Legal Question in Wills and Trusts in Ohio

My Mother passed away this past May in Portage county Ohio. She did have a will that divided her estate between her three adult children. My father is deceased. My sister is the executor of the estate and has dispersed the estate between the heirs. My question is, as executor, does she have to provide a closing statement to the heirs showing total assets and expenses to provide accountability? I asked this question and was told it would be coming but have not received anything. If she does have to provide a closing statement, is there a time limit?


Asked on 9/13/16, 12:31 pm

1 Answer from Attorneys
Christine Socrates Meyers, Roman, Friedberg & Lewis

If a probate estate was opened then yes she has an obligation to provide full account to the court at the conclusion of the estate and also a partial within 6 months unless it is waived by the heirs. All beneficiaries must approve or a hearing is set to approve the account. If you need further assistance please contact my office: www.socrateslegal.com.

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Answered on 9/14/16, 9:49 am


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