Legal Question in Wills and Trusts in Georgia

How do the Inheritors get all the account information?

My oldest brother is the Ex of my mother�s estate. In February I asked what was the momentary split to the 5 children. I was told between $150,000 to $200,000. A few short months later the same question was answered $80,000 to $100,000. I think he is trying to pull a fast one, though I can�t understand how he thinks he can get away with it when where money is concerned there is a paper trail.

However how do we get the documentation? Is he by law supposed to provide it. So far it is only verbal blather that just does not ring true.


Asked on 6/19/05, 7:51 pm

1 Answer from Attorneys
Walter LeVine Walter D. LeVine, Esq.

Re: How do the Inheritors get all the account information?

At some point he is required to provide a detailed analysis and accounting of the estate. You can question the accounting. The could be many explanations and the accounting will reveal why the disparity. It could be taxes, changes in asset values from date of death to now (stock market fluctuations), debts, etc. It may also be that by law, unless the Will said otherwise, he is taking a commission for services as Executor (allowable but unusual where the estate goes to siblings). Push for the accounting and see what it shows.

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Answered on 6/20/05, 7:18 am


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