What Is the Process for Petitioning to Remove a Personal Representative for Mishandling Estate Assets in Illinois? | Illinois Probate | FastCounsel
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What Is the Process for Petitioning to Remove a Personal Representative for Mishandling Estate Assets in Illinois?

Disclaimer

This article is for educational purposes only and does not constitute legal advice. Always consult a qualified attorney for advice on your specific situation.

Detailed Answer: Removing a Personal Representative in Illinois

Under the Illinois Probate Act (755 ILCS 5), a personal representative (PR) manages a decedent’s estate. If the PR mishandles estate assets, interested parties may petition the court for removal. You must follow these steps:

1. Identify Statutory Grounds for Removal

Illinois law allows removal for neglect of duty, misconduct, incompetence, failure to account, or other cause. See 755 ILCS 5/22-4 (link).

2. Prepare and File a Petition

File a written petition to remove the personal representative in the county circuit court where probate is pending. Include:

  • The decedent’s name and case number.
  • The PR’s name and appointment date.
  • Detailed allegations of mishandling (misspending, failure to inventory, self-dealing).
  • Requested relief (removal and appointment of successor).

Pay the statutorily required filing fee or request a fee waiver if eligible.

3. Serve Notice on Interested Parties

Serve the petition and a court summons on the personal representative and all interested persons (heirs, beneficiaries, creditors) in accordance with 755 ILCS 5/24-1 (link). Service must occur at least 14 days before the hearing.

4. Post Bond (If Required)

The court may require a bond to secure estate funds during litigation. The bond amount typically equals the estate’s value. See 755 ILCS 5/22-7 (link).

5. Attend the Hearing

At the hearing, the petitioner must present evidence of misconduct or negligence. Evidence may include:

  • Account statements showing unauthorized transactions.
  • Appraisal reports evidencing improper asset valuations.
  • Communications proving mismanagement.

The PR may present a defense or agree to resign.

6. Court Decision and Successor Appointment

If the court finds cause, it will remove the PR and appoint a successor under 755 ILCS 5/22-5 (link). The successor will complete estate administration.

Helpful Hints

  • Collect documents: wills, inventories, account statements.
  • Keep a timeline of alleged misconduct.
  • Consult the probate clerk about local fee schedules.
  • Consider mediation if the PR disputes allegations.
  • File form petitions available from the county court’s website.
  • Watch statutory deadlines for service and hearings.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.