Legal Question in Wills and Trusts in New York

Unable to get estate accounting

I am a beneficiary of my grandfather's will and have tried, unsuccessfully, to get an accounting of the estate for over a year. He passed away in Sept. 2006 and I believe he only had investments, no property. Two and half years seems excessive to settle an estate and the executor will not talk to me. How can I find out what is going on?


Asked on 2/19/09, 10:42 am

2 Answers from Attorneys
Michael Markowitz Michael A. Markowitz, PC

Re: Unable to get estate accounting

You may petition the Surrogate's Court for an accounting.

Mike.

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Answered on 2/19/09, 11:12 am
jeffrey lazroe Jeffrey A. Lazroe attorney at law

Re: Unable to get estate accounting

I agree with Mr. Markowitz.

You obviously live in Erie County, New York.

What I usually do in these circumstances is prepare a petition for an accounting, and also include a demand for distribution of the assets of the estate.

This can be done very rapidly, the court issues a citation for the executor to appear in court usually 30 days later, and then gives them an additional 30 days to provide an accounting.

We then go from there.

If you would like us to represent you, please feel free to contact me.

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Answered on 2/19/09, 12:41 pm


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