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Reply to "Any estate executor nightmares? Hoping to not feel so alone."
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Did op even say they ever saw a copy of the will? The executor has to file the will and the will is public so it's easy to get a copy.[/quote] OP here. Yes actually when we were cleaning out deceased mother house (executor didn't life a finger and it took us days and days), we found copies of the will, and life insurance policies etc. We reviewed and handed all to executor. Executor was also beneficiary of life insurance policies. As far as estate account statements, she has outright refused on many occasions to give us bank statements or provide any kind of information on estate acct. We gave up asking. [/quote] Why was the executor beneficiary of the life insurance policies? Was she dependent on your MIL? [/quote] OP here. Not sure why. We didn't even know elderly mother lad life insurance BC she was so elderly. Policies were like 30k total. Daughywas sole beneficiary. When we gave her the policy documents and said here is the life insurance documents, she quickly put it away and wouldn't review it on front of us. We think that was weird. But looking back I think she knew about them and that she was sole beneficiary. [/quote] Is there any chance at all that she was exerting undue influence over your MIL? Has your lawyer discussed this possibility with you? The whole situation does seem odd and reminds me of a situation with my cousins where one of the siblings hauled the elderly mother into a lawyer’s office and got himself named sole executor, all the while proclaiming that he didn’t want to be sole executor, but the mother had insisted. And then, after my aunt died, he proceeded to make a mess of the estate and essentially used it as his own bank account, clearing out all the assets so that his siblings got next to nothing at the end. The probate court couldn’t do anything about it because he had just taken almost everything he could. [/quote]
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