Detailed Answer
Under the Hawaii Probate Code, a personal representative must file periodic accountings and serve them on interested persons. An accounting records all estate transactions—receipts, disbursements, and distributions. This requirement promotes transparency and lets beneficiaries monitor the estate’s progress.
The key statutes include HRS §560:3-702, which governs the duty to file accountings; HRS §560:3-804, granting the court authority to order additional accountings; and HRS §560:3-808, allowing interested persons to petition for an accounting.
Generally, the first formal accounting is due one year after appointment, with subsequent filings at least once every two years unless the court sets different intervals. The personal representative must serve a copy of each accounting and notice of any hearing at least 30 days before the hearing on all interested persons.
If your personal representative fails to provide a copy, you can file a petition asking the probate court to compel the accounting. The court may assess sanctions or remove the personal representative for continued non-compliance.
Disclaimer: This information is educational and does not constitute legal advice. Consult a qualified attorney for advice specific to your situation.
Helpful Hints
- Confirm your status as an interested person, such as a beneficiary or creditor.
- Review any filed inventory (HRS §560:3-701).
- Request accountings in writing and keep copies of your requests.
- Note statutory deadlines for account filings and service.
- Consider consulting a probate attorney if you face resistance or complex disputes.