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To: Clark Kent who wrote (78344)7/4/2025 3:00:24 PM
From: stuffbug3 Recommendations

Recommended By
kidl
LoneClone
onepath

  Read Replies (1) | Respond to of 78401
 
What were the signed instructions, transfer in kind or sell all?

IF no instructions to "sell" shares, TD must replace the shares at their expense.



To: Clark Kent who wrote (78344)7/4/2025 4:36:08 PM
From: kidl  Read Replies (1) | Respond to of 78401
 
This doesn’t make any sense to me. The execution of a will is in the hands of the executor. Not in the hands of a broker or a bank. If anyone screwed up here, it was the executor who gave the wrong instructions to TD. Either that or your dad wanted to create a capital loss for the estate for tax purposes.


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