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TableTalk

Washington DC - Estate Issues

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Tabletalk,

 

Its ok, thank you for using the forum. I will attempt to combine all of these threads into one, it helps when dealing with a wide topic. Is every post you have made related to the same issue?

 

its going to be done in stages, hopefully I can make it make sense.

 

The FindLaw.com Team

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"...the PR deposited his into the estate bank account as a loan."

"Each check was written out to each of us in our name. He claimed it was for estate expenses. Our dad left no debt and there were no claims against the estate."

Er, all the wrangling over what's what with estate (PR wanting to pull money back into estate pot, for one) and you think that doesn't cost money? It may well be that estate has plenty of dough and there's something else going on (e.g., PR loaned himself dough and is repaying estate with his share of insurance proceeds, then waiting to address his compensation for acting as PR to the end).

But it isn't unlawful to loan/advance estate dough and deposit check endorsed over to estate.

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BTW, you really should seek (better) counsel. I don't know what DC's position is on whether you need to establish that you contributed to jointly held account. A signature card may not help even if you had one. I gather sibling believes that parent didn't intend for you to get all the dough, regardless of what the bank did in terms of removing parent's name.

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Have you taken the most important step you could take to benefit your cause by hiring a new attorney?????? If you have not gotten a new attorney, you will lose big time by your and your attorney's not have taken appropriate action  and you have a case which most likely will turn out in your favor.

 

Even though this is an unsupervised estate, the accountings provided are the same as required for a supervised estate.

You need to ask your new attorney if your request for an accounting should be submitted to the PR "IN WRITING BY CERTIFIED MAIL" (most states require that the request be done in writing--so an email request would not appear to be sufficient), although DC law in some sections states only that "reasonable request" must be made.  The law is somewhat confusing in that it does not require that an accounting be provided if estate is unsupervised but does mention elsewhere that the accounting must be mailed to the "interested parties"--the heirs/beneficiaries.

 

You also need to find out if a personal representative bond has been purchased for this estate administration, or has a waiver been granted that does not require a bond.  The actions of this PR (especially in making partial distributions and in depositing a personal check into an estate account) appear to be somewhat questionable and if a bond has been purchased it would help to protect the financial interest of the beneficiaries if inappropriate or illegal actions have taken place.

 

AfterDeathAGuideToProbateInTheDistrictOfColumbia

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