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Judge allows first annual accounting for estate; heirs raise questions about missing bank records
Summary
A probate judge approved the personal representative's first annual accounting for the period Sept. 28, 2023'Sept. 28, 2024, while heirs raised concerns about missing bank records and the later sale of the decedent's home.
A probate judge approved the personal representative's first annual accounting covering Sept. 28, 2023, through Sept. 28, 2024, at a virtual hearing in File 53034 on the petition to allow the accounting.
The ruling followed questions from two family members, who said they lacked access to certain bank and credit-card records and disputed communications with the personal representative and counsel. The judge and the estate's attorney described procedures for obtaining records not already in the file and noted that proceeds from a later home sale were not part of this accounting period.
The judge began by confirming the scope of the hearing: "this accounting just covers 09/28/2023 through 09/28/2024," and that "the sale of a house . . . happened after this accounting was completed," so sale proceeds were not before the court. The judge…
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