Personal representative 

Scales of justice
Wills, trusts
and estates
Part of the common law series
Wills
Wills (legal history)
Joint wills and mutual wills
Will contract · Codicil
Holographic will · Oral will
Sections
Attestation clause
Residuary clause
Incorporation by reference
Contest
Testamentary capacity
Undue influence
Insane delusion · Fraud
Property disposition
Lapse and anti-lapse
Ademption · Abatement Elective share
Pretermitted heir
Trusts
Express · Constructive
Resulting
Common types
Bare · Discretionary
Accumulation and Maintenance
Interest in possession
Charitable · Purpose · Incentive
Other types
Protective · Spendthrift
Life insurance · Remainder
Life interest
Reversionary interest
Honorary · Asset-protection
Governing doctrines
Pour-over will
Cy-près doctrine
Estate administration
Intestacy · Testator · Probate
Power of appointment
Simultaneous death · Slayer rule
Disclaimer of interest · Inheritance tax
Related topics
Totten trust
Other common law areas
Contract · Tort · Property
Criminal law · Evidence
v  d  e

In common law jurisdictions, a personal representative is the generic term for an executor for the estate of a deceased person who left a will or the administrator of an intestate estate.1 In either case, a Surrogate Court of competent jurisdiction issues a finding of fact, including that a will has or has not been filed, and that an executor or administrator has been appointed. These are often referred to as "letters testamentary", "letters of administration" or "letters of representation", as the case may be. These documents, with the appropriate death certificate are often the only license a person needs to do the banking, stock trading, real estate transactions and other actions necessary to marshal and dispose of the decedent's estate in the name of the estate itself.

As a fiduciary, a personal representative has the duties of:

  1. loyalty
  2. candor or honesty
  3. good faith.

In the U.S., punctilio of honor, or the highest standard of honor, is the term used to describe the level of scrupulousness that a fiduciary must abide by.2

Types of personal representatives include:

U.S. Department of Defense

In the U.S., the Office for the Administrative Review of the Detention of Enemy Combatants appointed a Personal Representative (CSRT) to meet with each captive who was still being held in extrajudicial detention in the United States Guantanamo Bay detention camps, in Cuba, in August 2004, when the Supreme Court forced the Department of Defense to start convening Combatant Status Review Tribunals.

References

  1. ^ Hayton & Marshall (2005) 1-127-1-128
  2. ^ Meinhard v. Salmon, 164 N.E. 545 (N.Y. 1928).

Bibliography


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