Disclaimer: This article is for informational purposes only and does not constitute legal advice.
Detailed Answer
Under Idaho law, a personal representative handles estate administration. They must provide key information and perform specific duties for heirs at law and beneficiaries.
1. Notice of Appointment
Within 15 days of receiving letters testamentary or of administration, the personal representative must notify all known heirs and beneficiaries of their appointment and provide an address for correspondence. See Idaho Code §15-3-203 (idaho.gov).
2. Inventory and Appraisement
Within three months of appointment, the representative must file a detailed inventory of estate assets with the court. They must also send a copy of this inventory to each heir and beneficiary. See Idaho Code §15-3-705 (idaho.gov).
3. Regular Accounting
The representative must keep accurate records of all receipts, disbursements, and transactions. They must file a formal account and provide notice to heirs before any hearing on the account. See Idaho Code §15-3-708 (idaho.gov).
4. Final Distribution
Before distribution, the representative must prepare a final account, obtain court approval, and notify heirs of any hearing on the petition for distribution. After approval, they must distribute assets according to the will or Idaho statutes. See Idaho Code §15-3-804 (idaho.gov).
Helpful Hints
- Keep detailed records of all estate communications.
- Review the estate inventory to confirm accuracy.
- Ask the representative for copies of pleadings and accountings.
- Consult an attorney if you have questions about your rights.
- Respond promptly to notices or hearings to protect your interests.