Legal Question in Wills and Trusts in New Jersey

estate

My parents passed away in 2006 and 2008, my sister is was appointed to handle the estate. I know my parents had cds and bank accounts and a checking account. but when i ask what was left she says she has no idea. Doesnt she have to file something with the state, so she has to be aware of what was left. If she wont tell me is there any way I can find out?


Asked on 5/01/09, 11:19 pm

4 Answers from Attorneys

Nancy M. Rice, Esq., CELA Elder Law Offices of Nancy M. Rice

Re: estate

NJ does not have similar filing and accounting rules as Florida. Do you know whether your sister has an attorney? It would be a good idea for you to press for answers before much more time goes by.

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Answered on 5/02/09, 6:04 pm
Michael Berman Law Offices of Michael A. Berman

Re: estate

Yes, she has to tell you (or you can look it up yourself at the Courthouse where she was appointed)and yes she has to file things....

If you want an attorney to check this out for a small fee, feel free to contact my office or wriet me back at [email protected]

Mike

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Answered on 5/02/09, 12:20 am
Alan Wagner Wagner, McLaughlin & Whittemore P.A.

Re: estate

She is required to prepare an inventory that describes and identifies the assets of the estate. Ask her for it and call the estate lawyer. He will have it. Sis sounds like she is keeping things from you.

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Answered on 5/02/09, 1:16 pm
Walter LeVine Walter D. LeVine, Esq.

Re: estate

I agree with Mike and Alan that she has the obligation to account for the estate to all entitled beneficiaries. If you cannot get anything, first contact the attorney for the estate, information on which you can get from the Surrogate's Office where she was appointed, or, second, you can initiate legal proceedings through the Surrogate's Court to compel her to account for the estates. Keep in mind that she need only account for assets passing through the estate (those personally owned), not assets which pass by operation of law such as assets registered JTWROS or those having a designated beneficiary, such as life insurance or retirement plans. This is a reply to an Internet question and the response is not intended to be legal advice or as creating an attorney-client relationship.

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Answered on 5/02/09, 3:24 pm


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