Legal Question in Wills and Trusts in Florida

Hello,

My mom passed away in 2001. One of her sisters was named executor of her estate in her will. All of my moms accounts and things where to be split between my older sister and myself. I was recently contacted about a stock account that was not liquidated and split between my sister and I. The executor and my sister where both devious and deceitful when it came to handling the will and . If I liquidate the stocks myself and send my sister here rightful half, can I get into trouble legally? They both know about this account because the contact info is the executors physical address and my sisters email address. I do not trust them to liquidate this account and split it truthfully.

Thanks


Asked on 7/20/12, 12:58 pm

2 Answers from Attorneys
Lucreita Becude Lucreita D. Becude, P.A.

you will need to re-open the file in order to get those funds. You will need an attorney to do so.

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Answered on 7/20/12, 4:12 pm
Barry Stein De Cardenas, Freixas, Stein & Zachary

Your question cannot be answered without seeing the Estate paperwork. You say executor, but in Florida the individual who hanldes an Estate is a personal representative. If the Estate was not in Florida than tht State's laws apply. Whose name was the stock accounty in ? Was it an IRA account? You say it was liquidated and split between yourself and your sister? Did this occur already? If the broker or shareholder agent will liquidate the stock in all likelihood you are a beneficiary and entitled to receive it. You should consult with an attorney to make sure your actions are appropriate and wont get you in troulbe.

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Answered on 7/21/12, 3:50 pm


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