During the course of estate administration, the beneficiaries of an estate may need to wait many months or even years before their beneficial interests are paid. In many instances a lengthy delay may cause a hardship to a beneficiary, especially when the beneficiary was dependent upon the decedent for support or the decedent’s death impacted the financial stability of the beneficiary.
In many cases of estate administration, the executor or administrator or preliminary appointee may voluntarily make an advance distribution to a person who is in need. This tends to be a common occurrence when all of the interested parties are cooperative and there is no contentious estate litigation occurring. However, when a fiduciary refuses to help a beneficiary who is in need, the Surrogate’s Court Procedure Act provides a procedure whereby an application can be made to the Court for an advance distribution.
SCPA 2102 entitled “Proceedings for relief against a fiduciary” contains a paragraph 5 which allows the commencement of a proceeding to force the payment in advance of an estate share when the estate “exceeds by at least one-third” the sum needed to pay other claims, debts and legacies. The applicant must demonstrate that such payment is required for his education or support for him or his family. This statute gives parties interested in an estate an important right to maintain financial stability during a long period of estate settlement.