What to do if my bequest from a deceased friend is being held by the executor until I sign rediculious documents saying I may have to pay it back?
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What to do if my bequest from a deceased friend is being held by the executor until I sign rediculious documents saying I may have to pay it back?
No strings attached, I was left a sum of money in a codicile to her will, a long time friend who passed away 2 years ago. Her executors insist I sign a release that says I may at any time for any reason have to pay back my bequest to the estate. Also that I will not hold them responsible for how the sale of her house (assists) was handles. Is this legal? What are my rights? Can I refuse to sign this document? I have a copy of her will and it is clear I am to receive the money if I live more than 30 days after she passes. Can they do this?
Asked on May 10, 2012 under Estate Planning, Massachusetts
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 11 years ago | Contributor
I would take the documents you have to an attorney to review. You are right: it does sound ridiculous. The executors have a rigth to ask for a release for the estate but why they would release money like that is beyond me. And if they mis handle the estate then the beneficiaries have a right to question their fiduciary acts. Get help. Good luck.
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