Executor Expenses

Discussion in 'Wills, inheritances and gifts' started by Mijne, 13 Jun 2018.

  1. Mijne

    Mijne Frequent Poster

    Posts:
    50
    Hello

    I was the executor of my late mother’s estate. It was a lot of work but I was happy to do it.

    The central heating in my mother’s house broke and I had to pay to get it fixed. Then there was an issue with the alarm system and I had to have it replaced. I paid for these from my own money. It was before the grant of probate? Can I claim these back as expenses?

    Mijne
     
  2. jpd

    jpd Frequent Poster

    Posts:
    1,477
    Certainly the alarm system expenses are recoverable as the executor has a duty to protect the assets of the estate.

    The repairs to the CH system could be a bit more problematical - was someone living in the house? why was it necessary to fix the system? was there a leak?
     
  3. Mijne

    Mijne Frequent Poster

    Posts:
    50
    jpd

    Thanks for getting back so promptly and explaining about the alarm. I am living in the house and the pump in the Central Heating broke over Christmas. There was no heat and it needed to be replaced ASAP.

    Mijne
     
  4. noproblem

    noproblem Frequent Poster

    Posts:
    1,248
    Was your mum alive when the pump broke down?
     
  5. DeeKie

    DeeKie Frequent Poster

    Posts:
    210
    You are entitled to expenses required to keep value of assets maintained, and so the pump is fine.
     
  6. Mijne

    Mijne Frequent Poster

    Posts:
    50
    Deekie

    Many thanks for your help. I am living in the house, paying all the bills and maintaining it.

    Mijne
     
  7. john luc

    john luc Frequent Poster

    Posts:
    305
    as long as the house is still listed as owned by the deceased then keep a record of all money spent on the house.
     
    DeeKie likes this.
  8. Mijne

    Mijne Frequent Poster

    Posts:
    50
    John Luc

    I have been living in the house and paying all utilities. Probate has just been granted so can I claim all utilities I have paid before probate. Thanks.


    Mijne
     
  9. Seagull

    Seagull Frequent Poster

    Posts:
    1,126
    If you're living in the house, then I don't see how you can claim utility bills against the estate. Are you paying rent to the estate?
     
  10. jpd

    jpd Frequent Poster

    Posts:
    1,477
    It might be useful to explain if there are other beneficiaries to the estate - after all, you are benefitting from the estate which is perhaps to the detriment of others?
     
  11. mathepac

    mathepac Frequent Poster

    Posts:
    6,541
    Bit of a grey area without clarification of a few issues. e.g. Were you living there paying your way before your mother's death? Did you move in after her death to preserve and protect the property?
     
  12. Thirsty

    Thirsty Frequent Poster

    Posts:
    1,862
    The estate must pay utilities in full up to date of death, as that is a debt of the deceased.

    If the house is occupied by a caretaker or similar then I believe the utilities should be paid by the caretaker.

    I don't believe that in an occupied house it is reasonable for the estate to cover the cost of utilities from date of death to date of probate.
     
  13. john luc

    john luc Frequent Poster

    Posts:
    305
    if you are living there then you pay the bills but I was caretaking a house for 1 year after the owner deceased and so all bills such as heating,electricity,insurance were covered as expenses to the estate
     
  14. Thirsty

    Thirsty Frequent Poster

    Posts:
    1,862
    I don't believe there is a hard & fast rule on this.

    But when you consider that some estates could take years to reach Grant of Probate; a non-rent paying caretaker should at least look after their utilities.

    Insurance & property tax and repairs to the building are reasonable estate expenses. Replacing a dishwasher is not.
     
    Marsha25 likes this.
  15. Mijne

    Mijne Frequent Poster

    Posts:
    50
    Thirsty

    Thanks for clarifying "reasonable estate expenses". I just want to do the right thing. Your help is much appreciated.

    Mijne
     
  16. Thirsty

    Thirsty Frequent Poster

    Posts:
    1,862
    I'm not able to edit my earlier post, but to be clear IANAL
     
  17. Mijne

    Mijne Frequent Poster

    Posts:
    50
    I am a bit confused by your last post IANAL?
     
  18. Thirsty

    Thirsty Frequent Poster

    Posts:
    1,862
    I Am Not A Lawyer