Legal Question in Wills and Trusts in Pennsylvania
my sister did not run estate properly. An we had to hire an attorney. she then hired an estate attorney. She took her 5,000. executor fee before final. an because we asked for receipts and statements estate attorney said he was hiring accountant. He hired himself. charged estate 5,000.for accountant fee and commission fee of 5,000. Is exector fee same as commission fee. Also, my mom had 2 insurance policies. when at funeral polar with sister saw letter stating the policis were for funeral expensesi. Now estate attorney is saying there was no letter. an beneficiary on policy was my sister.an wants to be reimbured for funeral expenses.Is there anything we can do. we didn't actually see how policies read if she was beneficiary or if it read my sister an estate. can we ask to see copies of policy to see how they read.
1 Answer from Attorneys
I answered the first question. You have now added information about insurance policies so I direct my answer to the new information.
If the funeral home was named as a beneficiary, then the proceeds should be paid to the funeral home. If your sister was the beneficiary, then those proceeds would be paid to her directly. She is not obligated to use the money to pay for a funeral and if she paid out of pocket for it then she should be reimbursed.
The executor does not have to give copies of the policy to you. You can try and contact the insurer directly and ask if they will tell you whether the funeral home was the beneficiary or your sister. That is what you really need to know.
If not, then you again are going to have to get a lawyer. She can submit what she wants, but you can object before the account is confirmed.
I don't know what "letter" you saw or who it was from. The letter is not effective, but try asking the funeral home if it has a copy. Without more information about the letter I cannot comment on its validity.