By: Jennifer Dixon
Lowndes attorneys obtained a favorable ruling from a probate court in Lee County, Florida, on behalf of a decedent’s estate; and thereafter, secured an affirmance of the ruling from Florida’s Second District Court of Appeal. The decedent had provided in her will for certain distributions of personal property to a beneficiary. With assistance from Lowndes probate attorney, Julie Frey, the personal representative inventoried and distributed the personal property accordingly. The beneficiary acknowledged receipt of her distribution, and filed no objections to the inventory filed by the personal representatives. Several months later, however, the beneficiary filed a petition requesting an inventory and accounting.