HB 5676 — Relating to changing the maximum amount a County Clerk can charge to settle an estate and removing reference to Fiduciary Commissioner

WESTHB5676 VIRGINIAHFAT LEGISLATUREFast REGULAR2-28Morgan SESSION3345 Delegate CommitteeFast Substitutemoved forto Houseamend Billthe 5676bill Byby Delegatestriking Winzenreidout [Originatingthe intitle theand Committeesubstituting ontherefor thea Judiciary;new title, to read as follows:H.

ReportedB. on February 23, 2024] CS for HB 5676 A BILL to amend and reenact §44-2-1 of the Code of West Virginia, 1931, as amended, relating to changing the maximum amount a County Clerk can charge to settle an estate and removing reference to Fiduciary Commissioner.

Be5676 it-- enacted“A byBILL to amend and reenact §44-2-1 of the LegislatureCode of West Virginia:Virginia, 1931, as amended, relating to providing guidance for estates not classified as a small estate for proof and determination of debts and claims, establishment of priority, determination of the amount of respective shares of legatees and distributes, and other matters;

ARTICLErelating 2.to claims of an unpaid creditors for estates not classified as a small estate and the process to determine the validity of a claim and when a fiduciary commissioner is required to take up the matter of the validity of the claim and when no referral to a fiduciary commissioner may be made;

PROOFand ANDrelating ALLOWANCEto OFestates CLAIMSwith AGAINSTa ESTATESvalue OFof DECEDENTS.$200,000 or less, exclusive of real estate and nonprobate assets, or if it appears to the clerk that there is only one beneficiary and providing that these estates shall not be referred to a fiduciary commissioner after delivery of an appraisement of the assets by the personal representative;

§44-2-1.relating to claims of an unpaid creditors for estates and the process to determine the validity of a claim and when a fiduciary commissioner is required to take up the matter of the validity of the claim and when no referral to a fiduciary commissioner may be made for estates with a value of $200,000 or less, exclusive of real estate and nonprobate assets, or if it appears to the clerk that there is only one beneficiary;

Referencerelating to changing the fee that a fiduciary commissioner may charge an estate for services related to settlement of decedents'the estates;estate to $500, with outlined exceptions;

proceedingsand thereon.relating to counties where there are two or more fiduciary commissioners, then referral to these commissioners shall be in rotation, for equal division of work;

(a)and Exceptproviding asthat providedfor inany subsection (b) of this section, upon the return of the appraisement by the personal representative to the county clerk, the estate of his or her decedent, by order of the county commission, must be referred to a fiduciary commissioner forany prooffees and determinationcosts ofprovided debtsunder andthis claims,section establishmentshall ofbe theirassessed priority,as determinationcosts ofagainst theany amountrequestor ofor theobjector respectivewho sharesdoes ofnot thesubstantially legateesprevail andon distributes,its andclaim anyproportionately otheraccording matterto necessary for the settlementnumber of theclaimants estate:not substantially prevailing.”;    AdoptedRejected 

Provided, That in counties where there are two or more commissioners, the estates of decedents must be referred to the commissioners in rotation, so there may be an equal division of the work.

Notwithstanding any other provision of this code to the contrary, a fiduciary commissioner may not charge to the estate a fee greater than $300 and expenses for the settlement of an estate, except upon:

(i) Approval of the personal representative;

or (ii) a determination by the county commission that the fee is based upon the actual time spent and actual services rendered pursuant to a schedule of fees or rate of compensation for fiduciary commissioners promulgated by the commission in accordance with the provisions of §59-1-9 of this code Provided, That, should an unpaid creditor file a claim against the estate, the clerk shall send to the personal representative by United States mail a copy of the claim with a letter explaining that the personal representative must file with the clerk a written rejection to the claim, or otherwise it will be deemed valid, and within 20 days of receipt of the same the personal representative shall have 20 days in which to file with the clerk a written rejection, and if rejected, 1 CS for HB 5676 the fiduciary commissioner shall take up the matter of the claim, but if no rejection is made, the claim shall be deemed valid and no reference to a fiduciary commissioner shall be made.

