Legal Question in Wills and Trusts in Indiana

My dad died May 31st, 2010. He named my sister as the executor. The house was sold and put in at trust. My brother and myself were also named as beneficiaries. The proceeds of the house were distributed 3 ways. BUT, there was a money market fund titled in the trust as well. I called the probate clerk's office and found out the estate was closed, but I can not get copies of the tax documents because they are not public record. How do I find out how the money in the money market fund was distributed? My sister's name was joint on my dad's savings and checking and I did find out she kept that all to herself. There were just the 3 beneficiaries - my sister, my brother, and myself. We are not speaking to each other. Should I just let this go, or is there a way I can find out where the rest of the money went? It's approx. $20,000.


Asked on 3/21/11, 10:23 am

1 Answer from Attorneys

Burton Padove Indiana and Illinois Lawyer, Burton A. Padove

I suggest that you contact a local probate attorney.

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Answered on 3/27/11, 8:07 am


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