Detailed Answer
Under La. Code Civ. Proc. art. 3281, a personal representative must file a detailed accounting of all estate transactions within one year of appointment and whenever the court orders additional reports. This accounting must list all receipts, disbursements, and the current status of estate assets. The personal representative must provide copies of this accounting to all heirs, legatees, and creditors as outlined in La. Code Civ. Proc. art. 3284. If you qualify as an heir or creditor, you have the right to request and receive a copy without a separate court order.
If the personal representative fails to furnish the accounting upon request, you may file a motion to compel compliance. The court can impose sanctions, remove the personal representative, or order a supplemental accounting if the report is incomplete or misleading.
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Helpful Hints
- Confirm your status as an interested party by reviewing the court’s appointment order.
- Send a written request for the accounting to the personal representative and keep a copy for your records.
- Document all communications in writing to build an official record.
- File a motion to compel if the personal representative delays or refuses to provide the accounting.
- Consult a probate attorney promptly to understand deadlines and procedural requirements.