Is a Notice of Proposed Action necessary if all heirs know about it? What happens if an heir is not receptive to a Notice?

Asked 6 months ago - Carmichael, CA

I am the executor representing the estate pro per. It's been a year since the start of probate, I finally have the time to sell the estate items (estate is in LA, I'm not) however there is one sibling who is non-respondent to non-helpful in this whole process of wrapping up the estate. All my other siblings are going to LA to get their bequeathed items and help clear out the house for the sale of the household items as well as the house...except for this one. Do I need to give a Noticed of Proposed Action to everyone with the estate sales and is a response necessary for with each Notice given? Thank you.

Attorney answers (3)

  1. Rosemary Jane Meagher-Leonard

    Contributor Level 15

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    Answered . Congratulations on moving the probate along towards its conclusion. You are fortunate to have some siblings willing to help you with the process of organizing and selling the personal property.

    Whether or not you are required to give Notice of Proposed Action is not dependent upon whether everyone knows about it. If you were granted authority under the Independent Administration of Estates Act by the court, you, as the personal representative, can take certain actions that do not require court supervision authority only after giving a notice of proposed action to the affected parties. Selling the personal property at an estate sale does not require such notice. However, you should give the proposed action notice before making a preliminary distribution of the personal property (Prob Code §10520). Since it sounds as though you will be distributing personal property as bequeathed under the will, you should know that such actions taken before an order for distribution are considered to be preliminary distributions and are authorized only if the time for filing creditors' claims has expired, and it appears that the distribution may be made without loss to creditors or injury to the estate or any interested person.

    Also the preliminary distribution of any household furniture and furnishings, motor vehicles, clothing, jewelry, and other tangible articles of a personal nature to those siblings, and you, who are entitled to this property under decedent's will, cannot have a total fair market value of more than $50,000.

    You are only required to give the notice. The Judicial Council form has a place for a beneficiary or interested party to consent or object to the notice. However, there is no requirement that the beneficiary respond. I’m not sure what you mean by your questions as to whether the nonparticipating sibling is not receptive to the notice. Again, you only have to mail the notice to him or her.

    Disclaimer: The above answer does not create an attorney/client relationship. My responses are intended to provide... more
  2. Christine James

    Pro

    Contributor Level 19

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    Answered . Notice of Proposed Action is necessary whenever you change the form of any assets, usually by selling. It is recommended you always give notice to protect yourself. When you sell real property, it is always required.

  3. Gregory Paul Benton

    Contributor Level 20

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    Answered . You must give notice to all parties whether they want it or not and then file proof of service of the notice.

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