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?

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1 Lawyer Answer
Patricia Ann Brinkley
Patricia Ann Brinkley
Answered
  • Estate Planning Lawyer
  • North Las Vegad, NV
  • 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.

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