Q: What to do if sister won't file mother's will or share inheritance info?
My sister is in charge since our mother passed away 5 years ago. There was a will, but my sister never filed it in the county where our mother died in Florida. I am a sibling, and my sister refuses to provide me with any information on the inheritance. I have not seen the will or any estate documents, and I'm unsure of what legal actions to take. It's just my sister and me as beneficiaries. My mother's last words to me were, 'make sure I get my half.' What can I do?
A: Your sister has an affirmative duty to submit any will to the clerk of the court within 10 days of passing, since this has not been done and 5 years have passed already, you can start a probate yourself, you do not need your sister or the Will. If there is a Will she will bring it forward once you commence probate, if there is no Will and no surviving spouse, then the probate will be done intestate (without a Will), this basically means to you and any siblings in equal shares. Since nothing has been done it is likely that your sister had access to the accounts or was named the beneficiary of any such accounts, if there is a home (Homestead or otherwise), you will need to check the property records on ownership, if it is in your mom's name alone, you could pursue this via probate and or any other assets or accounts still out there in your mom's name alone. You need to work with a Florida Probate Attorney in order to get this accomplished.
2 users found this answer helpful
A:
You have several legal options to address this situation in Florida:
Demand Filing of the Will – Florida law (Fla. Stat. § 732.901) requires the custodian of a will to file it with the court within 10 days of learning of the testator’s death. You can send a formal written request to your sister demanding she file the will.
Petition the Court – If she refuses, you can file a petition in probate court to compel her to produce and file the will. The court can order her to comply and initiate the probate process.
Request Estate Information – If an estate was opened, you may request copies of filings from the court or ask the court to require your sister to provide financial details.
Seek Legal Action – If your sister mishandled assets or improperly withheld your inheritance, you may have grounds for a legal claim for breach of fiduciary duty or estate mismanagement.
Since significant time has passed, it’s important to act quickly. Consulting a probate attorney can help you navigate the process and protect your rights.
1 user found this answer helpful
Justia Ask A Lawyer is a forum for consumers to get free answers to basic legal questions. Any information sent through Justia Ask A Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between Justia and you, or between any attorney who receives your information or responds to your questions and you, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask A Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises, or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.