What happens when an Executor fails to administer an estate

What happens when an Executor fails to administer an estate

After a death, the estate’s executor or administrator has the job of winding up the deceased’s affairs. We take a look at what happens when an executor is failing to administer an estate.

The task of administering an estate can be time-consuming and is often complex. Where an executor or administrator is failing to administer an estate, those with an interest in the estate may need to take action.

Failure to carry out the administration

An executor (or administrator, if the deceased did not leave a Will) should aim to finalise the deceased’s affairs within a year. If you do not believe that any progress is being made, you have a range of options.

Citation to accept or refuse a grant

A citation is a notice calling on someone to carry out a specific act. This can be served by a beneficiary on an executor who has failed to start work on the estate administration. A citation to accept or refuse a grant requires the potential executor to respond by entering an appearance. The potential executor can decide to obtain the Grant of Probate or they can decline. In this case the person with next priority can make the application.

If the executor does not respond to the citation then they lose their entitlement to act as executor. The person who is next in order of priority can then apply. If they enter an appearance agreeing to act as executor, they should then proceed to deal with the application for a grant.

Citation to take probate

Where the executor or administrator has taken some action in respect of the winding up, known as intermeddling, but has not obtained a Grant of Probate (or in the case of an administrator a Grant of Letters of Administration), then a citation can be given to them requiring them to respond with an appearance. If they file an appearance, they should then apply to obtain the grant. If they fail to respond with an appearance, then the interested party can ask the court for permission to obtain a grant themselves.

Citation to propound a Will

If the deceased left more than one Will, then a beneficiary can serve a citation to propound a Will. For example to prove the validity of a particular Will. They will need to show that the Will in question is valid. If the person in receipt of the citation does not then file an appearance, the person serving the citation can ask the court to issue a grant in respect of the Will.

Removing an executor or administrator

If the executor or administrator has taken some action in administering the estate, but you are not happy with progress or you do not believe that they have been acting in the best interests of the beneficiaries, then you may wish to take steps to address this.

The best way to deal with this is generally by consent. The executor or administrator steps down so that someone else can take over the administration. Negotiation led by a legal expert in probate matters may be helpful where an agreement cannot easily be reached. If it is still not possible to agree, then mediation can be tried.

As a last resort, it is possible to ask the court to remove an executor or administrator who is failing in their role.

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