Legal Question in Wills and Trusts in New Jersey

If the recipient was intentionally omitted, why was a distribution made in the first instance? Was this approved by all heirs or was the decision made by the Executor unilaterally? In any case, it is probably considered a gift, not an inheritance.

That shouldn't be permitted, unless there was some other agreement among the heirs. The executor must simply follow the instructions of the will and get in serious trouble for playing around - they're acting under the supervision of the surrogate's office. If it wasn't inherited from the estate, but rather the estate gave funds to another individual without any consideration in return, that would likely be seen as a gift for tax purposes.

If you would like to discuss your matter further over a free phone consult, feel free to contact me at your convenience.

Regards,

Michael J. Duffy, Esq.

Duffy Law, LLC

1-888-414-5773

www.mduffylaw.com

1500 Market Street

12th Floor, East Tower

Philadelphia, Pennsylvania 19102

52 Berlin Rd.

Suite 3000

Cherry Hill, NJ 08034

[email protected]

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