Florida  |  Wills and Trusts

Legal Question

Asked on: 10/14/05, 2:44 am

Is a Final Accounting required in Florida?

My aunt passed away in Jan of 2005 a resident of Florida. I am one of the beneficiaries in her will. Her nephew is the personal representative. The personal representative called me earlier this week and said '' I am just signing off on the tax forms everything is done and you should get your check by the end of next week''. I was under the impression that before we receive a check, each beneficiary would receive a copy of the final accounting that we need to sign off on and approve before distributions can be made. Am I correct in this assumption? We doubt somewhat the PR's trustworthiness so we were warned to make sure we dont waive our rights to a final accounting, which we havent. Does he need to send us a copy of the final accounting to approve before he makes distribution? Thank you for any help you can give.

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