Also known as:decedent's estate administration · decedents estate administration · probate · estate administration
Written by attorneys · grounded in primary & secondary sources — see below
The legal process by which a decedent's assets are collected, debts and claims paid, and remaining property distributed to heirs or devisees. The process operates under probate codes and may involve court supervision or statutory procedures that determine title passage without a deed.
Sources & Authorities
How it applies
Common Examples
6
Trust Assets Reach Creditors
After Daniel Diaz died, his probate estate held only modest cash insufficient to cover funeral costs and a large judgment creditor. The personal representative discovered that Daniel had funded a revocable trust with his primary residence before death. Because the probate assets could not satisfy the claims, the creditor reached the trust property to the extent necessary under the governing statute.
Devise Passes Title at Death
Diana Delgado died leaving a will that devised her ranch to her niece. Title to the ranch vested in the niece immediately upon Diana's death even though no deed had been executed. The personal representative later recorded a deed only to perfect the record, confirming that the devise itself transferred ownership by operation of law.
Select any source to read its text and confirm it supports the definition.
Cases
Statutes
Uniform Acts
Model Codes
Common Law
Restatements
Casebooks
Estate Seeks Ancillary Relief
David Dawson owned real property in two states at death. The domiciliary personal representative opened probate in the home state and petitioned for ancillary administration in the second state to sell the out-of-state parcel and pay local creditors. The court granted the request so that title could be cleared and proceeds returned to the primary estate.
In re Estate of Johnson739 N.W.2d 493, 499 n.9 (Iowa 2007)
Conditional Will Denied Probate
Demetrius Douglas executed a will stating it would take effect only if he failed to return from a planned overseas trip. He survived the trip and died years later without revoking the document. The court refused to admit the will to probate because the stated condition had not occurred, leaving the estate to pass by intestacy.
In re Estate of Kuralt303 Mont. 335, 15 P.3d 931
Reciprocal Wills Mistakenly Signed
Dolores Diaz and her husband each signed the other's will by mistake during a joint execution ceremony. After Dolores died, the court reformed the instruments to reflect the obvious mutual intent and admitted the corrected will to probate rather than denying probate on the technical signature error.
Mahoney, In re Estate of220 A.2d 475 (Vt. 1966)
Federal Court Defers to State Probate
Delilah Duran died leaving a contested will and substantial assets. A federal diversity action sought to determine the validity of the will and distribute the property. The court dismissed the suit, holding that federal jurisdiction does not extend to probating a will or administering a decedent's estate already under state probate court control.
Commissioner of Internal Revenue v. Estate of Bosch387 U.S. 456, 465 (1967)
Common questions
Frequently Asked
3
When may creditors reach assets held in a revocable trust after the settlor's death?+
Creditors may reach trust assets when the probate estate is inadequate to satisfy claims, costs of administration, funeral expenses, and statutory allowances. The statute subjects the trust property to those obligations to the extent the probate estate falls short.
Supporting sources
How does title pass to real property when a will devises it?+
Title passes by operation of law upon the testator's death without need for a deed from the decedent. A fiduciary may later execute a deed only to perfect the record title.
Supporting sources
What limits federal court involvement in estate disputes?+
Federal courts lack authority to probate a will or administer a decedent's estate. They may hear ordinary claims between diverse parties that affect the estate only monetarily, but they will not disturb property already in state probate custody.
Supporting sources
497 U.S. 261, 277 (1990)Constitutional Law
…right to refuse treatment was grounded in both the common law and a constitutional right of privacy, the court held that a state probate statute authorized the patient's conservator to order the withdrawal of life-sustaining treatment when such a decision was made in good faith based on medical advice and the conservatee's…