probate questions
If the executor(my sister) requested me as one of the three beneficiaries on my dad's estate to help her with some of her duties involving the estate. Can I be reimbursed for the hours I spent helping the executor? If so how do I figure out the amount? I would like to have my fee taken off the executor's administration fee to save the estate any further fees. Is this possible or am I wasting my time asking? One last question my father passed away in 2001 how much estate taxes does the State of California charge over $675,000.00?
Thank you for your assistance in this matter.
Asked on 3/25/03, 4:53 pm
1 Answer from Attorneys
Chris Johnson
Christopher B. Johnson, Attorney at Law
Re: probate questions
Without an agreement between you and the executor, it's difficult to make a claim--the court may consider your services "volunteered" without expectation of compensation. It would be best to negotiate something with your sister--if you can't, you can object to the fee petition/final accounting and make your request there. If this involves significant time and/or expense, you should consult with a lawyer re: preparing the necessary documents and negotiation.
Regarding estate taxes, California takes a portion of the federal estate tax paid, which in 2001 began at 37% of the amounts over $675,000 and was capped at 55%.
Answered on 3/25/03, 5:57 pm
