[WSBAPT] Inventory and Appraisement

[Jeanne Dawes]

Hi Amanda,

You have three months from date of appointment before the inventory has to be provided.  You do not necessarily have to file it with the court, the PR can elect not to.  However, if after 3 months an heir, beneficiary or creditor who has filed a claim requests the inventory, the PR will have 10 days in which to provide it.  So in other words, relax, the PR has 3 months before he/she has to respond to the request.

Jeanne

Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice:  509-326-7500
Fax:      509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>
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From: wsbapt-owner at lists.wsbarppt.com [mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of amanda_wilson at olypenlawoffices.com
Sent: Tuesday, December 23, 2014 12:55 PM
To: WSBA RPPT Probate & Trust Discussion Forum
Subject: [WSBAPT] Inventory and Appraisement


I have a new probate that may get ugly.



My PR was appointed on December 11. The PR has not even received the death certificate yet (although he hopes to have it this week) and the bank is not distributing the deceased's funds until they get one. Today, he came into my office and said he just "found out" about a couple retirement accounts the deceased had.



In other words, we are very very early in the process.



Yesterday, I got an email from an heir (hereinafter referred to as "Scrooge") demanding an accounting of the estate. She wants the accounting "by the close of business on December 26." (That is not a typo, she really asked for a full accounting within four days to be delivered the day after Christmas).



RCW 11.44.015(1) says the PR shall make an inventory and appraisement within three months of appointment. RCW 11.44.015(2) says the PR shall furnish to an heir a true and correct copy of the inventory and appraisement within ten days of the receipt of the request (paraphrased).



So, what if Scrooge requests the I&A within ten days of appointment? I want to read this that after the three month mark, the PR will have to disclose the I&A within 10 days (or exactly at the three month mark, because the 10 day period is done). Any ideas?





Amanda M. Wilson, esq.



Olympic Peninsula Law Offices, LLC

219 W Patison St.

Port Hadlock, WA 98339





(360)437-4172 office

(206)331-7851 cell phone



"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." ~ Maya Angelou

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