Rancho Cucamonga, CA asked in Estate Planning and Probate for California

Q: What is the proper method for an estate administrator to be reimbursed for administration expenses paid personally?

I am the administrator of an estate. The only asset in the estate is real property. To avoid foreclosure, I personally paid expenses such as utilities, taxes, and expenses related to the sale of the property. I am to understand these are "administration expenses" and thus not a formal claim. How do I go about being reimbursed for these expenses?

Related Topics:
1 Lawyer Answer
Patricia Ann Simmons
Patricia Ann Simmons
Answered
  • Estate Planning Lawyer
  • Vallejo, CA
  • Licensed in California

A: At the time you draft your Report and Account of Administrator, you will need to provide a detailed summary of all out of pocket costs you incurred. You will need to state the date, type of expense, reason and amount in an itemized summary. All reimbursements must be approved by the court. Therefore, you cannot reimburse yourself until the court has approved and issued an order for final distribution.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.