Code of Virginia - Title 26 Fiduciaries Generally - Section 26-12.4 Copies of inventories and accounts to be provided by personal representatives

§ 26-12.4. Copies of inventories and accounts to be provided by personal representatives

A. Every personal representative filing an inventory or account (including an affidavit of intent to file a statement in lieu of an account pursuant to § 26-20.1) or any document making changes to either with the commissioner of accounts shall, on or before the date of such filing, send a copy thereof, which need not include copies of any supporting vouchers, by first-class mail to such of those persons to whom notice was given pursuant to subsections A and B of § 64.1-122.2 as have requested the same from the personal representative in writing; provided, however, that copies need not be given to (i) persons who would take only as heirs at law in a case where all of the decedent's probate estate is disposed of by will, or (ii) beneficiaries whose gifts have been satisfied in full prior to such filing. A request for copies may be made to a personal representative at any time. It may relate to one specific filing or to all filings to be made by the personal representative but it is not effective for filings made prior to its receipt by a personal representative.

B. No commissioner of accounts shall approve any personal representative's inventory or account (i) until twenty-one days have elapsed from the receipt thereof and (ii) unless the inventory or account contains a statement that any copies requested pursuant to this section have been mailed, and shows the names and addresses of the persons to whom they were mailed and the date of such mailing.

(2001, c. 265.)

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Last modified: April 16, 2009