Also known as:personal representative · executor · administrator
Written by attorneys · grounded in primary & secondary sources — see below
An individual or entity appointed by a court or named in a will to administer a decedent's estate. The personal representative collects assets, pays debts and taxes, and distributes remaining property to beneficiaries or heirs.
Sources & Authorities
How it applies
Common Examples
6
Mortgage Payment from Estate Assets
Penelope Price's will devises her mortgaged home to her niece Priya Prasad. The personal representative pays the mortgage balance from other estate funds before distributing the home. Priya receives the property free of the lien.
Promise to Pay Decedent's Debt
Philip Powell serves as executor of Paul Peterson's estate. Philip orally promises a creditor that he will pay an outstanding business debt from his personal funds if the estate cannot cover it. The creditor later sues Philip on that promise.
Court Approval of Sale
Peter Park dies owning commercial real estate. His personal representative petitions the probate court to sell the property to satisfy creditors. The court grants the petition after finding the sale necessary for proper administration.
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Cases
Statutes
Federal Rules
Uniform Acts
Model Codes
Common Law
Restatements
Casebooks
Study Supplements
Estate of Eyerman v. Mercantile Trust Co.524 S.W.2d 210 (Mo. Ct. App. 1975)
State Law Determination
Pedro Pacheco's estate includes shares in a closely held corporation. The personal representative seeks a federal tax deduction that turns on whether a state-court ruling binds the IRS. The federal court applies the state probate court's construction of the will.
Commissioner of Internal Revenue v. Estate of Bosch387 U.S. 456, 465 (1967)
Federal Jurisdiction Limits
Premier Manufacturing sues the personal representative of Pinnacle Holdings' founder in federal court over estate assets. The court dismisses the action under the probate exception because the claim requires direct interference with ongoing state probate proceedings.
Marshall v. Marshall547 U.S. 293, 310–12 (2006)
Successor Representative Appointment
Peak Performance's founder dies leaving an estate with partnership interests. The initial personal representative resigns. The probate court appoints a successor personal representative who steps into the same fiduciary role without new qualification proceedings.
Mahoney, In re Estate of220 A.2d 475 (Vt. 1966)
Common questions
Frequently Asked
4
Who qualifies as a personal representative?+
A personal representative includes an executor named in a will and an administrator appointed by the court when no will exists or the named executor cannot serve. Both roles carry the same core duties of collecting assets, paying claims, and distributing the estate.
Does a personal representative need a bond?+
Many jurisdictions require a bond unless the will waives it or all interested parties consent. The bond protects beneficiaries and creditors against loss from mismanagement or misconduct by the personal representative.
What duties does a personal representative owe?+
The personal representative must act with care, loyalty, and impartiality while administering the estate. Key duties include inventorying assets, giving notice to creditors, defending or pursuing claims, and rendering an accounting to the court and beneficiaries.
Can a personal representative be removed?+
A court may remove a personal representative for misconduct, incapacity, conflict of interest, or failure to perform duties. Removal requires notice and an opportunity to be heard, after which a successor is appointed.
430 U.S. 762 (1977)Family Law
…Mona this case would not be here. Similarly, in Reed v. Reed , 404 U. S. 71 (1971), if the decedent had left a will naming an executor, the problem of the statutory preference for male administrators of estates of intestates would not have been presented. The opinion in Reed gives no indication that this available…