Exam 8: Personal Representatives: Types, Pre-Probate Duties, and Appointment

MATCHING: -A personal representative appointed temporarily by a probate court to handle certain immediate needs of an estate

Which is NOT performed by an ancillary administrator?

MATCHING: -A public official appointed by the court to administer the property of an intestate who has left no person entitled to apply for appointment as personal representative and Letters of Administration

Only family members should be invited to the family conference.

When a will has been discovered, copies of the will should be prepared for the beneficiaries and devisees.

During the family conference, the paralegal should ask whether the decedent made any advancements to any beneficiaries or heirs.

The requirements for a bond and surety vary from state to state.

MATCHING: -A petition filed with the court by a beneficiary who wishes to surrender any interest in a will

MATCHING: -A court order recognizing that all allowed claims and expenses of an estate have been paid and that all heirs are named and the share of the decedent's property to which they are entitled is listed

MATCHING: -A personal representative appointed by the court when a will maker does not name an executor or the named executor cannot serve

Certified copies of the Letters Testamentary or Letters of Administration are needed to do all of the following EXCEPT:

Property in joint tenancy is a probate asset and should be included in the list of assets subject to probate.

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

Which is a legal obligation of financial institutions with which the decedent did business?

Witnesses to a will must appear in court to testify to the validity of the will.

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

The personal representative is responsible for discovering, collecting, and preserving all probate assets of any value.

MATCHING: -A person appointed by the court to oversee the administration of a decedent's estate that is located in a foreign state

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

During the family conference, the paralegal or the supervising attorney should: