Executor Mismanagement Concerns

Summary

Beneficiaries in California can request an accounting from an executor if they suspect mismanagement. If estate taxes are unpaid or assets are not properly invested, beneficiaries can discuss concerns with the executor or file a petition with the probate court for potential misconduct. Consulting a probate attorney for personalized advice is recommended.

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executor did not pay estate taxes on time
In California, if an executor fails to pay estate taxes on time, it could lead to penalties and interest charges, potentially reducing the estate's value. Here are some steps you may consider:
- Request an accounting from the executor.
- Discuss the issue with the executor, if possible.
- File a petition with the probate court if there's potential misconduct.

Would you like guidance on how to proceed with filing a petition?
not properly investing estate assets in an interest bearing account
In California, executors have a duty to manage estate assets prudently. If you believe the executor is not investing assets appropriately, consider these steps:
- Request a detailed accounting from the executor.
- Discuss your concerns directly with them.
- If needed, file a petition with the probate court for potential mismanagement.
Would you like guidance on filing a petition or any other aspect?