I would be worried as you are when an executor is not using an attorney. There is no one guiding him and looking over his shoulder. As a practical matter, you need to demand accountability and transparancy early on. Let him know that you want to be copied on major actions he is taking. As for the inventory, in PA it is not due until 9 months from the date of death. However, you may want to inquire at the register of wills as to how much he estimated the assets of the estate and request a copy of the will. In any event, prudence would dictate having an attorney to protect your interests and to let the executor know you mean business and that you are on this matter.
Hope this helps. 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 email@example.com . For further tax advice visit his website at www.sjfpc.com . and blog at >
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