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I am the Pers. Rep of my fathers will. Most assets were in his trust
or passed to the Trust from the will. My brother, Trustee of the Successor Trust,thinks he has the "right" to prepare ALL returns, but from my research I have not found any rules or laws that say that I, as the Pers Rep and responsible for ALL the Estate, can not prepare the Estate and final 1040 returns. He can prepare the Trust 1041. I have been working with my father since 1974 on his financial work so I have the knowledge.
And my brother has NOT given out any financial statements or docs since the end of June and we (4 total children as heirs) have the right to view all docs and the HUD for the sale of his home. Isn't this illegal to deny giving us this information?
I already have a probate lawyer but I need answers!This should be a fairly simple answer - where are the laws/rules about this issue located? Nothing appears on the Register of Wills site relating to Trusts. IS there a MD CODE for this type of transactions and procedures? Thanks...