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Asked 11 months ago - Palo Alto, CA
FlagI was just told that the vehicle was sold by the trustee/executor without my permission or knowledge. I was to receive this vehicle and other personal items from my relative's estate who signed and dated the list of items I was to receive. All parties including attorney on both sides have this documentation and it is a part of the estate.
I agree with Attorney Kaufman's response, but I am not sure that you have provided sufficient information, or at least, I am not sure I understand your summary. Are you sure that the vehicle is/was a part of the estate, and was not titled in the name of the trust? If the Will leaves an item to you, but the item is owned by the Trust, then the provisions in the Will are trumped by the Trust.
Of course, if the Trust ALSO includes a provision allowing for a list of personal items, AND if that list was attached to the Trust, as well, then the Trustee is probably on the hook for this.
I would review this with your attorney and make sure that you are dealing with apples and apples.
James Frederick
Both attorneys offer sound advice. The other possiblity is the estate is insolvent and has to sell all assets to pay debts, administrative expenses, taxes, etc.
Get your own estates attorney to find out what is really going on here and where you stand.
Hope this helps.
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Mr. Fromm is licensed to practice law throughout the state of PA with offices in Philadelphia and Montgomery Counties. He is authorized to handle IRS matters throughout the United States. His phone number is 215-735-2336 or his email address is sjfpc@comcast.net , his website for more tax, estate and business articles is www.sjfpc.com. and his blog is
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