The executor was able to provide credible explanations for checks that were written and expenses that were incurred, and credible testimony that the beneficiaries were given an opportunity to claim items of personal property before they were removed from the … Continue reading
Tag Archives: Objections to account
The compensation of the trustees of a revocable trust following the death of the settlor was found to be reasonable, objection to valuation of rare musical instruments was overruled because the actual values could only be determined by sales of … Continue reading
A surviving spouse who received erroneous legal advice and failed to elect against the will should not be required to pay legal fees of the executor when she mistakenly files objections to the account of the executor and then withdraws … Continue reading
Costs incurred in selling decedent’s home were substantiated by a HUD settlement statement, and objections to minor discrepancies between the account and the amounts shown on the settlement statement were de minimis and overruled. Objection to attorney fee of $1,000, … Continue reading
Executor named in will was unfit to serve because he as admittedly insolvent, had been convicted of financial crimes, and had been abusing his powers as agent during his parents’ lifetimes, for which he was later convicted of criminal offenses. … Continue reading
Objections sustained to claims by executor for care of decedent as contrary to Dead Man’s Act and without sufficient evidence, to claims for funeral expenses without receipts or vouchers sustained, and to attorney’s fees because time some spent in preparation … Continue reading
Objections to executor’s account were denied to the extent they related to a private auction of real estate among the beneficiaries because the sale had been authorized and approved by the court in previous litigation, even though the terms of … Continue reading