Living Trust and Pour-over Will
My father died in 2004 in Delaware County PA. When I called to get a copy of
his will I was told that no will had been filed, however, an account was
opened to pay taxes in the amount of 4860.00.
I contacted my brother, who handle the legal affairs to ask why no will had
been filed. His response was:
”On 7/5/2000, Dad executed a Revocable Living Trust as part of an Estate
Planning Portfolio which contained both a Living Will and a Last Will &
Testament or ”Pour-over Will.” These documents were filed at the Media
Courthouse [county seat for Delaware Co.] The provisions specified in the
Trust were executed upon his death in accordance with his wishes and
probate is not necessary in the case of a RLT.”
My question is whether, as an heir, though probably not a beneficiary, am I
entitled to a copy of the trust and will, since information I am reading says
that a trust is not public record. And should this have been provided to me
and the other children by our brother upon our father’s death?
I believe that my brother was the only beneficary, but want to know the
details and if I have any legal options for obtaining the information.
Thanks for any insight you can provide.