How Can a Beneficiary Compel an Estate Administrator to Pay an Inheritance Share in Utah?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.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

Detailed Answer

When an estate administrator (also called a personal representative) delays or refuses to distribute your inheritance, you can ask the probate court in Utah to enforce your rights. Under Utah law, administrators must collect assets, pay valid debts, and distribute the net estate to beneficiaries according to the will or Utah’s intestacy rules.

1. Confirm the Administrator’s Duties

Utah Code § 75-3-115 requires the administrator to notify creditors and begin asset collection. After claims resolve, Utah Code § 75-3-314 directs distribution of the net estate to beneficiaries.

2. Demand an Accounting and Distribution

First, request a written accounting. The personal representative must provide an itemized report of receipts, expenses, and distributions under Utah Code § 75-3-303. If they fail to respond within 30 days, you can petition the court.

3. File a Petition to Compel Distribution

  1. Prepare a petition in the probate court that handled the estate. Include facts: date of probate, administrator’s name, your status as beneficiary, and unpaid inheritance amount.
  2. Attach a copy of your demand letter and any accounting requests.
  3. File the petition and serve the administrator and other beneficiaries.
  4. Ask the court to order distribution under Utah Code § 75-3-314 or partial distribution under § 75-3-313.

4. Seek Removal or Sanctions for Misconduct

If the administrator mismanages estate assets or acts in bad faith, you can petition for removal under Utah Code § 75-3-410. Grounds include failure to file an inventory, refusal to account, or self-dealing. The court may remove the administrator and appoint a successor.

5. Enforce the Court’s Order

After the court orders distribution or removal, the administrator must comply. If they still refuse, you can ask the court to hold them in contempt and impose sanctions or attorney fees.

Disclaimer: This article is for educational purposes only. It does not provide legal advice. Consult a qualified attorney for advice on your situation.

Helpful Hints

  • Keep detailed records of all communications and demands.
  • Act promptly: Utah Code often sets strict deadlines.
  • Review the will or trust terms carefully before petitioning.
  • Consider mediation if family conflicts delay distribution.
  • Hire a probate attorney if complexity or litigation arises.

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. See full disclaimer.