I just learned that my brother (executor) never followed the legal requirements of closing my mother's estate
, yet he distributed funds to her heirs
. We thought he had done this work properly. My sister was one of the heirs, but she passed away 4 months after my mom. I served as the executor of my sister's estate. I followed all of the requirements of PA to complete her estate. I distributed the balance of her funds to her heirs. Both my Mom and my sister were residents of PA.
I recently received a letter from PA addressed to my (deceased) sister, at my home address in NY, stating that taxes had not been paid on my mom's estate and that she (as a co-executor) had not closed her estate in the proper time frame.
I replied that my sister was deceased and that my mom's estate had been represented to us as closed; funds were distributed. The executor was my brother. I included his name and address.
1. What is our exposure in this situation?
2. My brother left the country about the time I received the letter to my sister.
3. My other brothers have used their inheritance from both my mom and my sister to meet living expenses (unemployment).
4. What can we expect next?
Thank you! Althea