Hi. My name is ***** *****. My parents left stocks equally to my sister and I. I have now. They are in a safe deposit box in Florida where my sister lives. I live in Las Vegas. In order to do anything I must produce the stocks (which will then be held electronically). She is refusing to send them to me and won't answer the phone or return calls or emails. The stocks are in my name. Is there anything I can do to compel her to comply?
JA: Thanks. Can you give me any more details about your issue?
Customer: I am not sure what is helpful but here goes, My parents divided everything equally and named both of us Executrix. Ahough we all lived in Florida I was traveling extensively abroad with my husband at the time, so a lot of the details fell to her. There were some questionable things like a bank acctaccount set up for expenses, with about $8000.00 suddenly disappearing. I couldn't get a straight answer so I dropped it. After I got divorced she came to me with this story about how I needed to have her name on my stocks for my protection, eg. if I were in the hospital or something. Like an idiot I went along with it. Because of that I could never cash the dividend checks, but deposited them. In 2013 my bank would no longer let me deposit them. It was time to get her off as a Joint Tenant. Yes, that's what I said. Until then I had no idea what A HORRIBLE deal that was. At first she flat out refused, saying, "I will get it when you die". I finally got that accomplished but in order to have the acct in my name only and reissue the dividend checks in my name I have to produce the stock certificates that are not held electronically OR file an Affidavit of Loss and indemnity, which she would have to sign and have notorized. All she has to do is get then stocks and send them to me, but as I said she is not doing that nor communicating in any way. Is there anything I can do ?
JA: OK got it. Last thing — Estate
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