Q: Dad passed in 2/18. The executors took their share of monies but will not disperse mine until I sign off on house.
Four of us inherited, one of the executors gets a life estate and 40% share of assets and the remaining three get a 20% share of the estate. My siblings took their share of the money last May but the executors will not release my check until I sign off on my acceptance of 20% share of the home upon my sister's death or sale of the home. I have not done this because there is an erroneous IRS lien on his house (it's my deceased brother's lien, he and my dad had the same name) and the co-executors have not had this corrected and removed as requested. They also refuse to properly inventory the assets in the home as requested. I have not had any communication from them since last September. I saw a lawyer who sent them a letter in October 2020 with my requests but they never responded. What are my options at this point?
A: It sounds like your executors are attempting to settle the estate with a Family Settlement Agreement which is the most common way to settle a small estate. If you are not in agreement with the proposed settlement you, as a beneficiary, have a right to request a formal accounting of the estate. You will probably want to hire an attorney to assist you at this stage.
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