Executor Failed to Produce Evidence of Expenses

When objections are made to expenses claimed by an executor, the burden is on the executor to provide receipts or other evidence of the purpose and payment of the expenses, and the Orphans’ Court properly surcharged the executor for undocumented expenses, as well as the claims of the executor for “missed work,” both mileage and car rental fees, a “meal allowance,” a “commission in lieu of attorney fee” when the executor was disbarred on consent and not licensed to practice law, excessive compensation, and the costs of an unjustified number of trips to Pennsylvania from the executor’s home in Florida. Estate of Henderson, 1151 WDA 2022 (Pa. Super. 12/13/2023) (non-precedential).

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