Redmond, OR asked in Probate for Oregon

Q: Can I file a Breach Of Fiducary duth in my county?

Can I file a Breach Of Fiducary duth in my county?

I plan to file a Breach of Fiducary Duty in a probate case, I am the only heir in the State and would like to file the breach in my county as opposed to the county where my Mother died, can I do that?

Does the Breach need to be filed in Probate court or can It be filed in circut court? Thank You.

Bend, OR

Related Topics:
1 Lawyer Answer
Calvin A. Knickerbocker III
Calvin A. Knickerbocker III pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered
  • Estate Planning Lawyer
  • Beaverton, OR
  • Licensed in Oregon

A: Given your scenario and the general principles discussed, here's how you might approach filing a breach of fiduciary duty claim in Oregon:

Venue for Filing:

Probate Court: If your claim directly involves the administration of your mother's estate or the duties of an executor or trustee appointed in her will or trust, filing in probate court might be appropriate. Probate courts in Oregon have broad powers over estate administration, including the authority to surcharge a fiduciary for breach of duty (ORS 111.095).

Circuit Court: For broader civil claims that might not strictly fall under probate jurisdiction or if you're seeking remedies beyond what probate court might typically handle, filing in circuit court could be considered. This could include claims for damages that extend beyond estate assets or involve third parties not directly tied to the probate process.

Filing in Your County:

Jurisdiction and Venue: While probate matters generally start in the county where the decedent resided or owned property, Oregon law might allow for venue in your county if there's a significant connection (like if you're the only heir and the estate's assets are there). However, this would need to be justified based on Oregon's venue statutes or case law, which might require legal research or advice.

Legal Basis:

Breach of Fiduciary Duty: Oregon law recognizes fiduciary duties in estate administration. If the executor or trustee failed in their duties (e.g., not providing accountings, mismanagement of assets, self-dealing), this could constitute a breach (ORS 114.395).

Steps to Consider:

Consult Legal Counsel: Given the nuances between probate and civil actions, consulting with an attorney familiar with Oregon probate and fiduciary law would be crucial. They can provide specific advice on venue, whether to file in probate or circuit court, and how to frame your claim.

Gather Evidence: Collect all documentation related to your mother's estate, communications with the fiduciary, and any evidence of mismanagement or breach.

Filing: If opting for probate court, you might file a petition for an accounting, removal of the fiduciary, or surcharge. For circuit court, you'd file a complaint for breach of fiduciary duty.

Conclusion:

While there's a basis for filing in your county if justified, the choice between probate and circuit court depends on the nature of your claim. Probate court is equipped to handle fiduciary duty breaches related to estate administration, but for broader civil claims or if seeking extensive remedies, circuit court might be more appropriate. Always ensure your legal strategy aligns with Oregon's specific statutes and case law, which might require direct legal consultation for the most accurate guidance. While this is general information you should reach out to an attorney near you to run over your specifics.

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.