California Probate Code Section 9820

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Legal Definition

The personal representative may:

(a) Commence and maintain actions and proceedings for the benefit of the estate.

(b) Defend actions and proceedings against the decedent, the personal representative, or the estate.

Basic Definition

Section 9820: This probate code empowers the personal representative to initiate or defend legal actions on behalf of the estate, ensuring its interests are protected.

In-Depth Overview and Use Cases

Section 9820 grants personal representatives the authority to litigate or defend lawsuits involving the estate or the decedent. This is vital for resolving disputes, recovering debts owed to the estate, or defending claims against the estate. For instance, the personal representative may file a lawsuit to recover unpaid rent from a decedent’s tenant. Use cases include resolving financial disputes and protecting estate assets.

Application & Relevance

This section ensures probate attorneys and personal representatives can act decisively in estate-related legal matters. It is especially relevant when litigation is necessary to uphold the estate’s interests or defend against baseless claims.

Legal Scenario

Trust Administration Attorney

Probate Code Impact

Section 9820 grants the personal representative or trust administrator the authority to file or defend legal actions on behalf of the estate. In trust administration, this provision allows the attorney to safeguard the trust’s interests in any litigation, such as defending against breach of trust claims.

Legal Scenario

Trust Disputes

Probate Code Impact

A trust administrator can use Section 9820 to initiate actions to resolve disputes between trustees and beneficiaries, ensuring that the estate is properly administered and that trust terms are enforced in case of conflicts or disputes.

Frequently Asked Questions

Can a personal representative settle disputes and litigate matters that benefit the estate without court approval?

Yes, the personal representative has the authority to initiate or defend actions and proceedings on behalf of the estate, including litigation to recover assets or resolve disputes.

What are examples of cases where the personal representative would need to act under Section 9820?

A personal representative might need to pursue actions like recovering debts owed to the estate or defending the estate from claims that could reduce its value.

How does this section help protect the interests of the estate?

By empowering the personal representative to take proactive legal action, Section 9820 ensures the estate is defended against unnecessary losses and financial disputes.

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