ORS 114.550
Summary review of administration of estate

  • hearing
  • order
  • removal of affiant
  • surcharge

(1)

Intentionally left blank —Ed.

(a)

The affiant or any claiming successor of the estate who has not been paid the full amount owed the claiming successor may, within two years after the filing of a small estate affidavit, file with the probate court a petition for summary review of administration of the estate.

(b)

Notwithstanding paragraph (a) of this subsection, a person may file a petition for summary review under this section for the purpose of compelling the affiant to distribute property of the estate within 60 days after the completion of the two-year period described in paragraph (a) of this subsection.

(c)

A creditor may not file a petition under this section if the creditor received a copy of a small estate affidavit delivered or mailed to the creditor within 30 days after the date the affidavit was filed, the creditor was shown as a disputed creditor in the affidavit and the creditor has not filed a petition for summary determination under ORS 114.542 (Summary determination).

(d)

A creditor may not file a petition under this section if the creditor presented a claim to the affiant, the claim was disallowed and the creditor did not file a petition for summary determination under ORS 114.542 (Summary determination).

(2)

Within 30 days after the filing of a petition under subsection (1) of this section by a person other than the affiant, the affiant shall file with the court an answer to the petition for summary review.

(3)

The court shall hear the matter without a jury, after notice to the claiming successor and the affiant, and any interested person may be heard in the proceeding.

(4)

Upon the hearing:

(a)

The court shall review administration of the estate in a summary manner and may order the affiant to sell property of the estate and pay creditors, to pay creditors of the estate from property of the estate or of the affiant, or to distribute property of the estate to the claiming successors, or may order any person who has received property of the estate to pay amounts owed to claiming successors of the estate in whole or in part.

(b)

If the court allows a claim of a creditor in whole or in part, the court shall order the affiant, to the extent of property of the estate allocable to the payment of the claim pursuant to ORS 115.125 (Order of payment of expenses and claims), and any claiming successor to whom property of the estate has been delivered or transferred under ORS 114.505 (Definitions for ORS 114.505 to 114.560) to 114.560 (Exclusive remedy), to the extent of the value of the property received, to pay to the creditor the amount allowed.

(c)

The court may remove the affiant if the affiant failed to comply with ORS 114.505 (Definitions for ORS 114.505 to 114.560) to 114.560 (Exclusive remedy), surcharge the affiant for any loss caused by failure to comply with ORS 114.505 (Definitions for ORS 114.505 to 114.560) to 114.560 (Exclusive remedy) and authorize the substitution of a new affiant. [1989 c.228 §8; 2003 c.196 §3; 2019 c.165 §17]

Source: Section 114.550 — Summary review of administration of estate; hearing; order; removal of affiant; surcharge, https://www.­oregonlegislature.­gov/bills_laws/ors/ors114.­html.

114.005
Occupancy of principal dwelling of decedent by spouse and children
114.015
Support of spouse and children
114.025
Petition for support and answer
114.035
Temporary support
114.045
Modification or termination of support
114.055
Nature of support
114.065
Limitations on support
114.075
Priority of support
114.085
Setting apart whole estate for support
114.205
No distinction between real and personal property
114.215
Devolution of and title to property
114.225
Possession and control of decedent’s estate
114.255
Commencement of duties and powers of personal representative
114.265
General duties of personal representative
114.275
Personal representative to proceed without court order
114.285
Naming or appointment of personal representative does not discharge claim
114.295
Discharge or devise in will of claim of testator
114.305
Transactions authorized for personal representative
114.315
Right to perfect lien or security interest
114.325
Power to sell, mortgage, lease and deal with property
114.333
Transfer of title and interest to real property by foreign personal representative
114.335
Court order for sale, mortgage or lease
114.345
Title conveyed free of claims of creditors
114.355
Sale or encumbrance to personal representative voidable
114.365
Validation of certain sales
114.375
Nonliability of transfer agents
114.385
Persons dealing with personal representative
114.395
Improper exercise of power
114.405
Personal liability of personal representative
114.415
Copersonal representatives
114.425
Discovery of property, writings and information
114.435
Power to avoid transfers
114.441
Definitions for ORS 114.441 to 114.462
114.444
Application
114.447
Court approval of settlement of personal injury claim or wrongful death claim
114.450
Deferral of requirements
114.453
Petition for appointment of personal representative
114.456
Information to beneficiaries and Department of Human Services and Oregon Health Authority
114.459
Waiver of requirements
114.462
Motion to close estate
114.505
Definitions for ORS 114.505 to 114.560
114.510
Value limitations for small estate
114.515
Small estate affidavit
114.517
Approval of attorneys filing affidavits for recipients of Medicaid or other public assistance
114.520
Authorization from State Treasurer required for filing of affidavit by creditor if decedent dies intestate and without heirs
114.525
Content of affidavit
114.535
Transfer of decedent’s property to affiant
114.537
Safe deposit boxes
114.540
Procedure for claims
114.542
Summary determination
114.545
Affiant as fiduciary
114.547
Sales and transfers to third parties
114.549
Liability of affiant
114.550
Summary review of administration of estate
114.552
Filing fees
114.555
Transfer of interest of decedent in property described in affidavit
114.560
Exclusive remedy
114.600
Elective share generally
114.605
Amount of elective share
114.610
Manner of making election
114.615
Payment of elective share
114.620
Waiver of right to elect and other rights
114.625
Who may exercise right of election
114.630
Augmented estate
114.635
Exclusions from augmented estate
114.650
Decedent’s probate estate
114.660
Decedent’s nonprobate estate
114.665
Decedent’s nonprobate estate
114.675
Surviving spouse’s estate
114.685
Decedent’s probate transfers to surviving spouse
114.690
Decedent’s nonprobate transfers to surviving spouse
114.700
Priority of sources from which elective share payable
114.705
Liability of recipients of decedent’s nonprobate estate
114.710
Protective order
114.720
Proceedings to claim elective share
114.725
Effect of separation
Green check means up to date. Up to date