What are the responsabilities of the trustee to a private trust fund
to the benaficiary.The fund was set up to provide upkeep and
improvement to a property bought when the provider of the fund was
alive for the benefit of her daughter.The trustee is the beneficiaries
Brother and has ignored requests for funds during the last fourteen
months.

---

Request for Question Clarification by richard-ga on 11 Jun 2005 07:39 PDT

In what U.S. state or other country was the provider resident at death?

---

Clarification of Question by lancer1-ga on 11 Jun 2005 17:02 PDT

Resident Somerset,England.

Check with a local trust attorney in your area for advice.  If the
beneficiaries' request is reasonable and in accordance with the
instructions of the trust, then the trustee's denial to pay is odd,
unusual, and needs further investigation or he may be doing it just
out of spite.  It is possible he might not want the beneficiary to
find out the financial balance in the fund if trustee has
misappropriated/stolen monies from it and doesn't want to be found
out.  Your attorney can help find out if this trustee is bonded and
normally a beneficiary can request an accounting statement annually
from the trustee by having your attorney send the trustee a certified
letter requesting such.

If trustee's denial to pay out is unreasonable, he can face charges of
breach of duty and be replaced by someone else.  Thank you for
watching out for the interests of your beneficiary, since she should
not have to go through this.

4KEITH (I'm NOT a GOOGLE Researcher)
Accountant

------------------------