[WSBAPT] Attempting to Locate Probate Assets

[J A Cyphers]

Contact the IRS and ask for a 1099 print for 2014.  (2015 ones won't exist
until probably June.)
That should give her all the 1099s and other information returns for the
taxpayer for 2014.
Often the 1099 will show an account number.

OR start with the accountant.  Who filed the 2014 tax return??  The return
itself and the 1099s would have the same info.

There will be 1099s for all bank accounts with $10 or more in interest and
almost any other asset.
Life insurance generally won't have a 1099 and annuities that are not being
collected on won't have one.
But income producing assets should all have them. 
 
    
  
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908   
Edmonds, WA 98020-0908
425-776-5887
fax 425-640-0814
jacyphers at gmail.com
 
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-------Original Message-------
 
From: J Richard McEntee, Jr.
Date: 1/14/2016 12:15:17 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Attempting to Locate Probate Assets
 
Hello List Members


I am working with a PR who is attempting to locate assets of a deceased
friend. The deceased was quite elderly. The last years he was in an assisted
living facility. The PR was providing some assistance in paying bills of the
deceased prior to his death, however, the PR did not have much knowledge of
the finances but for the deceased checking account. She now is seeking out
assets. She has used the usual methods, checking mail, etc. She believes
that there are a number of accounts and assets that she cannot now find. 


Does someone have a recommendation for the next steps to follow to locate
assets? 


Maybe a private investigator? If a PI, recommendations would be appreciated.


Thanks
Rich




RICH McENTEE
McENTEE LAW OFFICE
3800 Bridgeport Way W, Ste A411
University Place, WA 98466
253.227.9894(m)
jrmcentee at gmail.com       


 
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