Renunciation of Power (Personal Representatives)- FS Flashcards

(10 cards)

1
Q

What does it mean when an executor “renounces” their appointment?

A

It means they formally decline to act as executor of the estate, ending all rights and obligations associated with the role.

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2
Q

Can a person be compelled to act as a personal representative under intestacy or a will?

A

No — acting as a personal representative (executor or administrator) is entirely voluntary.

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3
Q

When is an executor no longer allowed to renounce their appointment?

A

Once they have intermeddled with the estate, they are treated as having accepted the role and cannot renounce.

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4
Q

What is “intermeddling” in the context of estate administration?

A

Performing any task typical of an executor, such as notifying banks or dealing with property or assets.

Example: Informing a bank of the deceased’s death counts as intermeddling.

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5
Q

What is the proper process for an executor to renounce their appointment?

A

Complete and sign Form PA-15, witnessed by an independent person, and file it at the probate registry.

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6
Q

Can a person who has renounced as an executor still act as trustee under the will?

A

Yes — unless they also disclaim the trusteeship, they remain a trustee.

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7
Q

What happens if someone renounces executorship after intermeddling?

A

The renunciation is invalid, and they must carry out their duties as executor.

Example: A friend of the deceased notifies the bank, then tries to renounce—this will be rejected due to intermeddling.

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8
Q

Can an administrator (under intestacy) renounce their appointment in the same way as an executor?

A

Yes — administrators can also renounce using the same procedure.

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9
Q

What lesson can be drawn about timing in executor renunciation?

A

An executor must renounce before taking any estate-related action — even minor involvement counts as acceptance.

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10
Q

Why must renunciation as executor occur before any involvement with the deceased’s estate?

A

Because any act of intermeddling — even minor — is treated as acceptance of the role, making formal renunciation no longer possible.

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