Disclaimer: This article is for informational purposes and does not constitute legal advice. Consult a qualified attorney to discuss your specific situation.
Detailed Answer
In Iowa probate proceedings, a personal representative (PR) must file intermediate and final accountings with the clerk of court and serve copies on all interested persons. Under Iowa Code § 633.466, “interested persons” include heirs, devisees, beneficiaries, and certain creditors. Iowa Code § 633.466 requires the PR to:
- File any intermediate or final account with the district court.
- Provide each interested person with a copy of the accounting.
- Mail a notice of the hearing on that accounting at least 14 days before the hearing date.
For example, if you are a beneficiary named in the will, the PR must mail you a copy of each account and a hearing notice. If you never received it, you still have the right to review the accounting.
If the PR fails to provide your copy, you may:
- Contact the PR in writing and request the missing account.
- File a motion with the court asking the judge to compel the PR to serve you a copy.
At the hearing on the account, you can review all transactions, ask questions, and, if appropriate, formally object to fees or distributions. The court will rule on any objections and can order corrections, surcharges, or removal of the PR if necessary.
Helpful Hints
- Confirm you qualify as an interested person—heir, beneficiary, or creditor.
- Review Iowa Code § 633.466 for timing requirements on service and hearing notices.
- Send all requests to the PR by certified mail and keep copies of correspondence.
- Note objection deadlines—object within 20 days after notice of hearing.
- Consider consulting an attorney if the PR resists providing the accounting or if complex objections arise.