(b) If the personal representative delivers to the clerk an appraisement of the assets of the estate showing their value to be $200,000 or less, exclusive of real estate specifically devised and nonprobate assets, or if it appears to the clerk that there is only one beneficiary of the probate estate and that the beneficiary is competent at law, the clerk shall record the appraisement without reference to a fiduciary commissioner:

If an unpaid creditor files a claim against the estate, the personal representative has 20 days after the date of the filing of a claim against the estate of the decedent to approve or reject the claim before the estate is referred to a fiduciary commissioner.

If the personal representative approves all claims as filed, then no reference may be made Provided, That for any such estate, should an unpaid creditor file a claim against the estate, the clerk shall send to the personal representative by United States mail a copy of the claim with a letter explaining that the personal representative must file with the clerk a written rejection to the claim, or otherwise it will be deemed valid, and within 20 days of receipt of the same the personal representative shall have 20 days in which to file with the clerk a written rejection, and if rejected, the fiduciary commissioner shall take up the matter of the claim, but if no rejection is made, the claim shall be deemed valid and no reference to a fiduciary commissioner shall be made.

(c) Notwithstanding any other provision of this code to the contrary, for any estate upon which reference to a fiduciary commissioner is made, a fiduciary commissioner may not charge to the estate a fee greater than $500 and expenses for the settlement of an estate, except upon:

(i) Approval of the personal representative;

or (ii) a determination by the county commission that the fee is based upon the actual time spent and actual services rendered pursuant to a schedule of fees or rate of compensation for fiduciary commissioners promulgated by the commission in accordance with the provisions of §59-1-9 of this code.

2 CS for HB 5676 (d) In counties where there are two or more commissioners, the estates of decedents referred to a fiduciary commissioner, must be referred to the commissioners in rotation, so there may be an equal division of the work.

(c)(e) The personal representative shall, within a reasonable time after the date of recordation of the appraisement:

(i) File a waiver of final settlement in accordance with the provisions of §44-2-29 of this code;

or (ii) make a report to the clerk of his or her receipts, disbursements, and distribution and submit an affidavit stating that all claims against the estate for expenses of administration, taxes, and debts of the decedent have been paid in full.

Upon receipt of the waiver of final settlement or report, the clerk shall record the waiver or report and mail copies to each beneficiary and creditor by first-class mail, postage prepaid.

The clerk shall retain the report for 10 days to allow any beneficiary or creditor to appear before the county commission to request reference to a fiduciary commissioner.

The clerk shall collect a fee of $10 for recording and mailing the waiver of final settlement or report.

(d)(f) If no request or objection is made to the clerk or to the county commission, the county commission may confirm the report of the personal representative, and the personal representative and his or her surety shall be discharged;

but if an objection or request is made, the county commission may confirm and record the accounting or may refer the estate to its fiduciary commissioners.:

Provided, That the personal representative has 20 days after the date of the filing of a claim against the estate of the decedent to approve or reject the claim before the estate is referred to a fiduciary commissioner, and if all claims are approved as filed, then no reference may be made For any estate referred to a fiduciary commissioner pursuant to this subsection, the fiduciary fees and costs provided for under subsection (c) of this section shall be assessed as costs against any requestor or objector who does not substantially prevail on its claim proportionately according to the number of claimants not substantially prevailing.

(e)(g) For purposes of this section, the term beneficiary means a person designated in a will to receive real or personal property.

3 CS for HB 5676 NOTE:

The purpose of this bill is to change the maximum amount a County Clerk can charge to settle an estate and removing reference to Fiduciary Commissioner.

Strike-throughs indicate language that would be stricken from a heading or the present law and underscoring indicates new language that would be added.