Marion Supp. L. R. 9.162

As amended through January 17, 2024
Rule 9.162 - PRESENTATION OF ACCOUNTS IN DECEDENTS' ESTATES
(1) All accounts in decedent's estates shall be filed with the court. When requesting approval for an interim accounting in a decedent's estate, or for interim attorney's fees in connection with an interim accounting, notice of time to object must be provided to all interested persons as required by ORS 116.093 for a final account.
(2) Objections
(a) If objections to a final account are filed, the court will assign the case to a judge.
(b) If no objections to a final account are filed within the time fixed for filing objections, a proposed order approving the final account shall be filed with the court.
(3) Vouchers
(a) The requirement to file vouchers such as receipts, checks, and interim financial institution statements may be waived unless the court specifically requests them.
(b) The court may waive the requirement to file vouchers such as receipts, checks and interim financial institution statements if the financial institution statements for both the beginning and ending date of the accounting period are attached to the accounting. If the account was closed prior to the end of the accounting period, the final statement showing the closure of the account or a zero balance shall be attached to the accounting.
(c) If the court waives the requirement to file vouchers, the court continues to have the authority to later require the fiduciary to file any vouchers the court determines to be appropriate

Marion Supp. L. R. 9.162

Amended effective 2/1/2024.