Clients typically ask what is considered "reasonable" when determining what actions they should take as the personal representative of an estate. As a fiduciary, they are required to exercise good judgment when administering the estate, i.e. act reasonably. For example, a personal representative might ask if they can sell the family home to a friend for a below-market price (no), should they hire a realtor to sell the family home (yes), should they list the home on MLS (yes), should they address the code violations on the property (yes), should they hire an unlicensed contractor to do extensive repairs (no), should they take items from the home and not tell anyone (no), etc.
A recent unpublished appellate decision addressed the issue of reimbursement for a storage unit.
"Accordingly, Suzanne's rental of a unit to store personal property of the estate for distribution is an allowable administrative expense if reasonable and necessary. Here, however, the court found Suzanne's expenditure of more than $27,000 to store personal property valued at only $1,000 was "unreasonable and excessive." We don't disagree. As the court noted, the estate already had paid just over $33,000 to store that property—$15,725.49 that Suzanne paid from the estate between November 2013 and December 2014, and $17,276 the court apparently already had authorized for the estate to reimburse Suzanne."
"It is not our place to resolve these evidentiary conflicts. Moreover, our record is incomplete. The trial court, on the other hand, had "reviewed this file in detail." The court stated, "In fact, I've spent many hours, even though I have a very busy calendar, spent many hours because I really want to understand what's going on. . . . [¶] I've read everything that's been filed more than once." The court also asked the parties questions at the hearing. We can infer the trial court found Wayne's explanation of the events more credible than Suzanne's. Accordingly, we conclude Suzanne has failed to meet her burden on appeal to show the court erred in finding payment of storage fees 25 times greater than the value of the stored property was unreasonable, or in implicitly finding the storage of the property for more than five and a half years was unnecessary."
Estate of Anita M. Polinsky, Los Angeles County Superior Court case no. B329372.