Since you deem it unnecessary to ask any questions from the letter that was sent and had your receptionist so rudely hang up on me here is what I needed to know and did my own research to find out Subject: Formal Demand for Payment of Funeral Expenses – Pamela Stone Irrevocable Trust Jennifer Bushnell I am writing regarding your position that the funeral expenses for Pamela Stone must be submitted through probate. That position is contrary to Florida law and to your obligations as trustee. Under Florida Statute § 736.05053, funeral and burial expenses are properly payable by the trustee from trust assets. As the acting trustee of the Pamela Stone Irrevocable Trust, you have both the legal authority and the fiduciary duty to review and pay valid funeral expenses directly from the trust without requiring probate proceedings. We are in possession of the paid funeral invoice, proof of cremation, and all supporting documentation. These materials will be sent to you via Federal Express overnight delivery. The cost of delivery constitutes an administrative expense of the trust and is payable from trust assets. Please provide written confirmation of receipt of these documents and remit reimbursement no later than ten (10) business days from the date of your receipt. If you contend that payment is not authorized, you must provide a written explanation citing the specific statutory or trust provisions upon which you rely. Failure to timely discharge your duties with respect to these expenses may constitute a breach of fiduciary obligation, and we will consider all remedies available under Florida law. This correspondence is sent in good faith in an effort to resolve this matter promptly and without further action. This review may change based on your response/action.
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