Beacon, NY Estate Planning Law Firms & Lawyers

It sounds like the administrator of the estate id trying to account for expenses of the deceased which may have been paid out of his or her account after he or she died for bills which existed at the time of his or her death.  This would be necessary for purposes of any estate or inheritance tax returns.  Debts of a deceased person are typically allowed as deductions from the taxable value of any property he or she had at the time of death.  As for your individual accounts information that sounds like overreaching but the joint account is probably proper.  For the joint account if you do not turn over the information the Executor may need to use a subpoena to order you or the bank to turn over the statements.  I advise you to do what you can to cooperate - it helps resolve loose ends for your now-deceased partner.

In Missouri, you will need to see an attorney. I am assuming that your father's share of the the value of the property is over $40,000. You may have to do a petition to determine heirs in regard to your father's estate and your mother's estate. Be sure to take the deed and the death certificates to the attorney to discuss this matter and have the names and addresses of all the children available.