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Does a Residuary Beneficiary have the right to a copy of the final accounts of the estate from the executors prior to receiving their settlement. Also does the beneficiary have the right to delay payment of their settlement for a few months ( for personal reasons). Currently I am being harassed by an executor to provide bank details so he can distribute the money. He received the funds for distribution on 11th June this year and keeps giving me final deadlines to provide the info which I believe he has no right to do. Your comments will be much appreciated, thank you
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Yes, residual beneficiary can ask for accounts -
But (to answer the second question) if the executor is in a position to distribute the estate, a benficiary has no right to delay it, have they? For most legal purposes (I don't know what the poster's personal reason are but presume they have some legal aspect) bequests count from the testator's death, don't they? (eg means tested benefits).
If I were the executor and felt the OP was being obstructive, I think I'd send a cheque and not mess about with bank account details...Comment
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