Legal Question in Wills and Trusts in California

can I file a complaint against my sister for spending up to $5,000 of an estate with providing backup documentation?


Asked on 12/04/09, 1:07 pm

1 Answer from Attorneys

Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

From your question, I am assuming that your sister is the executor of the estate in question. The proper procedure for you to follow is to file an objection when your sister files her final (or any interim) accounting for the estate and seeks to be discharged by the Court. You should also be sure to put your request in writing to your sister right away, so that it is clear to everyone what you are asking for. Finally, keep in mind that if your sister is using an attorney, that attorney's time spent in dealing with your questions (and there will almost certainly be some) will be paid by the estate unless the Court finds that your sister did something wrong.

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Answered on 12/09/09, 1:15 pm


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