Estate Administration

Final Accounting

Standing to Object

Roach v. Rowley, 135 S.W.3d 845 (Tex. App.—Houston [1st Dist.] 2004, no pet.).

 

Decedent’s sole heir filed an application for letters of independent administration. Because there was an assertion that Decedent had a valid will, the court appointed Temporary Administrator. The probate court approved Temporary Administrator’s nine applications for interim payment of fees and expenses. Devisee did not object to these applications. However, when Temporary Administrator filed an account for final settlement of Decedent’s estate, Devisee objected to the fees. The probate court found that Devisee lacked standing to object to the final accounting.

The appellate court determined that Devisee did have standing to object to the final accounting. Temporary Administrator argued that Devisee was attempting to recover property belong to the state by objecting to the final account and thus lacked standing under Frazier v. Wynn, 472 S.W.2d 750 (Tex. 1971) (holding that before heirs could sue to recover estate property, they must prove that no administration is pending that that none is necessary). The court rejected this argument explaining that Devisee was not attempting to recover estate property but rather was objecting to the final accounting as an interested person under Prob. Code § 10.

Moral: An interested person has standing to object to a final account.

 

Estate Administration

Appeal

Waiver

Roach v. Rowley, 135 S.W.3d 845 (Tex. App.—Houston [1st Dist.] 2004, no pet.).

 

Decedent’s sole heir filed an application for letters of independent administration. Because there was an assertion that Decedent had a valid will, the court appointed Temporary Administrator. The probate court approved Temporary Administrator’s nine applications for interim payment of fees and expenses. Devisee did not object to these applications. However, when Temporary Administrator filed an account for final settlement of Decedent’s estate, Devisee objected to the fees. The probate court found that Devisee waived his objection to all the fee orders.

The appellate court agreed that Devisee had waived his objection by not filing a timely appeal. The probate court’s orders approving Temporary Administrator’s applications for the payment of fees and expenses were final and appealable orders.

Moral: A person dissatisfied with a probate court’s approval of a personal representative’s fees or expenses should file a timely appeal.



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