Legal Question in Wills and Trusts in Georgia

Personal Representives and Accounting

My father passed away in 1998 with an estate worth over a million dollars with insurance and property and his sister as Exector. My brother received half to be put in trust and my half was distributed to me. Some things have come up recently and in the in the past that have made me question the distribution, not the land, but money. I never received any accouting of the estate, assets, etc. Only a copy of the bank statement after distribution showing the balance, not the part with the checks written and a copy of two checks paid for the fed and state taxes. What other accounting should I have received? I put all trust in her, but I think I may have made a mistake. I never saw anything that showed what my father had. My brothers as I stated is in trust and he has no idea what he has either. Can I request a complete accouting from my Aunt or has the time past? My father did state in his will that no accouting had to be provided to the court, but does that include the beneficiaries as well? Thank you!


Asked on 9/05/07, 11:26 am

1 Answer from Attorneys
Robert Thompson J. Robert Thompson Attorney

Re: Personal Representives and Accounting

You have a right to request an accounting, and may file an action in Probate Court to compel an accounting.

However, there are time limits, and you may have waited too long. You should consult an attorney, and provide him with all facts, to determine if you can apply to the Probate Court for an accounting.

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Answered on 9/05/07, 11:48 am


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