[WSBAPT] Inventory and Appraisement

[hhherman2]

I agree with Amanda.

 

A soft answer turneth away wrath, But a harsh word stirs up anger. The tongue of the wise uses knowledge rightly, But the mouth of fools pours forth.  Proverbs 15 KJV

 

Howard Herman

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Tuesday, December 23, 2014 1:41 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] Inventory and Appraisement

 

Amanda,

 

I expect we all agree that you don’t have to send anything now.  I just want to mention that deaths don’t always bring out the best in people.  In a few months this heir might be calmer and less objectionable.  A polite letter now, explaining the statutes and the timelines might help.

 

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com <http://www.lisaschuchman.com/> 

Education is what you get when you read the fine print.  Experience is what you get when you don’t. -Pete Seeger

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

From: wsbapt-owner at lists.wsbarppt.com <mailto:wsbapt-owner at lists.wsbarppt.com>  [mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of amanda_wilson at olypenlawoffices.com <mailto: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

=======================

- To contact the list administrator, send a message to: webmaster at wsbarppt.com <mailto:webmaster at wsbarppt.com> 

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com <mailto:imail at lists.wsbarppt.com> , with the following in the body of the message: unsubscribe wsbapt - OR - send a message to webmaster at wsbarppt.com <mailto:webmaster at wsbarppt.com>  asking that you be removed from the wsbapt list.

Information provided on this list should not be considered legal advice. As with all lists - let the reader beware! No warranties or representations are made as to the accuracy of any information provided. All opinions and comments in this message represent the views of the author and do not necessarily have the endorsement of the Washington State Bar Association nor its officers or agents. 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20141223/450dc384/attachment.html>