it will get lost in the mail and won't do it.
She says she won't ship my stuff (the box) because of the breakables and other junk I don't care about that's in it.
So she's forcing me to drive all that way, rent an auto, hotel, gas, etc. about a $500.00 trip and do it in 1 weekend, a 24 hour drive round trip, I can't take time off from work. It wouldn't cost more than $50.00 to ship everything.
There's nothing stated in the Trust about this and she didn't leave a Will (instructions).
Can she do that as an executor, or am I required as a beneficiary to collect everything in person
Thanks in advance for any info.
(Needless to say I'm very disgruntled)
I hope someone can answer this question.
My sister was named the co-executor of my mother's revocable living trust in California. I live in Oregon.
My question is...Am I required as a beneficiary to physically collect the assets left to me (600 miles away) as she is requiring? Or is it the executors responsibility to deliver (ship) the items to the beneficiaries. (It would be SO much easier).
Details:
My sister has completed everything according to the Trust. The only thing left is the distribution of assets to the beneficiaries. She says she's too tired to deal with anything else and she's done.
The problem is, she is forcing me (and my brother) to drive 600 miles to California (We're in Oregon) to pick up each of our inherited items, even our checks.
She won't ship my stuff to me, and also won't electronically deposit my portion into my account, nor my brothers. She says she must have the checks endorsed, is that true?
I asked her to send the check certified mail but she thinks it will get lost in the mail and won't do it.
She says she won't ship my stuff (the box) because of the breakables and other junk I don't care about that's in it.
So she's forcing me to drive all that way, rent an auto, hotel, gas, etc. about a $500.00 trip and do it in 1 weekend, a 24 hour drive round trip, I can't take time off from work. It wouldn't cost more than $50.00 to ship everything.
There's nothing stated in the Trust about this and she didn't leave a Will (instructions).
Can she do that as an executor, or am I required as a beneficiary to collect everything in person
Thanks in advance for any info.
(Needless to say I'm very disgruntled)