[WSBAPT] Request for Prompt Assessment or Release of Liability for PR

[Donna Calf Robe]

Thank you for the response Kameron.  It almost sounds like the request for prompt assessment slowed the process down.  In my experience the closing letter usually arrives in about 9 months. Good to know.

Donna

Donna M. Calf Robe
Attorney at Law
DUSSAULT LAW GROUP
2722 Eastlake Ave. E., Ste. 200
Seattle, Washington 98102-3143
Phone (206) 324-4300, extension 113
FAX (206) 324-3106

The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the views of the sender, and are not to be attributed to Dussault Law Group. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kameron Cayce
Sent: Wednesday, September 09, 2015 3:32 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Request for Prompt Assessment or Release of Liability for PR

I have received the same advise but I have an estate where the heirs wanted to take the risk. Filed the request with the IRS in May 2014. Got a response saying they would contact me within 60 days. I have received a couple more of the same form letters. I have left numerous messages but never received any response. 16 months and still waiting. Bottom line-not sure about the risk side but sure not much in the way of a reward.


Kameron C. Cayce
cayce|grove LAW OFFICES
kam at caycegrove.com<mailto:grifan at caycegrove.com>
www.caycegrove.com<http://www.caycegrove.com/>
425.255.0603

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Donna Calf Robe
Sent: Tuesday, September 08, 2015 5:07 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Request for Prompt Assessment or Release of Liability for PR

Listmates:
How many of you routinely request a prompt assessment or release of liability for the PR from the IRS when the estate is taxable? Or do you just wait for the closing letters, distribute, and call it good? The estate CPAs are strongly recommending we not request either a prompt assessment or release of liability because we would just be inviting an audit.  But I understand that even after the closing letters, the IRS could re-open the matter and request an audit, for up to 3 years after the filing, although it apparently rarely ever happens.

I have an estate where the PR is not a beneficiary, just a poor family member who got sucked into serving as PR and the beneficiaries would not return any money if necessary without a fight.  No distributions have been made and I'm going to discuss the pros and cons with the PR and let her make the decision, but I'm wondering if the CPAs are being overly afraid.  I thought this was a rather routine request.
Thanks,

Donna

Donna M. Calf Robe
Attorney at Law
DUSSAULT LAW GROUP
2722 Eastlake Ave. E., Ste. 200
Seattle, Washington 98102-3143
Phone (206) 324-4300, extension 113
FAX (206) 324-3106

The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the views of the sender, and are not to be attributed to Dussault Law Group. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments.


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